Email to Case on Autopilot: Building an AI-Powered Intake Pipeline with Power Automate, AI Builder, and D365 Customer Service
Learning Objective 1
Configure a Power Automate cloud flow that branches on sender recognition, using AI Builder to extract structured contact data from email signatures for unknown senders before creating a D365 Customer Service case.
Learning Objective 2
Connect the D365 Sales MCP Server inside a Power Automate flow to query live Dataverse order and pricing data and pass results to an AI-generated email response — without writing a custom connector.
Learning Objective 3
Design a soft approval step in Power Automate that gates AI-generated customer responses before sending, including how to set the approval timeout, handle rejections, and log override decisions for audit.
Type
90-Minute Education Session
Primary Product
Dynamics 365 CE (CRM)
Session Objective for Attendee
Considering,Optimizing
Ability Level
301 - Advanced
Tracks
Categories
Sessions
- Dynamics 365 CE (CRM)
- Power Platform
Speakers
Senior Director - Solution Architecture at Argano