Summary
In this module, you explored the key ways to extend Dynamics 365 customer experience apps using Copilot Studio agents, Model Context Protocol, and Power Platform components.
You started with Copilot Studio AI agents, which integrate into Dynamics 365 as omnichannel AI agents in Customer Service, as embedded chat widgets on forms and portals, or as Teams apps. The same AI agent can run across multiple channels at once.
You then explored Model Context Protocol (MCP), which opens your Dataverse data to AI agents built on any MCP-compatible platform.
Embedded Power Automate flows bring automation directly into the Dynamics 365 command bar.
Power Apps extends Dynamics 365 in three ways: embedded canvas apps add rich, interactive components inside existing forms; controls replace individual field-level controls with custom UI widgets; and custom pages add entirely new destinations to the app's navigation.
Embedded Power BI reports surface contextual analytics right where decisions happen. In-form embedding filters the report automatically to the open record, while dashboard embedding supports aggregate views for teams and roles.
Finally, Power Pages portals extend Dataverse to external users without requiring any Dynamics 365 license.
The shared Dataverse foundation ties these components together. Every extension you build applies across any Dynamics 365 app that shares the same environment, giving you consistency and reusability as your organization's needs grow.