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COSMO CONSULT quadruples sales pipeline with Dynamics 365 and Copilot Studio

Cosmo Consult — A Microsoft partner consolidates fragmented systems into Dynamics 365 and uses AI agents to drive 4x pipeline growth. The company adopted a unified Microsoft Dynamics 365 strategy—spanning Sales, Customer Service, Customer Insights, Project Operations, and Power Platform—and deployed custom AI agents built with Microsoft Copilot Studio. A Microsoft partner consolidates fragmented systems into Dynamics 365 and uses AI agents to drive 4x pipeline growth. Pipeline volume grew from €30 million to €124 million in three years.

Agent or tool
Copilot Studio
Topic
Customer Support
Reported on
Case study (Microsoft)
Added
2026-11-11

Why it matters

Support is repetitive and time-sensitive. Agents can draft answers, look things up and handle simple requests, so people can focus on the tricky ones. It is one of 554 sightings filed under Customer Support on Agent Sightings (number 155 by interest), and one of 116 involving Copilot Studio.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Copilot Studio or any similar agent and adjust the details to your situation.

I want an agent to handle routine customer questions end to end, and pass anything unclear to a person. The tool in the source case was Copilot Studio.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/27037-cosmo-consult-microsoft-copi…. Our summary is a paraphrase; details are in the source.

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