Most AI chatbots in business today are limited to providing static answers. They can't do anything – they can’t update CRM records, send notifications, or automate tasks. This leads to disconnected user experiences and missed opportunities for operational efficiency.

As organizations adopt AI copilots across customer service, internal support, and operations, the demand is shifting from passive Q&A bots to intelligent agents that can take action across systems. This requires tight integration with business data and tools like Dynamics 365, Microsoft 365, and third-party systems. Without this, AI remains just a novelty, not a driver of value or ROI.

How – Tools & Features to Solve It:
In 2025, Microsoft Copilot Studio introduced the Tools pane, a centralized interface for adding actions and data sources to your chatbot.
These features empower Copilots to not just talk, but to act—automating tasks like submitting service tickets, scheduling meetings, or logging data into your CRM in real time.

In this session:
- Learn how to connect Copilot Studio to Dynamics 365, Power Automate, and external systems to build end-to-end business processes within your chatbot.
- Discover how generative AI can intelligently decide which action to take, including asking for missing inputs dynamically during the conversation.
- Gain practical experience designing Copilot workflows that go beyond answering questions – by performing actions that deliver measurable business value.