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learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/2-orchestrate-ai-features-dynamics-365-apps-finance-supply-chain.md

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## AI Experience Models in Dynamics 365 Finance and Supply Chain
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### 1. Sidecar
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### Sidecar
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Sidecar Copilot appears alongside the Finance and Supply Chain apps and supports natural language chat. Users can ask questions, request insights, or invoke actions.
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#### Common sidecar capabilities include:
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#### Common sidecar capabilities include
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* **Generative help and guidance**: Explain features, processes, and actions in the app.
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* Orchestrate crossmodule queries using standardized entity metadata.
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## 2. Embedded
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## Embedded
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Embedded AI brings Copilot capabilities directly inside workspace pages or operational views, enabling contextual, inapp intelligence.
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### Examples include:
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### Examples include
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* **Purchase order change analysis**
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* Update extensions to handle model changes introduced by AI workflows.
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## 3. Outside (External Orchestration with Copilot)
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## Outside (External Orchestration with Copilot)
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External agents interact with Finance and Supply Chain data beyond the application UI and help orchestrate across different apps and tasks.
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### Examples:
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### Examples
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* Crossapplication automations.
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* Copilot sidecar experiences need to understand the context in which the user is working in. for that reason, application context with Copilot is available to embed in the flow of the business process. The integration will include three types of context: For more information, see the following: [Use application context with Copilot - Finance & Operations | Dynamics 365 | Microsoft Learn](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-application-context)
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* The creation of client plugins, or client actions, are Microsoft Copilot plugins that invoke client code and are available for users in the context of client experiences for finance and operations apps. For more information see the following: [https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins](/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins)
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* The creation of client plugins, or client actions, are Microsoft Copilot plugins that invoke client code and are available for users in the context of client experiences for finance and operations apps. For more information see the following: [https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins](/dynamics365/fin-ops-core/dev-itpro/copilot/tutorial-create-client-plugins)
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* Plugins must be created using the Copilot in Finance and Operation chatbot with an X++ method created in the application. For more information, see the following: [https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture)
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* Plugins must be created using the Copilot in Finance and Operation chatbot with an X++ method created in the application. For more information, see the following: [https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture)
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## References
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[https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations](/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations)
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[https://learn.microsoft.com/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations](/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations)
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[https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/extend-copilot](/dynamics365/fin-ops-core/dev-itpro/copilot/extend-copilot)
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[https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/extend-copilot](/dynamics365/fin-ops-core/dev-itpro/copilot/extend-copilot)
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[Create client plugins for Copilot in finance and operations apps - Finance & Operations | Dynamics 365 | Microsoft Learn](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-client-plugins)
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[https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture)
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[https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture)
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[Use application context with Copilot - Finance & Operations | Dynamics 365 | Microsoft Learn](/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-application-context)

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/3-design-ai-solutions-dynamics-365-apps-customer-experience-service.md

