AI Platforms or Agentic AI
with Dynamics 365.
We integrate AI platforms - Microsoft Copilot, Anthropic Claude, or purpose-built AI agents - with Dynamics 365 to power business intelligence and automate workflows across Sales, Customer Service, Finance, and Supply Chain.
Discuss an engagement- Why platform choice matters
The right AI for the workload - not the workload forced onto one AI.
Copilot is usually the right call for everyday productivity across the D365 estate. Claude is stronger on deep reasoning over large unstructured documents. Custom AI agents fit when a workflow needs structured tool-use and tighter execution control than either platform offers natively. We pick by use case - and integrate the result with D365 so your team uses one system, not three.
Copilot accelerates the Microsoft-native motion. Claude handles complex documents and analysis. Custom agents handle the repeatable, high-volume work where consistent execution matters.
Dataverse is usually the cleanest integration backbone for the D365 estate. Once it's wired, any AI platform - Microsoft, Anthropic, or your own - can operate on the same governed data.
Business intelligence and AI automation share the same data plumbing. Build it once and both capabilities compound on it.
- What we build
Where AI lifts the business - integrated with Dynamics 365.
Sales workflows
Copilot in D365 Sales for opportunity prep and CRM hygiene. Claude for deeper account research and meeting prep. Custom agents for pipeline triage and follow-up drafting - reviewed by sellers before they go out.
Customer Service
Copilot for agent-assist and case summarization. Claude for knowledge-grounded answers across complex policies. AI agents for ticket routing, FAQ deflection, and self-service flows - escalating to humans when confidence drops.
Finance & Operations
Copilot for finance productivity. Custom AI agents for invoice intake, journal drafting, and exception routing. Claude for analytical commentary and audit workpaper support - postings remain with your team.
Supply Chain assistance
Demand planning assistance, supplier communication drafts, and exception triage - delivered through Copilot, custom agents, or a combination. Planners and buyers make the calls; AI removes the busywork.
Business intelligence layer
Claude-powered analytical chat and Copilot dashboards grounded in your D365 and Dataverse data - leaders ask questions in plain English and get answers with the underlying records cited.
Cross-platform orchestration
Power Automate flows, Copilot Studio agents, and Claude-driven steps composed into a single workflow - across D365, M365, and your line-of-business systems, with the rule-based steps kept rule-based.
- How we deliver
Four moves we make to ship AI with D365.
Map the Dataverse backbone
Tables, security roles, and integration patterns reviewed and tuned - so every AI platform (Copilot, Claude, or custom agents) operates on a trusted, governed data layer.
Pick the right AI per workload
Copilot, Claude, or a custom agent - we decide per workflow based on data shape, latency, governance, and ROI. The output ships with D365 regardless of which platform drives it.
Build BI and automation in parallel
Analytical chat, dashboards, and decision-support live on the same data backbone as the agents and flows that execute the work - so insight and action don't drift apart.
Govern, measure, scale
DLP, environment strategy, AI evaluation harnesses, and usage telemetry tied to the workflow KPIs - so the next platform decision is evidence-based, not vendor-driven.
- What you get
An AI-native Dynamics 365.
- A platform-agnostic AI layer integrated with D365 - Copilot, Claude, and custom agents working against the same Dataverse backbone.
- Business intelligence executives actually use - plain-English questions grounded in D365 records, with source citations.
- Focused AI workflows across Sales, Service, Finance, and Supply Chain - shipped where the work already happens and measured per use case.
- Measurable lift on the KPIs your team already tracks - pipeline velocity, case deflection, invoice cycle time, or supply chain exception rate.
- A 12-month AI roadmap across the D365 estate - prioritized by ROI and decoupled from any single AI vendor.
- Begin
Think of the value
we can add in 90 days.
Schedule a 60-minute briefing with our leadership team. We’ll map the highest-ROI AI plays for your specific business - no slides required.
Let's TalkCalibrate on your business priorities, current operating data, and budget cycle.
A short, board-ready brief identifying the top three AI initiatives - with quantified ROI ranges.
For executive introductions and partnership inquiries - replies within 24 hours.