AI Agents for CRM & Business Processes
AI agents take on tasks, research information, and support employees with their daily workflows. They access company data, prepare decisions, and carry out defined processes independently. Together, we develop agents that connect with your company data and existing applications.
AI Agents in the Service Team
Every day, Sarah handles numerous service requests. To fully answer a request, she used to gather information from previous cases, documents, and customer records. This research took time, and important information often had to be pulled together from various sources.
Now she uses agents to analyze incoming service requests. The agent automatically provides Sarah with relevant information from previous cases, documents, and company data. Response suggestions are prepared and recurring tasks are automated. This allows Sarah to focus on actual customer care while routine work is handled in the background.
Features for Using AI Agents
Automating Tasks
Recurring tasks can be carried out independently by AI agents.
Examples include processing requests, creating records, or triggering defined workflows.
Examples:
- Process requests
- Capture data
- Execute workflows
Researching Information
Agents search company data and other knowledge sources to bring together relevant information. Results are presented clearly and made available directly within the work context.
Examples:
- Analyze customer history
- Search contracts
- Find product information
Supporting
Processes
They support defined business processes and assist employees with their daily tasks. In doing so, they prepare decisions, suggest next steps, and take over individual tasks within a process.
Examples:
- Prepare responses
- Coordinate appointments
- Support decisions
Complementary Solutions for AI Agents
Dynamics 365 CE
Connecting Company Data with AI
AI agents access customer, service, and sales data and support employees directly within existing business processes.
Power Apps
Expanding Business Apps with AI
Custom applications can be extended with AI agents. Information and functions are available directly within the app.
Microsoft Copilot
Targeted Support for Employees
While agents independently handle defined processes, Copilot supports employees with their daily tasks.
AI Agents for Your Teams?
Agents take on specific tasks within existing business processes and support your employees in their daily work. Talk to us about your specific use case.