Solutions / Power Platform

Microsoft Power Virtual Agents

Deploy intelligent AI chatbots and virtual agents that resolve customer and employee queries around the clock — without writing a line of code. Power Virtual Agents lets your business build, test, and publish conversational AI assistants directly in Microsoft Teams, your website, or any customer-facing channel.

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The Volume Problem Your Support Team Faces Every Day

Your support team spends a significant proportion of its time answering the same questions. Order status. Invoice queries. Password resets. Opening hours. Policy questions. These interactions are not complex — they are repetitive, predictable, and entirely automatable. But without a well-designed solution, they consume agent time that should be spent on the cases that genuinely require a human being.

Power Virtual Agents (now part of Microsoft Copilot Studio) enables you to build intelligent conversational bots that handle these routine interactions automatically — escalating to a live agent only when the query requires it, and doing so with full context already captured.

24/7 Availability

Bots handle queries at any time of day — no overtime, no queue, no waiting.

Omnichannel

Deploy the same bot across your website, Teams, Dynamics 365 Customer Service, and more.

Generative AI

Powered by Microsoft’s generative AI — bots understand natural language and context, not just keywords.

Customer-Facing & Employee-Facing Bots

Finsys Apps designs Power Virtual Agent bots for two primary scenarios. Customer-facing bots handle inbound queries on your website or Power Pages portal — answering product questions, checking order status against Dynamics 365 records, raising support cases, and escalating to a live agent when needed. Employee-facing bots deployed in Microsoft Teams act as internal assistants — answering HR policy questions, helping employees raise IT or facilities tickets, surfacing relevant knowledge articles, and guiding users through internal processes.

Common bot scenarios we implement

  • Customer service bot — order status, invoice queries, case submission and tracking
  • IT helpdesk bot — password reset, software requests, and ticket logging
  • HR assistant bot — leave balances, policy queries, and onboarding guidance
  • Sales assistant bot — product information, pricing queries, and lead capture
  • Field service bot — job updates, parts requests, and engineer self-service

Microsoft Copilot Studio — the Next Generation

professionals in discussionMicrosoft has evolved Power Virtual Agents into Copilot Studio — a more powerful platform that combines traditional topic-based bot building with generative AI capabilities. Copilot Studio allows bots to draw on your knowledge base, SharePoint content, and Dynamics 365 data to provide contextually accurate answers to questions that were never explicitly programmed.

This is a fundamental shift from rule-based chatbots that fail whenever a user phrases a question slightly differently. Copilot Studio bots understand intent, not just keywords — meaning they handle natural conversation naturally, and escalate intelligently when they reach the limits of their knowledge.

  • Generative AI answers drawn from your documents, SharePoint, and Dynamics 365 knowledge base
  • Natural language understanding — intent-based, not keyword-matching
  • Seamless escalation to live agents in Dynamics 365 Customer Service with full context transfer
  • Full conversation analytics — topics, resolution rates, and escalation patterns

Why Businesses Choose Finsys Apps for Power Virtual Agents

A poorly designed chatbot is worse than no chatbot at all — it frustrates users, generates complaints, and drives them to call rather than self-serve. Finsys Apps designs bots around your actual customer and employee interactions: we analyse your inbound contact patterns, identify the highest-volume queries, and build conversation flows that resolve them effectively. We test thoroughly before go-live and provide analytics from day one so you can see what is working and continuously improve.

Because we implement and support Dynamics 365 Customer Service alongside Power Virtual Agents, we ensure the handoff from bot to live agent is seamless — the agent receives the full context of the conversation and can pick it up without the customer having to repeat themselves.

  • Conversation design based on analysis of your real inbound contact patterns
  • Seamless Dynamics 365 Customer Service integration for live agent handoff
  • Analytics and continuous improvement support post-launch
  • Connected to your Dynamics 365 data for live, contextual responses
  • Deployed across your chosen channels — website, Teams, Power Pages

“I started Finsys Apps because I believed businesses deserved better — better implementations, better support, and better outcomes from their technology investment. Every client we work with gets my personal commitment to that standard.”

Matt Cooke

Founder & CEO, Finsys Apps

Frequently Asked Questions

Microsoft rebranded Power Virtual Agents as Copilot Studio in 2023, significantly expanding its capabilities. Copilot Studio retains all the original topic-based bot building features but adds generative AI capabilities — allowing bots to draw answers from your own documents and knowledge bases without explicit programming. New deployments should use Copilot Studio. Finsys Apps works with both existing Power Virtual Agents deployments and new Copilot Studio implementations.
Yes. Bots built with Copilot Studio can connect to Dynamics 365 via Power Automate flows — retrieving live data to answer questions like “what is the status of my order?” or “when is my next service appointment?” in real time. The security model ensures users only see data they are authorised to access. Finsys Apps designs these data connections as part of the bot build, tested thoroughly before go-live.
Copilot Studio bots can be deployed to your website via a JavaScript embed, within Microsoft Teams, in Dynamics 365 Customer Service as a virtual agent, in Power Pages portals, and via direct API integration to other platforms. The same bot can be active across multiple channels simultaneously, with conversation history maintained consistently.
Finsys Apps designs intelligent escalation paths for every bot. When a query exceeds the bot’s knowledge, it escalates to a live agent — in Dynamics 365 Customer Service, this handoff includes the full conversation transcript and any data already collected, so the agent has complete context without the customer needing to repeat themselves. Outside business hours, the bot can take a message, log a case in Dynamics 365, and set expectations about response time.

Let’s Make Things Happen

Take the first step to streamlining your business processes by getting in touch today.

“Matt and his team at Finsys Apps were fabulous. They took us through the implementation of Microsoft Dynamics Business Central, helping us design our new BI financial reporting structure, migrate our legacy data and developed new integrations. The whole process was painless”.

David Drummond

Finance Director, Stott and May