Turn Business Workflows into AI-Powered Agents

RSM, Microsoft Copilot Studio and Dynamics 365

Build your frontier firm with RSM agentic AI

Move faster, improve quality, and turn insight into action across your business. RSM designs and delivers agentic AI solutions with Microsoft, giving your teams governed, role‑aware automation that helps solve problems in real time.

Principles for building your frontier firm

  • Human-centered automation: We design agents that empower your teams, keeping people in control while AI handles the routine and the complex.
  • Governed innovation: Solutions are built on secure, compliant platforms, ensuring your data, processes, and outcomes are always protected.
  • Actionable insight: Agents reason over operational context, propose next steps, and orchestrate the systems that carry work forward so decisions lead to measurable outcomes.

Why it matters

  • Boost efficiency: Reduce manual effort and accelerate cycle times.
  • Scale securely: Leverage Microsoft’s identity and governance controls for agents.
  • Innovate faster: Free your teams to focus on strategy, not repetitive tasks.

Agentic impact in the real world

Shop Floor agent

Quality issues and unplanned downtime create costly ripple effects. The Shop Floor agent monitors production signals, spots anomalies early, and proposes corrective actions backed by historical and live data. When a threshold is crossed, the right people are notified; maintenance work orders and schedules are created inside Dynamics 365; and quality checks resume to confirm the fix. Operations stay aligned, recovery times shrink, and first‑pass yield improves.

Inventory Rebalancing agent

Inventory volatility slows fulfillment and ties up capital. The Inventory Rebalancing agent helps procurement leaders act quickly by validating stock positions across locations, updating purchase orders, and creating transfers through natural‑language commands. With role‑based access and audit in Dynamics 365, teams move inventory where it’s needed, reduce manual touches, and keep service levels on target.

Outcomes clients can expect

  • Faster recovery: Issues are detected and addressed sooner, cutting time to resolution.
  • Higher quality: Targeted fixes reduce scrap and rework.
  • Clear coordination: Production, maintenance, and quality stay in sync with timely updates in Microsoft Teams and email.
  • More time for priorities: Routine steps are automated so talent can focus on improvement and growth.

Built together with Microsoft

From Copilot Studio to the Dynamics 365 ERP Model Context Protocol (MCP) server, RSM uses Microsoft’s agent foundation to connect data and business logic with the guardrails enterprises require. That shared platform shortens the path from idea to impact and keeps extensions, permissions, and audits consistent.

Featured at Microsoft Ignite

Join us at Microsoft Ignite 2025 for live demos and deep dives into agentic AI. See how RSM is shaping the future of autonomous enterprise solutions.

Event Dates: November 17–21, 2025 (San Francisco) | Online: November 18–20
Learn more

Read more about how agentic AI is transforming business processes in our featured blog on Microsoft.com:
https://www.microsoft.com/en-us/dynamics-365/blog/?p=196244


Contact our Microsoft professionals

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