Artificial Intelligence
Use cases for Microsoft Copilot Studio: AI assistants and automation for every business domain
🤝Customer Experience (Sales & Service)
- Self-service chatbots: Answer questions, provide information, track orders
- Lead qualification & appointment scheduling: Capture data, transfer to Dynamics 365 Sales
- Complaint management & support: Pre-filter tickets, answer FAQs, forward to agent
- Integration with CRM (Dynamics 365 CE): Retrieve customer data in real time
⚙️Internal Processes & Productivity
- HR & Onboarding: Quickly find policies, benefits, vacation time, training
- IT Support Bot: Password resets, repair requests, self-service guides
- Knowledge Management: Ask questions, search documents (M365)
- Approval workflows: Travel requests, budgets directly in Teams
🏛️ Industry-specific scenarios
- Nonprofit/fundraising: Donor dialogues, automated donation receipts, event registrations.
- Public administration: Citizen information chatbots (e.g., for taxes, waste collection schedules, visits to government offices).
- Healthcare: Patient information, appointment bookings, symptom checkers.
- Education: Student FAQs, course information, enrollment.
🤖AI-powered extensions with GPT & custom data
- Query company data: Find information from SharePoint, SQL, Dynamics, etc. using voice commands.
- Process automation: Create tickets, create records, send emails.
- Custom GPT extensions: Integrate your own prompts & external APIs.
📡Omnichannel & integration
- Deployment in Microsoft Teams, Outlook, websites, mobile apps, and social media channels.
- Use of adaptive cards for interactive dialogs (e.g., forms, buttons).
- Integration with Dynamics 365 Customer Service Omnichannel for seamless transition to the agent.
