Who’s Using Copilot Studio? | Eide Bailly’s AI and CRM transformation

Eide Bailly, a top 25 CPA firm, is transforming how its teams work by tapping into Microsoft Copilot Studio, Dynamics 365, and AI‑driven agents. After moving from Salesforce to Dynamics 365 Sales, they began unlocking new ways to unify data, accelerate account planning, and empower teams across sales, inside sales, and account management. In this video, learn how Eide Bailly is: ✔ Leveraging Copilot Studio to bring together CRM + unstructured data for richer account planning ✔ Using AI to surface insights, trends, and industry context in one place ✔ Accelerating innovation with a growing backlog of agents ✔ Compressing development time and realizing value faster ✔ Enabling all sales teams to operate as one connected firm 👉 Learn more about Copilot Studio: https://www.microsoft.com/en-us/microsoft-365-copilot/microsoft-copilot-studio #Microsoft #CopilotStudio #MicrosoftCopilot #Dynamics365 #AI #CustomerSuccess #Accounting #ProfessionalServices #Innovation #AIAgents