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This unit equips solution architects with expert guidance to design, orchestrate, and scale AIpowered experiences within Dynamics 365 Customer Service and Contact Center. You will learn how to integrate Copilot capabilities, automate service workflows, augment agent productivity, and ensure AI is aligned with customer experience (CX) objectives, governance requirements, and enterprise architecture.
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### This unit focuses on
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* Designing serviceoriented AI patterns in Dynamics 365.
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* Applying extensibility options to tailor Copilot for complex business processes.
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## 1. Understanding of the AI capabilities within Dynamics 365 Customer Service and Contact Center
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## Understanding of the AI capabilities within Dynamics 365 Customer Service and Contact Center
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AI within Dynamics 365 Customer Service enhances how agents resolve issues, locate knowledge, manage cases, and collaborate with customers. AI becomes a reliable service partner when using Dynamics 365 Customer Service and Contact Center by reducing manual effort, improving case accuracy, and enabling faster customer resolutions.
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**Case Management Agent: Automate the case life cycle for service representatives by automating the create, update, resolve, and close processes of cases.**
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For more information, see [https://learn.microsoft.com/en-us/dynamics365/customer-service/use/use-case-creation-agent](/dynamics365/customer-service/use/use-case-creation-agent)
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For more information, see [https://learn.microsoft.com/dynamics365/customer-service/use/use-case-creation-agent](/dynamics365/customer-service/use/use-case-creation-agent)
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**Customer knowledge Management Agent:**
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* For more information, see [https://learn.microsoft.com/en-us/dynamics365/customer-service/use/admin-km-agent-insights](/dynamics365/customer-service/use/admin-km-agent-insights)
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* For more information, see [https://learn.microsoft.com/dynamics365/customer-service/use/admin-km-agent-insights](/dynamics365/customer-service/use/admin-km-agent-insights)
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**Quality Evaluation Agent:**
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* For more information, see [https://learn.microsoft.com/en-us/dynamics365/contact-center/administer/manage-quality-evaluation-agent#manage-quality-evaluation-agent](/dynamics365/contact-center/administer/manage-quality-evaluation-agent)
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* For more information, see [https://learn.microsoft.com/dynamics365/contact-center/administer/manage-quality-evaluation-agent#manage-quality-evaluation-agent](/dynamics365/contact-center/administer/manage-quality-evaluation-agent)
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### Copilot in Contact Center
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Copilot provides real-time AI assistance that helps customer service representatives (service representatives or representatives) automate time-consuming tasks to handle cases efficiently and resolve issues faster so that they can deliver value to customers. Copilot features can include asking a question, composing an email, summarizing a case, and summarizing a conversation. The features may be embedded with the application or be run as a standalone. Not all capabilities are available in all capacities. For more information, see [Enable Copilot features | Microsoft Learn](/dynamics365/contact-center/administer/configure-copilot-features)
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## 2. AI Experience Models in Customer Service
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## AI Experience Models in Customer Service
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### 2.1 Conversational Copilot (Sidecar Model)
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### Conversational Copilot (Sidecar Model)
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A chat based experience that:
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* Provides contextual insights from Dynamics 365 records.
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### 2.2 Embedded Intelligent Features
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### Embedded Intelligent Features
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These appear within workspaces such as:
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* Embedded AI analyzes the page context and proactively suggests actions or insights.
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### 2.3 Automated AI Behaviors
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### Automated AI Behaviors
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Examples include:
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* AIdriven case routing
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* These allow service managers to scale consistent customer experiences.
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## 3. Designing AI Architecture Across CX Workloads
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## Designing AI Architecture Across CX Workloads
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Solution architects ensure AI aligns with business goals, service capabilities, and enterprise governance.
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Key design considerations:
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* **Data quality:** CRM fields, history, interactions, SLAs, and knowledge must be accurate and complete.
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* **Extensibility:** Integrate custom prompts, workflows, models, and automation patterns through Power Platform or Azure services.
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## 4. Orchestration Models for Customer Service AI
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## Orchestration Models for Customer Service AI
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### 4.1 Casecentric orchestration
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### Casecentric orchestration
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AI anchors around the customer case:
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### 4.3 Multisystem orchestration
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Architects align AI agents with crossdepartmental processes.
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## 5. Designing Extensible AI Features
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## Designing Extensible AI Features
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Copilot and Customer Service AI features are extensible through:
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## References
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<https://www.microsoft.com/en-us/dynamics-365/resources/customer-service>
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<https://www.microsoft.com/dynamics-365/resources/customer-service>
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[https://www.microsoft.com/en-us/dynamics-365/products/customer-service#Agents](https://www.microsoft.com/en-us/dynamics-365/products/customer-service)
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[https://www.microsoft.com/dynamics-365/products/customer-service#Agents](https://www.microsoft.com/dynamics-365/products/customer-service)
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[https://learn.microsoft.com/en-us/dynamics365/customer-service/copilot](/dynamics365/customer-service/copilot)
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[https://learn.microsoft.com/dynamics365/customer-service/copilot](/dynamics365/customer-service/copilot)
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[https://learn.microsoft.com/en-us/dynamics365/customer-service/service-workspace](/dynamics365/customer-service/service-workspace)
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[https://learn.microsoft.com/dynamics365/customer-service/service-workspace](/dynamics365/customer-service/service-workspace)
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[Manage Customer Knowledge Management Agent | Microsoft Learn](/dynamics365/customer-service/administer/admin-km-agent)

learn-pr/wwl/orchestrate-configuration-prebuilt-agents-apps/includes/4-propose-microsoft-365-agents-business-scenarios.md

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* [FAQ](/copilot/microsoft-365/agent-essentials/m365-agents-faq) - Answers to common questions about Microsoft 365 Copilot agents.
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In addition to the Agent Management Essentials components, any agent must include considerations for long term and licensing costs. Identifying all associated costs are critical to setting expectations for the agents. For more information, see [https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-licensing](/copilot/microsoft-365/microsoft-365-copilot-licensing)
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In addition to the Agent Management Essentials components, any agent must include considerations for long term and licensing costs. Identifying all associated costs are critical to setting expectations for the agents. For more information, see [https://learn.microsoft.com/copilot/microsoft-365/microsoft-365-copilot-licensing](/copilot/microsoft-365/microsoft-365-copilot-licensing)
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## Catalog of Proposed Microsoft 365 Agents (Ready to Pilot)
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The following list includes agents that are ready to pilot for organizations and can be used in business scenarios. Before considering any custom agents, out-of-the-box pilots should be assessed to determine whether they'll adequately meet the requirements.
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## 1. Executive Briefing Pack Generator
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## Executive Briefing Pack Generator
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Automatically assemble an executive ready briefing pack using the latest organizational updates, program metrics, and strategic highlights.
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Generate role-based exercises, handson labs, and scenario walkthroughs for business units adopting Microsoft 365 Copilot.
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[Microsoft 365 Copilot Agent Management Essentials | Microsoft Learn](/copilot/microsoft-365/agent-essentials/agent-essentials-overview)
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[https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-licensing](/copilot/microsoft-365/microsoft-365-copilot-licensing)
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[https://learn.microsoft.com/copilot/microsoft-365/microsoft-365-copilot-licensing](/copilot/microsoft-365/microsoft-365-copilot-licensing)

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