CPQ with AI Agents in Dynamics 365 | Dataverse Business Skills + Copilot Studio + MCP Demo
This video explores using AI agents within Dynamics 365 Sales to develop a Configure Price Quote (CPQ) solution without relying on third-party modules. The approach utilizes Dataverse Business Skills, Copilot Studio, and the Dataverse MCP Server, demonstrating how agents can automatically compile opportunity products using natural language inputs. Key learning points include understanding CPQ's traditional implementation costs, creating a lightweight CPQ solution in Copilot Studio, extending agent functionalities simply by updating Business Skills, and comparing AI agents with conventional rules engines. While not suited for all enterprise scenarios, this method offers a faster, cost-effective alternative for businesses, leveraging natural language rather than intricate configurations. The video includes detailed demos and insights beneficial to Power Platform Solution Architects or Dynamics 365 consultants interested in enhancing their CPQ strategy.
Video 1m
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