March 31, 2025
How to Implement AI Agents with CDW Canada and Microsoft Copilot Studio
This solution has revolutionized the way enterprise data is managed and utilized within the security parameters and guardrails set by the organization. To help you make this transition, CDW Canada offers a complete suite of services and solutions.
Organizations have experienced an average of 18 percent improvement in customer satisfaction, employee productivity and expansion of market share because of investments in AI over the past 12 months according to IDC.
In today's fast-paced digital world, organizations are always on the lookout for innovative ways to boost productivity and streamline their operations. As the need for scalable solutions with anytime-anywhere access grows, so does the desire to incorporate automation and intelligence.
Enter Microsoft Copilot Studio – a game-changing platform that lets businesses create and customize AI agents. These agents, ranging from no-code to low-code solutions, can tackle a variety of tasks, from answering common employee questions to automating complex workflows. Deployment and scaling are a breeze from a tech perspective, and end users find it super easy to use with minimal training.
This solution has revolutionized the way enterprise data is managed and utilized daily, all within the security parameters and guardrails set by the organization. To help organizations make this transition smoothly, CDW Canada offers a complete suite of services and solutions.
What is Microsoft Copilot Studio?
Microsoft Copilot Studio allows users to create and deploy AI agents tailored to their specific needs. These agents integrate seamlessly with Microsoft 365 solutions like Teams and SharePoint and can also connect with non-Microsoft solutions. The platform is designed to be flexible and user-friendly, making it accessible to users with varying levels of technical expertise.
With Copilot Studio, you can build customizable agents that handle a range of tasks, from simple queries to complex problem-solving. The platform supports low-code development, allowing non-developers to create powerful AI solutions using a graphical interface. Additionally, it enables the automation of business processes by designing intelligent agents that can manage complex queries, automate workflows and interact with users in a personalized manner. The agents can connect to various data sources and systems, automate tasks and be deployed across multiple channels, including custom apps and communication platforms like Azure Communication Services and WhatsApp.
3 different types of Microsoft AI agents
In the evolving landscape of AI, Microsoft has developed a spectrum of agents designed to cater to various needs and complexities. These agents are categorized into three main types: Retrieval, Task and Autonomous Agents.
Retrieval Agents are designed to retrieve information from grounding data, reason, summarize and answer user questions. They follow predefined rules and guidelines set by their creators, making them ideal for providing accurate and relevant information quickly. These agents are generally available and are widely used to enhance user experiences by delivering precise information on demand.
Example: A simple Retrieval Agent might be used in an IT helpdesk to answer questions like, "How do I connect to the corporate network?"
Task Agents take it a step further by automating workflows and replacing repetitive tasks for users. They are connected to specific workflows or processes and operate based on knowledge, skills and rules-based automation. Their primary purpose is to streamline operations and increase efficiency by handling routine tasks, allowing users to focus on more strategic activities. Task Agents are also generally available and are integral to improving productivity in various organizational settings.
Example: An advanced Task Agent could be used to manage device refresh requests, such as requesting a new laptop and sending approvals via an IT service tool.
Autonomous Agents represent the pinnacle of AI capabilities. These agents operate independently, dynamically plan, orchestrate other agents, learn from processes and escalate when necessary. They are designed to handle complex, multistep tasks without constant human intervention, making them suitable for sophisticated applications that require a high degree of autonomy and adaptability. Currently, Autonomous Agents are in preview, showcasing the future potential of AI in transforming how we interact with technology.
Example: A highly advanced Autonomous Agent might be used to evaluate and staff incoming engagement requests from clients. It would analyze incoming emails to extract key client details, verify engagement information, assess historical data, identify required expertise, assign a suitable partner and notify them, all while logging the engagement details and informing the engagement director.
Microsoft's approach to AI agents reflects a commitment to innovation and adaptability, ensuring that organizations can leverage the right type of agent to meet their specific needs and advance their AI transformation journey.
How CDW Canada can help you implement AI agents
CDW Canada is a leading provider of technology solutions and services, offering a wide range of products to help organizations integrate AI agents into their operations. Here are some of the key offerings from CDW Canada:
- Hybrid Cloud Solutions: CDW Canada provides hybrid cloud solutions that offer unparalleled flexibility, cost-efficiency and security. These solutions are designed to help organizations seamlessly integrate AI agents into their existing IT infrastructure.
- Security and Compliance: Ensuring the security and compliance of AI agents is crucial. CDW Canada offers comprehensive security solutions to protect enterprise data and prevent data loss. Our expertise in governance and risk management helps organizations maintain compliance with industry standards.
- Custom IT Solutions: CDW Canada partners with over 1,000 vendors to offer a broad array of products and services, ranging from hardware and software to integrated IT solutions. This extensive network allows CDW Canada to provide tailored solutions that meet the unique needs of each organization.
- Modern Workspace Solutions: CDW Canada offers modern workspace solutions that enable organizations to create a flexible and collaborative work environment. These solutions include virtual desktop infrastructure (VDI), remote access solutions and collaboration tools that enhance productivity and support remote work.
- Expert Support and Consultation: CDW Canada's team of experts is available to assist organizations at every step of the integration process. From assessing business needs to implementing and managing AI agents, CDW Canada provides the support needed to ensure a smooth transition.
Why you need AI agents in your organization
Integrating AI agents into your organization's operations can significantly enhance productivity and streamline workflows. With Microsoft Copilot Studio, businesses have a powerful tool at their disposal to create and customize AI agents. CDW Canada offers the expertise and solutions needed to support this transition, ensuring that organizations can fully leverage the benefits of AI technology.