Welcome to the AI Agent & Copilot Podcast, analyzing the latest AI Copilot and agent developments from Microsoft and its partners, delving into customer use cases, and exploring how AI plus the Cloud helps customers reimagine their business.
In this episode, Khushhal Garg, senior cloud solution architect at Microsoft, discusses his session at the upcoming AI Agent & Copilot Summit with Tom Smith. His topic: Activate Analytics and AI with Dynamics 365 Finance and Operations Data.
This episode is sponsored by the AI Agent & Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.
Highlights
Speaker, Company Background and AI Focus (01:22)
As a cloud solution architect at Microsoft, Garg focuses on business applications and working with partners and customers on the Dynamics 365 platform. He participates in design and architecture reviews, proofs of concept, and ensuring customers and partners are using the latest technologies. He also works to transform customers’ processes using AI and Copilot technologies.
Planning and Executing AI Proofs of Concept (02:43)
In proofs of concept, Garg assists customers from the initial planning phase, understanding customer requirements, and designing solutions using copilot and AI technologies. He emphasizes the importance of data optimization and AI readiness, considering data from various sources, including Dynamics 365, third-party solutions, and legacy applications.
Value and Attraction of the AI Agent and Copilot Summit (06:16)
He highlights the widespread adoption of AI and the goal of bringing Copilot to every person and technology, not just Dynamics 365, and he emphasizes the importance of running operations efficiently with AI and Copilot, and increasing productivity. When it comes to the finance and operations side of Dynamics 365, the focus is on helping customers make timely and intelligent decisions.
Session Objectives and Key Takeaways (08:39)
The session’s goals are: understanding copilot capabilities in Dynamics 365, extending Copilot features to meet customer requirements, and staying updated on new product features. Hepreviews new product features and resources that will be shared during the session.
Best Practices and Recommendations (10:02)
Garg advises against over-designing solutions and emphasizes following best practices. He stresses the need for customers to consider new first-party solutions while designing their AI use cases.
Outlook for Agentic Technology (11:23)
Garg believes agentic technology will be widely adopted, with customers and partners becoming more aware and leveraging it in their solutions. He mentions the importance of enabling and understanding agentic AI to improve processes and make day-to-day operations more efficient. He also notes the benefits of low-code/no-code development and automation workflows using agentic AI.

AI Agent & Copilot Summit NA is an AI-first event to define the opportunities, impact, and outcomes possible with Microsoft Copilot for mid-market & enterprise companies. Register now to attend AI Agent & Copilot Summit in San Diego, CA from March 17-19, 2025.
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