What’s in Store?

I’m excited to share with you a session all about building the next generation of customer service! We’ll explore how Microsoft’s Power Platform tools, like Copilot and Power Automate, can work together to create an intelligent, hands-off workflow that makes life easier for both customers and service teams.

Picture this: a friendly Copilot chatbot on your Power Pages site, interacting with customers, guiding them, and capturing their requests. The moment a customer submits an inquiry, this chatbot sets the gears in motion, creating a service case in Dynamics 365, while Power Automate quickly alerts your team so they’re ready to help. In this hands-on session, I’ll Walk you through each part of this setup, so you can see exactly how these tools come together to make customer service fast, efficient, and surprisingly personal.

Why Does This Matter?

Today’s customer service teams are up against high expectations—quick responses, personalized help, and, ideally, seamless experiences. By harnessing the AI and automation capabilities of Microsoft’s platform, you can make each customer interaction quicker, smarter, and less stressful for your team. If you’re looking for practical ways to modernize your service processes, this session is for you.

How It’s Going Down

I’ll guide you step-by-step as we build out the full workflow:

Setting up Copilot in Power Pages, so your customers can chat with an AI-powered assistant who’s ready to help.

Creating cases in Dynamics 365 from customer inquiries, storing each interaction as a service record that’s easy to manage.

Using Power Automate to send real-time alerts to your team, so they can jump in as soon as a new case is created.

Along the way, I’ll share tips, best practices, and insights on keeping everything secure, smooth, and ready for action.

What You’ll Take Away

Know how to set up and connect Copilot, Power Pages, Dynamics 365, and Power Automate to create a seamless, automated service experience.

Get inspired by the potential of an AI-driven chatbot to handle customer questions quickly and keep service workflows moving.

See how Power Automate can give your agents the tools they need to respond right away.

Walk away with best practices to ensure your setup is secure, efficient, and ready to deliver exceptional customer service.

This session is all about making customer service feel effortless and human at the same time. So come ready to learn, and let’s bring a little magic to your customer service!