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Streamlining IT & Procurement Asset Operations with Copilot Automation

Context:

In many organizations, IT and procurement operations remain manual, fragmented, and heavily email-driven. Employees are often unsure where to request hardware, licenses, or software, leading to delays, miscommunication, and inefficient tracking. Traditional ticketing systems feel rigid and impersonal, failing to match the modern need for conversational, self-service automation.


Solution:

The AssesDesk Agent for IT/Procurement Copilot Agent is a low-code conversational solution built using Microsoft Copilot Studio— combining Agent Flows, SharePoint, and Dataverse. It empowers users to request assets, track request status, and check inventory in real time — all through a natural chat interface. The Agent stores asset requests in SharePoint, retrieves availability from a live SharePoint list, and dynamically routes notifications to the finance or procurement team using information from a centralized Dataverse table. The agent provides guided, friendly interactions with intelligent branching, real-time responses, and seamless backend integration.


Impact:

This AssestDesk agent transforms internal service operations by streamlining asset procurement into a smart, conversational experience. It reduces manual intervention, improves request turnaround time, and increases transparency for employees and IT admins alike. By using Microsoft’s secure, enterprise-ready infrastructure, organizations gain a scalable, automated solution that improves employee satisfaction and operational efficiency — without needing custom development or external ticketing systems.

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