An internal AI assistant can look up a customer’s contract renewal date in Dynamics 365 when the date is stored in a reliable Dataverse field and the assistant uses a secured connector or agent tool to retrieve it. The assistant should return the recorded date, identify the source and respect the employee’s permissions. It should […]
Yes. An internal AI assistant can check the status of Microsoft Teams or Power Automate approvals when it has a controlled connection to the relevant approval records. It can report whether a request is pending, approved, rejected, or awaiting another reviewer. Approval data is operational information, not permanent company knowledge. Where Approval Records Are Stored […]
A small business wants employees to ask Maisy questions that cannot be answered from documents alone. A dispatcher needs the current service status for a customer. A manager wants to know whether an invoice is overdue. A sales employee needs the approved price range for a product. An operations employee wants the current inventory level […]
