AI & Agents

AI & Agents

Discover our AI use case library

Powered by Microsoft 365 + Copilot Studio

AI Agents 1
AI Agents 2
AI Agents 3

From Ideation to Use Case Realization

Discover → Prioritize → Design → Pilot → Scale

1. Discover

Identify business pains and opportunities.
Identify business pains and opportunities.

2. Prioritize

Build the business case and choose the best use cases.
Build the business case and choose the best use cases.

3. Design

Define agent behavior, data, integrations, and governance.
Define agent behavior, data, integrations, and governance.

4. Pilot

Validate value with a controlled user group.
Validate value with a controlled user group

5. Scale

Productionize, govern, adopt, optimize, and expand.
Productionizegovern, adopt, optimize, and expand.

Core Implementation

advanced intelligence

  • AI Strategy & AI Maturity Assessment
  • Agent Solutions – From use-case to realization
  • AI & Agent cost control and governance

productivity & Automation

  • Dynamics 365 – Copilot & Agent activation 
  • Microsoft Agent Tooling Comparison & Guidance
POWERED BY MICROSOFT 365 + COPILOT STUDIO + DYNAMICS 365 F&O​

Sales Order Agent

Automate order intake from email to created order, with human-in-the-loop approval​.

LEARN MORE

The Business Process

Inbox Monitoring
Emails & PDF attachments fetched continuously from shared mailbox.
AI Extraction & Agent Reasoning
Agent reasons over content and structures order data automatically.
Teams Review
Suggestions surface in Teams for human review and adjustment.
D365 F&O Sales Order
Confirmed orders are routed to D365 F&O and a sales order is created.

We get things done.
From AI answers to autonomous actions.

Microsoft Foundry and Copilot Studio provide the intelligence layer, orchestrating agents, models, and actions across the enterprise. Microsoft 365 Copilot delivers a unified user experience, grounding interactions in organizational context and turning insights into action.

Sales Order Agent
Sales Order Agent

Sales Order Agent

Description
An agent that monitors a shared inbox, extracts new orders for human-in-the-loop approvals. Once confirmed, a new order is created in D365 F&O.
User role
Salesperson Sales Manager Sales Representative
Challenge
New orders are emailed to the company requiring manual observation, approval and time-consuming manual registration.
Business value
Automating the process of creating new sales orders from email. Ensure a consistent process, human-in-the-loop and freeing time for sales resources for more value driven activities.
User Onboarding Agent
User Onboarding Agent

User Onboarding Agent

Description
Create new users in D365FO and in Entra and assign the correct license in the M365 Admin panel. Can also check between PPAC and D365FO license usage summary report and report discrepancies/users without the correct license.
User role
System Administrator
Challenge
Time-consuming and doesn't get updated when MS makes changes to license requirements for entry points, which means certain roles suddenly require a different license.
Business value
Better oversight of license management between D365FO, Entra and M365 Admin Centre. Ability to automatically disable users in D365FO when staff leave.
Customer Support Agent
Customer Support Agent

Customer Support Agent

Description
Customer support agent for efficient handling of warehouse locations on sales orders.
User role
Customer Service
Challenge
Customers sometimes want a consolidated delivery and sometimes it's more important to get fast delivery even if it means delivery from different warehouse locations and multiple deliveries. It can require a lot of manual work to check where stock is available and what quantities are available.
Business value
Agent guidance to get the right warehouse location based on the specific customer's needs.
Why Engage Group

A trusted advisor that understands your business processes and industry challenges.

Our dual motion integrates Data, AI & Agents directly into AI-powered business applications.

This creates a seamless link from data to execution, enabling organizations to transform how work gets done rather than simply adding another technology layer.

Deep business understanding

Grasping industry-specific challenges that are essential for AI initiatives to create real value.

An unbroken chain from data to action

We link data collection, decision-making, and execution into one continuous flow.

Measurable, process-embedded outcomes

We build AI directly into core processes like Finance, Operations, Sales, and Service.

Get in touch with a senior advisor

We understand the importance of choosing the right partner when planning to modernize your business applications landscape.

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+46 8 684 39 700

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