AI is expected to act, not just chat, but without data and governance agents are risky
Organisations want AI to genuinely ease the work: to answer, run processes, and act. But agents detached from data and governance fail or create risk.
- AI that only talks. A chatbot without access to data and actions does not genuinely ease the work.
- Agents detached from company data. Without knowledge from systems, including Dynamics 365, the answers are generic or wrong.
- Multi-step processes beyond a single agent. Complex work requires the cooperation of many specialised agents, not one monolith.
- Integrations built from scratch for each system. Manually connecting agents to applications is fragile and costly.
- AI development without governance (shadow AI). Agents created without control create risk to data, security, and cost.
- No quality and cost measures. Without quality assessment and spend control, it is hard to move from a pilot to production.
One agent platform: from an answer to autonomous action
Copilot Studio is Microsoft's platform for building, grounding, orchestrating, evaluating, and managing AI agents. You build agents with low code, and often by describing the goal in natural language: from conversational and voice agents to autonomous ones that plan and run multi-step tasks. Agents draw knowledge from company data, including Dynamics 365, data in Microsoft Fabric, SharePoint, and over 1,400 connectors, and act through flows, APIs, tools, and applications. They cooperate with each other, and governance and security come from the Power Platform admin center, Microsoft Purview, and Agent 365.
The value comes down to three outcomes:
- Agents grounded in company data answer and act accurately.
- Multi-step processes are handled by cooperating agents, not manual work.
- Implementation runs under control, with governance, evaluation, and cost from the start.
This is what sets a managed agent platform apart from a single chatbot.
What Copilot Studio delivers, in terms of value
Conversational and voice agents
They answer natural-language questions, generatively and from your sources, including by voice in Dynamics 365 Contact Center.
Value:
Faster service and self-service without involving the team in routine matters.
Autonomous agents and processes
They plan and carry out multi-step tasks, triggered by an event or a schedule, with human oversight at key moments.
Value:
A real reduction in workload, not just answers.
Knowledge and grounding in data
Agents draw on company data: Dynamics 365, Microsoft Fabric, SharePoint, more than 1,400 connectors, and organisational context (Work IQ).
Value:
Accurate answers and actions based on your data, not on generalities.
Actions and tools
Acting in systems through flows, APIs, tools in the Model Context Protocol (MCP) standard, and Microsoft and partner apps.
Value:
An agent that does not just talk but does the work in real systems.
Multi-agent orchestration
Agent collaboration (agent-to-agent), in which a lead agent delegates tasks to finance, IT, or service agents.
Value:
Complex processes handled by a team of agents rather than one monolith.
Governance, evaluation, and cost (AgentOps)
Environment and approval management, quality evaluation, auditing in Microsoft Purview, and cost control and an agent view (Agent 365).
Value:
A safe move from pilot to production, under control and with measurable cost.
What organisations use Copilot Studio for
For building agents that ease customer service and internal support, run processes for example in finance, procurement, or service, work on Dynamics 365 data, and integrate AI with company systems. Everywhere you want AI not only to answer, but to act.
Products that help us drive change
We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions - from Dynamics 365 and the Power Platform to advanced analytics and AI - tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.
See how we transform tech companies
Becker Manufacturing: ERP transformation
BUUK Infrastructure: migration to Microsoft Dynamics 365
Microsoft Dynamics 365 Finance development for Eton Shirts
A central Microsoft Fabric analytics platform for CTDI
An outdoor advertising management system for Exterion Media
Microsoft Dynamics 365 Sales implementation for Georg UTZ
WPP
Westfield
TERG
S&P Reinforcement
Saller Polbau
OSTP Group
Nicols
New Yorker
NCC
Microsoft Dynamics 365 modernisation for a global advertising holding
What Copilot Studio delivers
- Agents that act, not just talk. An agent not only answers but carries out real actions in your systems.
- Accuracy based on your data. Grounding in Dynamics 365 and company data makes the answers about your reality, not generalities.
- Automation of multi-step processes. Complex work is run by cooperating teams of agents, not a person step by step.
- Faster customer service and support. Conversational and voice agents take over routine cases before they reach the team.
- Safe implementation. Governance, audit, and evaluation from the start keep shadow AI under control.
- A measurable cost and a path to production. Agent 365 and spend control let you move from a pilot to production deliberately.
Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
Why build AI agents with us
- We specialise in Dynamics 365. We build agents on ERP data, which we know from the inside.
- Agents grounded in data and under control. We design the knowledge, actions, and governance so that agents are trustworthy and safe.
- From pilot to production. We guide agents through quality evaluation, audit, and cost control (AgentOps).
- We work in Poland and the United Kingdom. We run local implementations and rollouts spanning multiple countries.
- Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).
FAQs
How does this page differ from the ‚AI, data and analytics” area?
This page describes the product, that is, Copilot Studio and building AI agents. The area page covers the broader data and AI challenges and value, starting from the problem, and points to Copilot Studio and the other products as the means to the solution.
How does an agent differ from a chatbot?
An agent does not just answer but takes action through flows, APIs, and tools, draws on company data, and can act autonomously and work with other agents. A chatbot usually only answers questions.
Do agents have access to Dynamics 365 data?
Yes. We ground agents in Dynamics 365 data, through Dataverse and Microsoft Fabric, and in other sources, while respecting permissions.
How does Copilot Studio differ from Power Platform and AI Builder?
Copilot Studio is the platform for building agents. Power Platform is low-code apps and automation, and AI Builder is low-code AI embedded in apps and flows. All belong to the Power Platform family and have their own pages.
Can Copilot Studio be scaled safely?
Yes. Governance, auditing in Microsoft Purview, quality assessment, and cost control in Agent 365 and the Power Platform admin center let you move from pilot to production without losing control.
Where do you start with Microsoft Copilot Studio?
By identifying the process or support area the agent is meant to take off your plate, and the data it will run on (see: the ‚AI, data and analytics” area), and then by designing the agent and governance.
Let's talk about your project
Let us know what you're looking for: implementation, migration, system development, or a specific question you need answered. We will get back to you with a concrete next step, not a sales pitch.
