Run case enrichment simulation to assess AI prediction quality in Dynamics 365 Customer Service 

Run case enrichment simulation to assess AI prediction quality in Dynamics 365 Customer Service 

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

A Dynamics 365 Customer Service admin has just configured the Case Management Agent to auto‑populate case fields from incoming emails and added field descriptions to help the AI make better predictions. The configuration looks right, but how will the admin ensure that the AI is able to predict case field values accurately? The new case enrichment simulation in Dynamics 365 Customer Service—now generally available—answers exactly that question.

Admins can measure AI‑powered field prediction accuracy against real organizational data before enabling case enrichment in production: test against historical records, review the results, refine field descriptions, and enable the feature when accuracy meets your bar. 

Empower admins to validate AI quality 

Case Management Agent simulations include: 

  • Flexible test data — run predictions against historical case records or sample email and chat data uploaded via Excel 
  • Fieldlevel match reports — see prediction accuracy across every field 
  • Caselevel comparison view — review actual versus predicted values side by side 
  • Excel export — share results offline with stakeholders 
  • Rerun capability — iterate after refining lookup field descriptions or prediction rules 
  • Shadow runs — Validate predictions by activating case enrichment with live production data without writing to records. 

Run your first simulation today 

Don’t wait until production to find out how well the AI performs. Open the Copilot Service admin center, navigate to Case settings > Case Management Agent > Case creation and update > Simulation, and run your first test against historical data. Within minutes you will know exactly where to tune your field descriptions before turning on case enrichment. 

For step‑by‑step guidance, read the documentation: 

The post Run case enrichment simulation to assess AI prediction quality in Dynamics 365 Customer Service  appeared first on Microsoft Dynamics 365 Blog.

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

Microsoft 365 Copilot, human agency, and the opportunity for every organization

Microsoft 365 Copilot, human agency, and the opportunity for every organization

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

As AI and agents take on more of the execution, people have more agency than ever to unlock their ambition, direct what gets done, and own the outcomes.

The post Microsoft 365 Copilot, human agency, and the opportunity for every organization appeared first on Microsoft 365 Blog.

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

From intelligence to impact: How agentic AI is reshaping today’s supply chain

From intelligence to impact: How agentic AI is reshaping today’s supply chain

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

Supply chain disruption is no longer the exception. It is the daily reality every business operates, driven by geopolitical instability, supplier failures, regulatory changes, and freight volatility. The challenge is not identifying disruption; it is synthesizing it fast enough to act. Businesses are flooded with signals across suppliers, logistics, operations, and compliance, but those signals remain fragmented across systems and teams, forcing reactive trade-offs instead of strategic action.

The leaders in this next era will be defined not by visibility alone, but by their ability to turn disruption into coordinated, cross-functional action before the cost of delay becomes too high. That’s where agentic AI comes in. 

Agentic AI redefines the supply chain workflow 

As supply chains become more dynamic, the way work gets done and operations are run is changing, and agentic AI is at the forefront. Agentic AI enables people and systems to work together more effectively, and Gartner predicts 60% of supply chain disruptions will be resolved without human intervention by 2031 (Gartner, March 18, 2026). Agents have the ability to reason over data, take action across workflows, reduce manual effort, and support faster, more consistent execution—while keeping humans in control of decisions and outcomes.  

Frontier firms are moving beyond isolated AI use cases and focusing on how decisions and actions connect and orchestrate across end-to-end processes. This shift it happening in three practical ways: 

  • More proactive risk management: With access to real-time signals, teams can identify potential disruptions earlier and take action before they impact orders, production, or customer commitments.  
  • Faster, more coordinated execution and orchestration: Insights are surfaced directly within the flow of work, so planners and operators can act immediately.  
  • Coordinated human and agent workflows: Agents can take on high-volume tasks across the supply chain—from monitoring conditions to initiating actions—while people stay focused on oversight, exception handling, and strategic decisions. 

The result is a more responsive operating model. Let’s see how this approach comes to life in Dynamics 365 Supply Chain Management, and how organizations are using it to improve resilience, responsiveness, and end-to-end performance. Watch this video for a preview on how agentic AI with Dynamics 365 can transform your supply chain operations to a frontier firm.

