5 Tips to Consider for Dynamics 365 CE AI Agent Readiness
UG Expert and Microsoft MVP Heidi Neuhauser shares five tips to consider when getting ready to onboard an AI agent in a first-party app.
Key Takeaways
- Licensing: Buying AI agent licenses is only the first step. Heidi says that true readiness requires quality data, proper permissions, sufficient capacity, clear ownership, and a safe deployment plan to ensure agents succeed in Dynamics 365.
- Failure points: Heidi categorizes the biggest AI agent readiness risks into three areas: technology, people, and data. Therefore, having a strong technical foundation, good change management, and high-quality data is essential for success.
- Five pillars of AI agent readiness: Heidi defines the five key pillars of agent readiness as:
- An eligible Dynamics 365 environment
- Sufficient capacity and licensing
- Properly configured platform settings
- The right roles and permissions
- Connected and high-quality data
- Final thought: These pillars provide a strong foundation for AI agent adoption, but each Dynamics 365 agent may have additional requirements that should be reviewed before deployment.
