By Jerry Suiker, Power Platform Consultant, Dynamics4Business, Jan. 28, 2026
At Dynamics4Business, we are continuously investigating where AI and Copilot Agents can actually add value. Not as a loose experiment, but as practical support for existing processes. A recent example is the development of a Copilot Planning Agent, built to support a recurring planning process.
Why a planning agent?
Planning processes are often repetitive and require coordination between multiple people, availabilities and ground rules. In practice, this takes time and is error-prone, especially when done manually. The question we asked ourselves was simple: could a Copilot Agent help support this process in a more consistent and efficient way?
An agent who supports, not takes over
I developed a Copilot Planning Agent that:
- Works with predefined ground rules
- takes into account availability and preferences
- Supports planning
- Helps structure a recurring task
The agent is set up as a tool, with humans always in control. Exactly how we prefer to deploy AI.
What I learned while building
During development, I ran into typical AI challenges: instructions being interpreted differently than intended, answers that kept repeating themselves, or suggestions that seemed logical but didn’t yet fit the process in practice.
These experiences provided valuable insights:
- the importance of clear and unambiguous instructions
- incorporating checks and validations
- testing different scenarios
- Thinking from process logic, not just technical perspective
These are lessons I’ll take with me into every next Copilot Agent I build.
Knowledge sharing and further development
I shared the learnings from this use case during an internal team day. This way, we not only build solutions, but also collectively build knowledge about what works and what doesn't when developing AI agents.
AI only works when it fits your process
This case shows that AI only becomes valuable when it connects to a concrete process. No separate experiments, but targeted applications that support where it makes sense. Wondering where AI can really make a difference within your organization? Take us, Meet with us. We'd be happy to brainstorm with you.