Custom Agents: From Help to Work Completed
Custom Copilot agents embed intelligence directly inside Dynamics 365 workflows. They operate within transactions, trigger workflows, enforce governance, and monitor performance against defined KPIs.
Trigger automatically based on ERP or CRM events
Standard Copilot helps users work better. Custom Copilot agents make the system work smarter.
Execute workflow actions—not just suggestions
Apply domain-specific business logic
Enforce governance and approval paths
Operate inside transactions and write back to the system
Continuously monitor operational performance KPIs