Copilot Studio Agent
AI IT Support Agent (Københavns Universitet)
An AI support chatbot for KU staff and students, grounded in the university's own ITSM knowledge base.
Personalise your experience
Explore AI agents designed to automate, augment, and accelerate your business.
RECOMMENDED FOR YOU
Based on your selected topics
Copilot Studio Agent
An AI support chatbot for KU staff and students, grounded in the university's own ITSM knowledge base.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in data-analysis agent — reasons over spreadsheets and datasets with a code interpreter, end-to-end.
Dynamics365 Customer Service
Automate case creation, summaries, and next steps to speed resolution.
Microsoft Standard Agent
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
Dynamics365 Customer Service
Detect intent instantly and route service requests correctly from the start.
Dynamics365 Customer Service
Keep knowledge evergreen—surface, draft, and improve articles from real cases.
ERP & Finance
An agent that can help do tasks in your ERP system or create advanced insights grounded in your ERP system.
Copilot Studio Agent
Production IT helpdesk bot for LHW member hotels — trained on 4+ years of real ticket history.
Copilot Studio Agent
AI advisor that compares KF's insurance products head-to-head with competitors in seconds.
xPM
Your PMO agent for Projectum xPM - plan projects, surface risks, and report status in minutes.
Dynamics365 Customer Service
Automatically evaluate service interactions and deliver coaching insights.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Dynamics365 Sales
AI-qualify and prioritize leads with research and smart outreach.
Dynamics365 Sales
Ask your pipeline anything—AI research canvas with live visuals.
Built-in Microsoft 365 Copilot Agent
Design, launch, and analyse Microsoft Forms surveys end-to-end through a conversational agent.
An AI support chatbot for KU staff and students, grounded in the university's own ITSM knowledge base.
Copilot Studio agent that helps internal users at Københavns Universitet get precise, fast IT support. It is grounded on KU's own Ivanti ITSM knowledge articles (migrated into Dataverse and enriched with an AI-generated category tag across 15 fixed categories). A confidence-score check validates every answer. Delivered as a PoC with incremental releases, side-by-side pairing with KU's internal developers, and a roadmap from PoC through full production rollout across the entire university.
Answers KU IT support questions grounded in migrated Ivanti ITSM knowledge articles (Dataverse-hosted, AI-categorised into 15 fixed categories).
Confidence-scored generative answers composed via AI Builder prompts in the tone of a KU support engineer.
Three-environment ALM (Dev unmanaged / Test managed / Prod managed) with Power Platform Pipelines solution deployment — Dev → Test → Prod.
Planned escalation flow to human KU-IT support (phase 2) when confidence is low or the topic sits outside the curated knowledge base.
Side-by-side delivery with KU's own developers (Kenneth, Simon, Jonas) — building KU's internal capability to extend and maintain the agent.
Measured as deflection rate of routine IT questions from the human queue and cost-per-resolved-question.
Measured as improved answer consistency grounded in validated internal knowledge — with the open policy question of whether webgrounding / LLM general knowledge is permitted explicitly flagged.
Measured as reduced routine-question load on the central KU-IT team, freeing them for higher-complexity work.
Measured as time-to-answer for staff and students (seconds vs. waiting on a ticket) across the full university, not just one faculty.
Copilot Studio Agent
Production IT helpdesk bot for LHW member hotels — trained on 4+ years of real ticket history.
Copilot Studio Agent
AI advisor that compares KF's insurance products head-to-head with competitors in seconds.
xPM
Your PMO agent for Projectum xPM - plan projects, surface risks, and report status in minutes.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in data-analysis agent — reasons over spreadsheets and datasets with a code interpreter, end-to-end.
Microsoft's built-in data-analysis agent — reasons over spreadsheets and datasets with a code interpreter, end-to-end.
Analyst is one of Microsoft's out-of-the-box reasoning agents in Microsoft 365 Copilot, purpose-built for data analysis. The user brings raw data (Excel files, CSVs, pasted tables) and a business question; Analyst plans the analysis, writes and runs Python in a sandboxed code interpreter, cleans and reshapes the data, computes the answer, and returns the result with charts, code, and commentary — turning every knowledge worker into a lightweight data analyst.
Reasons over user-provided spreadsheets and datasets with a sandboxed Python code interpreter.
Plan-first workflow — the user sees and can challenge the analysis plan before code runs.
