AI That Actually Works in Your CRM

We build Dynamics 365 Copilot agents, deploy generative AI features, and integrate Claude and ChatGPT into your CRM workflows. Not demos for the boardroom — real AI that your team uses every day to close deals faster, resolve cases quicker, and make better decisions.

Opportunity

Contoso Manufacturing — ERP Upgrade

  • Est. Revenue: $485,000
  • Close Date: Mar 28, 2026
  • Contact: Sarah Chen
  • Probability: 75%

Copilot Summary: Just now, Sarah mentioned budget approval is expected by March 15. She's comparing two vendors but prefers our Power Platform integration approach. Recommend sending the ROI calculator and scheduling a technical deep-dive with their IT director.

Copilot Agent

  • Summarize all interactions with Contoso in the last 30 days and draft a follow-up email
  • Analyzing 12 activities...
  • 3 meetings, 8 emails, 1 proposal sent
  • Key theme: budget timing and technical integration concerns. Sarah is the primary champion.

What We Build

AI Solutions for Dynamics 365

From Microsoft's built-in Copilot features to custom-built AI agents — we cover the full spectrum of AI in the Dynamics 365 ecosystem.

Dynamics 365 Copilot Agents

  • Custom Copilot agent development
  • Sales Copilot configuration & tuning
  • Service Copilot for case management
  • Knowledge base integration
  • Agent orchestration across entities
  • Copilot Studio custom topics

Generative AI in Dynamics 365

  • AI-generated record summaries
  • Natural language to Dataverse queries
  • Email & communication drafting
  • AI-powered timeline insights
  • Generative AI Pages setup
  • Prompt engineering for business context

Custom AI Solutions

  • Azure OpenAI Service integration
  • Claude & ChatGPT API implementations
  • Agentic AI workflow automation
  • Intelligent document processing
  • AI-powered data enrichment
  • Custom AI models for your domain

Our Approach

Real Results, Not Boardroom Fluff

Every company is talking about AI. Most of them are showing demos that never make it to production. We take a different approach: start with a real business problem, build a solution that solves it, measure the impact, and iterate.

Our AI Stack

  • Dynamics 365 Copilot: Native AI features & Copilot Studio agents
  • Azure OpenAI Service: GPT-4o, embeddings, fine-tuning in your tenant
  • Claude & ChatGPT APIs: Best-in-class models for complex reasoning & generation
  • Power Platform AI Builder: Document processing, prediction, text classification

Use Cases

AI That Solves Real Problems

Sales Acceleration

Copilot agents that qualify leads, score opportunities, and draft follow-up emails based on CRM activity history and customer context.

Service Intelligence

AI-powered case routing, automatic resolution suggestions, and knowledge article generation from resolved cases.

Process Automation

Agentic AI that handles multi-step business processes — data entry, approvals, notifications, and record updates — with minimal human intervention.

Data Enrichment

AI that cleans, deduplicates, and enriches your CRM data automatically — filling gaps, standardizing formats, and flagging anomalies.

Document Intelligence

Extract data from invoices, contracts, and emails. Turn unstructured documents into structured Dataverse records without manual entry.

Deployment Acceleration

Use AI to speed up your own Dynamics 365 deployment — automated testing, configuration documentation, and training material generation.

Getting Started

From Strategy to Production in Weeks

We don't do six-month AI roadmaps that never ship. Here's how we get AI working in your CRM fast.

  1. AI Assessment: We review your Dynamics 365 environment, identify the highest-impact AI opportunities, and map them to specific business outcomes. You walk away with a prioritized action plan.
  2. Build & Deploy: We build your first AI solution — a Copilot agent, a generative AI workflow, or a custom integration — in a focused 2-4 week sprint. Production-ready, not a proof of concept.
  3. Measure & Scale: We measure the impact, get team adoption right, and expand to additional use cases. AI adoption is iterative — we help you build momentum, not just technology.

Ready to Put AI to Work in Your CRM?

Book a free AI strategy call. We'll assess your Dynamics 365 environment and identify where AI can make the biggest impact.