Microsoft Agent 365: The control plane for AI agents

Microsoft Agent 365: The control plane for AI agents

This article is contributed. See the original author and article here.

Whether your agents are created with Microsoft platforms, open-source frameworks, or third-party platforms, Agent 365 helps you deploy, organize, and govern them securely.

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Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Microsoft Agent 365: The control plane for AI agents

Microsoft Ignite 2025: Copilot and agents built to power the Frontier Firm

This article is contributed. See the original author and article here.

At Microsoft Ignite 2025, we introduced new capabilities in Microsoft 365 Copilot to help every customer become Frontier—including Work IQ, Word, Excel, and PowerPoint agents in chat, and Agent 365.

The post Microsoft Ignite 2025: Copilot and agents built to power the Frontier Firm appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Revolutionizing customer support with autonomous case resolution 

Revolutionizing customer support with autonomous case resolution 

This article is contributed. See the original author and article here.

In today’s fast-paced digital landscape, customer expectations are higher than ever. They demand swift, accurate, and personalized support—without the friction of long wait times or repetitive interactions. Autonomous case resolution will redefine how support cases are managed and resolved. 

What is autonomous case resolution? 

Autonomous case resolution is a specialized sub agent within the broader Case Management Agent (CMA) ecosystem. It uses the identified intent to autonomously generate email responses after a case has been created, ensuring customer issues are resolved with minimal human intervention efficiently, intelligently, and empathetically.

Real-world impact 

Imagine a customer emailing a business about a defective product. The AI agent reads the email, identifies the issue, uses a custom agent to check the warranty status, and sends a replacement confirmation—all without human involvement. If the customer’s message is ambiguous, the agent requests clarification. If there’s no response, it escalates appropriately. This level of autonomy not only accelerates resolution times but also frees customer service representatives to focus on more complex, high-touch interactions. 

Key features and capabilities 

With Case Management Agent now generally available, customers can use several groundbreaking features of autonomous case resolution: 

  • Intent-based resolution: The agent automatically determines customer intent and, based on that, drafts and sends an email, ensuring faster resolution.  
  • Autonomous email drafting: The agent crafts professional, empathetic responses using predefined templates (if configured) tailored to various scenarios. Autonomous case resolution can also fall back to default email template replies, or inline email assist in case an email template cannot be identified.
Case resolution agent generates email from a case
Case resolution agent generates email from a case
  • Custom agent integration: The agent can call upon other specialized agents to handle domain-specific tasks, ensuring seamless collaboration. 
  • Smart escalation and handoff: If a customer’s intent remains unidentified, the case is escalated to customer service representatives. When an autonomous resolution is sent but the customer remains unresponsive for a defined period, the case follow-up and closure sub agent is triggered to ensure timely closure. 
  • Multi intent handling: The autonomous case resolution feature handles multiple customer concerns in a single case. By resolving issues sequentially within one interaction, it delivers a unified experience for customers and reduces duplication for support teams. 

The road ahead 

Autonomous case resolution is more than just a tool, it’s a glimpse into the future of customer support. As it continues to evolve, it paves the way for a fully autonomous contact center experience, where AI agents handle the bulk of interactions, ensuring faster resolutions and higher customer satisfaction. 

Learn more  

Watch a quick video introduction.  

To learn more, read the documentation:   

The post Revolutionizing customer support with autonomous case resolution  appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Effortlessly create and update cases with Case Management Agent

Effortlessly create and update cases with Case Management Agent

This article is contributed. See the original author and article here.

Customers expect quick and smooth help when they reach out to customer support—whether it’s about a delayed order, a product question, or a service issue. Good case management means keeping track of all these requests and associated customer conversations to make sure nothing falls through the cracks. 

Managing these cases is not always easy. Fortunately, the case create and case update capabilities of the Case Management Agent (CMA) make life easier for support teams and hence, customers. 

From manual to automated 

A case is like a digital record that holds all the details about the support request. Traditionally, whenever a customer contacts customer service—by chat, email, or voice—a service rep creates a case and manually tracks the issue from start to finish. Now, case create and case update capabilities make this process smarter and more automated than ever. 

