Solutions > Agentic AI

Agentic AI

Autonomous logic engines built on Azure OpenAI for reasoning over data, automating complex decision-making processes across your stack without manual intervention.

31 agents across 10 industries

Below, the agents we build are organized by the industries we serve, each designed to ship inside a governance frame from day one.

โ˜… FlagshipManufacturing

Supplier Risk Agent

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Supply chain disruptions are detected too late. A key supplier misses a delivery and the line stops. Nobody monitors supplier financial health, lead-time trends, or quality rejection rates proactively.

How it works

An agent continuously monitors supplier performance in D365 (on-time delivery, quality rejection rates, lead-time variance) and external signals (news, financial filings, weather events in supplier regions). When risk scores exceed thresholds, it identifies alternative approved suppliers, generates comparison reports, and alerts procurement to act before the disruption hits production.

Microsoft stack
D365 SCMAzure OpenAIPower AutomateAI BuilderPower BI
โ˜… FlagshipEnergy & Utilities

Vegetation Management Agent

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Utilities must manage vegetation near power lines to prevent wildfires and outages. Calendar-based trimming with no risk prioritization gives high-risk corridors the same attention as low-risk areas.

How it works

The agent combines LiDAR survey data, satellite imagery, weather patterns, historical outage data, and species growth rates to prioritize vegetation management by risk score. It proposes risk-ranked trimming schedules, drafts the work orders in D365 for your teamโ€™s approval, and tracks compliance against NERC FAC-003.

Microsoft stack
Azure AI VisionAzure MLAzure MapsD365 Field ServicePower BI
โ˜… FlagshipProfessional Services

Proposal Assembly Agent

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Responding to RFPs means assembling team bios, past-performance narratives, technical approaches, and pricing from multiple sources.

How it works

The agent searches the firm knowledge base (past proposals, case studies, team bios, certifications, rate cards) to assemble a first draft. It matches RFP requirements to relevant past performance, suggests team members by required skills, and generates a pricing model from historical win rates.

Microsoft stack
Azure OpenAIAI Search (RAG)SharePointPower AutomateCopilot Studio
Manufacturing

Predictive Maintenance Agent

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Maintenance is either reactive (fix it when it breaks) or calendar-based (replace parts whether they need it or not).

How it works

The agent ingests equipment telemetry (vibration, temperature, pressure, current draw) and maintenance history from D365 Asset Management. ML models predict remaining useful life.

Microsoft stack
D365 Asset ManagementAzure IoT HubAzure MLPower AutomatePower BI
Financial Services

KYC & Onboarding Agent

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Customer onboarding takes 2-3 weeks due to manual KYC document collection, verification, and compliance checks.

How it works

An agent orchestrates the full onboarding workflow: collects identity documents, extracts and validates information using AI Document Intelligence, cross-references against sanctions lists.

Microsoft stack
AI Document IntelligenceAzure OpenAIPower AutomateD365 Customer ServiceDataverse
Energy & Utilities

Grid Monitoring & Anomaly Agent

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Operators rely on SCADA alerts that generate thousands of alarms daily, most of them false positives. Real anomalies get buried in noise.

How it works

An AI agent continuously analyzes SCADA telemetry, weather data, and historical failure patterns to filter noise, correlate related alarms, and surface genuine anomalies.

Microsoft stack
Azure IoT HubAzure MLAzure Stream AnalyticsPower BID365 Asset Management
Education

Enrollment & Admissions Agent

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Prospective students submit inquiries and applications but receive slow, generic responses. Yield rates decline as competing institutions respond faster.

How it works

A conversational agent handles prospective-student inquiries 24/7 (program details, financial aid, campus life, application status). It personalizes responses by student profile.

Microsoft stack
Azure OpenAICopilot StudioD365 Customer InsightsPower AutomateDataverse
Professional Services

Project Health Agent

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Project managers discover margin erosion and scope creep at month-end, when the damage is done. There is no real-time view of burn rate vs. budget.

