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A functional consultant wants to enable a third-party AI assistant used by the sales team to retrieve real-time opportunity and account data from Dynamics 365 Sales, without building custom connectors or requiring data exports. Which approach achieves this?
Configure a scheduled Power Automate flow to export Dynamics 365 data to a shared SharePoint list each night for the AI tool to read.
Enable the Dataverse MCP server and configure the third-party AI assistant as a connected MCP client.
Build a custom OData connector in Microsoft Entra ID that the AI tool calls using an app registration.
A Dynamics 365 Customer Service organization wants to allow external customers to submit and track support cases online without requiring a Dynamics 365 license. Which technology best addresses this need?
Embedded canvas apps added to the case form for internal agents.
Power Pages portals connected to the Dataverse tables used by Dynamics 365 Customer Service.
An automated Power Automate flow triggered when a new case is submitted by email.
A Copilot Studio agent is handling incoming customer chat conversations in Dynamics 365 Customer Service. When the agent can't resolve an issue, what should happen?
The agent closes the conversation and instructs the customer to call the support phone line.
The agent escalates to a human agent using omnichannel handoff, passing the full conversation transcript and captured context.
The agent creates a case record automatically and ends the conversation.
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