Key features and capabilities 

We released the first version of CMA in public preview in April 2025, and now it’s generally available. We’ve taken customer feedback into account and added capabilities to make creating and updating cases more holistic than ever: 

  1. Automatically create a case from chat when the customer service representative accepts the chat request and automatically update it at the end of the conversation. These capabilities are now supported for voice calls and social channels as well. 
  1. When the conversation ends, the conversation summary is posted as a note on the case timeline.   
  1. For any incoming customer email, case will be created through automatic record creation (ARC). The case will be kept updated with details from all incoming customer emails. 
  1. The ability to configure rules based on which case or related entity fields will be predicted. This means you can configure a rule that updates a certain set of fields based on the product in discussion.  
  1. Lookup fields are now supported for predictions. You can add field descriptions for capturing your business context which gets leveraged by AI for prediction. For example, for case category prediction, you can describe what each case category means in your business. 
  1. We have made changes to the administrator settings layout and in the service rep experience when AI updates are made to the case they’re viewing. This will ensure a more intuitive experience. 
  1. You can leverage multiple queue support in automatic record creation (ARC) for creating cases from emails.  

Example scenario 

Let’s say a customer sends an email to customer support about their device not working properly. As soon as this email is received, Case Management Agent creates a case with the relevant details from the customer’s email. The AI agent answers the email to request further details to solve the issue. The customer sends an email answering AI agent’s questions.  

In a pre-CMA world, the customer service rep would have to input these details in the case manually. Not anymore! CMA updates the configured case or related entity fields automatically using this new email from the customer. Everything is kept in one place, so the next agent who helps the customer has the full story—no confusion, no delays. 

Learn more 

Watch a quick video introduction. 

To learn more, read the documentation:  

The post Effortlessly create and update cases with Case Management Agent appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Listening, Learning, and Delivering: Field Service Upgrades for Everyday Scheduling 

Listening, Learning, and Delivering: Field Service Upgrades for Everyday Scheduling 

This article is contributed. See the original author and article here.

Over the last few months, our scheduling team has focused on strengthening the core product by addressing the real-world needs of dispatchers, admins, frontline workers, and managers. At Microsoft, our commitment to continuously improving the Field Service experience is rooted in a simple principle: listen to our users, learn from their feedback, and deliver enhancements that make their work easier and more efficient. Today, we’re excited to announce a suite of user experience improvements that are already live in the product, each inspired by your feedback and design to provide immediate value.

What’s New for Scheduling Users?

Share a Schedule Board Tab Directly from the App

Collaboration is at the heart of effective scheduling. Previously, sharing a schedule board tab with specific other users required a lengthy, complicated process. With this release, you can now easily share any schedule board tab with your colleagues directly from the schedule board settings window. Whether you’re handing off coverage for a vacation or collaborating across teams, sharing your setup is just a few clicks away with no more tedious URL construction or lost productivity.

Short Booking Truncation: Clarity at a Glance

We’ve heard from many of you that when schedules are tight and dense, short bookings often appeared cluttered, with overlapping icons and hastily truncated text. Our redesign cleans up the appearance of these short bookings, dynamically adjusting how much text is displayed and which icons are shown based on the available screen space. We’re making it easier for users to work more efficiently by making the information easy to interpret

Satellite Map View

For those who need a geographic perspective, we’ve brought back a satellite map view. This visual enhancement helps you better understand resource and work order locations and plan routes with greater context.

Address Input for Organizational Unit Locations

Setting up new organizational units or managing the ones you already have should be quick and error-free. Instead of manually entering latitude and longitude for their locations, you can now input a text address, just like you do elsewhere in the product. We’ll handle the geocoding for you, reducing errors and saving valuable time.

Consistent Naming for Characteristics and Rating Models

We know that inconsistent terminology can be a source of confusion. That’s why we’ve standardized names across the product. “Characteristics” now consistently replace “skills” and “rating models” are used over “proficiency models.” This simple change makes it easier to find the features you need and ensures everyone is speaking the same language.

Visual Improvements Across the Schedule Board

Beyond these new features, you’ll notice a range of visual refinements throughout the schedule board. From refreshed icons to cleaner layouts, these details will make your daily scheduling tasks smoother and more enjoyable.

Keep Giving Us Feedback

Each of these enhancements began with your insights, whether surfaced through direct engagements, surveys, support channels, or the Ideas Portal. We’re grateful for your ongoing partnership and feedback. Please keep telling us what you need and sharing your experiences and ideas. They’re the foundation of our ongoing journey to make Dynamics 365 Field Service the best it can be.

The post Listening, Learning, and Delivering: Field Service Upgrades for Everyday Scheduling  appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.