SERVICE 03 · AI AGENTCopilot-Based AI Agent Solutions
We turn users' business requirements into AI Agents that actually work.
We design and build Copilot Studio-based AI Agents around your specific business needs. A POC validates the expected impact and scope, and hands-on co-development plus real-user testing complete a business Agent ready for the field to use and scale on its own.
We turn business requirements into AI Agents that actually work. A 30-day pilot confirms impact first.
Built by the people who know the business, governed by IT
An agent platform built without code, usable right away in Teams and Outlook. No need to train users on a new portal — the agent works inside the touchpoints they already use.
Build It
Attach instructions, knowledge, and tools without code to build an agent.
Run It
Judge based on internal data and act — even reaching systems that have no API.
Govern It
IT manages it under the same identity, permissions, and audit framework as a human account.
Define role, tone, scope, and prohibitions in natural language
Respond grounded in SharePoint, Dataverse, Fabric, the web, and external systems
Connectors, Power Automate flows, MCP servers, custom APIs
Define repeatable procedures in markdown for reuse
Combine fixed procedures with agent judgment into a single flow
Deploy to Teams, Outlook, the web, KakaoTalk, and other touchpoints
8 core development capabilities proven on real implementations
Combining 18 years of ERP implementation experience with the official Microsoft stack, we build from design through channel deployment and system integration.
Agent Design
Conversational agent design based on instructions and topics
Power Automate Automation
Trigger- and connector-based workflow automation
Azure AI Integration
Combining Azure AI services such as Search and Speech
Custom MCP Development
Direct integration of external Open APIs via MCP
RAG Document Search
Vector-search-based document/case search and summarization
Speech Recognition & Analysis
Transcribe recordings to text and locate keywords within them
PII De-identification
Automatic masking based on MS Presidio
D365 F&O ERP Integration
Real-time ERP data integration via Microsoft-provided MCP
We also rapidly review and apply the latest capabilities — multi-agent orchestration, Computer-Using Agents (automated screen operation), and multi-model choice including Claude.
4 Proven Implementation Cases
All four cases — fully developed — built on a proven standard architecture.
Smart Law Firm AI Agent
- Case and statute research (vector search) via a custom MCP integrating the National Law Information Open API
- Automatic transcription of recordings and keyword location search
- Automatic evidence analysis/summarization and draft brief generation
- Automatic PII de-identification · KakaoTalk channel consultation automation
Marketing News Collection Automation
- Unattended news collection by keyword (Google News RSS → saved to Dataverse)
- Automatic AI importance classification (High · Medium · Low)
- Automatic Word report generation
- Automatic posting to a Teams channel — the entire process completes without human involvement
D365 F&O ERP-Integrated Agent
- Real-time on-hand inventory lookup by item and warehouse via conversational query
- Auto-create and register sales orders by taking customer, item, and quantity through conversation (write-back integration)
- Sales invoice and trial balance lookup by customer and period
- Built on Microsoft's standard MCP — readily extensible to purchasing and production
Internal Audit & Compliance AI Monitoring
- Centralized collection of Outlook mail and Teams conversations — an initial bulk load plus ongoing real-time collection
- Automatic risk category classification — information leaks, inappropriate language, sensitive data, conflicts of interest
- Natural-language RAG search that understands intent, such as "conversations mentioning a competitor last month"
- Pseudonymization of sensitive data with access control (RBAC) — restored only for legitimate reasons
- Teams chatbot responses plus a Power BI risk dashboard and anomaly alerts
Three design principles that build in maintainability and scalability
Copilot Studio — the brain that judges
- Understanding user intent and managing conversation
- Instruction-based logic branching
- RAG knowledge search for grounded responses
- Calling MCP servers (custom + Microsoft) for external and ERP lookups
Power Automate — the engine that executes
- Executing trigger-based automation flows
- Connector integration with RSS, Excel, Graph API, and more
- Handling repetitive tasks such as document generation and publishing
- Separating Brain and Engine to secure maintainability and scalability
Custom integration tailored to client needs
- Completed a custom-built MCP for the National Law Information Open API
- Real-time case and statute integration via a custom MCP
- Extending external API MCPs to fit client needs
Standard D365 F&O integration
- Standard actions for on-hand inventory, sales orders, invoices, and trial balance
- Fully honors ERP data and permission structures as-is
- Standard-based, so it stays stable across upgrades
PRINCIPLE 3 — Autonomy only where judgment is genuinely needed
Sections where the procedure can be fully defined stay as a workflow (rules) to preserve reproducibility and audit readiness, while an agent node is placed only where inputs vary each time and contextual reasoning is required. High-impact decisions retain human approval.
Agents governed under the same controls as human accounts — start with a 30-day pilot
Entra Agent ID
Assigns each agent a formal identity to manage permissions, lifecycle, and activity logging.
Agent 365
An enterprise-wide agent catalog and visibility — preventing ownerless agents.
Conditional Access
Applies conditional access and data loss prevention (DLP) policies for agents.
Environment setup
Configure the pilot environment, verify Agent ID and Agent 365 policies plus DLP, and connect pay-as-you-go billing.
Build one lookup-type agent
Deploy to 20–50 people in a target department via Teams, and measure per-item credit consumption and impact.
Add one exception-handling agent
Expand into a workflow + agent node structure, while keeping human approval for final execution.
Operational governance
Establish agent catalog operations, owner assignment, and a regular cadence for evaluation, monitoring, and cost review.
Solutions worth exploring together
Dynamics 365 F&O
A cloud ERP that integrates finance, SCM, production, and projects — the core platform on which Agentic AI runs.
Learn MorePower BI
Visualize KPIs and exception/risk signals so people and AI Agents make decisions on the same data.
Learn MorePower Automate
Automate approvals, notifications, repetitive processing, and system integration to connect AI's judgment to real business workflows.
Learn MorePower Apps
Rapidly build field-focused business apps with low-code and extend them to mobile and portals.
Learn MoreStart your first agent with a 30-day pilot
Validate per-item cost and impact with one lookup-type agent, then scale it within a defined control scope.