Session

Low-Code Meets AI: Building Powerful D365 Agents Without Writing Code

WHAT You'll Learn
- What AI agents are and how they outperform traditional chatbots with generative AI and orchestration
- Navigating Microsoft Copilot Studio's low-code visual canvas for rapid agent design
- Building an agent from scratch: Set instructions, triggers, add knowledge (e.g., SharePoint/Dataverse), and define topics
- Grounding agents in Dataverse to query Dynamics 365 data (e.g., customers, accounts, orders, inventory via RAG)
- Adding no-code tools for record creation, data updates, and workflow triggers (using connectors or Power Automate flows)
- Publishing agents to Teams, demo sites, Microsoft 365 Copilot, or embedding in D365 apps

HOW We'll Do It
- Intro: Demo a live agent handling a D365 customer query to showcase real impact
- Platform Tour: Walk through Copilot Studio's interface, drawing parallels to Power Apps/Platform tools
- Agent Creation: Start blank, define purpose, add SharePoint as knowledge source, test topics
- D365 Connection: Link to Dataverse, query sample customers/accounts/cases with secure RAG
- Tools: Add actions to create cases, update records, and trigger a sample flow—all no-code
- Publish & Deploy: Publish to Teams channel, embed in a demo site, and run end-to-end live test
- Q&A + Next Steps: Share docs, tutorials, and community links for your first solo build

WHY It Matters
- Stay Ahead: AI integration is table stakes for D365 roles; master it or lag behind
- No-Code Access: If you build in Power Apps, you'll own agents in hours—not weeks
- Speed Wins: Prototype and iterate solo, ditching dev backlogs
- Cut Costs: Automate routine D365 tasks 24/7, slashing support tickets by 30-50% (per Microsoft benchmarks)
- Boost Career: Deliver AI solutions that wow stakeholders and open doors

WHO Should Attend
- D365 Functional Consultants (BC, CE, F&O)
- Business Analysts & Power Platform Makers
- D365 Admins & IT Pros
- Project Managers/Solution Architects
- Non-coders curious about AI in D365

KEY TAKEAWAYS
1. Hands-On Confidence: Walk away ready to build/test your first agent, step-by-step
2. D365-AI Mastery: Know how to query/update Dataverse securely for real business data
3. Ready Ideas: Practical starters like service desks, inventory checks, or order routing
4. Low-Code Limits: Spot when to loop in devs (e.g., custom APIs) vs. handle solo
5. Go-Further Kit: Curated links to Microsoft Learn paths, templates, and forums

David Lorenzo

Microsoft MVP Business Apps | AI @ Automation Architect at Prodware

Adeje, Spain

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