Increase accuracy of autonomous agents by grounding them
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Admins, makers, marketers, or analysts, automatically | Aug 2025 | Sep 2025 |
Business value
Autonomous agents equip your marketing, sales, and service teams with essential insights and automate business processes. But they're only as good as their knowledge of your customers and your company.
Now, you can use Customer Insights - Data as a knowledge source in Microsoft Copilot Studio to transform your rich customer data into a powerful business asset. Both default and custom Copilots and autonomous agents can now understand, analyze, and act on these insights, enabling every team member to access tailored information and tools to achieve their goals efficiently.
Feature details
Autonomous agents that understand your unified customer data become your most powerful assets, allowing you to build organizational efficiencies never before possible.
In Microsoft Copilot Studio, you can now add customer profiles, segments, measures, and other insights from Dataverse as knowledge sources for any custom or customizable autonomous agents.
When you launch or update the agent, any user of the agent will instantly get access to your key customer insights to get their job done.
Create agents that can perform autonomous actions or respond to changes in your unified customer insights.
Scenario
Sally is a seller who is evaluating a promising new lead named Joe. Joe recently attended a new product launch event and has an existing relationship with the company. Using data from Customer Insights, agents in Dynamics 365 Sales (such as the sales qualification agent) can now access information about Joe's total spending, his VIP status, and his recent interactions across other touchpoints.
With these insights, the agent can make a more informed decision about Joe's likelihood of purchasing than would have been possible without this data. This way, autonomous agents instantly democratize the key customer insights Sally needs to determine how important Joe is for her prospecting efforts.