Agentic AI Inside Your Microsoft Business Applications
Dynamics 360 provides agentic AI consulting and delivers AI agents directly inside the Microsoft applications you already run, with human approval on every critical decision.
Agents read documents, match records and draft the next step across Business Central, Finance and Operations, Sales, Field Service, Customer Service and Power Platform. This is agentic ERP in practice: you approve, and the result lands in your system.
Your applications
Business CentralInvoices and payments
Finance & OpsSupply chain, purchasing
SalesLeads, follow-ups
Customer ServiceCases and replies
Field ServiceWork orders, dispatch
Power PlatformApprovals and alertsGoes out
Done in Dynamics 365Posted, updated or resolvedFour Ways AI Works for Your Business
Your data, workflows and interfaces connect inside one secure Microsoft environment, turning disconnected automations into one AI automation workflow across your ERP, CRM and the wider company.
Microsoft 365 Copilot
Copilot set up for your team's writing, meetings and email, configured around your data and permissions.
Copilot Studio Agents
Custom autonomous AI agents for back-office processes such as invoice matching, order intake and approvals.
AI Chatbots and Assistants
Assistants for customer support, employee helpdesks and knowledge bases, grounded in your own content.
Microsoft Fabric
Scattered databases joined into one governed data hub, ready for reporting and Microsoft Fabric AI.
Technology We Use
The Microsoft stack behind every agent we deliver.
- Copilot Studio:designing and governing AI agents
- Power Automate:AI workflow automation and automation workflows across your apps
- Power Apps:custom apps with AI-assisted features
- Dataverse:a secure, shared data layer
- Microsoft Fabric:one unified data platform
- Azure AI Foundry:model deployment and monitoring
- Microsoft Teams:where approvals and alerts reach your people
- Business Central and F&O:the ERP core every agent connects back to
AI Agents Across Dynamics 365
Business Central AI agents and Dynamics 365 AI agents, delivered inside the systems you trust, whether that's ERP, CRM or the Power Platform layer connecting them. These are AI agents for ERP, so your AI ERP system works with the data and permissions you already have.
Business Central AI Agents
Agents handle midmarket workflows from sales order entry to accounts payable and invoice reconciliation, removing manual ledger posting. They also read forms, contracts and records, without replacing your existing platform.
Finance & Operations AI Agents
Enterprise AI agents manage complex supply chains, multi-company consolidations and global procurement routines, keeping data moving across international operations.
Dynamics 365 Sales and Customer Engagement
Agents qualify leads, draft follow-ups, flag at-risk deals and keep CRM records in sync with your ERP data.
Power Platform Agents
AI business process automation that bridges gaps between older applications, flags transaction anomalies in Teams and keeps distributed data in sync.
A Clear Scope, Not an Open-Ended Project
You'll know exactly what lands in your hands at each stage of your AI implementation. Every deliverable is agreed before work starts and signed off by you before the next stage begins.
AI Agents for Everyday Business Challenges
AI agents examples by industry, showing where agents earn their place fastest. Each example runs inside Dynamics 365 or Power Platform, with a person approving every critical action.
Manufacturing & Logistics
Agents track production, flag ERP delays and draft supplier updates, for when spreadsheets and email threads stop scaling with production volume.
Wholesale & Distribution
Agents read unstructured PDF orders and create Business Central fulfillment drafts, removing the re-keying between the inbox and a confirmed order.
Professional Services
Agents track utilization and produce project health summaries, so managers see margin risk weeks before it would surface in a review.
How We Deliver Every Engagement
Seven stages, each with your sign-off, from readiness assessment to stable agents in production.
Not sure how a stage works in practice?
Discovery
An AI readiness assessment confirms your data, processes and integration points before delivery begins.
Solution Design
A full architecture blueprint and governance framework, signed by you before delivery begins.
Configure and Deliver
Agents configured sprint by sprint, with your sign-off at every sprint.
Data Migration
At least four validated runs connecting your live data sources. You sign off before each run advances.
Testing and UAT
Three-layer testing on your real data and processes, including human-in-the-loop approval checks, not a demo.
Go-Live
Checklist-driven cutover, with a rollback plan ready before go-live is declared.
Hypercare
Daily check-ins, two-hour critical response and a named contact until your agents are stable.
Ready to see where agents fit in your business?
Schedule an AI Consultation →Performance Metrics for Management
Every project we deliver focuses on financial and operational advantages you can measure.
Want to see the numbers from real projects?
Faster Decisions
Live data in Microsoft Fabric gives you trends on demand.
Lower Operating Costs
Agents take the admin, so your staff stay on judgment work.
Fewer Errors
Rules-based ERP automation removes manual typing errors across your records.
Financial Insights
Forecasting models check your unified data and flag balance sheet risks early.
Compliance Assurance
Every data channel runs under a governed AI framework.
Long-Term Value
Grounded, responsible AI-driven automation compounds value across your business over time.
Plan Your First AI Agent
Tell us where your operations stand today. Whether your last project stalled or your data needs organizing, our AI solutions consultants will scope a practical AI implementation plan.
- 01Tell us your systems, processes and goals.
- 02Get an AI readiness assessment of your data and workflows.
- 03Agree a practical first agent, with a clear timeline.
