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Microsoft

Resolve Cases Faster in Service with Agentic CRM

Microsoft via YouTube

Overview

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Discover how agentic AI is transforming customer service operations through this Microsoft Ignite 2025 conference session featuring Dynamics 365's latest innovations. Explore the evolution toward frontier service models that collapse legacy systems and unify platforms to enable more autonomous operations, ultimately improving customer satisfaction scores while reducing costs and strengthening security compliance. Learn about natural language playbooks with real-time AI customization capabilities and the newly launched Agent Hub for managing and measuring AI agents across your organization. Examine a comprehensive Visa case study demonstrating how their global AI-driven network connects billions of users, with real-world results shared by industry experts. Watch live demonstrations of agentic AI capabilities designed for merchants, including the setup of intent agents and creation of intent libraries using historical data. Understand how fleets of agents enable smooth transitions between simple and complex workflows, with practical examples of case management agents handling credit limit increases and customer issue resolution. Gain insights into new opportunities and use cases spanning both customer service and IT help desk scenarios, all powered by AI extensibility and secure, integrated data within the Microsoft ecosystem.

Syllabus

0:00 - Example of natural language playbooks and real-time AI customization
00:06:13 - Launch of Agent Hub for managing and measuring AI agents
00:07:30 - Transition to Visa case study and introduction of Lydia Daldos sharing real-world results
00:08:27 - Visa’s Global AI-Driven Network Connecting Billions
00:14:13 - Demonstration of Agentic AI Capabilities for Merchants
00:25:00 - Setup of intent agent and creation of intent library using historical data
00:29:26 - Introduction to fleet of agents enabling smooth transitions between simple and complex workflows
00:30:02 - Case management agent confirms credit limit increase and closes customer issue
00:35:44 - Session wrap-up, partner spotlight, and Ignite follow-up sessions information

Taught by

Microsoft Ignite

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