John B.

I help companies design and implement Microsoft-native AI agents across Copilot Studio, Dynamics 365, Azure OpenAI, Power Platform, CRM, and sales operations. My focus is practical AI adoption: turning AI ideas, pilots, and prototypes into workflows that are useful, governed, and implementation-ready. I work best with teams that know AI can improve their business but need help identifying the right use cases, designing the right architecture, and translating concepts into a clear roadmap or build plan. I am a Consulting Manager in the Microsoft Business Group at a global technology and consulting firm. My work focuses on enterprise AI, Dynamics 365 Sales, Copilot Studio, CRM transformation, sales operations, business process redesign, and AI-enabled workflow automation. I can help you with: • Copilot Studio agent strategy, design, and architecture • Dynamics 365 Sales AI workflow design • Azure OpenAI solution planning • Microsoft Power Platform and Dataverse workflow design • AI use-case discovery and prioritization • Sales, CRM, and RevOps automation • RFP and proposal response automation • Pre-call planning and account research agents • AI roadmap and business case development • Human-in-the-loop review and governance models • Implementation backlog creation • Fractional AI solution architecture support Common problems I help solve: • You want to build an AI agent but do not know where to start • Your Copilot Studio agent gives generic answers and needs better workflow design • Your sales or RevOps process is too manual and fragmented • Your Dynamics 365 Sales process does not match how sellers actually work • Your team has AI ideas but no prioritized roadmap • Your AI prototype works in a demo but is not ready for production • Your proposal, RFP, or sales research process takes too much time • You need someone who can connect business process, CRM, AI architecture, governance, and adoption Relevant experience includes: • Designed AI agent workflows for a Fortune 50 life sciences environment, including CRM context, account intelligence, governed outputs, and human review • Supported Dynamics 365 Sales transformation for national media and broadcast sales organizations • Designed agentic AI workflows for RFP intake, document parsing, CRM opportunity creation, proposal generation, quality review, and sales approval • Led CRM and quote-to-cash process improvement efforts for enterprise SaaS environments • Built AI product concepts and prototypes focused on sales productivity, advertising workflows, and enterprise knowledge work Tools and platforms I work with include: • Microsoft Copilot Studio • Dynamics 365 Sales • Azure OpenAI • Microsoft Power Platform • Dataverse • Microsoft Graph • Salesforce • CRM and RevOps workflows • Retrieval-augmented generation • AI agents and orchestration patterns • Business process automation • Enterprise AI governance Credentials: • Microsoft Certified: Agentic AI Business Solutions Architect • Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate • Microsoft Certified: AI Business Professional • Microsoft Certified: AI Transformation Leader • MBA, USC Marshall School of Business My advantage is that I combine enterprise consulting, Microsoft solution architecture, CRM transformation, and hands-on AI product design. That means I can help you avoid two common failure modes: strategy that never ships, and prototypes that cannot survive enterprise governance. Most engagements start with a paid discovery session, architecture review, or roadmap engagement. From there, I can support solution design, backlog creation, implementation planning, governance design, or fractional advisory support.