Move from traditional applications to AI-first business processes. Copilot-powered autonomous agents execute tasks, optimize workflows, and scale capacity across sales, finance, service, and supply chain. They operate continuously to: reduce manual effort, accelerate decision-making and free teams to focus on higher-value work.
What is Agentic ERP?
Agentic ERP is the shift from “human-led, AI-assisted” to “AI-led, human-governed.” Unlike standard bots, agentic AI understands business goals, reasons across multi-step tasks, and executes actions directly inside your Dynamics 365 environment.
Why the Shift Matters.
In traditional ERP, people act as the “glue” between data and action. Agentic AI removes this bottleneck. By offloading repetitive work to autonomous agents, teams scale output without increasing headcount.
The Architecture of Autonomous Operations.
Traditional ERPs store data. Agentic ERPs put data to work. We connect your system of record to business outcomes by layering Microsoft’s AI reasoning over core operations—turning Dynamics 365 into a proactive, self-managing ecosystem.
Unified Data Platform.
Built on Microsoft Dataverse to eliminate silos and provide a secure, structured foundation for agents.
Microsoft Copilot
The reasoning layer that interprets intent, analyzes patterns, and boosts employee productivity.
Autonomous Agents
The execution layer—digital workers that monitor, analyze, and take action in the background.
Transform work with autonomous agents across your business processes.
Streamline financial operations with autonomous finance agents.
Automate routine financial tasks, reconcile data faster, and give you real-time visibility into cash flow. Reduce errors, close periods more quickly, and free your team to focus on strategic financial decisions.
Accelerate period closing with the Financial Reconciliation Agent
Accelerate period closing with the Financial Reconciliation Agent
Control billing & costs with the Time and Expense Agent.
Close Deals Faster with Intelligent Sales Agents
Monitor leads, update records, and follow up on opportunities automatically. Sales agents help your team prioritize high-value deals, reduce administrative work, and improve conversion rates.
Unlock deep account insights with the Sales Research Agent
Qualify leads faster with the Sales Qualification Agent
Automate order processing with the Sales Order Agent
Boost win rates with the Sales Close Agent
Optimize Procurement and Supply Chain Resilience with AI Agents
Track inventory, monitor shipments, and predict supply gaps. These agents optimize workflows, reduce delays, and ensure your operations run smoothly and efficiently.
Improve supplier collaboration with the Supplier Communications Agent
Transform Customer Experiences with Autonomous Service Agents
Handle routine inquiries, route cases to the right teams, and provide timely responses. This improves customer satisfaction, reduces wait times, and allows your service teams to focus on complex cases.
Automate case resolution with the Case Management Agent
Enable intelligent self-service while ensuring knowledge stays evergreen with the Customer Intent and Customer Knowledge Management Agents
Improve Field Service Efficiency and Project Profitability with AI Agents
Schedule resources, monitor project progress, and ensure field operations stay on track. These agents minimize downtime, improve project delivery, and keep operations aligned with business goals.
Optimize technician schedules with the Scheduling Operations Agent
Automate time and expense processing with the Time and Expense Agent.
Beyond implementing ERP and CRM systems, we create and oversee intelligent business processes that automate work and drive performance.
Software Dynamics helps organisations design, deploy, and govern agentic business processes, not just implement software.
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Microsoft Dynamics Inner Circle Partner
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Deep expertise across CRM, ERP, and AI-driven automation
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Early access to Microsoft innovations and licensing insights
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Proven delivery in complex, regulated environments
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Industry-specific, localized solutions tailored to your business needs
Top reasons companies adopt
Agentic AI in Microsoft Dynamics 365
Software Dynamics are always accommodating our diverse needs and we feel like they are a part of our company rather than an external supplier.