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Building an agentic supply chain 

Enabling this model requires connecting data, decisions, and actions across the supply chain. Dynamics 365 and Microsoft 365 Copilot support this by enabling agents to work across data and business processes in a governed way—linking signals, decisions, and execution within the flow of work. 

Several capabilities make this possible: 

  • Grounding agent actions in business context: Work IQ gives agents real-time understanding of how work happens across the organization by connecting the productivity tools where decisions are made, including Outlook, Teams, and Word, to live operational data in Dynamics 365. Agents see the full context of a disruption, including its impact on orders, inventory, and customer commitments, and act on it directly in the system of record. 
  • Agents operating within business policies and constraints: Agents act within defined rules—such as service levels, customer prioritization, and cost thresholds—so decisions remain aligned to business objectives and governance requirements. Additionally, Microsoft Agent 365 gives IT teams one place to observe, govern, and secure agents in your organization.  

“Our partnership with Microsoft has been instrumental in enabling Farmlands’ digital transformation. By standardizing on Microsoft Dynamics 365 and thoughtfully applying agentic AI with humans firmly in the loop, we are creating a more efficient, resilient, and scalable operating model.” 

Andre Scheepers, Chief Digital Officer, Farmlands Cooperative 

Dynamics 365 Supply Chain Management

Learn how more customers are streamlining operations

A person standing at an industrial machine, using a laptop while a roll of material is mounted on the equipment in a factory setting.

Driving impact with agents from planning to delivery 

The impact of an agentic approach is best understood through how work changes across core supply chain processes.  

Forecast to plan: Continuous alignment of demand and supply 

Demand planning is no longer limited to periodic forecast updates. With Demand planning in Dynamics 365 Supply Chain Management, planners can incorporate external signals—such as changes in demand patterns, promotions, or market conditions—alongside operational data to continuously adjust forecasts and supply plans. Planners can focus on evaluating scenarios and making decisions instead of spending time consolidating data. 

Source to pay: From supplier signal to business action

Supplier updates often require immediate analysis—what orders are affected, what production is at risk, and what actions need to be taken. When a supplier flags a component delay, the Procurement Agent in Dynamics 365 Supply Chain Management triages the supplier communication, matches it to the affected purchase order, and summarizes the downstream impact across inventory, sales orders, and production schedules. If inventory is available elsewhere in the network, the agent highlights the option. The procurement lead reviews the recommended response and moves forward spending time on decisions and mitigation, not tracing impacts across systems. 

Plan to produce and Inventory to deliver: Adjusting production execution, order fulfillment, and warehouse operations in real time 

Changes in material availability, labor capacity, or priorities require constant updates to production schedules and warehouse activities. Agents can help apply these changes directly within operational workflows—supporting updates to schedules, work orders, and task prioritization—so teams can keep operations running without delays often caused by manual coordination. Customer commitments depend on accurate, up-to-date information across inventory, production, and logistics. Dynamics 365 Supply Chain Management connects these data points so teams can ensure that order promising reflects current conditions—reducing the risk of overpromising and enabling earlier communication when changes occur. 

“With Dynamics 365, we gain real-time visibility into our inventory across all locations, empowering faster, data-driven decision making and enhancing our overall operational agility.” 

Erdal Arslan, Financial Affairs Group Manager, LC Waikiki 

Order to cashEnabling a smooth end-to-end customer order experience

Whether it is B2B or B2B2B, agentic commerce can connect customers to the right distribution channel, automate and accelerate the purchase experience from quote-to-order and the availability of accurate data increases speed and agility across the supply chain processes.  

Service to deliver: Optimizing asset performance and seamless field operations 

AI and agents in field service can provide timely updates on asset and work order information and coordinate field technician schedules that in turn improves overall production uptime, efficiency of delivery and customer satisfaction. 

Connect with us at the Gartner Supply Chain Symposium 

We invite you to engage with our leaders and explore these innovations firsthand during the symposium. Whether you are looking to learn more about the technology or for a strategic conversation on business outcomes, there are several ways to connect: 

Also, be sure to visit our booth during expo hours to talk to our experts and experience Dynamics 365 Supply Chain Management in person.  

The post From intelligence to impact: How agentic AI is reshaping today’s supply chain appeared first on Microsoft Dynamics 365 Blog.

