Unlocking AI-Driven Forecasting and Smart Recommendations in Microsoft Dynamics 365 with Copilot Studio Agents

Introduction

Bringing predictive intelligence into day-to-day business workflows is becoming far more accessible with Copilot Studio agents connected directly to Dataverse, as well as other Microsoft connectors like SharePoint, SQL Server, and Excel. By analysing historical case, billing, and operational data, organisations can move beyond reactive reporting into proactive, AI-assisted decision making.

A Copilot agent can continuously learn from past activity and help teams forecast outcomes while also suggesting smarter actions based on patterns it detects. Here are tips that will walk you through how to set up a Copilot agent for AI-driven forecasting and smart recommendations in Microsoft Dynamics 365.

Key Benefits from Historical Data with Copilot Studio Agents

There are key benefits to leveraging Copilot Studio agents for forecasting and recommendations based on historical data. These include:

• More accurate revenue forecasting and early identification of demand spikes or slow periods
• Smarter resource and workload planning across teams and case types
• Recommended billing items and effort estimates for new cases based on similar past work
• Alerts for potential under- or over-billed cases to improve consistency and compliance
• Visibility into growth patterns and commonly missed billing components for better decision making

Pro Tips

The agent can analyse historical records, surface patterns, and provide contextual recommendations directly within the workflow. Users can ask natural-language questions not only about forecasts, such as:

“What revenue should we expect next quarter?”

It can also be about smart suggestions, like:

“Which billing items should I include for this new case?” or “Are there any under-billed cases similar to this one?”

This makes forecasting and operational intelligence accessible to both technical and non-technical users without needing complex reporting tools.

This approach turns historical operational data into a living knowledge layer that supports better planning, more consistent billing, and smarter day-to-day decision making.

(See image below for an example of how a Copilot agent can provide AI-driven forecasting and smart recommendations based on historical data in Microsoft Dynamics 365.)