If your CRM could listen, learn, and log the work for you, how much time would your team get back? We sit down with longtime Microsoft MVP and AI futurist Chris Cognetta to unpack the shift from forms and clicks to agents, conversation intelligence, and contextual apps that actually serve the way people work. From hard‑won lessons on non‑determinism to real talk about governance and security, this is a practical blueprint for using AI without breaking your business.

Chris traces his journey from infrastructure and ADFS to dual MVP honors in Dynamics and AI, explaining why CRM got “smaller” as the stack expanded across Power Platform, Copilot Studio, Azure AI, and Microsoft 365. We dig into the skills that matter now—prompt engineering, human‑in‑the‑loop validation, and document classification—and why these fundamentals turn hype into repeatable outcomes. If you’ve ever heard “we don’t do AI,” you’ll learn how to build safe sandboxes with synthetic data, define connector‑level guardrails, and launch two‑week MVPs that prove value fast.

We also explore the next five years: agent‑driven sales processes that auto‑stage deals from call context, on‑site cues that prompt what matters, and domain LLMs shaped by your tenant data through Microsoft Graph. The result is a workday where the system already knows what happened, leaving humans to decide what should happen next. Whether you lead a services org, own a CRM roadmap, or just want to reclaim hours from busywork, you’ll get concrete steps to start small, scale smart, and keep costs predictable.

Ready to let the bots do the clicking so your team can do the thinking? Follow the show, share this episode with a teammate who needs a push to pilot AI, and leave a quick review with your top takeaway.

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