AI agents become truly valuable when they move beyond demos and start supporting real work, especially for roles like sales managers who are constantly on the move.

In this demo-heavy, technical session, we’ll guide you through building an AI-powered Sales Agent using Microsoft Copilot Studio and the Power Platform, based on a relatable real-world scenario: a mobile sales manager navigating daily tasks while on the road.

This session is aimed at Power Platform makers, Copilot Studio builders, and technical consultants who already have basic experience with Dataverse and the Power Platform and want to design more advanced, business-driven AI agents.

We’ll start by framing the business case: why AI-driven solutions matter for mobile sales teams and where Copilot Studio fits within a modern sales architecture. From there, we’ll move into a live build, showing how the individual components come together:

- Using a Model-Driven App as the foundation for a scalable sales solution.
- Building a custom Copilot Agent and enriching it with structured business data using Dataverse.
- Understanding Knowledge vs. Model Context Protocol (MCP) - what MCP is, when to use it, and how it enables real-time automation.
- Automating real-world sales tasks, such as promoting quotes to orders and generating documents, helping sales managers reduce repetitive work while staying productive on the go.

By the end of this session, you will be able to:

- Design and deploy a conversational AI agent tailored to specific business scenarios.
- Integrate Copilot Studio with Dataverse, model-driven apps, and other Power Platform components.
- Apply MCP to enable advanced automation and real-time data access.
- Deliver practical AI-driven solutions that optimize sales workflows and improve day-to-day productivity.

Whether you’re building your first Copilot agent or looking to push its capabilities further, this session will give you the technical insights and practical patterns needed to create smarter, more effective business solutions.