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.