Agents inside Dynamics 365, not alongside it.
If your sales, projects or service already run in Dynamics 365, that is exactly where the agents belong. They create quotes from templates, record time through a chat, log leads with their source and set up project structures at the click of a button. We have been building this for ourselves on Dataverse since 2025, so we know pretty well where the pitfalls lie.
What really matters
We use it ourselves, every day
Our agents draft quotes from catalogue templates, log project hours through a chat in Teams and write website enquiries into Dynamics along with their source. It all runs on Dataverse and has proved itself in daily use.
Project Operations without the detours
We know templates, roles, price lists and quotes from our own use, along with the Schedule APIs and their limits. That lets us build quoting processes that take minutes rather than days.
Power Platform, kept in order
Apps and flows are quick to build and just as quick to get out of hand. We bring structure to environments, solutions, permissions and lifecycle, so ten flows don't turn into ten risks.
How we approach it together
Where is your routine volume?
Together we look for processes with volume and clear rules, such as quotes, timesheets, leads or service requests. That is where an agent pays off first.
In Dataverse, used from Teams
The agent lives in your Dynamics environment and talks to your people through Teams. It acts with exactly the rights you give it.
Operations, and what comes next
We handle monitoring and the monthly report. New processes are added once the first has proved itself.
Would an agent pay off for your process? Three sentences are all we need
In three sentences, tell us what comes in, what someone does with it and how often. We will tell you whether an agent could take it on and where the hurdles lie. Free, and no meeting required.
What you get
Where the scope is clear from the outset, we work to a fixed price; ongoing operations are billed as a monthly flat fee. We discuss figures in person after the assessment, when both sides know what is involved.
Dynamics Check
Getting started · free of charge
- environments and solutions
- processes with high routine volume
- candidates for agents
- a recommendation
Agent in Dynamics
Delivery · Fixed price
- one process in Dataverse
- Teams as the interface
- approvals and audit log
- handover
Project Operations Setup
Delivery · Fixed price
- templates and roles
- quote and contract process
- time recording
- reporting in Power BI
Power Platform Governance
Delivery · Fixed price
- environment strategy
- data loss prevention (DLP) policies
- solution lifecycle management
- training for makers
Some figures
Our toolset: Dynamics 365 Project Operations, Dynamics 365 Sales, Dataverse, Power Apps, Power Automate, Microsoft Teams, Microsoft Foundry.
For companies of every size
Many mid-sized businesses run Dynamics 365 Sales or Business Central and use about a third of it. If you have yet to implement Business Central, see Business Central with Agents. We build agents right into these systems, for quotes or service requests, for example. And we tidy up the flows and apps that have accumulated over the years.
Fault-report agent for property managers
Every fault report is matched to its property before anyone reads it. How it works at a property management firm with 9,000 units.
A single maintenance inbox covers 9,000 residential and commercial units, and by morning it holds 120 reports. A radiator is leaking on the third floor; a lift has stopped on the ground floor. Then there are screenshots from the tenant portal and phone calls that reception passes on as notes. Four property managers read every one of them. For each, they look up the unit, the lease and the contractor on the framework agreement for that trade, then place the order by email. Anyone who reports a fault at the weekend hears nothing back until Tuesday.
The targets we set for it:
How the agent handles it, step by step, with approvals and figures:
See the solutionFrequently asked questions
Do we need Copilot Studio for this?
Not necessarily. Where process integration and control are the priority, we build agents with Microsoft Foundry directly on Dataverse.
Do you really know Project Operations?
We run it ourselves, with templates, roles and automated quotes. We have had our fingers burnt on the limits of the Schedule APIs more than once, which saves you the detours.
What happens to our existing flows and apps?
We take stock of them and bring them into a clear environment and solution strategy. Nothing is switched off unless you decide so.
Does this also work with Salesforce or SAP?
For agents, yes, via interfaces. This service, though, is tailored to Dynamics and Power Platform. How we connect other systems is covered under Data Engineering.
Shall we talk about your first process?
In a Short Assessment we sit down with your business team and IT and look at one process together. You leave with a clear target design and an effort estimate we stand behind. Free of charge.
