Practical AI Agents In CRM - Using Copilot To Automate Records, Workflows, And Customer Engagement

14 Jul 2026 07:30 AM CST

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Webinar Overview

This webinar provides a hands-on perspective on building practical AI agents that automate CRM operations in Dynamics 365. It covers how Copilot integrates with Dataverse and Power Automate to manage records, streamline workflows, and enhance customer engagement. Attendees will learn how to deploy agents that deliver measurable productivity gains across sales and service teams.

Key Points

Using AI agents to automate
Optimize everyday CRM workflows.
AI reduces manual effort while improving speed, accuracy, and customer engagement.

Meet The Trainer

Victor Ojochenemi Oguche

Highly skilled Microsoft Dynamics 365 CRM Trainer with over 5 years of experience, providing engaging, business-focused training in various modules. Known for simplifying complex concepts and enhancing system adoption, proficiency, and efficiency through practical, scenario-based learning in diverse industries.

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Practical AI Agents In CRM - Using Copilot To Automate Records, Workflows, And Customer Engagement