Sales and Field Service teams can gain significant efficiency through AI-driven copilots. This session demonstrates how to build and deploy Copilot Studio agents that enhance productivity across Dynamics 365 Sales and Field Service.
Learn how to use Dataverse as a shared context layer, design conversational experiences that support selling and field operations, and connect business data across Microsoft 365 for end-to-end automation. Real-world use cases illustrate how these agents reduce manual steps, improve visibility, and deliver measurable outcomes without deep technical customization.
Learning Objective 1: Design Copilot Studio agents that automate and enhance workflows in Dynamics 365 Sales and Field Service
Learning Objective 2: Leverage Dataverse to unify customer, asset, and operational data for improved agent context and performance
Learning Objective 3: Measure productivity gains and adoption impact from AI-driven copilots across Sales and Field Service processes
Terms: All rights reserved by the speaker, AI Agent & Copilot Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
Speakers
Ray Beste, Principal AI Strategist, Sikich
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