Agents and flows on top of your D365 — Sales, Customer Service, Business Central or F&O — authenticated through Entra ID, honouring Security Roles and Business Units. We extend Copilot, we don’t replace it.
If you live inside the Microsoft ecosystem — Azure, Entra ID, Teams, 365 and Dynamics — Copilot already covers the horizontal layer: drafting emails, summarising meetings, generating decks. Where it falls short is on your actual logic: the RFQ approval flow, the channel-specific pricing rule, the clinical case that joins three custom entities your team built years ago.
We build the agents that are still missing on top of Dataverse, Business Central or Finance & Operations, authenticating through Entra ID, honouring your Security Roles and Business Units and coexisting with the Copilot licences you already pay for. The idea isn’t to duplicate what Microsoft does well — it’s to extend it to your specific processes without breaking governance or support.
Reads Account, Opportunity, Contact and Activities in Dynamics 365 Sales and prepares the pre-call briefing — risks, last touch, suggested next steps. The rep walks into the meeting without opening five views.
Classifies each new Case, assigns it to the right team, searches published Knowledge Articles and leaves a suggested reply for the agent — with the article cited. If the base doesn’t cover it, escalates with a summary.
Quotes from the Business Central catalogue cross-referencing price, stock, customer terms and lead time — the proposal lands as a Sales Quote in BC, ready for the lead to validate.
Reads supplier invoices, RFQs and delivery notes that arrive by email, extracts the lines, reconciles them against the purchase order and pushes them into Dynamics 365 Finance & Operations — closing the loop with the PO.
Answers natural-language questions across the Power BI datasets you already publish, citing the source of each figure (dataset, column, refresh date). If the data isn’t there, it says so — it doesn’t approximate.
Authentication against Microsoft Entra ID (formerly Azure AD) with dedicated app registrations, minimum scopes per use case and Conditional Access support. Every agent action is logged against a service principal or a clearly identifiable logical user inside your tenant.
The agent inherits the Security Roles of the user running the query. If your structure uses Business Units to split subsidiaries, regions or business lines, we honour them: a rep in BU Spain doesn’t see opportunities in BU Portugal just because they ask the AI.
We work against the Dataverse Web API for standard operations and against the .NET SDK when the logic needs complex transactions or plug-ins. For Business Central we use the published OData v4 APIs; for F&O, OData entities and the Data Management Framework where it fits.
If part of a flow is already built in Power Automate and it works, we don’t rewrite it — we call it. The AI brings the decision or the content generation, Power Automate brings the orchestration your admins already know how to maintain.
Every deployment lands first in a Dynamics Sandbox. Components (custom entities, security roles, plug-ins, scripts) are packaged into managed Solutions so your IT team can promote them to Production through their usual ALM process.
We don’t replace Copilot for Sales or for Service. Where Copilot already covers the case, we let it do its job. Our agents step in where Copilot doesn’t reach: your business logic, custom modules, integrations with systems outside Dataverse and processes that span more than one D365 module.
As a complement, not a replacement. Copilot for Sales and for Service do the horizontal layer well — drafts, summaries, suggestions inside the native D365 flow. Our agents step in when the case needs your logic that Copilot doesn’t know: sector rules, custom modules, integration with an external ERP or sector system. Before we start we map what your current Copilot licence covers so we don’t duplicate.
Yes, no exceptions. The agent never has more permissions than the user running the query. When a user asks, we execute against Dataverse with their security context — we inherit their Security Roles, their Business Unit and Field Security Profiles. An agent never returns a field or an entity the user couldn’t open themselves in the D365 UI.
On all three, with different techniques. In Customer Engagement (Sales, Customer Service, Field Service) we work on Dataverse — Web API and SDK. In Finance & Operations we use OData entities and the Data Management Framework. In Business Central, OData v4 APIs and, when an extension is needed, AL. For each case we confirm the version, the environments and the installed extensions before proposing architecture.
It depends on what gets used. If the flow needs Power Automate over premium connectors or Dataverse outside the main app, premium licences apply — we tell you upfront and help you size them. When a use case can be solved without Power Platform premium (calling Dataverse APIs directly from our AI layer), we put that route on the table so the licensing decision is made consciously.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day — not a canned demo.
