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Copilot Studio

Get more out of your Dynamics 365 and Power Platform with AI agents

What is Microsoft Copilot Studio?

Under the hood, it’s a low-code development environment for creating AI solutions that work inside Dynamics 365 and the rest of your Microsoft stack. Think of it this way:

Power Apps

Lets you quickly build custom low-code apps

Power Automate

Build traditional, rules-based automation

Copilot Studio

Build both AI agents and AI-infused automation

Microsoft Copilot Studio is the easiest way to add AI agents and AI-driven automation to the Microsoft tools your team already uses every day. It’s part of the Power Platform family — sitting alongside Power Apps, Power Automate, and Power Pages — and it’s where Power Virtual Agents lives now (and a whole lot more).

Where legacy automation needed you to hard-code every “to” field, subject line, and trigger, Copilot Studio uses AI to figure those things out in context — writing the email, routing the request, reading the invoice, or answering the customer.

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A quick note on the Copilot product names

“Copilot” shows up across Microsoft 365, Outlook, Word, and the web. It’s easy to get tangled up. The simplest way to think about it: Microsoft Copilot is the assistant you use. Copilot Studio is the tool you use to build your own copilots and agents.

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How Does Copilot Studio Benefit You?

Extend your business apps further with AI

Copilot Studio extend Dynamics 365 using AI intuition without ripping and replacing what already works.

Move from rules-based to AI-driven automation

Instead of brittle, deterministic workflows, your automations can read, reason, and respond.

Low-code, fast to build

Point-and-click design means your IT team and developers can stand up agents in days, not quarters.

Built on Dataverse

You inherit the Power Platform backbone — governance, data security, and managed services are part of the foundation, not an afterthought.

Deploys where your users already are

Embed agents inside Dynamics 365, Power Apps, Power Pages, Microsoft Teams, your website, or your email environment.

Scales with you

Start with a single agent for one team. Expand into an enterprise AI strategy when you’re ready — and graduate to Azure AI Foundry for advanced scenarios when needed.

Who Uses Copilot Studio?

Copilot Studio is primarily designed for developers and IT teams, but “developer” here is a broad term. It’s an integrated development environment (IDE) for AI solutions, which means it’s purpose-built for the people responsible for designing and rolling out automation across a business.

At Stoneridge Software, we typically partner with:

IT Directors and CIOs

evaluating how to safely introduce AI into business operations

Dynamics 365 administrators

who want to extend ERP and CRM with intelligent agents

Power Platform developers

building the next wave of internal tools

Operations, finance, and sales leaders

sponsoring AI use cases inside their departments

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Work with an Expert

As a Microsoft Inner Circle Solutions Partner, Stoneridge has years of knowledge across the full Power Platform stack — which is exactly what Copilot Studio is built to extend. Start off right with a partner who excels in building smart apps extensions for Dynamics 365 Finance & Operations, Business Central, Sales, Customer Service, and Field Service.

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Real World Scenarios

The best way to understand Copilot Studio is to see it at work. Below are real-world scenarios where AI agents and automation can save time, reduce manual effort, and pull more value out of your Dynamics 365 and Power Platform investment.

Embed an autonomous agent on your customer portal or website to answer questions, surface order status from Dynamics 365, and hand off to a human when needed.

Drop a Copilot Studio agent into a field service or sales Power App so reps can ask natural-language questions (“What's open at this account?”) and take action without digging through screens.

Replace brittle, hard-coded automations with AI-powered ones. Instead of pre-defining every recipient and message, the agent reads the context, drafts the email, picks the right contact, and sends it.

Build a grounded HR, IT, or operations agent that answers employee questions using your real policies, SharePoint content, and Dataverse data — securely, with the governance Power Platform provides.

From manufacturing pre-order apps that push into Dynamics 365 Finance & Operations to Customer Engagement scenarios that streamline service workflows — Copilot Studio is the AI layer on top of the work Stoneridge already does for you.

Simplified Orders, Faster Workflows: Power Platform Transforms Commodity Operations

What began as a homegrown system built to track orders and shipments had become a 20-year-old bottleneck. To keep pace with modern demands, an agricultural commodities company partnered with Stoneridge Software to reimagine and scale its operations with Microsoft Power Platform.

Power Platform for Commodity Trading Ag Company

Ready to get more from your Dynamics 365 and Power Platform?

Talk to a Stoneridge Copilot Studio consultant about the AI agents and automation that would have the biggest impact in your business.

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Frequently Asked Questions

Microsoft Copilot is the AI assistant you use — in Microsoft 365, Outlook, Word, Teams, and on the web. Copilot Studio is the tool you use to build your own custom agents and AI automation tailored to your business.

Yes. Power Virtual Agents capabilities have been rolled into Copilot Studio, alongside a much broader set of AI agent and automation tools.

Power Automate handles traditional, deterministic (“if this, then that”) automation. Copilot Studio injects AI into the process — so your automations can read context, generate content, and make decisions instead of following rigid rules. Both still have a place in your environment.

Copilot Studio is low-code and accessible to citizen developers, but most production-grade agents benefit from a partner like Stoneridge to handle integration with Dynamics 365, Dataverse modeling, security, and governance.

Because Copilot Studio is part of the Power Platform and built on Dataverse, it inherits the platform’s governance, data security, role-based access, and managed services capabilities.

Copilot Studio is the low-code, point-and-click environment for building AI agents inside the Power Platform. Azure AI Foundry is the advanced, pro-code environment for building more complex, custom AI solutions. Many organizations use both.

Inside Dynamics 365, Power Apps, Power Pages, Microsoft Teams, your website, email workflows, and other Microsoft surfaces.

Most engagements start with a short discovery session to identify the highest-value AI use case in your environment. From there, Stoneridge can build, govern, and scale.

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