Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
AI · Copilot
Dynamics 365 Agentic ERP & CRM
Copilot and autonomous agents inside the processes you already run: collections, reconciliation, order intake and case triage, with a human approving the step that matters.
Overview
Copilot and autonomous agents inside the processes you already run: collections, reconciliation, order intake and case triage, with a human approving the step that matters.
Capabilities
Copilot in Business Central and F&O
Agent-assisted reconciliation and collections
Guardrails: approvals, audit trail, data boundaries
Readiness assessment first, agents second
Our approach
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What you get
Copilot and agents inside the processes you already run: collections, reconciliation, order intake and case triage, with a person approving the step that matters.
Copilot in Business Central and Finance & Operations
Agent-assisted reconciliation and collections
Guardrails: approvals, audit trail and data boundaries
A readiness assessment before any agent is switched on
Measured outcomes agreed up front
Where it fits best
Finance, supply-chain and service teams with high-volume, rules-based work and a clean enough data foundation to automate it safely.
How we deliver it
Readiness first, agents second. We assess data quality, controls and process stability, pick two or three processes where an agent earns its keep, run them with human approval, and expand only against measured results.
What drives the cost
Costs follow the capabilities enabled and the volume of work processed. The number depends on users, entities and currencies, integrations, data migration and the gaps found against the standard product. The pricing page sets out the model, and a discovery workshop turns it into a scoped quote.
Frequently asked questions
Is our data safe with AI agents?
Agents run inside your Microsoft tenant boundary with the access you grant, and every action leaves an audit trail. Guardrails and approvals are designed before anything is switched on.
Where should we start?
With the readiness assessment, which shows which processes are safe and worthwhile to automate first.
What drives the cost?
Users, legal entities and currencies, integrations, data migration and the gaps found in the fit-gap. We publish the model on the pricing page and turn it into a scoped quote after discovery.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.