Full transparency — exposes the code it ran, the intermediate outputs, and the final answer with charts.
Integrated with Microsoft 365 — results flow back into Excel, Word, PowerPoint, and Teams with one action.
Ships built-in with Microsoft 365 Copilot licensing and runs inside the tenant's governance boundary.
Measured as reduction in gut-feel decisions and in off-platform data analysis (unsanctioned Python notebooks, personal spreadsheets outside M365).
Measured as reduced load on the central analytics team for routine questions and upskilling of business users on data-driven reasoning.
Measured as time-to-insight for business questions (minutes vs. days) and number of data questions answered without escalating to the analytics team.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Microsoft Standard Agent
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.
ERP & Finance
An agent that can help do tasks in your ERP system or create advanced insights grounded in your ERP system.
Automate case creation, summaries, and next steps to speed resolution.
Case Management Agent in Dynamics 365 Customer Service brings structure to ongoing cases. It can instantly create case records from conversations, pre-populate and keep fields updated (summary, customer info, sentiment, category), summarize complex histories, highlight key signals and risks, and recommend next best actions—helping service reps move cases forward efficiently and consistently.
Creates cases and auto-populates fields from conversations to eliminate manual entry.
Summarizes complex case histories and highlights key information.
Surfaces risks and signals (stalled progress, missing details, priority changes).
Recommends next best actions aligned to the case context.
Drafts responses and supports consistent case closure and follow-up.
Measured as reduction in after-call work and manual data entry minutes per case (baseline vs after).
Measured as improved resolution time and FCR; fewer reopened cases (before vs after).
Measured as case data completeness (% required fields auto-filled) and consistency of case summaries.
Measured as lower average handle time (AHT) and more cases handled per agent/day (before vs after).
Dynamics365 Customer Service
Detect intent instantly and route service requests correctly from the start.
Dynamics365 Customer Service
Keep knowledge evergreen—surface, draft, and improve articles from real cases.
Dynamics365 Customer Service
Automatically evaluate service interactions and deliver coaching insights.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.
Microsoft Copilot for Sales is an AI assistant for sales teams that brings CRM insights and next-generation AI into the tools sellers use daily—Outlook, Teams, and Microsoft 365 apps. It connects out-of-the-box to Dynamics 365 Sales (and Salesforce), surfaces opportunity and account summaries, drafts and summarizes emails with CRM context, provides in-meeting sales tips and competitor/brand insights, and generates meeting recaps with suggested CRM updates and tasks.
Summarizes emails and threads with CRM context and suggested next actions.
Drafts personalized customer emails and sales content using CRM insights.
Surfaces opportunity/account summaries and meeting prep materials in Outlook and Teams.
Provides meeting recaps with sales KPIs, keywords, and suggested CRM updates/tasks.
Creates and updates CRM records from the flow of work to reduce app-switching.
Microsoft business value ranges: up to 0.5% increase in leads generated and up to 3.1% increase in upsell/cross-sell rate (track before/after).
Early evidence: saves up to 30 minutes per customer meeting and per email (track time saved per seller/week).
Measured as improved email/meeting relevance and customer experience; track response time and satisfaction signals.
Measured as reduced app-switching and higher CRM update completeness; Microsoft sellers report ~90 minutes saved/week on average.
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Dynamics365 Sales
AI-qualify and prioritize leads with research and smart outreach.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Generative AI for service reps in Outlook, Teams, and CRM desktops.
Microsoft 365 Copilot for Service modernizes customer service by bringing generative AI into the tools reps already use. It synthesizes CRM data and trusted knowledge sources to surface answers, summarize cases and conversations, draft contextual responses, and update records—available in Outlook and Teams and embeddable in third-party CRMs (e.g., Salesforce, ServiceNow, Zendesk) with out-of-the-box integrations.
Surfaces answers from CRM, contact center systems, and trusted knowledge sources.
Generates case summaries and conversation summaries for faster ramp-up and handoffs.
Drafts personalized emails and contextual follow-ups in Outlook/Teams.
Allows reps to view and update CRM records directly from the flow of work.
Embeds into existing contact center/CRM desktops with point-and-click setup and integrations.
Early adopters report handling time improvements (e.g., Rheem ~14% improvement in average call handling time; Lenovo ~20% reduction). Measure AHT and cases per agent.
