Unlock intelligent automation within Dynamics 365 with Agentic AI agents that streamline workflows, connect departments, and drive real-time decisions
Agents handle complete workflows like case resolution and financial reconciliation with minimal manual input
AI seamlessly connects sales, finance, and supply chain processes for operational continuity
Agents plan and complete sequential tasks—like lead-to-order—using Copilot Studio and MCP
Grounded in Dynamics data and permissions, agents act securely and accurately
Experience the power of Agentic AI in Dynamics 365—where agents don’t just analyze data, they take meaningful action and continuously improve
Unlock new levels of efficiency and intelligence as agentic AI transforms data into decisive action—streamlining processes, enhancing adaptability, and driving continuous business impact across your organization
Say goodbye to repetitive manual tasks. From CRM to ERP, agents interpret user intent, trigger workflows, and complete tasks—seamlessly and autonomously
Finance and operations agents evolve with every interaction—refining their logic, predictions, and outcomes to deliver smarter results over time
Complex business processes like order-to-cash or lead-to-revenue are handled by a network of agents working in sync—coordinating tasks and ensuring end-to-end continuity
Architecture
Build automations ready to scale at the click of a button and craft AI agents based on your goals
Business Agent
Finance Agent
Supply Chain Agent
Field Service Agent
Customer Service Agent
Sales Agent
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Support business growth with built-in reliability and the scalability of Microsoft Cloud. Ensure consistent performance and seamless integration as your organization expands
Enable your workforce with full mobile and desktop capabilities across Windows, macOS, Android, and iOS—empowering productivity from anywhere
Accelerate user adoption with role-based dashboards, guided tours, and over 200 training resources, helping teams start fast and work smarter
Operate globally with access to Business Central in 47 languages and over 160 countries—ensuring readiness for international expansion
Track greenhouse gas emissions and environmental metrics with ease to meet sustainability objectives and regulatory requirements
Use Copilot for predictive planning, budgeting, and forecasting—enabling agile performance management with AI-assisted insights
Accelerate close cycles and improve accuracy using automated reconciliation and self-service analytics
Unify jurisdictional tax logic and compliance reporting using Microsoft’s integrated tax data models and automated configurations
Streamline quote-to-cash cycles with intelligent billing, AR automation, and predictive collections
Improve liquidity with AI-powered cash forecasting and real-time predictive insights into cash flow trends
Leverage natural language AI through Copilot to automate complex processes and boost operational output
Adopt new technologies incrementally without replacing legacy systems, ensuring business continuity and modernization
Customize workflows with over 5,000 developer extensibility points, optimizing for evolving business needs
Ensure enterprise data security with multilayered protection, 99.9% uptime, and endpoint security
Work with the Microsoft Sustainability Manager to monitor emissions across sourcing, logistics, and recycling
Use AI to optimize technician dispatching and appointment setting for faster response times
Prevent downtime with machine learning models that forecast asset failures and recommend actions
Equip field teams with real-time mobile access to work orders, parts, and customer data
Deliver faster service resolutions with embedded remote support tools and mixed-reality capabilities
Integrate IoT-enabled insights to proactively address equipment issues and track performance in real time
Resolve customer issues faster with real-time insights, automated ticket classification, and contextual recommendations
Deliver seamless customer experiences across chat, voice, email, and social platforms
Empower users with intelligent virtual agents and knowledge bases for faster, 24/7 resolution
Use AI to detect emotional tone and route sensitive cases to specialized agents
Track KPIs and resolution times with interactive dashboards to continuously improve support performance
Enhance lead qualification and opportunity scoring with AI-driven insights, helping reps focus on high-value prospects
Provide sales teams with intelligent next-best actions and personalized content for effective outreach
Gain visibility into pipeline health with AI forecasts, deal risk analysis, and proactive alerts
Reduce time spent on data entry and approvals through automation and Copilot integration
Monitor seller performance with AI-powered dashboards that highlight key trends, targets, and coaching opportunities
Use Cases
Build agentic systems ready to scale and craft AI agents tailored to your enterprise goals within Dynamics 365
User Interaction Layer
Dynamics 365 apps and Unified Service Desk (USD) offer embedded agent interfaces—complete with presence indicators, debugging tools, and streamlined record creation—to enable intuitive interaction with AI agents
Application Logic Layer
From lead qualification to finance close—using Microsoft Power Platform and Dataverse logic to drive intelligent outcomes
Agentic Orchestration Layer
Copilot Service workspace and feature-enabled Agent Management allow admins to discover, configure, and orchestrate specialized AI agents directly in the system—without code
AI/ML Models Layer
Embedded large language models and Microsoft’s native AI features—such as conversational intelligence, predictive analytics, and intent detection in Sales and Service—enable agents to reason, plan, and act autonomously
Data & Knowledge Layer
AI agents connect securely to Dynamics data through Dataverse and Dataverse Channel Integration Framework, with full governance via Azure Entra ID, RBAC, and audit logs—ensuring contextual awareness and compliance
Integrations
Build automations ready to scale at the click of a button and craft AI agents based on your goals
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Build context-aware AI agents that work seamlessly within Microsoft Dynamics to automate, optimize, and elevate your business processes
Automate lead enrichment, scoring, and routing using AI-powered agents trained on your CRM data
Faster Conversions : Improve sales velocity
Qualified Focus : Focus reps on high-intent opportunities
Create personalized communication flows with AI that understands customer context and behavior
Timely Messaging : Send the right message at the right time
Smart Follow-ups : Automate follow-ups and engagement scoring
Leverage real-time analytics and historical trends to predict outcomes and generate actionable insights
Automated Insights : Automate reporting tasks
Strategic Focus : Free up teams to focus on high-value strategy
Keep customer records updated, monitor intent, and respond faster with AI agents embedded into Dynamics workflows
Proactive Support : Enable proactive support
Loyalty Boost : Strengthen retention and loyalty with intelligent responses
Automate lead enrichment, scoring, and routing using AI-powered agents trained on your CRM data
Create personalized communication flows with AI that understands customer context and behavior
Leverage real-time analytics and historical trends to predict outcomes and generate actionable insights
Keep customer records updated, monitor intent, and respond faster with AI agents embedded into Dynamics workflows