Session
Can you actually move the needle with AI? The true story of a recovering nagger
Have you ever wondered if AI can actually move the needle in your organization? The hype is everywhere. Join me for a look at how we revolutionized our invoicing process using a team of AI agents. From one bottleneck, to almost unlimited data availability, we changed how multiple teams track and manage open invoices, open A/R, and the collections process. From the Sales team tracking invoices for commissions to Project Leaders having visibility into the financial health of their projects, the agents built in Copilot Studio and published to Microsoft Teams and M365 Copilot Chat opened a window into both Dynamics Business Central and Dynamics Project Operations while simultaneously freeing up finance and admin staff to focus on what really matters. Conservatively estimated to save 16-20 hours per month for one resource alone, the impact is real ROI when you compound it across everyone accessing invoicing and financial data. From 1 primary contact, 2 disconnected systems, and endless phone calls, Teams messages, and emails to one agent, two MCP servers, and an informed workforce. What could agents do for you and your organization?
Jason L. Brown
I Help CIOs & COOs Turn Microsoft AI Investments into Measurable Business Outcomes
Caledonia, Mississippi, United States
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