Free live webinar · Wed, Nov 11 · 1:00 PM ET
Same team, more pipeline: AI-powered marketing for Dynamics 365
With ThinkingStreams founders Koren Tako and Brad Burks, moderated by Microsoft MVP Mark Smith. What is agentic marketing?
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100% agentic · Copilot Studio · rapid time to value
Copilot Studio agents — live in days, value in weeks.
Governed agents inside your Microsoft 365 tenant, shipped in days rather than quarters. Every engagement is measured on the outcomes in your numbers: top-line revenue, operating cost, COGS, SG&A, risk and loyalty.
15 minutes. No obligation. If we can't find a way to drive impact, we disengage.
What we are hired to move
Every engagement starts with a number we intend to move.
Not a platform tour, not a roadmap deck. One business outcome, one agent, measured weekly in your own reporting.
Top line
More revenue from the pipeline you already own
Agents that qualify, quote and follow up inside your tenant, so the deals you already paid to create actually close.
Cost
Less cost in the work behind every order
Handoffs and rework come out of quoting, ordering and service. Same outcome, fewer touches, a lower SG&A line.
Capacity
Your team back on work only they can do
The repetitive queue lands on the agent. Sellers sell, service reps solve, and nobody spends a day rekeying.
Former Microsoft Dynamics Sales Director
Built a CRM practice from $1M to a $14M exit in 3 years
Co-led a $70M Microsoft practice at Alithya
Ran AI/Copilot workshops with Microsoft
Why Copilot Studio first
The agent platform that's already inside your security perimeter.
Most AI builds begin by asking your security team for an exception. Copilot Studio begins inside the tenant you already govern — which is exactly why agents can ship in days instead of waiting on a vendor review.
Your identity, not a new one
Agents run under Microsoft Entra ID. Same accounts, same conditional access, same MFA. Nothing new for your security team to approve.
Data stays where it already lives
Copilot Studio works against your tenant, Dataverse, Dynamics 365 and Microsoft 365 content. No copy-paste into a third-party tool, no new data-residency question.
DLP and Purview still apply
Sensitivity labels, data loss prevention, and retention policies cover agent conversations the same way they cover email and SharePoint.
Audit and eDiscovery built in
Every prompt, response and action is logged in Microsoft Purview — reviewable, exportable, and defensible in an audit.
Governed like software
Power Platform environments, solution-aware deployment, and admin DLP policies: promotions, rollbacks and ownership handled properly.
One vendor, no new contract
Licensing rides on the Microsoft agreement you already have — message capacity you can forecast instead of another SaaS renewal.
The difference isn't the model — it's the perimeter. An agent running inside Microsoft 365 can touch the systems your business already runs on, with the controls your security team already enforces. Copilot Studio, Microsoft 365 and Microsoft Entra are trademarks of Microsoft.
100% agentic · 100% business outcomes
We challenge the traditional model — and deliver the result.
We do the research. We hold our own point of view, built from a career inside Microsoft and inside the accounts, not borrowed from an analyst deck. And the senior leader who takes the first call is the one who delivers the outcome.
Every engagement lands on one of six outcomes, the person who owns it, and the metric that proves it.
Top-line revenue
Agents that find the next account, argue why now, and draft the first touch — the seller approves, the agent never sends blind.
Accounts worked per rep · pipeline created · win rate
Lower operating cost
Service triage, document handling and internal Q&A answered by an agent grounded in your own content, escalated to a human when it matters.
Cost per case · handle time · deflection rate
Lower COGS
Quoting, configuration and supplier-margin checks moved into a governed agent, so the answer is right before the order is placed.
Quote turnaround · rework · margin leakage
Lower SG&A
Finance, HR, legal and reporting requests answered where people already work — in Teams, against the policy that actually applies.
Hours per request · cycle time · headcount avoided
Mitigated risk
Contract review, security questionnaires and compliance evidence assembled with a full audit trail — inside Purview, not beside it.
Review cycle · findings closed · audit evidence
Customer loyalty
Onboarding, proactive service and renewal intelligence that reaches the customer before they have to ask.
Retention · NPS · expansion revenue
Copilot Studio
Governed agents inside your Microsoft 365 tenant — Entra identity, Purview, DLP, audit.
Lovable
The product surface around the agent — a real interface in days, not a wireframe.
Replit
Working prototypes and integrations, so a proof of what works beats a deck about what might.
