Copilot & AI
Apply AI and Copilot to everyday business challenges
From first briefing to production agents, we help you put Microsoft Copilot and AI to work on real finance and operations problems, safely and with measurable results.
Our approach
AI is becoming part of how work gets done. The organizations that benefit most start with clear use cases, clean data and well-trained people, not with the technology.
As a Dynamics 365 Finance & Operations specialist, we focus AI where it creates value in finance and operations: collections, procurement, vendor communication, reporting and everyday questions about your business data.
Copilot & AI services
Guidance and delivery for every stage
Whether you are just exploring or ready to build agents, we meet you where you are.
AI Readiness Assessment
Find out where AI will pay off in your business, and what needs to be in place first.
02AI Strategy & Adoption
A practical AI strategy tied to business goals, with change management to make it stick.
03Copilot for Dynamics 365 F&O
Enable and extend Copilot inside Dynamics 365 Finance and Supply Chain Management.
04AI Agents & Copilot Studio
Custom AI agents that read and act on your Dynamics 365 data, built with Copilot Studio.
05Microsoft 365 Copilot Rollout & Training
Roll out Microsoft 365 Copilot with the right preparation, training and support.
06AI Executive Briefing
A focused session for leadership on what AI can realistically do for your business.
The AI journey
From curiosity to measurable value
A step-by-step path that keeps risk low and builds confidence at every stage.
Understand
An executive briefing to align leadership on what AI can and cannot do.
Assess
Readiness review of data, security, licensing and use cases.
Pilot
Copilot and agent pilots with a small group and clear success measures.
Adopt
Role-based training, prompt libraries and change management.
Scale
Custom agents, governance and continuous improvement.
AI for finance & operations
Where AI helps ERP teams today
- Summarizing customer accounts and drafting collections follow-ups
- Answering vendor and order-status questions automatically
- Flagging purchase order and delivery changes that need attention
- Explaining variances and preparing month-end commentary
- Finding policies, procedures and product information instantly
- Natural-language questions over Power BI and ERP data
FAQ
Copilot & AI FAQs
What is Microsoft Copilot?
Copilot is Microsoft’s AI assistant built into Microsoft 365 apps, Dynamics 365 and the Power Platform. It uses large language models together with your business data and permissions to help people find information, summarize, draft and act.
Is our ERP data safe with Copilot?
Copilot in Microsoft’s business products operates within your Microsoft cloud tenant and respects existing security roles and permissions. The biggest risk is usually overshared content, which is why we review permissions before rollout.
Do we need Dynamics 365 F&O to work with you on AI?
No. Many clients start with Microsoft 365 Copilot or Copilot Studio agents. Our ERP depth simply means we can connect AI to finance and operations data when you are ready.
Ready to put AI to work?
Start with a free conversation about where Copilot and AI could save your team time.