How it works

An agent monitors project financials in D365 Project Operations in real time: actual hours vs. budget, burn-rate trajectory, milestone completion, and scope changes.

Microsoft stack
D365 Project OperationsPower BIPower AutomateCopilot StudioDataverse
โ˜… FlagshipHealthcare

Prior Authorization Agent

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Prior authorization requests take 3-5 days on average. Staff spend hours on the phone with payers, faxing clinical documentation, and tracking approval status manually.

How it works

The agent assembles clinical documentation from the EHR, matches it against payer-specific authorization requirements, submits requests electronically where supported, tracks status, and follows up automatically on pending requests. Reduces authorization turnaround from days to hours.

Microsoft stack
Azure OpenAIAI Document IntelligencePower AutomateD365 Customer ServiceFHIR
โ˜… FlagshipDistribution

Warehouse Optimization Agent

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Operations run on manual pick lists, static slotting, and reactive labor planning. Pick paths are inefficient, slotting does not reflect current demand, and labor is either over- or under-scheduled.

How it works

The agent analyzes order patterns, SKU velocity, and seasonal trends to optimize warehouse slotting dynamically. It generates pick routes that minimize travel distance, predicts labor requirements from incoming order volume, and adjusts wave planning in D365 WMS.

Microsoft stack
D365 SCM (WMS)Azure MLPower AutomatePower BICopilot Studio
โ˜… FlagshipCross-Industry

Contract Review Agent

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Legal and procurement teams manually review vendor contracts, MSAs, and SOWs. Review cycles take 1-2 weeks per contract.

How it works

The agent ingests contract documents, extracts key terms and clauses using AI Document Intelligence, compares them against the organizationโ€™s approved playbook, and generates a risk-scored summary highlighting deviations.

Microsoft stack
Azure OpenAIAI Document IntelligenceAI SearchSharePointPower Automate
Healthcare

Patient Intake & Scheduling Agent

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Front-desk staff spend hours on phone scheduling, rescheduling, and collecting insurance information. No-show rates hover around 20%.

How it works

A voice and chat agent handles appointment scheduling, insurance verification, and intake form collection 24/7. It checks provider availability in real time.

Microsoft stack
Azure OpenAIAzure Health Data Services (FHIR)Power AutomateCopilot StudioD365 Customer Insights
Financial Services

Regulatory Reporting Agent

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Compliance teams spend weeks assembling data for SOX, Basel III, and state filings. Data spans multiple systems requiring manual reconciliation.

How it works

The agent extracts reporting data from D365 Finance and upstream trading/lending systems, applies regulatory calculation rules, identifies data-quality exceptions, and generates pre-formatted reports.

Microsoft stack
D365 FinancePower AutomateAzure SQLPower BICopilot Studio
Public Sector

Citizen Service Agent

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Call centers overwhelmed with 50K+ monthly inquiries about tax filing, permits, benefits, and case status. Wait times exceed 20 minutes.

How it works

Deploys a conversational AI agent grounded in 2,000+ pages of agency documentation using RAG architecture. The agent handles tier-1 citizen inquiries across web chat, phone IVR, and portal.

Microsoft stack
Azure OpenAIAI SearchBot FrameworkPower Virtual AgentsD365 Customer Service
Education

Financial Aid Processing Agent

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Aid offices process thousands of FAFSA applications, verification documents, and award packages manually. Students wait weeks for award letters.

How it works

The agent automates document verification (tax transcripts, identity verification, dependency status), cross-references FAFSA data with institutional records, identifies discrepancies for manual review.

Microsoft stack
AI Document IntelligencePower AutomateDataverseD365 FinanceAzure OpenAI
Cross-Industry

AP Invoice Processing Agent

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Accounts payable teams manually key invoices, route for approvals, match against POs, and handle exceptions. Processing cost per invoice is $8 to $15.

How it works

The agent receives invoices via email, portal, or EDI. AI Document Intelligence extracts header and line data and matches against open POs and goods receipts in D365.

