An AI agent is only as useful as the systems it can reach. We connect Copilot Studio and LangGraph-based agents directly to Dynamics 365, Microsoft Exchange, ServiceNow, and Jira—so agents don't just answer questions, they take action.
Each integration is built with least-privilege access and full audit logging, so agents can read and write data safely under your existing governance model.
Agents create, update, and query records in Dynamics 365—sales opportunities, service cases, and custom entities—via secure Dataverse connectors, keeping CRM data current without manual entry.
Agents triage inboxes, draft responses, schedule meetings, and surface action items—working within Exchange Online permissions and Entra ID identity controls.
Agents open, update, and route incidents and requests, attach knowledge-base articles, and escalate based on SLA—reducing manual triage workload for IT service desks.
Agents create and update tickets, summarize sprint status, and link related work items—keeping engineering and program management views in sync automatically.
Your agent or Copilot hub sits at the center, with RAG knowledge grounding its answers and secure connectors reaching into each enterprise system and your custom or legacy applications.
Tell us which systems you'd like your AI agents to read from and act in—we'll design the integration architecture and security model.
Phone(850) 888-8460 · (850) 270-6689
Emailinfo@optimumssi.com