What are AI agents?

Discover how AI agents can save your organization time, reduce errors, and improve results.

Imagine this...

You receive a payment, but the customer didn’t include an invoice number. Figuring it out and matching it can take minutes—or even hours. How much time would you save if this happened automatically?

Now imagine this...

A specially trained AI agent analyzes the transaction in seconds, links it to the correct invoice, and updates the accounting records automatically. No more manual searching, no more errors.

AI agents are changing the way the world works, making organizations faster, smarter, and more agile.

But what exactly are AI agents, and how can you use them within Microsoft solutions?

AI agents are intelligent digital assistants that carry out tasks independently. They can:

✔ Gather and process information
✔ Provide answers based on AI and business data
✔ Automate processes and take work off your hands

Traditional chatbots are limited to predefined scripts—AI agents learn, adapt, and get smarter over time. With agents, you can automate business processes. They even make decisions independently based on real-time data.

Types of Agents

Within Dynamics 365, AI agents play a role in sales, customer service, and operational processes. Here are a few examples:

Sales Qualification Agent: Analyzes customer data and predicts the best sales opportunities.
Case Management Agent: Responds to inquiries via chat and email, and independently resolves common issues.
Account Reconciliation Agent: Automates transaction matching between subledgers and the general ledger, improving cash flow insight and speeding up the close process.

With Copilot Studio, you can build your own AI agents—no coding skills required. For example:

An HR agent that guides new employees through the onboarding process
An IT helpdesk agent that resolves common technical issues
An internal knowledge agent that helps staff quickly find the right documents and policies

Within SharePoint, AI agents support document management and collaboration:

Smart document management: AI automatically recognizes and organizes documents
Tasks and workflows: An AI agent assigns new tasks based on project progress
Knowledge sharing: AI helps employees find the right information faster.

Data and AI Agents

Whether you're building an agent in Dynamics, SharePoint, or Copilot Studio—one thing always holds true: data is the fuel for AI. So how do you ensure your data is high quality?

Those who want to fully leverage the opportunities of AI must ensure data accessibility, reliability, and quality.

Is your data platform ready for AI?

What’s in it for you?

The Impact of Agents

Using AI agents changes the way organizations operate by automating processes, accelerating decision-making, and increasing flexibility. This results in more efficient workflows and higher productivity.

1
Automatic workflows
AI agents take over routine tasks, allowing processes to run without manual intervention. This reduces delays and ensures faster, more efficient task completion.
2
Autonomous decision making
Thanks to real-time data analysis, AI agents can make decisions instantly, such as in response to customer inquiries or internal requests. This boosts the speed and consistency of operational processes.
3
Error reduction
AI agents operate based on predefined rules and data, eliminating human errors such as typos or missed steps. This increases the accuracy and reliability of business processes.
4
Flexible capacity
AI agents work 24/7 and seamlessly adjust to fluctuations in workload. This means peak demands are handled more effectively without the need for additional staff.

How do you get started?

Change often raises questions. What does automation mean for my job? Will AI take over my role? In reality, AI agents are not about replacement, but support. They handle repetitive tasks, allowing employees to focus on work that truly adds value. Successful adoption depends not only on technology, but mainly on how you guide your team through this change.

1. Create a clear goal

Change only works when employees understand why it's necessary. Do you want to handle customer inquiries faster? Reduce administrative burdens? Make HR processes more efficient? Define a concrete goal and communicate how AI agents will help achieve it.

2. Start with a practical application

Instead of implementing AI broadly, begin with a specific process. For example, an agent that automates invoice processing in Dynamics 365 or an AI assistant in SharePoint that makes documents easier to find. A small success boosts acceptance.

3. Take your team through the process

AI works best when employees understand how it helps them. Provide training, allow space for questions, and show that AI agents are supportive, not replacement tools. Involving users early on makes adoption much easier.

4. Start small and scale up

Begin with a pilot and learn from the first results. What works well? Where are the bottlenecks? Based on that, gradually expand the use of AI agents step by step.

Read about our approach to international change management

Why HSO

AI is changing the way businesses operate. Every process, function, and employee will be affected. But how do you ensure that AI doesn’t remain just a trend, but truly contributes to your business outcomes?

AI that makes an impact

At HSO, we believe AI makes businesses more productive and resilient. That’s why we help you view AI not as a separate tool, but as an integral part of your business strategy.

✔ Focused on your goals – AI should drive your organization forward.
✔ From strategy to practice – We translate AI into applications with immediate impact.
✔ Proven technology – Powerful Microsoft solutions that work.
✔ Deep industry knowledge – We leverage decades of expertise in your industry to help you overcome challenges faster

Our mission is clear

To help companies worldwide with technology-driven solutions that truly deliver results. AI is a key part of that. Want to know how AI can help advance your organization? Let’s talk.

Curious about the possibilities for your company?

AI agents are already available and becoming smarter every day. The question is not if, but how you will use them.

Schedule a free 30-minute call with our AI experts to discover how AI agents can deliver ROI for your business.

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