{"id":108141,"date":"2026-06-03T16:37:44","date_gmt":"2026-06-03T19:37:44","guid":{"rendered":"https:\/\/nexergroup.com\/br\/?p=108141"},"modified":"2026-06-03T16:46:57","modified_gmt":"2026-06-03T19:46:57","slug":"how-to-use-ai-agents","status":"publish","type":"post","link":"https:\/\/nexergroup.com\/br\/en\/blog\/how-to-use-ai-agents\/","title":{"rendered":"How to Create and Use AI Agents with Microsoft Copilot"},"content":{"rendered":"\n\n<div class=\"nexer-services-hero nexer-services-hero__theme-black has-media wp-block-nexer-blocks-services-hero\">\n\t\t\t\t\t\t<div\n\t\t\t\tclass=\"nexer-services-hero-bg nexer-services-hero-bg-image lazy-loading\"\n\t\t\t\tstyle=\"background-image: url('https:\/\/nexergroup.com\/br\/wp-content\/uploads\/sites\/17\/2026\/06\/image3.png'); background-position: 50% 50%;\"\n\t\t\t\t$bg_image_dataset data-lazyloading-no-opacity=\"true\"\n\t\t\t>\n\t\t\t<\/div>\n\t\t\t\t<div class=\"nexer-services-hero-content gradient\">\n\t\t<div class=\"nexer-gp-1 row g-0\">\n\t\t\t<div class=\"col-md-19 offset-xl-1 offset-xxxl-2 col-xxxl-16\">\n\t\t\t\t<h1 class=\"nexer-services-hero-title nexer-services-hero-title-medium \"> <br> <br> <br>How to Create and Use AI Agents with Microsoft Copilot<\/h1>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\t<\/div>\n\n\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">More and more organisations are adopting AI agents to automate tasks, reduce costs and improve efficiency. With Microsoft Copilot Studio, these agents can be created quickly and without the need for coding. In this guide, you will learn how to plan, develop and deploy AI agents across your business.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-are-ai-agents-and-how-do-they-work\">1. What Are AI Agents and How Do They Work?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI agents are intelligent systems capable of carrying out tasks automatically, analysing data and making decisions with minimal human intervention. Think of them as applications built for the AI era. Operating within Microsoft 365 Copilot, they can interact using natural language and support a wide range of business processes.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-identify-the-right-use-cases\">2. Identify the Right Use Cases<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before creating your agent, identify which processes could be optimised:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer service with automated responses<\/li>\n\n\n\n<li>Generation of weekly reports<\/li>\n\n\n\n<li>Sales lead prioritisation<\/li>\n\n\n\n<li>Automated actions in Dynamics 365, such as pipeline updates<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-structure-an-effective-prompt\">3. Structure an Effective Prompt<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A well-designed prompt is essential. It should include:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Detailed context about the agent\u2019s role<\/li>\n\n\n\n<li>The persona it should adopt<\/li>\n\n\n\n<li>Clear objectives<\/li>\n\n\n\n<li>Examples of expected inputs and outputs<\/li>\n<\/ol>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-creating-an-agent-in-copilot-studio\">4. Creating an Agent in Copilot Studio<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A simple step-by-step process:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access Microsoft 365 Copilot and select <strong>Create Agent<\/strong><\/li>\n\n\n\n<li>Choose between the <strong>Describe<\/strong> option (using natural language) or <strong>Configure<\/strong> (manual setup)<\/li>\n\n\n\n<li>Configure the agent name, prompt, data sources, and access to SharePoint or Dataverse<\/li>\n\n\n\n<li>Test the agent in real time through the chat interface and refine it as required<\/li>\n\n\n\n<li>Finally, select <strong>Create<\/strong> to activate your agent<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-publishing-and-integration\">5. Publishing and Integration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once created, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Publish agents to Microsoft Teams, SharePoint or Microsoft 365 Copilot chat<\/li>\n\n\n\n<li>Integrate with Dynamics 365 or Power Platform to automate critical workflows<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These agents can be simple (responding to prompts) or autonomous, capable of orchestrating entire business processes without human intervention.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-proven-benefits\">6. Proven Benefits<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Organisations such as McKinsey and Pets at Home have achieved significant results:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A 90% reduction in customer onboarding time<\/li>\n\n\n\n<li>Potential savings of millions of dollars per year<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In addition, 90% of Fortune 500 companies use Copilot Studio, creating business value through tailored automation solutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creating AI agents with Microsoft Copilot Studio is a strategic step towards making your organisation more agile, efficient and competitive. Within minutes, you can structure prompts, connect data sources and launch intelligent agents that streamline repetitive tasks and improve decision-making.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-about-nexer-and-its-partnership-with-microsoft\">About Nexer and Its Partnership with Microsoft<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Nexer is a global Microsoft partner with extensive experience in delivering solutions such as Microsoft 365 Copilot, Dynamics 365 and Business Central.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-choose-nexer-to-implement-ai-agents-and-copilot\">Why Choose Nexer to Implement AI Agents and Copilot?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Certified Expertise:<\/strong> A \u201cReady Tier\u201d partner within the Copilot Jumpstart programme, supported by qualified and certified specialists. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Strategic Approach:<\/strong> From assessment and planning through to development and ongoing support, ensuring Copilot delivers measurable business value. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Security and Governance:<\/strong> Adherence to Zero Trust principles, data protection requirements and compliance best practices when integrating AI with corporate data. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Practical Results:<\/strong> Proven client engagements delivering improvements in productivity, efficiency and cost reduction.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">With <strong><a href=\"https:\/\/nexergroup.com\/br\/en\/\" id=\"https:\/\/nexergroup.com\/br\/en\/\">Nexer<\/a><\/strong>, your organisation does not simply begin using AI agents. It adopts them in a structured, secure and strategic way, supported by Microsoft expertise at every stage of the journey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>More and more organisations are adopting AI agents to automate tasks, reduce costs and improve efficiency. With Microsoft Copilot Studio, these agents can be created quickly and without the need for coding. In this guide, you will learn how to plan, develop and deploy AI agents across your business. 1. What Are AI Agents and [&hellip;]<\/p>\n","protected":false},"author":167,"featured_media":104821,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[28],"tags":[],"cases_countries":[],"cases_business_areas":[],"class_list":["post-108141","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-en"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"pp_post_mime_type":"","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Job not found - Nexer Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Job not found - 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