If an agent can't move the metric, we say so before the build — not in a phase-two readout six months later.
Start with your problem
The Agilidy difference
Traditional Microsoft Partner vs. Agilidy
The Traditional Way
You
BDR
"Let's qualify the opportunity."
Sales Rep
"Tell me more about your needs."
Pre-Sales Technical
"Let's schedule another call."
Discovery Team
"We need to understand the requirements."
Consultant
"We'll help define the scope."
Proposal / SOW
"Here's the team we think you need."
More Discovery
"Now that the project has started..."
Results
Weeks of meetings before meaningful work begins.
The Agilidy Way
You
Jason
Understand the Business Problem
Decide the Fastest Path
Get to Work
- Direct senior access
- One accountable operator
- Business problem first
- Technical depth available immediately
- Specialists added only when actually needed
- AI used to accelerate execution
- No unnecessary layers
- No bloated team
One conversation instead of five handoffs.
| Traditional Microsoft Partner | Agilidy | |
|---|---|---|
| Who you talk to first | BDR → AE → pre-sales | The operator who builds it |
| Time to first agent | 8–12 weeks of discovery and SOW | Working agent in days |
| Where the AI runs | A new vendor, a new perimeter exception | Copilot Studio, inside your Microsoft 365 tenant |
| Who approves security | Review at the end — if it comes up | Identity, DLP and audit resolved during the build |
| What they optimize | Licenses and services hours | The business metric behind the agent |
| If it isn’t working | More scope, another phase | We say so and stop |
An Agilidy principle
The 15-Minute Rule
You shouldn't need five meetings to determine whether someone can help your business. Give Jason 15 minutes.
Tell me what isn't working.
Tell me what outcome you need.
Tell me what technology you have today.
We'll determine whether there is a meaningful opportunity.
If we can't find a way to drive impact in 15 minutes, we disengage.
No pressure. No endless discovery. No proposal for the sake of producing a proposal.
Why Jason can operate this way
This Model Only Works If the First Person You Talk to Knows What They're Doing.
Jason combines experience that normally exists across several people inside a consulting firm — so you're never handed from salesperson to salesperson to technical resource to consultant.
Technical CRM Consulting
Deep hands-on experience understanding CRM systems, architecture, process, data, and execution.
Microsoft Sales Leadership
Helped Microsoft bring Dynamics 365 for Sales to market and led sales teams around the platform.
Business Leadership
Understands revenue, forecasting, seller productivity, customer experience, and executive decision making.
Hands-On AI
Actively building and applying AI agents, automation, Copilot, and modern AI capabilities to business problems.
Technical depth + sales leadership + AI execution in one conversation.
Senior-led, bench-backed. Vetted Dynamics architects and agents under human control scale the work only when the problem requires it.
The category
Revenue Technology Operating Partner.
Most companies don't need another consulting project. They need one experienced person accountable for making the systems behind Sales, Marketing and Service produce better results.
Agilidy becomes that operating partner. You bring the business problem. Agilidy determines the smartest way to solve it — and executes it.
A CEO can bring a problem like:
- Our sellers aren't using Salesforce.
- Forecasting is unreliable.
- Our Dynamics deployment never delivered what we expected.
- Marketing and Sales aren't connected.
- We are paying too much for CRM.
- Customer Service has too many manual processes.
- We want to use AI but don't know where it will actually create value.
- We are considering replacing Salesforce or Dynamics.
- Our teams are wasting hours on work an AI agent could perform.
You don't need to arrive knowing whether you need a CRM architect, a developer, a RevOps person, Copilot, an AI agent, or a new platform. You arrive with the problem. Agilidy owns the answer.
How the engagement runs
Four moves. One accountable operator. No handoffs.
The same senior person finds the outcome, builds the agent, sits with your security team, and reports the metric. Not a rotating bench.
1. Find the outcome worth an agent
We pick the business result first — stalled pipeline, slow quote turnaround, service backlog — and name the number it moves. Not a platform tour.
2. Build it, agentic from day one
A working agent against your own tenant data within days — Copilot Studio for the governed core, Lovable and Replit for the product surfaces around it. Always a human approving the actions that matter.
3. Clear it with your security team
Identity, DLP, audit and environment strategy handled as part of the build — because Copilot Studio lives inside the Microsoft 365 perimeter instead of beside it.
