Microsoft Out-of-the-Box Agents

What Microsoft already gives you.

^{Dynamics 365 includes a growing set of native AI agents across sales, service, finance, operations, and onboarding. Built into the Microsoft ecosystem, they deploy faster and integrate natively. Here is what is already in the box, seen through the lens of the people who use them.}

Native agents automate parts. Korcomptenz connects the whole — and makes each agent work the way your business actually runs.

Sales & CRM agents

Agent	Scenario	How KOR extends
^{Sales Qualification Agent}	James’s team was spending nearly 40% of selling time qualifying leads. The agent analyses intent, fit, and conversion likelihood, then drafts personalised outreach before the rep reaches out. The pipeline becomes cleaner, and the team stays focused on the right opportunities.	^{Custom scoring logic aligned to your ICP, plus integration with CRM history, account signals, and marketing attribution data.}
^{Customer Intent Agent}	Priya’s team was resolving cases by feel, pulling from memory and disconnected notes. The agent analyses interaction history across channels and maps intent to the right resolution path. First-contact resolution rises. Handle time drops.	^{Industry-specific intent models, escalation rules, and workflow connections to billing, field service, and case management.}
^{Customer Knowledge Management Agent}	The knowledge base had gone stale. Agents were relying on outdated information. The agent continuously reviews case notes and interactions, flags gaps, and surfaces articles that need updating.	^{Approval workflows, version control, and integration with product and compliance teams.}

Finance Agents

Agent	Scenario	How KOR extends
^{Financial Reconciliation Agent}	Sarah’s close cycle had stretched to eight days, much of it spent on preparation and variance chasing. The agent automates cleanup, flags discrepancies with context, and routes exceptions without delay.	^{Business-specific reconciliation rules, escalation hierarchies, audit trail integration, and multi-entity support.}
^{Account Reconciliation Agent}	Sub-ledger to general ledger matching was taking two people three days each month. The agent matches transactions, surfaces discrepancies with full context, and frees the team to focus on judgement calls.	^{Industry-specific intent models, escalation rules, and workflow connections to billing, field service, and case management.}

Supply chain & operations agents

Agent	Scenario	How KOR extends
^{Supplier Communications Agent}	Marcus’s procurement team was manually monitoring performance across 60+ vendors. By the time a delay surfaced, downstream impact was already locked in. The agent monitors performance continuously and surfaces early alerts with recommended action.	^{Multi-tier supplier risk logic, escalation workflows, and connections to inventory and demand planning signals.}
^{Order Intake Agent}	Manual order entry consumed hours and introduced errors. The agent handles end-to-end order capture, validation, and confirmation with minimal human intervention.	^{Industry-specific intent models, escalation rules, and workflow connections to billing, field service, and case management.}

Project & professional services agents

Agent	Scenario	How KOR extends
^{Time & Expense Agent}	Project managers were chasing timesheets, late expenses, and billing delays. The agent automates entry, submission, and approval so invoicing stays on time and project costs stay accurate.	^{Project-specific approval hierarchies, compliance rules, and integration with billing and resource planning.}
^{Client Onboarding Agent}	Project-specific approval hierarchies, compliance rules, and integration with billing and resource planning.	^{Custom validation logic, pricing rules, and fulfilment routing aligned to your order model.}

Retail agent

Agent	Scenario	How KOR extends
^{Profit Protection Agent}	Loss prevention was reactive. Teams investigated after the fact. The agent continuously analyses transaction data, surfaces anomalies in real time, and directs investigation where it matters most.	^{Retail-specific loss prevention logic, integration with pricing and promotion data, and alert routing to store operations teams.}