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CRM | Move beyond basic Copilots that just summarize data. Discover how DynaTech’s secure, autonomous AI Agents actively execute your most complex Finance, Sales, and Supply Chain workflows.
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D365 Finance Agent: Conversational Financial Intelligence in MS Teams
Most finance teams running Microsoft D365 Finance are carrying a quiet, persistent burden: the reliance on complex SQL queries, stale data exports, and heavy BI tools just to get basic answers. This ...
CRM WhatsApp Integration Inside Dynamics 365 Using AI-Powered Embedded Power Pages
Customer support teams need faster communication inside existing CRM workflows. Traditional messaging processes create delays, fragmented conversations, and disconnected customer records. This CRM ...
How Dynamics 365 Copilot Accelerates Dynamics 365 Plugin Development?
Dynamics 365 plugin development often involves repetitive coding and manual handling of business logic. Teams spend hours managing entity mappings, validations, and update workflows. Microsoft ...
DynaTech’s AI Agent for Portal and Power Pages AI Testing
Microsoft Power Pages delivers some of the most compelling B2B portals for enterprise CRM, B2B partner platforms, customer self-service hubs, and no-code customer portals where everything is ...
D365 Finance Agent: Conversational Financial Intelligence in MS Teams
Most finance teams running Microsoft D365 Finance are carrying a quiet, persistent burden: the reliance on complex SQL queries, stale data exports, and heavy BI tools just to get basic answers. This ...
CRM WhatsApp Integration Inside Dynamics 365 Using AI-Powered Embedded Power Pages
Customer support teams need faster communication inside existing CRM workflows. Traditional messaging processes create delays, fragmented conversations, and disconnected customer records. This CRM ...
How Dynamics 365 Copilot Accelerates Dynamics 365 Plugin Development?
Dynamics 365 plugin development often involves repetitive coding and manual handling of business logic. Teams spend hours managing entity mappings, validations, and update workflows. Microsoft ...
DynaTech’s AI Agent for Portal and Power Pages AI Testing
Microsoft Power Pages delivers some of the most compelling B2B portals for enterprise CRM, B2B partner platforms, customer self-service hubs, and no-code customer portals where everything is ...
Field Service AI Test Automation Agent
Every update in the Dynamics 365 Field Service platform leads to a risk that organizations don’t anticipate until the field services are disrupted. If not tested properly, the entire workflow can be ...
Case-to-Resolution AI Test Automation
Case-to-Resolution AI Test Automation Every Dynamics 365 Customer Engagement deployment carries hidden testing risk. Even though your testing team configures SLA timers, queue routing rules, and ...
Lead-to-Cash AI Test Automation for Dynamics 365 CE
Sales pipelines fail quietly after CRM deployments and customization updates. Traditional testing misses workflow and plugin failures. AI Test Automation helps businesses continuously validate ...
Multi-Entity Global Rollout AI Testing for Dynamics 365 F&SCM
Global Dynamics 365 rollouts become difficult across multiple legal entities. Localization differences create testing gaps quickly. Dynamics 365 Test Automation helps teams validate entity-specific ...
R2R Financial Close Automation Agent
Every finance team understands what R2R financial reporting demands, but still, a lot of teams face challenges with the closing process. In Dynamics 365 F&SCM, the record to report process is ...
Order to Cash Automation AI Agent
The order to cash automation gap you are experiencing in your enterprises is not a data problem, but it's a testing problem.
Procure to Pay Automation with DynaTech AI Agents
Every Microsoft Dynamics 365 F&SCM update carries a hidden cost that most enterprises realize too late. Whether it's broken test scripts, delayed release, or regression cycles taking up most of ...
Invoice automation AI Agent for Finance Operations
Finance teams don’t work slowly, not at least deliberately. For one, they cannot afford to make mistakes, but more importantly, the systems they are using are not built for the modern era.
Vendor Onboarding Automation Smart Agent Inside Teams
Procurement teams are under increasing pressure to onboard suppliers faster without sacrificing compliance, accuracy, or visibility.
AI Support Ticket Agent: Support Workflow Automation Inside Dynamics 365
Support teams lose valuable time creating tickets manually inside Dynamics 365 environments. Support emails, screenshots, and issue details often remain scattered across multiple systems. AI Support ...
D365 Support Ticket Agent: AI-Powered Ticket Automation Inside Sales Hub
Sales teams often report CRM issues through scattered emails and screenshots. Important details get missed during manual reporting. Support teams then spend extra time recreating the actual issue.
D365 Configuration Test Generator: How AI in Software Testing Eliminates D365 Regression Risk
One of the most common issues faced by any Dynamics 365 project team is a configuration change deployment, downstream workflow failures, and ultimately the inability to point back to a missing test. ...
Customer Service Response Automator: Agentic AI for Faster Customer Support
Picture this: your support inbox is already overloaded before the workday even begins. Agents are falling behind on SLAs, response quality becomes inconsistent, and customers still expect immediate ...
Sales Pipeline Email Accelerator: AI Sales Email Automation for Faster Deal Execution
The Pipeline Bottleneck Most Sales Teams Overlook Picture your best sales rep. She is aware of all pending deals, recalls all traceable conversations with prospects, and knows the next steps for ...
License Optimization Agent: Stop Paying for Microsoft Licenses Your Teams Don’t Use
Somewhere inside your organization, Microsoft 365 licenses are sitting unused. A Teams seat assigned to a former contractor. A Power BI Pro license has never been activated. Accounts still consume ...
AI-Assisted Turnaround Time Calculation for Manufacturers Within MS Teams
Manufacturing teams today are under constant pressure to deliver faster, reduce production delays, and maintain operational agility despite supply chain volatility, fluctuating demand, and resource ...
Shipping Services Q&A Bot: Conversational Logistics Intelligence for Real-Time Shipment Visibility
Picture this. A customer asks for a shipment update. Your support rep opens Teams. The logistics team checks D365, carrier portals, and an Excel tracker. Minutes later, they finally have an answer ...
From Record to Action: Purchase Requisition Automation in Dynamics 365
Most teams running Dynamics 365 tolerate persistent process friction because the workaround seems cheaper than a proper fix. Purchase requisitions are often routed through the same three-step email ...
Powering Agentic ERP with Sales Order Automation in Dynamics 365
Most operations teams running Dynamics 365 are carrying a persistent burden: volume. Hundreds of sales orders are processed manually each week. The adoption of AI agents for business automation is ...
Build resilient supply chains
Read our e-book, Operational Excellence: How to build resilient supply chains with Microsoft Dynamics 365, to uncover practical insights that help you optimize supply chain operations using real-time insights and automation, increase supply chain visibility, adapt to market changes, and more.
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