Measured as faster, more accurate responses and improved CSAT/FCR (baseline vs after).
Measured as reduced tool switching and faster onboarding; track time-to-proficiency and knowledge source usage.
Measured as time saved drafting responses/summaries and increase in cases handled per rep/day (before vs after).
Microsoft Standard Agent
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.
Built-in Microsoft 365 Copilot Agent
Design, launch, and analyse Microsoft Forms surveys end-to-end through a conversational agent.
Dynamics365 Customer Service
Automate case creation, summaries, and next steps to speed resolution.
Dynamics365 Customer Service
Detect intent instantly and route service requests correctly from the start.
Detect intent instantly and route service requests correctly from the start.
Customer Intent Agent in Dynamics 365 Customer Service analyzes incoming customer messages, identifies the customer's intent, and classifies the request so cases are routed and prioritized correctly from the beginning. It matches requests against an evolving library of intents, enriches the case with relevant metadata, and suggests issue category and relevant solutions—supporting faster triage for bots and human reps.
Analyzes incoming messages to identify customer intent.
Classifies the request and suggests the issue category and solutions.
Enriches cases with intent metadata to reduce manual triage work.
Supports routing and prioritization decisions early in the process.
Continuously improves intent recognition as the intent library evolves.
Measured as improved first response time and CSAT for routed requests (baseline vs after).
Measured as reduced SLA breaches on high-priority intents and fewer escalations due to misrouting.
Measured as routing accuracy (% correctly classified) and consistent intent taxonomy usage.
Measured as reduced time-to-triage and fewer reassignment loops per case (before vs after).
Dynamics365 Customer Service
Automate case creation, summaries, and next steps to speed resolution.
Dynamics365 Customer Service
Keep knowledge evergreen—surface, draft, and improve articles from real cases.
Dynamics365 Customer Service
Automatically evaluate service interactions and deliver coaching insights.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
Keep knowledge evergreen—surface, draft, and improve articles from real cases.
Customer Knowledge Management Agent in Dynamics 365 Customer Service keeps the knowledge base relevant and actionable. It surfaces the most relevant articles in real time while reps work on a case, flags gaps and outdated content, and suggests new knowledge based on patterns from real interactions—turning everyday cases into continuous knowledge improvement.
Surfaces the most relevant knowledge articles in real time during case work.
Matches knowledge contextually to the case to reduce searching and context switching.
Flags missing or outdated knowledge based on trends across cases.
Suggests new articles and drafts content based on real interactions.
Improves self-service and consistency by keeping the knowledge base evergreen.
Measured as fewer escalations and lower handling time due to faster knowledge lookup (AHT, escalation rate).
Measured as improved FCR and self-service success; track deflection rate and CSAT.
Measured as knowledge freshness (age of top articles), article gap closure rate, and article attach rate.
Measured as reduced time spent searching for answers per case and faster time-to-answer (before vs after).
Dynamics365 Customer Service
Automate case creation, summaries, and next steps to speed resolution.
Dynamics365 Customer Service
Detect intent instantly and route service requests correctly from the start.
Dynamics365 Customer Service
Automatically evaluate service interactions and deliver coaching insights.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
An agent that can help do tasks in your ERP system or create advanced insights grounded in your ERP system.
This is a Copilot Studio Agent that has different tools that enables the agent to orchestrate an answer or perform a task by translating a question into actions. It can then retrieve data from the ERP system through a semantic model, analyse the data and then use a tool to either present the data, take actions on the data by connecting to the ERP system or connecting via Work IQ to export to excel, word, send messages or mails.
Analyze all standard API tables in Business Central by prompting
Update and create new entries in Business Central by prompting
Schedule tasks by using scheduler in M365 Copilot with the ERP AI Agent attached
Can create ad hoc reporting
Use advanced reasoning combined with the Semantic Model DAX Math.
Free up hours by retrieving data and analysing it in minutes instead of hours
Ad hoc reporting and advanced reasoning using the ERP AI Agent is something that can alleviate back and forth communication with the financial department. Good for both management and finance department.
You can prompt multistep tasks in one go and schedule the prompts
xPM
Your PMO agent for Projectum xPM - plan projects, surface risks, and report status in minutes.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in data-analysis agent — reasons over spreadsheets and datasets with a code interpreter, end-to-end.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Production IT helpdesk bot for LHW member hotels — trained on 4+ years of real ticket history.
