Microsoft Makes Its Agentic AI Move, Announces Ten Pre-Built Agents for Dynamics

Unpack how Microsoft is enabling organizations to custom-build Autonomous Agents for customer experience and beyond

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Microsoft Makes Its Agentic AI Move, Announces Ten Pre-Built Agents for Dynamics
CRMLatest News

Published: October 28, 2024

Charlie Mitchell

At the tech giant’s AI Tour in London last week, Satya Nadella, CEO of Microsoft, set out his vision for Autonomous Agents.

“AI Agents will work as personal assistants, collaborators within teams, or tools that span organizational boundaries,” he said.

These AI Agents will enhance the digital infrastructure we already have, amplifying it with the scaling potential of AI technologies.

To support this vision, Nadella announced that Microsoft is building out three cornerstone solutions for the future of agentic AI.

1. Copilot

Most will already be familiar with the first cornerstone solution: Copilot, which will serve as the user interface (UI) for AI.

In this sense, it becomes the operational center point for autonomous AI, providing oversight for human-at-the-helm applications while enabling human-in-the-loop use cases.

Making this point, Nadella noted: “Even in scenarios where autonomous agents work independently, there’s a need for exceptions, permissions, and human input, facilitated by Copilot as a new organizational layer for workflows.”

2. Copilot Studio

Microsoft’s Copilot Studio is the second of its cornerstone solutions. From next month, it will provide a “comprehensive” toolkit for building custom autonomous AI Agents.

Grounded in trusted, organizational data sources – from internal knowledge articles and project data to process maps across platforms like Dynamics – Copilot Studio allows companies to create agents tailored to specific tasks.

Nadella makes creating these custom Autonomous Agents seem simple, suggesting that building a field service agent is as easy as assigning a role, linking relevant documents, and setting up the data source in Dynamics. He even compared the process to working with an Excel spreadsheet.

3. Copilot Devices

Finally, the CEO introduced Copilot Devices as the final cornerstone solution, highlighting the Copilot+ PCs offering as the first example.

Launched six months ago, the computing platform brings the CPU, GPU, and NPU together at the edge, enabling the greater scalability of AI.

“Until now, scaling laws in AI development have relied heavily on cloud advancements, and they’ve been highly effective,” said Nadella. “But moving forward, the AI landscape will be driven by both cloud and edge advancements.

This hybrid approach will shape model architectures, leveraging a distributed, continuous fabric of resources – not a traditional client-server model.

According to the CEO, that fabric will allow Copilot+ PCs to function independently (with privacy benefits) and enable “seamless” alignment with cloud-based activities.

Ultimately, Nadella believes this will pave the way for an extension of cloud processing and usher in a new generation of AI functionality.

Oven-Ready Autonomous Agents Are Also Available on Dynamics

Alongside custom Autonomous Agents, Microsoft has unveiled ten oven-ready Agents in Dynamics 365 to support “every sales, service, finance, and supply chain team.”

For instance, it has introduced a Sales Qualification Agent to research leads, prioritize opportunities, and guide outreach activities by suggesting personalized emails and replies.

Additionally, for Dynamics 365 Customer Service, Microsoft has announced Customer Intent and Customer Knowledge Management Agents.

Interestingly, these work hand-in-hand, as Microsoft highlights how its Autonomous Agents can collaborate to automate more complex tasks and flows.

In this example, the Intent Agent learns how to resolve customer issues, and the Knowledge Management Agent uses this insight to create new content for the knowledge base.

One other notable bot is the Supplier Communications Agent, which autonomously tracks supplier performance, detects delays, and responds to optimize the supply chain’s performance.

Microsoft vs. Salesforce: The Overhyped AI Agent Rivalry

Microsoft’s chief competitor in the CRM space is Salesforce, which recently released its AI Agent platform: Agentforce.

Upon its launch, Marc Benioff, CEO of Salesforce, wasted no time slating Microsoft Copilot as “disappointing” and “Clippy 2.0” in repeated verbal attacks.

While some may agree, Microsoft has a much broader ecosystem than Salesforce, which is more challenging to pull together with autonomous AI.

Yet, over time, that broad ecosystem may give Microsoft an advantage as it can utilize Autonomous Agents to stitch together the CRM with other systems – like ERP – and unlock new value opportunities.

In ERP especially, which Salesforce doesn’t offer, these Autonomous Agents show significant promise. As Martin Schneider, VP & Principal Analyst at Constellation Research, said during a recent episode of CX Today’s Big News:

ERP data management is crucial; unlike CRM data, where inaccuracies may have delayed impacts, poor-quality ERP data can lead to immediate and serious consequences, even impacting legal or regulatory outcomes.

“This agentic AI application within ERP systems is showing promise for both employee and customer experience enhancements,” he concluded.

As such, it’s perhaps more thought-provoking to compare Microsoft’s Autonomous Agent journey with that of Oracle or SAP, which also offer CRM, ERP, supply chain, and various other enterprise technologies.

Indeed, SAP recently made some exciting agentic AI announcements of its own, expanding Joule and teasing the autonomous enterprise of tomorrow.

 

 

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