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Business operations / Microsoft

Dynamics 365 AI

Bring AI to the customer and operational record.

Agents, Copilot experiences and AI capabilities across Dynamics 365 applications. Connect assistance to the sales, service, finance or supply-chain process it needs to improve.

Discuss Dynamics 365 AI
PRODUCT VIEW / OFFICIAL VENDOR MATERIAL

Thumbnail of the Agentic Platform Mechanics video. Source

WHAT IT BRINGS TO THE WORK

Capability,
with a purpose.

Start with what the product supports. Design the business outcome around your data, people and responsibilities.

01

Sales and customer service

Help teams research opportunities, understand cases and prepare the next action.

02

Finance and operations

Explore the AI capabilities appropriate to the Dynamics application and business process.

03

Connected context

Build on the data, permissions and relationships in the application estate.

IMAGINE IT IN YOUR ORGANISATION

Make the product
part of a real workflow.

Illustrative enterprise workflow

Give an account team a review of open opportunities and emerging risks, then route the proposed follow-up through the team’s existing ownership model.

Rehearse an enterprise workflow

A USEFUL ENGAGEMENT

What we build
around it.

  • A process and product capability assessment
  • Configured pilot with data and role alignment
  • Acceptance cases and a role-based adoption plan

Product information checked 2 November 2026. Official vendor media is illustrative of the product; interfaces and availability can change. Explore the official product information

YOUR BUSINESS. A USEFUL NEXT STEP.

Make Dynamics 365 AI
work for you.

Bring the workflow, the people and the systems involved. We will shape an engagement around the outcome you need.

Plan a working sessionImplementation · Integration · Adoption · Operation