Every business has tasks that quietly consume hours of valuable time, such as following up with leads, answering repetitive questions, preparing quotes, or searching through files for the right information. While these tasks are important, they can be quite time-consuming. When your team is overwhelmed with these repetitive jobs, the work that truly drives progress often gets neglected.
This is exactly where Microsoft Copilot & AI Agents step in. Think of them as smart, tireless teammates who understand your processes and data, working around the clock to help you accomplish your tasks.
What are Copilot & AI Agents?
If Microsoft Copilot is your personal AI assistant, then AI Agents are its skilled specialists.
Each agent focuses on a specific task or role, whether it’s following up with customers, answering employee questions, processing requests, or generating reports. They can work with you interactively or operate on their own based on the goals you set.
How They Work
- Context Awareness: AI Agents connect with your company’s systems like Microsoft 365, Dynamics 365, and your internal knowledge bases.
- Action-Oriented: Agents not only provide advice but also execute tasks, from creating quotes to handling HR requests.
- Learning and Adaptation: The more you use them, the smarter and more relevant their suggestions become.
Why Businesses Are Using Copilot Agents – Infographic
- Save Time on Repetitive Tasks: No more manual data entry or digging through multiple apps – agents automate the boring stuff.
- Better Decisions with Data: AI Agents analyze your data and offer actionable prompts, so you’re always moving in the right direction.
- Consistency Across Teams: Whether it’s sales follow-ups or IT troubleshooting, agents ensure processes are done the same way every time.
Example: When the AI Agent was asked about the scope of Project XYZ-IPSD-01, it presented the entire project brief in a well-structured format. The information, which it retrieved from existing files, was ready for immediate use. You can simply take this information and share it with your manager via Teams or even a quick message. If the information needs to be sent via email, you can ask Copilot to draft and send the email for you as well.
Copilot & AI Agents simplify document handling and communication:
- Retrieve project details directly from local PDF files using a simple query.
- Generate a concise summary of the relevant information.
- Draft emails in Outlook automatically, including the extracted content.
- Create and attach PDFs of the retrieved information with a single command.
- Integrate seamlessly with CRM, Teams, and other platforms for faster, more accurate workflows.
This demonstrates how AI agents can save time, reduce manual effort, and improve operational efficiency.
Where does Inogic fits in?
While Microsoft provides the technology, success with Copilot & AI Agents comes from aligning them with your workflows, data, and goals. That’s where Inogic’s Microsoft Dynamics 365 Copilot Consulting Services come into play.
Our team will assist you in:
- Identifying the right use cases for AI Agents in your business.
- Configuring and integrating them with your Dynamics 365 and Microsoft 365 systems.
- Building custom AI Agents through Copilot Studio, without unnecessary complications.
- Guiding your team to harness maximum value from AI-led workflows.
With Inogic’s Copilot Consulting Services, you’re not just adopting new technology; you’re ensuring it’s set up to deliver measurable results from day one.
Are you ready to implement Copilot & AI Agents in your organization? Contact Inogic today to begin your Copilot journey. Visit our services page at inogic.com/services or connect directly with our experts at crm@inogic.com
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