Category: CRM



Learn how Finance Agent in Microsoft 365 Copilot simplifies variance analysis, operating on Dynamics 365 data easily from within Microsoft Excel, providing faster insights and more time for driving business performance. Watch this video and click here to learn more: https://msft.it/6051vXfIx #VarianceAnalysis #FinanceAgent #Microsoft365 https://www.youtube.com/watch?v=m627AzO7bhE



AI agents for customer service in Dynamics 365—how do they actually work, and how do they drive real business outcomes? This isn’t a sizzle video. It’s a practical deep dive into AI-powered service agents in Dynamics 365 Customer Service, with clear guidance on how to apply them in your organization. Hear directly from our engineering experts as they break down each agent, share best practices, and show how you can get started today:
• Customer Intent Agent
• Knowledge Management Agent
• Case Management Agent
• Quality Evaluation Agent If you're looking to move beyond the hype and understand how to use agentic AI to improve service performance, this session gives you the insights to take action. Learn more: https://msft.it/6057vX4Ez #CustomerService #AgenticCRM #MicrosoftDynamics365 https://www.youtube.com/watch?v=oQRU4ZjweWs



Learn how finance teams can use Finance Agent in Microsoft 365 Copilot, directly within Microsoft Excel, to hand-off financial reconciliation and tedious month-end close to AI and deliver insights faster. Watch this video and click here to learn more: https://msft.it/6058vk6ir #Microsoft365 #Copilot #Dynamics365 https://www.youtube.com/watch?v=uORWaxyauMA