A production IT Support / internal-knowledge Agent deployed for Leading Hotels of the World (via partner GAIN). The agent answers questions from member-hotel staff about internal IT processes, known issues and how-to procedures — grounded on LHW's historical helpdesk tickets (2021–2025) and internal knowledge articles.
Answers IT support questions grounded in LHW's own ticket corpus (2021–2025) and internal knowledge articles.
Runs in production for LHW member hotels — live since September 2025 with ongoing prompt tuning and bug-fix cadence.
Escalates cleanly to human IT with conversation context attached when the agent is not confident.
Built and maintained by Context& (Bo in hands-on dev role) in partnership with GAIN; deployed into LHW's tenant.
Iterative delivery model — new ticket patterns are folded back into the grounding data and prompts on a regular cadence.
Roughly 70% tickets resolved by agent after first release
Measured as reduced load on the central IT team for recurring/low-complexity questions, freeing them for higher-value work.
Measured as first-response time (seconds vs. hours) and after-hours coverage across LHW's global member-hotel footprint.
Copilot Studio Agent
An AI support chatbot for KU staff and students, grounded in the university's own ITSM knowledge base.
Copilot Studio Agent
AI advisor that compares KF's insurance products head-to-head with competitors in seconds.
Dynamics365 Customer Service
Automate case creation, summaries, and next steps to speed resolution.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
AI advisor that compares KF's insurance products head-to-head with competitors in seconds.
Conversational agent that lets KF's sales advisors perform 1:1 product and coverage comparisons between KF and competitors (Alm Brand, Tryg, Topdanmark, LB, IF) across indbo-, ulykkes- og kæledyrsforsikring. The advisor asks in natural language; the agent returns a structured comparison table (selskab A, selskab B, KF+, vurdering) grounded in curated policy documents — replacing phone calls, PDF hunting and competitor-website browsing during live sales conversations.
Conversational comparison of insurance coverages across KF and named competitors (Alm Brand, Tryg, Topdanmark, LB, IF) in natural Danish.
Structured output — returns comparison tables with selskab A / selskab B / KF+ / vurdering columns, ready to paste into sales notes.
Grounded retrieval from curated KF and competitor policy knowledge stored in Dataverse, with a single source of truth per product line.
Supports the three in-scope product lines from the PoC — indbo-, ulykkes- og kæledyrsforsikring — with a pattern ready to extend to new lines.
Deployed inside the governed 'Copilot Agents - Dev' Power Platform environment with Entra ID auth and the Context& ALM/release pattern.
Measured as reduction in mis-statements about competitor coverage during live sales dialogue (every claim is grounded in the curated source).
Measured as consistency of answer across advisors and reduced dependency on a few product experts to triage comparison questions.
Measured as seconds-to-answer vs. the previous manual process (phone, PDF search, competitor websites — typically many minutes).
Copilot Studio Agent
An AI support chatbot for KU staff and students, grounded in the university's own ITSM knowledge base.
Copilot Studio Agent
Production IT helpdesk bot for LHW member hotels — trained on 4+ years of real ticket history.
Your PMO agent for Projectum xPM - plan projects, surface risks, and report status in minutes.
PMO Agent is a Copilot Studio agent connected to Projectum xPM that helps project managers, PMO leads, and team members run their project portfolio. It creates new projects from a brief, drafts tasks and schedules, identifies and logs risks, assists with weekly status reporting, and answers natural-language questions about live PPM data — all without leaving Teams or Microsoft 365.
Creates new projects in xPM from a brief, applying the right template, WBS, and governance settings.
Identifies and logs risks by analyzing project context, historical data, and common risk patterns - with suggested owners and mitigations.
Drafts tasks, milestones, and dependencies, reverse-planned from target dates and aligned to resource availability.
Assists with status reporting by pulling live xPM data, highlighting deviations, and generating executive-ready weekly/monthly reports.
Analyzes portfolio data on demand - answering questions like 'which projects are at risk this month?' or 'what is our resource utilization in Q4?' in natural language.
Cuts PM administrative effort by up to 50%, freeing 3–5 FTEs across a 50-project PMO.
Ensures PMO governance is applied across project phases
Status reports delivered in minutes instead of 1–2 days; stakeholders get fresh, consistent data every cycle.
