Copilot Studio - Custom Agent Use Cases | Arquiconsult - Soluções Microsoft Dynamics 365: Arquiconsult é uma empresa Consultora de Sistemas de Informação | EN

Custom Agent Use Cases

Employee Self-Service Agents

Create conversational AI agents that answer employee questions, guide them through processes, and automate routine HR, IT, and administrative tasks—reducing support volume and improving employee satisfaction.

Example Use Cases:

. HR benefits and policy information agent;
. IT helpdesk and password reset automation;
. Expense reporting and approval workflows;
. Onboarding guidance and documentation;
. Facilities requests and workplace services.

Business Process Automation

Build intelligent agents that automate complex, multi-step business processes across your Dynamics 365 and Power Platform ecosystem, reducing manual effort and improving consistency.

Example Use Cases:

. Sales order processing and approval workflows;
. Invoice processing and accounts payable automation;
. Customer onboarding and provisioning;
. Compliance documentation and audit requests;
. Quality assurance and inspection workflows.

Knowledge Management & Search

Develop AI-powered knowledge agents that help employees find information across your organization’s content repositories using natural language queries.

Example Use Cases:

. Enterprise knowledge base search;
. Product information and technical specifications;
. Policy and procedure guidance;
. Project documentation and lessons learned;
. Training content and learning resources.

CRM & ERP Extension Agents

Create specialized agents that extend Dynamics 365 Sales, Customer Service, or Finance & Operations with custom AI capabilities tailored to your industry or business model.

Example Use Cases:

. Industry-specific product recommendation agents;
. Complex pricing and quoting automation;
. Custom financial analysis and reporting;
. Supply chain visibility and exception management;
. Regulatory compliance guidance and documentation.

Customer-Facing Agents

Build AI-powered customer service and engagement agents that handle inquiries, guide purchasing decisions, and automate customer support across digital channels.

Example Use Cases:

. Product selection and recommendation agents;
. Order status and tracking inquiries;
. Technical support and troubleshooting guidance;
. Account management and self-service;
. Lead qualification and appointment scheduling.

Return To