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

Introducing Service Operations Agent in Dynamics 365 Contact Center 

Introducing Service Operations Agent in Dynamics 365 Contact Center 

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

In contact centers, operational excellence doesn’t start with the first customer interaction—it starts much earlier, during setup, configuration, and ongoing system health management. Yet for many organizations, these steps remain complex, time-consuming, and error-prone. 

To solve for these, we are excited to preview Service Operations Agent, a new AI-powered capability in Dynamics 365 Contact Center transforming how administrators configure, validate, and orchestrate conversations at runtime.

Why this matters 

Setting up and maintaining a contact center environment often requires navigating multiple tools, understanding complex dependencies, and manually troubleshooting issues. These challenges can result in: 

  • Slow onboarding and delayed time to value 
  • Configuration errors that impact routing, channels setup 
  • Conversations managed by static rules that cannot adapt — ignoring wait time, customer tier, agent availability, or transfer history — leading to poor outcomes that no one is actively watching 
  • Limited visibility into system health and operational readiness 
  • Reliance on specialized expertise for basic administrative tasks 

These traditional approaches fragment setup, validation, and diagnostics across multiple surfaces—making it difficult to ensure consistency and operational reliability. 

Service Operations Agent addresses these by bringing these capabilities together into a unified, conversational experience. 

What’s new 

Service Operations Agent introduces an AI-powered administration layer built directly into Dynamics 365 Contact Center, enabling administrators to: 

  • Set up contact center channels and manage users conversationally 
  • Receive recommendations on next steps from agent 
  • Dynamic orchestration of conversations to handle needs of a working contact center during run time through playbooks 
  • Validate configurations and detect issues early when connected to Application Insights  
  • Monitor operational health and troubleshooting guidance 

Together, these capabilities give administrators a single place to set up the contact center, keep it healthy, and define how every conversation is handled at runtime — from first contact through resolution. 

How it works 

Service Operations Agent is available directly within the Dynamics 365 Contact Center Admin Center, where administrators can interact with it using natural language.  

The agent guides users through tasks such as: 

  • Setting up channels, queues, workstreams 
  • Managing users and skills  
  • Applying playbooks using provided templates for dynamic orchestration of conversations  
  • Configuration validation and troubleshooting through Application Insights 

This creates a more intuitive and streamlined administrative workflow—reducing complexity while maintaining control and governance. 

Key capabilities in this preview release 

In this preview release, Service Operations Agent focuses on three core areas: setupdiagnostics and conversation orchestration.

Conversational setup and configuration 

Administrators can use natural language to provision and configure key components such as queues and channels—reducing reliance on manual configuration flows. This approach streamlines onboarding and helps organizations get up and running faster, even without deep technical expertise.  

Service Operations Agent in Dynamics 365 Contact Center
User prompting agent to create a queue and add users to it
Service Operations Agent  in Dynamics 365 Contact Center
Agent response with details about successful queue creation and addition of users, as well as recommended next steps.

Intelligent validation and diagnostics

Service Operations Agent continuously evaluates configurations and surfaces potential issues, helping administrators: 

  1. Identify misconfigurations early 
  1. Understand root causes of setup issues 
  1. Receive actionable recommendations for resolution 

Embedding diagnostics into the admin workflow reduces operational risk and improves reliability over time.

Conversation orchestration

Define how conversations are managed throughout their lifecycle, not just at entry. Playbooks let admins set conditions based on customer context, wait time, and queue state, and trigger automatic actions without manual supervisor intervention. They are authored using guided templates in the admin center — no rules to write, no code to maintain. Built-in validation catches conflicts before anything goes live. These capabilities are available now in public preview: 

  1. Dynamic prioritization: A playbook continuously monitors wait time and customer context. When conditions are met — for example, a premium customer waiting beyond a threshold with no senior agents available — their priority is automatically elevated. High-value and long-waiting customers rise to the top without anyone watching the queue. 
  1. Overflow based on CSR availability: A playbook fires the moment a queue has no eligible agents. Based on customer segment, it transfers to a backup queue, offers a callback, or sends a graceful closing message. Every customer gets a response. None of them wait in silence. 
Options for setting up conversation orchestration.

