Solutions & stories

What we built, and what changed because of it.

One library, two lenses: the solution we built and the outcome the customer got. Filter it by capability or by industry. Customers stay anonymous — the work does not.

Two things live here: work we have already delivered, and agents you can start from instead of a blank page. Filter to whichever you came for.

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38 entries

Customer story

Copilot Studio Build-a-Thons for a global payments network

Two private Copilot Studio Build-a-Thons put more than 100 people hands-on with agents in a single week.Financial ServicesPayments
Customer story

A governed path to scale Copilot at a global asset manager

Strategy, governance, architecture and a delivery model for agent-based AI in a highly regulated environment.Financial Services
Solution

Pricing Copilot for a national engineering consultancy

A Copilot Studio agent that supports pricing decisions and takes the load off a handful of experts.Professional ServicesConstruction
Solution

AI media assessment platform for a global bedding manufacturer

Multimodal AI that reads advertising assets, scores share of voice and calculates co-op reimbursement for human review.ManufacturingConsumer ProductsRetail
Customer story

ERP consolidation for a global energy and industrial producer

Multiple legacy ERPs unified onto Dynamics 365 Finance and Operations as one financial and operational backbone.EnergyManufacturing
Customer story

Finance modernization for a community clean-energy provider

Dynamics 365 Finance with real budget planning, forecasting and reporting behind it.EnergyPublic Sector
Customer story

Phased multi-site ERP for an advanced manufacturer

An unsupported Dynamics AX estate replaced site by site with Dynamics 365 Finance and Supply Chain Management.Manufacturing
Solution

An AI factory on top of ERP for an infrastructure-services enterprise

Dynamics 365 Finance and Operations extended with reusable operational agents.ConstructionEnergyTechnology
Customer story

One commercial platform for a national building-products distributor

Sales and customer engagement unified on Dynamics 365 and Power Platform across hundreds of branches.DistributionConstruction
Customer story

CRM consolidation for a global investment firm

Dynamics 365 as the single relationship platform, extended through multiple delivery pods.Financial Services
Customer story

Sales, service and field service modernization for a workplace technology leader

Salesforce and ServiceNow displaced by Dynamics 365 with Copilot and voice agents on top.TechnologyManufacturing
Customer story

Outreach modernization for a global pediatric research institution

Global outreach and relationship management on Dynamics 365 Sales, now extending into AI and data.HealthcareNonprofit
Customer story

Salesforce replacement at a healthcare performance-improvement company

Three heavily customized Salesforce instances replaced by one Dynamics 365 commercial platform.Healthcare
Customer story

Roadside operations modernization for a national assistance provider

Dynamics 365 Customer Service and Field Service as the backbone for case, scheduling, dispatch and fulfilment.Travel & MobilityField Service
Customer story

Guest engagement transformation for a luxury hotel group

Marketing, membership, engagement and data brought together on Dynamics 365 and Customer Insights.Travel & Hospitality
Solution

AI-enabled joint business planning for a global spirits company

Spreadsheet-driven retailer planning replaced with a Power Platform application and AI decision support.Consumer ProductsRetail
Solution

Low-code delivery capacity for a global investment firm

Additional Power Platform engineering, QA and DevOps capacity for an ongoing application portfolio.Financial Services
Solution

Enterprise Copilot governance for a large health system

Tenant-wide guardrails, responsible AI policy and a maker operating model for agents at scale.Healthcare
Customer story

Automation modernization for a consumer cybersecurity leader

Legacy automation tooling replaced with Power Platform and Copilot Studio agents.Technology
Solution

Copilot Studio enablement for an alternative asset manager

Environment strategy, security, ALM and developer enablement for low code and agents.Financial Services
Agent

Interview Prep Agent

Standardize interview preparation, evaluation, and transcript-based hiring insights.Copilot Studio AgentProfessional ServicesIT & Technology
Agent

Copilot for Sales – Capture CVs

Convert calendar activity into accurate customer visit records in Dynamics 365.Dynamics 365 SalesProfessional ServicesFinancial Services
Agent

Time Entry Agent

Automate timesheet creation from calendars, chats, and user activity inputs.xPMProfessional ServicesIT & Technology
Agent

Project Smoke Detector

Detect project risks early using health scores, utilization signals, and delivery metrics.xPMProfessional ServicesIT & Technology
Agent

Invoice IQ

Provide conversational, role-specific visibility into invoicing and financial data.ERP & FinanceFinanceFinancial Services
Agent

Recruiting & Interview Scheduling Agent

Streamline resume intake, candidate matching, and interview coordination.Copilot Studio AgentCross-industryProfessional Services
Agent

Hummingbird Q&A Agent

Give employees instant, grounded answers from trusted internal knowledge sources.Built-in Microsoft 365 Copilot AgentProfessional ServicesIT & Technology
Agent

Financial Summary Copilot

Turn complex financial data into clear, executive-ready insights in minutes.ERP & FinanceFinancial ServicesFinance
Agent

Service Agents

Improve service operations with intelligent case summaries, faster triage, and standardized workflows.Dynamics 365 Customer ServiceManufacturingIT & Technology
Agent

Market Intelligence Agent

Turn scattered internal and market data into one intelligence layer leadership can question in plain language.Copilot Studio AgentManufacturingDistribution
Agent

Automation Modernization Agent

Move business process automation off legacy tooling and onto Power Platform, proof-of-concept first.Power PlatformIT & TechnologyCross-industry
Agent

Agentic Quoting & Pricing Agent

Draft a commercially sound quote in hours instead of weeks, with a human making the final call.Dynamics 365 SalesManufacturingDistribution
Agent

Multi-Agent Matter Workspace

Specialized agents working the same matter together, inside a workspace built for legal oversight.Copilot Studio AgentProfessional ServicesLegal
Agent

Pricing Agent

Accelerate pricing decisions with fast, consistent analysis of margins, discounts and deal scenarios.Dynamics 365 SalesManufacturingProfessional Services
Agent

MSA Expert Agent

Simplify contract understanding by highlighting key terms, risks and obligations in seconds.Built-in Microsoft 365 Copilot AgentProfessional ServicesCross-industry
Agent

Background Check Agent

Automate and standardize background records from multiple providers into one governed report.Power PlatformProfessional ServicesFinancial Services
Agent

Project Explainer

Instantly turn complex project details into clear, stakeholder-ready summaries and insights.xPMProfessional ServicesIT & Technology
Agent

Joint Business Planning Agent

Streamline partner planning by organizing goals, metrics and actions into one unified view.Dynamics 365 SalesConsumer ProductsDistribution