The Agent Shift Podcast

Artificial intelligence is changing the way organizations sell, serve, and deliver work. The Agent Shift explores what that transformation actually looks like inside Microsoft Dynamics 365 and the modern enterprise.

Hosted by Scott LeFante and Dan Cefaratti, each episode features conversations with Microsoft leaders, product experts, MVPs, customers, partners, and industry innovators who are building the next generation of intelligent business applications.

From AI agents and Copilot to Field Service, Customer Service, Project Operations, Sales, and the Power Platform, we go beyond the product demos to discuss real-world strategies, implementation lessons, successes, failures, and the future of work.

Whether you're an executive, consultant, architect, administrator, or business leader, The Agent Shift delivers practical insights that help you move from automation to autonomy and from technology to measurable business outcomes.

Because AI isn't just changing software. It's changing how work gets done.

Contributors

Host

Dan Cefaratti

Dan Cefaratti is the co-host of The Agent Shift, where he joins Scott LeFante to explore how AI is reshaping Dynamics 365, field service, customer service, and enterprise business applications.

As a leader at Velrada, Dan brings more than 20 years of experience helping organizations modernize service operations, asset management, and frontline work with Microsoft technologies. His expertise spans Dynamics 365, Power Platform, AI, intelligent automation, and workforce optimization, with a passion for turning emerging technology into practical business outcomes.

Known for his practical, no-nonsense approach, Dan believes the best technology is the technology people actually use. Throughout his career, he has helped organizations bridge the gap between innovation and adoption by focusing on the needs of frontline workers, technicians, dispatchers, and customer service teams.

https://www.linkedin.com/in/dan-cefaratti-b11776/

Host

Scott LeFante

Scott LeFante is the co-host of The Agent Shift, where he joins Dan Cefaratti to explore how AI is transforming Dynamics 365, field service, customer service, project operations, and enterprise business applications.

Scott is VP, Forward Deployed Engineering at congruentX with more than 25 years of CRM and business applications experience, including over a decade in the Microsoft ecosystem. A ten-time Microsoft Business Applications MVP, he has helped organizations modernize customer engagement, field service, and operations through Dynamics 365, Power Platform, Copilot, and AI.

Known for his practical, delivery-first approach, Scott focuses on helping organizations achieve measurable business outcomes instead of chasing technology trends. On The Agent Shift, he shares real-world implementation lessons, candid conversations about AI, and insights that help business and technology leaders turn innovation into results.