4. Prove it, then scale it
One metric tracked weekly. If it works we build the next two agents; if it doesn't we say so and stop. No phase-two invoice for the truth.
Days and weeks, not quarters
The first agent is live before a traditional firm would finish discovery.
Because Copilot Studio lives inside your existing tenant, there is nothing to procure and no new architecture to approve before work starts. So the first agent can exist in the first week.
Day 0
One outcome, one number
A 60-minute working session with the person who owns the result. We agree the business outcome, the metric, and where the agent sits.
Days 1–3
A working agent, not a demo
The first Copilot Studio agent runs against your own tenant data — in Teams, with a human in the loop — before any statement of work exists.
Week 2
Accuracy and governance sign-off
We tune grounding and guardrails with your business owner, then clear identity, DLP and audit with your security team while it still ships.
Weeks 3–6
Scale to the next outcomes
Two or three more agents, the human-management model written down, and the metric tracked weekly. Value compounds instead of waiting on phase two.
The traditional systems integrator
- 6–8 weeks of discovery before the first line of work
- A 12-week SOW before the first agent exists
- Security review at the end, not the beginning
- A rotating bench and change orders
- The business result is somebody else’s phase
With Agilidy, the agent exists before the proposal does.
Natural language in, business outcome out
The interface is a sentence. The deliverable is a decision.
A seller shouldn't learn a tool to find out what's happening in their territory. On Copilot Studio they ask in plain language and get a grounded answer — pulled from your CRM, your documents, and your records, under your governance. No dashboard training, no report request, no analyst in the middle.
What the seller types
"Which accounts in my patch have gone quiet for 30 days, and what should I do about each one?"
In Teams. In the middle of the day. No new tab, no new login.
What comes back
- 14 accounts, ranked by revenue at risk, with the last touch date on each
- The three that are genuinely stalled, and why
- A drafted next step per account — approved by the seller, not sent by the agent
Every answer traceable to the record it came from. Every action logged.
Agents we build most often
We still bring Dynamics 365, Salesforce, HubSpot and Customer Insights expertise — but only when the outcome needs it. AI that doesn't reduce work, improve a decision, or drive revenue doesn't get built.
Why proposals get bloated
Every Handoff Eventually Shows Up in the Proposal.
Large consulting organizations have costs that eventually become the customer's costs. Some projects legitimately need multiple specialists. But many do not need all of them from day one.
The traditional model
"Here is the team we sell."
The Agilidy model
"Here is the smallest team required to produce the result."
Agilidy starts small and adds expertise only when the business problem requires it.
The philosophy
Business First.
Technology Second.
Traditional firms are structured for scale. Agilidy is structured for speed, seniority, and accountability. You bring the business problem. I determine the fastest, smartest way to solve it.
Meet Brad.
My AI revenue diagnostic. A real consulting-grade conversation — not a form. Five minutes and you'll see your sales engine the way a 25-year operator sees it.
Anonymous. No email required to start.
Easy to start. Fast to value.
15-Minute Call
Know if there's a real opportunity.
Revenue POV
Run Brad or request a written point of view on your revenue engine.
30-Day Revenue Sprint
One problem fixed: forecast, CRM adoption, Copilot rollout, or CRM migration.
Fractional CRO / Interim VP Sales
Senior leadership until the seat is filled, then help hiring the right long-term leader.
Book 15 minutes
Book My 15 Minutes
If there's a real opportunity to create value, we'll find it. If there isn't, I'll tell you.
CRM & AI Optimization
Microsoft CRM, Salesforce alternatives, and AI that actually creates value.
Dynamics 365 Sales Consulting
Most companies deploy Dynamics 365 Sales and stop there. Agilidy turns it into a revenue engine with clean data, accurate forecasting, and adoption that sticks.
Copilot for Sales
Copilot for Sales is powerful, but value depends on where you point it. We wire the highest-impact use cases into your CRM so sellers save time on every deal.
Salesforce Alternatives & Migration
Optimizing an underperforming Salesforce instance or migrating to Dynamics 365 or HubSpot? We lead the transition business-first, without multi-month SOW bloat.
CRM Improvement & Optimization
CRM improvement is a revenue project, not a technology project. We diagnose what is breaking your forecasting and pipeline, then fix it with the lightest possible touch.
of PE GPs expect deployment activity to increase over the next six months.
EY Private Equity Pulse, Q2 2026 · 76% also cite AI, automation and data infrastructure as increased areas of focus.
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