Microsoft stack
AI Document IntelligenceD365 FinancePower AutomateCopilot StudioDataverse
โ˜… FlagshipFinancial Services

Claims Processing Agent

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Claims involve manual document review, coverage verification, damage assessment, and fraud detection. Average processing time is 7-10 days, and satisfaction drops with every day of delay.

How it works

An agent receives claim submissions, extracts information from documents and photos using AI Vision and Document Intelligence, validates coverage against policy terms, flags potential fraud indicators, calculates reserves from historical patterns, and routes the claim for adjuster review with a pre-populated assessment. Straightforward claims can auto-approve within configurable thresholds.

Microsoft stack
Azure AI VisionAI Document IntelligenceAzure OpenAIPower AutomateD365 Finance
โ˜… FlagshipPublic Sector

Grant Compliance Agent

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Federal and state grants require tracking drawdowns, matching expenditures to allowable costs, filing progress reports, and maintaining audit-ready documentation.

How it works

An autonomous agent monitors grant-funded projects in D365, validates expenditures against allowable cost categories, flags disallowed charges before they post, calculates cost-share and match requirements, and pre-assembles sponsor reports with supporting documentation.

Microsoft stack
D365 FinancePower AutomateCopilot StudioDataverseSharePoint
Manufacturing

Production Scheduling Agent

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Planners manually adjust schedules based on demand changes, machine breakdowns, and material shortages.

How it works

An autonomous agent continuously monitors demand signals from D365 SCM, machine availability from IoT sensors, and material inventory levels. When disruptions occur, it recalculates the production schedule.

Microsoft stack
D365 SCMAzure IoT HubAzure MLCopilot StudioPower Automate
Healthcare

Clinical Documentation Agent

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Clinicians spend 2+ hours per day on documentation. Notes are inconsistent, coding is inaccurate, and chart completion delays billing cycles.

How it works

An agent listens to patient encounters (with consent), generates structured clinical notes aligned to organization templates, suggests ICD-10 and CPT codes based on the encounter.

Microsoft stack
Azure OpenAIAzure AI SpeechAI Document IntelligencePower AutomateFHIR
Retail

Customer Experience Agent

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Online and in-store service is disconnected. Customers repeat their issue across channels, and agents lack visibility into purchase history.

How it works

An omnichannel agent unifies customer context across web chat, email, phone, and in-store interactions, surfacing purchase history, loyalty tier, open orders, and return history in real time.

Microsoft stack
D365 Customer ServiceAzure OpenAICopilot StudioD365 CommercePower Automate
Public Sector

Procurement Compliance Agent

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DBE/MBE participation tracking is manual, contract compliance monitoring is reactive, and vendor evaluation happens only at renewal.

How it works

The agent continuously monitors procurement activity against DBE/MBE participation targets, flags contracts approaching compliance thresholds, validates vendor certifications against SAM.gov.

Microsoft stack
D365 SCMPower AutomateAI BuilderPower BIDataverse
Education

Campus Operations Agent

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Facilities, IT helpdesk, and student services handle thousands of requests with no unified tracking, no SLA visibility, and inconsistent response times.

How it works

A unified service agent receives requests across channels (chat, email, portal, SMS), classifies them by type (facilities, IT, housing, parking, dining), routes to the right department with priority scoring.

Microsoft stack
D365 Customer ServiceAzure OpenAIPower AutomatePower BICopilot Studio
Cross-Industry

IT Helpdesk Agent

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Internal IT support handles password resets, access requests, VPN issues, and software installation through email and phone.

How it works

A conversational agent handles the top 20 IT support request types autonomously: password resets via identity verification, access provisioning through Entra ID, VPN troubleshooting.

Microsoft stack
Azure OpenAICopilot StudioMicrosoft Entra IDIntunePower Automate
โ˜… FlagshipRetail

Demand Sensing Agent

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Forecasts are based on historical sales and manual adjustments. Promotions, weather, competitor actions, and social trends are not factored in, causing overstocks on slow movers and stockouts on hot items.

