Business Agentic AI Platform
Dynamics 365 Agent: AI Copilot for Microsoft D365 CRM and ERP
Automate Business Workflows with Native Dynamics 365 AI Integration
Transform your business operations with intelligent AI agents that seamlessly integrate with Microsoft Dynamics 365. Automate workflows, enhance decision-making, and unlock the full potential of your CRM and ERP systems.
Intelligent Business Automation for Dynamics 365
Dynamics 365 Agent brings autonomous AI capabilities directly into your Microsoft ecosystem. Our intelligent agents understand your business context, automate repetitive tasks, and provide actionable insights—all while maintaining seamless integration with your existing Dynamics 365 environment.
Built on advanced AI technology and Microsoft's secure infrastructure, Dynamics 365 Agent empowers your teams to focus on strategic work while AI handles the routine operations.
Powerful Features for Business Excellence
Everything you need to transform your Dynamics 365 environment into an intelligent, automated business powerhouse.
Intelligent Automation
Deploy AI agents that understand context and automate complex business processes within Dynamics 365.
Seamless Integration
Native integration with Dynamics 365 CRM, ERP, and Power Platform for unified business operations.
Smart Decision Making
AI-powered insights and recommendations based on your Dynamics 365 data and business patterns.
Enterprise Security
Built on Microsoft's secure infrastructure with role-based access control and compliance features.
Real-Time Processing
Instant responses and automated actions triggered by business events in Dynamics 365.
Transform Every Business Function
From sales to finance, our AI agents deliver measurable results across all departments.
Sales Automation
Automate lead qualification, opportunity management, and sales forecasting with AI-driven insights.
- Automated lead scoring and routing
- Intelligent opportunity tracking
- Predictive sales analytics
- Automated follow-up workflows
Customer Service Excellence
Enhance customer support with AI agents that handle inquiries, resolve issues, and escalate when needed.
- 24/7 automated customer support
- Smart case routing and assignment
- Knowledge base integration
- Sentiment analysis and escalation
Financial Operations
Streamline finance and accounting processes with intelligent automation for invoicing, reconciliation, and reporting.
- Automated invoice processing
- Smart payment reconciliation
- Financial reporting automation
- Compliance monitoring
Supply Chain Optimization
Optimize inventory, procurement, and logistics with AI-powered demand forecasting and order management.
- Intelligent inventory management
- Automated purchase orders
- Demand forecasting
- Supplier performance tracking
Seamless Integration with Your Microsoft Ecosystem
Dynamics 365 Agent works natively with your existing Microsoft tools and services.
Dynamics 365 Sales
Dynamics 365 Service
Dynamics 365 Finance
Power Platform
Azure AI Services
Microsoft Teams
Power Automate
Power BI
SharePoint
Office 365
Plus seamless integration with your existing business applications and data sources
Learn More About D365 AIReady to Transform Your Dynamics 365?
Schedule a demo to see how Dynamics 365 Agent can revolutionize your business operations.