Streamline Workflows, Reduce Manual Work, and Scale Operations with Copilot Agents

Many organisations struggle with fragmented data, manual processes, rising demand, and limited resources. In this expert-on-demand session, Steve Banner, Principal Consultant at Crimson, and Martin Gallagher, Lead Solutions Consultant at Crimson, demonstrate how Microsoft Copilot agents help organisations transition from assistant-based AI to human-led, autonomous agents that reduce staff workloads.

Using a healthcare scenario, you will see how organisations can utilise Copilot agents, Microsoft Teams, and Dynamics 365 to enhance responsiveness, mitigate risk, and scale operations with confidence.

In this session, you will discover:

Multi-Channel Microsoft Copilot Agent Deployment
See how Microsoft Copilot agents are deployed across patient portals, Microsoft Teams, and Dynamics 365 to support patients, clinicians, and service teams through secure natural language interaction.

Replacing Manual Processes with Autonomous Agents
Discover how organisations automate manual tasks, such as appointment handling, case creation, reporting, and wellbeing plan generation, using human-led AI agents.

Secure Knowledge Grounding with SharePoint
Understand how Microsoft Copilot agents are grounded in SharePoint to ensure all responses are accurate, compliant, and based on trusted internal knowledge.

Real Time Operational Intelligence with Fabric and Power BI
Explore how data from Microsoft Copilot agents flows into Dynamics 365, Power BI, and Microsoft Fabric to deliver real-time insight into risk, demand, and operational performance.

Proven Impact on Efficiency and Staff Experience
See how you can achieve 35 percent reduced headcount growth, 20 percent fewer escalations, and a 22 percent improvement in staff satisfaction.