Risks identified earlier — up to 70% logged in the first week of a project vs. only after issues occur today.
Project setup time drops from 2–3 days to under 30 minutes, with consistent templates and governance applied every time.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Dynamics365 Sales
AI-qualify and prioritize leads with research and smart outreach.
ERP & Finance
An agent that can help do tasks in your ERP system or create advanced insights grounded in your ERP system.
Automatically evaluate service interactions and deliver coaching insights.
Quality Evaluation Agent in Dynamics 365 Customer Service reviews completed cases automatically. It applies consistent criteria to identify strengths and improvement areas, delivers actionable feedback linked to real cases, and enables continuous improvement—scaling quality management beyond manual sampling.
Evaluates completed cases automatically to reduce manual QA workload.
Applies consistent criteria to reduce bias and variation in scoring.
Identifies strengths and gaps with feedback tied to real interactions.
Enables coaching insights for supervisors and team leads.
Supports continuous improvement by learning from every interaction.
Measured as % of interactions evaluated against defined standards and audit-ready QA evidence captured.
Measured as improved quality scores and CSAT through targeted coaching (quality score trend).
Measured as earlier detection of recurring issues and reduced complaint/escalation rate.
Scales evaluation coverage—enabling ~10x more evaluations than manual QA (track % interactions evaluated).
Dynamics365 Customer Service
Automate case creation, summaries, and next steps to speed resolution.
Dynamics365 Customer Service
Detect intent instantly and route service requests correctly from the start.
Dynamics365 Customer Service
Keep knowledge evergreen—surface, draft, and improve articles from real cases.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Researcher is one of Microsoft's out-of-the-box reasoning agents in Microsoft 365 Copilot. It performs multi-step research by planning, retrieving, and synthesising across both public web sources and the user's own work data (Microsoft Graph — email, files, Teams, SharePoint). Output is a structured, citation-backed answer suitable for strategy work, market analysis, competitive intelligence, and complex internal questions that require pulling together many sources.
Multi-step deep research combining public web sources with tenant-grounded work data via Microsoft Graph.
Plan-retrieve-reason loop — decomposes the question, retrieves iteratively, refines sub-queries until the plan is answered.
Citation-backed output — every claim links back to its source (web URL or internal file / email / chat).
Honours existing Microsoft 365 permissions — the user only sees what they already have access to inside the tenant.
Ships built-in with Microsoft 365 Copilot licensing — no custom development, configurable via admin controls and sensitivity labels.
Measured as reduction in claims without a source and in ungoverned research tools being used outside the M365 boundary.
Measured as consistency of research quality across junior and senior staff; less rework from shallow first-pass answers.
Measured as time-to-answer on complex questions (hours vs. a day) and volume of research tasks a single analyst can cover per week.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in data-analysis agent — reasons over spreadsheets and datasets with a code interpreter, end-to-end.
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Microsoft Standard Agent
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.
xPM
Your PMO agent for Projectum xPM - plan projects, surface risks, and report status in minutes.
Autonomously engage customers and move simple deals to close.
Sales Close Agent (preview) in Dynamics 365 Sales automates customer engagement end-to-end for high-velocity, low-complexity deals. It proactively reaches out with personalized communication, guides customers through the funnel, recommends products using your catalog and pricing, follows up based on responses, and escalates to a human seller when needed—helping teams maintain momentum and close more transactions.
Automates personalized outreach and follow-ups to keep deal momentum.
Guides customers through the funnel with consistent messaging and next steps.
Recommends products and ensures compliant, accurate information using catalog and pricing.
Uses configurable playbooks to align behavior with your sales process.
Escalates to sellers when human intervention is required and tracks engagement metrics.
Measured as higher win rate and reduced cycle time for high-velocity deals (days in stage, win rate before vs after).
Measured as improved buyer response time and satisfaction for assisted sales touchpoints (CSAT/NPS, response time).
Measured as playbook adherence (% opportunities with required steps completed) and consistent approved messaging usage.
Measured as fewer manual follow-ups per opportunity and more opportunities handled per seller (before vs after).
Dynamics365 Sales
AI-qualify and prioritize leads with research and smart outreach.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Microsoft Standard Agent
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in data-analysis agent — reasons over spreadsheets and datasets with a code interpreter, end-to-end.
AI-qualify and prioritize leads with research and smart outreach.