How it works

The agent ingests POS data, promotional calendars, weather forecasts, local event schedules, and social-media sentiment to generate store-level demand forecasts that update daily. When actual sales deviate from forecast beyond a configurable threshold, it adjusts replenishment orders automatically and alerts category managers to investigate.

Microsoft stack
Azure MLD365 SCMPower AutomateAzure OpenAIPower BI
โ˜… FlagshipEducation

Student Retention Agent

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Universities lose 30% of first-year students. Advisors have no early-warning system and rely on mid-semester grades that arrive too late to intervene.

How it works

The agent unifies data from the SIS (enrollment, GPA), LMS (logins, submissions, participation), financial aid (balance holds, disbursement status), and housing (dining-card usage). A predictive model identifies at-risk students 6 weeks before traditional indicators surface.

Microsoft stack
Azure MLDataversePower BIPower AutomateD365 Customer Insights
Manufacturing

Quality Inspection Agent

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Quality checks are manual, paper-based, and happen too late. Defective batches are discovered at final inspection.

How it works

An AI agent analyzes in-process sensor data and visual inspection images to detect quality deviations in real time. When a deviation exceeds tolerance, it triggers a quality hold.

Microsoft stack
D365 SCM (Quality)Azure AI VisionAzure IoTPower AutomateDataverse
Healthcare

Care Coordination Agent

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Post-discharge follow-up falls through the cracks. Patients miss medication refills, skip follow-up appointments, and end up readmitted.

How it works

An autonomous agent monitors discharge events, triggers personalized follow-up sequences (medication reminders, appointment scheduling, symptom check-ins), detects early warning signals.

Microsoft stack
D365 Customer ServiceAzure OpenAIPower AutomateCopilot StudioAzure Health Data Services
Energy & Utilities

Field Crew Dispatch Agent

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Dispatching crews for maintenance, outage response, and inspections is manual. Dispatchers juggle phone calls, spreadsheets, and radio.

How it works

An autonomous agent monitors incoming work orders, outage reports, and inspection schedules, then optimizes crew assignments by location, skill certifications, equipment on truck, and priority.

Microsoft stack
D365 Field ServiceAzure MapsPower AutomateCopilot StudioPower BI
Public Sector

Constituent Case Routing Agent

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Incoming constituent requests sit in shared inboxes with no triage, no SLA tracking, and no visibility into resolution times.

How it works

An AI agent classifies incoming requests by type and urgency, routes them to the correct department or caseworker based on topic and jurisdiction, sets SLA timers.

Microsoft stack
D365 Customer ServiceAzure OpenAIPower AutomatePower BI
Professional Services

Resource Allocation Agent

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Partners and practice leads spend hours weekly matching consultants to projects. Skills, certifications, availability, and utilization targets live in spreadsheets.

How it works

An agent continuously monitors the resource pool (skills, certifications, availability, utilization, client history) and incoming project requirements. When a new project is confirmed, it proposes optimal team compositions.

Microsoft stack
D365 Project OperationsCopilot StudioPower AutomatePower BIDataverse
Trust & Governance

Governed by design

The biggest blocker to agent adoption is not capability, it is trust. Every agent we deliver ships inside a governance frame from day one.

manage_accounts

Human in the loop

Agents propose; your people approve the actions that matter. Roles and thresholds define exactly what runs autonomously and what waits for sign-off.

database

Grounded in your data

Answers and actions cite your governed sources through retrieval and lineage, not open-web guesses. If the data does not support it, the agent says so.

history

Auditable end to end

Every agent action is logged with a full trail, built for HIPAA, FERPA, and FedRAMP-aligned environments where an auditor will ask.

shield

Guardrails and cost control

Content safety, prompt-injection defenses, least-privilege access through Entra ID, and budget limits on every agent, so nothing runs wild.

Ready to deploy AI agents?

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