Key benefits 

With Service Operations Agent, organizations can: 

  • Accelerate time to value by simplifying setup and onboarding 
  • Reduce configuration errors through built-in validation and guidance 
  • Improve operational reliability with proactive diagnostics 
  • Lower dependency on specialized expertise with conversational experiences and templates for playbooks 
  • Improve customer experience by automatically managing in-queue conversations — reducing wait times, preventing silent overflow, and ensuring high-value customers are prioritized without supervisor intervention 
  • Continuously optimize contact center performance with ongoing insights 

Together, these capabilities establish a strong foundation for building, scaling, and managing modern contact centers. 

Looking ahead 

Service Operations Agent is part of a broader vision to bring agentic experiences for administrators in Dynamics 365 so we can assist them in their jobs to be done. Some of these are enhanced automation, better troubleshooting, simulated conversations for validating behavior and improved insights. For orchestrating conversations, we will provide capabilities to improve the in-queue lifecycle experience, such as re-connecting customers to their last customer service representative, handling overflows for direct-dial lines, out-of-hours queues, etc. Each new capability builds on the same playbook foundation — everything configured today carries forward as the platform grows.

All these additional exciting capabilities are soon to follow!


Learn more

The post Introducing Service Operations Agent in Dynamics 365 Contact Center  appeared first on Microsoft Dynamics 365 Blog.

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

Introducing Governance in Dynamics 365 Customer Service: A New Era of Policy-Driven Communication

Introducing Governance in Dynamics 365 Customer Service: A New Era of Policy-Driven Communication

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

In an increasingly connected world, organizations engage customers across diverse cultures, languages, and legal frameworks. A product or service feels most trustworthy when it shows respect for local customs, acknowledges regulatory differences and avoids culturally biased or region-specific references. That’s why we’re excited to introduce Governance for Dynamics 365 Customer Service, now available in Public Preview.

At Public Preview, Governance applies to the email channel — the channel where compliance risk and brand impact tends to be highest. We designed this new, administrator-configured policy enforcement layer to help support compliance with legal and brand standards by validating each outgoing customer email — whether composed by a service representative or generated by AI — against the specific policies your organization defines.

Why Governance? Why Now?

Customer service teams are rapidly adopting AI to streamline operations and enhance customer experiences globally. But with this transformation comes a new set of challenges: How do you ensure that AI-generated or human-authored communications stay aligned with your internal policies and external regulations? Cultural norms vary widely—from naming conventions and date formats to strict data-privacy regulations and content-control requirements. Miscommunications or unintended disclosure of sensitive information can erode trust, while non-compliance with regional regulations can lead to fines and brand damage. Governance is designed specifically for these challenges. It provides a proactive, runtime policy enforcement layer that checks outbound messages —whether written by a customer service representative or generated by AI—against administrator-defined policies. This ensures delivery of only compliant, brand-safe, and policy-aligned content to customers.

Key Capabilities

Governance introduces a suite of powerful features designed to help organizations enforce communication standards at scale:

  • 📝 No-Code Policy Authoring: Administrators can define custom policies in plain language, like “Block any mention of competitor names” or “Require a legal disclaimer in every customer email”. The system automatically translates these into enforceable checks, eliminating the need for any coding or engineering support.
  • ⚡ Real-Time Enforcement: Every outbound email is evaluated before it’s sent. The system flags violations or blocks the message, prompting the user to revise the content — ensuring compliance without disrupting workflows.
  • 🔍 Auditability and Visibility: Governance logs every policy evaluation, providing full transparency to supervisors and compliance teams. It reviews what was checked, what was flagged, why it was flagged, and how it was resolved.
  • 🧪 Simulation Mode: Test policies in a non-blocking “simulation” mode to observe how they perform in real-world scenarios. This helps teams fine-tune policies and build trust before full enforcement.
  • 📦 Out-of-the-Box Policies: Get started quickly with pre-built policies for common compliance needs, including profanity filtering, groundedness checks, and email template adherence.

Built for the Dynamics 365 Ecosystem

Governance and Quality Evaluation are both delivered as skills within the Quality Management Agent in Dynamics 365 Customer Service. As part of the broader Quality Management suite, Governance works alongside the Quality Evaluation skill, which assesses interactions to uphold quality standards. Together, these skills create a unified framework for quality, compliance, and policy adherence.

Learn More

To explore Governance in action and start defining your own policies, learn more here. We look forward to your feedback as we continue to evolve this feature toward General Availability.

The post Introducing Governance in Dynamics 365 Customer Service: A New Era of Policy-Driven Communication appeared first on Microsoft Dynamics 365 Blog.

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