Session
Building Intelligent Case Management with Copilot Studio, MCP Servers, and Agent Flows
Join us for an insightful session where we explore how to leverage Copilot Studio with MCP servers, AI Builder, and Agent flows to create innovative solutions that enhance productivity and collaboration within the Microsoft ecosystem.
In this session, we will dive into three use cases that demonstrate an end-to-end case management process, showcasing the practical applications of these powerful tools.
First, we will explore how to improve customer self-service with a Copilot Agent on Power Pages that helps users troubleshoot issues and, when needed, seamlessly creates case records in Dynamics 365 using MCP servers.
Next, we will showcase an automated case helper agent that triggers upon case creation, using AI Builder and Agent Flows to generate and send personalised email responses with case details to customers.
Finally, we will demonstrate how case workers use Copilot Agent within Dynamics 365 that intelligently gathers case information, analyses requirements, and makes recommendations to streamline case resolution.
By the end of this session, you will have a clear understanding of how to use Copilot Studio with MCP servers, AI Builder, and Agent flows to build powerful proof of concepts and valuable end-to-end use cases that transform case management processes.
See how Copilot Studio builds and extends agents with MCP servers, AI Builder, and Agent flows to automate case management
Yang Liu
Manager at EY Technology Consulting | Microsoft Dynamics 365, Power Platform and Copilot | Technology Consultant of The Year 2023 Finalist
London, United Kingdom
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