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المرحلة الأولى · الوعي AI agents · AI agents

How to Build an AI Agent Proof of Concept With the Software Dynamics Team

The steps of a proof of concept for an AI agent on Dynamics 365, what each side does and how success is judged.

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By Software Dynamics AI practice · 2 Nov 2026 · 8 min read How to Build an AI Agent Proof of Concept With the Software Dynamics Team

الإجابة المختصرة

A proof of concept takes one process, one set of real data and one group of reviewers through a short cycle of design, build, test and measure. It ends with a decision based on numbers: scale it, change it or stop. The length depends on the process and your data, and we agree it in scoping.

The steps

Step What happens Who is involved
1. Discover Workshop to list candidate processes and score them on volume, rules, data and risk Process owners and our consultants
2. Assess readiness Check data quality, permissions, controls and process stability for the chosen process Data owners, IT and our architects
3. Define success Agree the measures, the baseline and the pass mark before building Sponsor, finance and our lead
4. Design Instructions, knowledge, actions, approvals and the exception path Process owner and our AI consultants
5. Build Configure a Microsoft agent or build one in Copilot Studio, connect to your sandbox Our consultants and developers
6. Test with real cases Run real cases in review mode and compare with your team's results Your reviewers and our team
7. Decide Compare results with the baseline and recommend scale, change or stop Sponsor and steering group

ما نحتاجه منك

  • A sponsor who owns the outcome.
  • A process owner who knows the process and the exceptions.
  • A non-production environment with representative data.
  • Two or three reviewers able to give time each week.
  • A baseline: how long the process takes now, how many people it uses and how often it goes wrong.

Choosing the process

The best first processes are frequent, rule-based and easy to check, and a mistake can be caught before it costs anything. Reconciliation, order capture, invoice capture, supplier follow-up and case triage meet that test. Strategic or highly judgemental decisions do not.

Judging success

Success is the improvement against the baseline, at an accuracy your reviewers accept, with the controls working. A proof of concept that shows an agent is not yet right for the process is also a good result: it costs little and tells you what to fix.

ابدأ

To scope a proof of concept, book a consultation. Bring one process in mind and we will bring the readiness checklist.

الأسئلة الشائعة

What is a proof of concept for an AI agent?

A short, measured trial of one agent on one process with real data and a group of reviewers, ending in a decision to scale, change or stop.

What do we need to provide?

A sponsor, a process owner, a non-production environment with representative data, a few reviewers and a baseline of how the process performs today.

How long does it take?

It depends on the process and the state of your data. We give a plan after the readiness assessment rather than a number before it.

Ready to test an AI agent on your own process? Book an AI agent readiness workshop. احجز استشارة
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