AI Agents Case Studies

How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

How Loan Vision Embedded a Trusted AI Agent into Business Central

Volt Technologies
Learn how Loan Vision embedded a trusted AI agent directly into Business Central to improve support, adoption, and productivity.
AI Agents Business Central Dynamics 365

How WatchBox Turned Scattered Customer Data into One Trusted View of Every Collector

Plauti
When a collector’s buying history is spread across a dozen records, personal service is out of reach. See how WatchBox built a single trusted customer view and saw month-over-month
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Jewelry