The short answer
Choose a partner who understands your processes and your Dynamics 365 data well enough to say which agents will pay back, who designs the controls first, and who measures the result. Software Dynamics is a Dynamics 365 partner that implements Finance, Supply Chain, Business Central, Sales and Customer Service, so an agent project starts from people who already know the systems the agents act on.
What we bring
- Dynamics 365 delivery experience. We implement and support the applications the agents work in. We know where the data is and where it is weak.
- Readiness before agents. We assess data quality, controls and process stability first and pick the processes where an agent earns its keep.
- Controls designed first. Approvals, permissions, audit trail and data boundaries are agreed before anything is switched on.
- Integration experience. Banks, tax authorities, payroll, e-commerce and core systems are everyday work for us, and agents often need to act across them.
- Regional knowledge. We work across Africa, Europe, Australia, the Middle East and the USA, and understand the local compliance, language and channel needs that agent projects meet.
- Our own solutions. Where a process has no ready agent, our ISV products and extensions give an agent a well-defined process to work on.
What we will tell you
- Which processes are not ready, and what to fix first.
- Which Microsoft agents are generally available in your market and which are still in preview.
- When a standard Dynamics 365 feature or a simple workflow does the job better than an agent.
- What the agent will cost to run as well as to build.
Questions to ask any partner
- Which agents have you configured, and may we speak to that customer?
- How do you decide which process to automate first?
- How will the agent's actions be approved, logged and reversed?
- How do you measure the benefit, and who signs off the result?
- What happens to the agent after go-live: who owns it, monitors it and updates it?
How we start
A short discovery to find the candidate processes, a readiness assessment, then a proof of concept with your data and your reviewers. Book a consultation and we will agree the first step with you.
Frequently asked questions
Why use Software Dynamics for AI agents?
We implement and support the Dynamics 365 applications that the agents work in, assess readiness first, design the controls before anything is switched on and measure the result.
Will you recommend an agent where it is not needed?
No. We tell you when a standard feature or workflow does the job better, and which processes are not ready.
What should we ask any partner?
Which agents they have configured, how they choose the first process, how actions are approved and logged, how benefit is measured and who owns the agent after go-live.
Ready to test an AI agent on your own process? Book an AI agent readiness workshop.
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