Sales Qualification Agent in Dynamics 365 Sales automates lead qualification at scale. It researches new and existing leads using CRM context and available company signals, evaluates fit against your target customer profile, and generates outreach emails. In 'research and engage' mode it can also send follow-ups, detect intent and BANT signals, and hand over high-potential leads to sellers while disqualifying low-fit leads—so your team focuses on the leads most likely to convert.
Analyzes lead signals and CRM context to continuously reassess lead value.
Enriches leads with relevant background details to reduce manual research.
Evaluates fit against your target customer profile and surfaces the 'why' behind recommendations.
Generates outreach emails and suggested next-best actions for sellers.
Engages and follows up autonomously (engage mode) and hands over high-intent leads to sellers.
Measured as uplift in Lead→Opportunity conversion rate and pipeline created from qualified leads (before vs after).
Measured as reduction in minutes spent per lead on research/scoring and lower cost per qualified lead (baseline vs after).
Measured as % of leads processed with required qualification fields/ICP score and reduced variance in scoring decisions.
Measured as faster time-to-first-touch and more leads processed per rep per week (before vs after).
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Microsoft Standard Agent
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.
Dynamics365 Sales
Ask your pipeline anything—AI research canvas with live visuals.
xPM
Your PMO agent for Projectum xPM - plan projects, surface risks, and report status in minutes.
Ask your pipeline anything—AI research canvas with live visuals.
Sales Research Agent in Dynamics 365 Sales lets sellers and leaders solve complex business questions through a natural-language dialog with their sales data. It generates a 'research blueprint' that combines data visualizations with a written summary of findings and suggested next steps, and supports follow-up questions, visualization changes, and enrichment with additional sources such as uploaded Excel/CSV/PDF files or Microsoft Fabric Lakehouse.
Answers natural-language questions over Dynamics 365 Sales data.
Generates a research blueprint with data visualizations and a written summary.
Suggests next steps based on findings and provided business context.
Supports follow-up questions and changes to visualizations using natural language.
Enriches analysis with additional sources (Excel/CSV/PDF uploads or connected data sources).
Measured as reduced time-to-answer leadership questions and fewer reporting escalations/ad-hoc requests.
Measured as earlier identification of at-risk deals and reduced late-stage slippage (pipeline risk flagged earlier).
Measured as reduction in manual exports/ad-hoc reports and increased self-serve analytics adoption.
Measured as time-to-insight (minutes to generate analysis/visuals) vs days with manual reporting.
Dynamics365 Sales
AI-qualify and prioritize leads with research and smart outreach.
Dynamics365 Sales
Autonomously engage customers and move simple deals to close.
Dynamics365 Customer Service
Automate case creation, summaries, and next steps to speed resolution.
Dynamics365 Customer Service
Detect intent instantly and route service requests correctly from the start.
Design, launch, and analyse Microsoft Forms surveys end-to-end through a conversational agent.
The Surveys / Forms agent in Microsoft 365 Copilot turns Microsoft Forms into a conversational experience: describe what you want to learn and the audience, and the agent drafts the survey, iterates on the questions with you, distributes it via Teams / email, monitors responses, and — once data comes in — summarises themes, sentiment, and open-text clusters. It removes most of the manual work of writing good survey questions and synthesising the answers.
Conversational survey design — generates Microsoft Forms surveys from a plain-language description.
Iterative question refinement — adjusts wording, question types, and ordering through dialogue.
Distribution via Teams / email / shared links with response-rate tracking.
Automated synthesis — sentiment, theme extraction, and open-text clustering once responses arrive.
Ships as a built-in Microsoft 365 agent — runs inside the tenant's governance and compliance boundary.
Faster production of forms
Measured as the share of team / HR / event decisions backed by direct input from the people involved, not just leadership assumption.
Measured as time-to-launch for a survey (minutes vs. hours) and time-to-summary once responses come in.
Microsoft Standard Agent
Generative AI for service reps in Outlook, Teams, and CRM desktops.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in data-analysis agent — reasons over spreadsheets and datasets with a code interpreter, end-to-end.
Built-in Microsoft 365 Copilot Agent
Microsoft's built-in deep-research agent — multi-step reasoning across web and work data to answer complex questions.
Microsoft Standard Agent
Sales AI in Outlook & Teams—summaries, insights, and CRM updates.