AI Transformation & Agentic AI

Dynamics 365, turned into an intelligent operating layer.

We help enterprises go beyond implementation. Unified data across every D365 product, machine learning models for prediction and optimisation, and custom Copilot agents that act on that intelligence inside daily workflows.

The Architecture

How Model Context Protocol connects every D365 system to every agent.

MCP is the protocol layer that turns Dynamics 365 from a collection of products into a unified surface that any AI agent can read from and act on. Six servers. One protocol. Every system.

Model Context Protocol · Architecture

One protocol. Every Dynamics system. Any AI agent.

MCP SERVERS MODEL CONTEXT PROTOCOL MCP CLIENTS Dataverse MCP Server CRUD · SEARCH · METADATA GA D365 Sales MCP LEADS · OPPS · FORECAST GA D365 Customer Service CASES · KB · ROUTING PREVIEW D365 ERP MCP (F&O) FINANCE · SCM · DATA TOOLS GA Business Central MCP SALES · PURCHASING · ITEMS GA External MCP Servers SAP · ORACLE · SHAREPOINT CUSTOM MCP PROTOCOL TOOLS RESOURCES PROMPTS SAMPLING Open standard · Auto-discovery · Cross-system orchestration Copilot Studio PRIMARY · LOW-CODE AGENTS M365 Copilot SALES · FINANCE · SERVICE GitHub Copilot VS CODE · DEVELOPERS Claude Desktop / Code SONNET 4.5 · RECOMMENDED Azure AI Foundry CUSTOM AGENTS · SDK Sellers · Service reps · Finance ONE AGENT · EVERY SYSTEM 6 MCP SERVERS MCP SERVERS Dataverse MCP CRUD · SEARCH · METADATA GA D365 Sales MCP LEADS · OPPS · FORECAST GA D365 Customer Service CASES · KB · ROUTING PREVIEW D365 ERP MCP (F&O) FINANCE · SCM · DATA TOOLS GA Business Central MCP SALES · PURCHASING · ITEMS GA External MCP Servers SAP · ORACLE · SHAREPOINT CUSTOM MCP PROTOCOL TOOLS RESOURCES PROMPTS SAMPLING MCP CLIENTS Copilot Studio PRIMARY · LOW-CODE AGENTS M365 Copilot SALES · FINANCE · SERVICE GitHub Copilot VS CODE · DEVELOPERS Claude Desktop / Code SONNET 4.5 · RECOMMENDED Azure AI Foundry CUSTOM AGENTS · SDK

Our AI transformation services

Three layers.
One AI-powered enterprise.

AI transformation is not a Copilot rollout. It's the layered work of connecting data across systems, training models that reflect how your business actually operates, and deploying agents that use both.

01 · DATA PLATFORM

Enterprise data platform

Microsoft Fabric as the unified data estate — OneLake, Link to Fabric from D365, lakehouse architecture, medallion zones, and semantic models. Data from CRM, F&O, Business Central, and external systems on one platform.

Fabric OneLake Lakehouse
02 · DATA ENGINEERING

Cross-product integration

Bringing data out of every D365 product — Dataverse Link to Fabric for CRM, D365 F&O mirroring, BC data replication — plus Azure Data Factory pipelines for external sources. Clean, governed, query-ready.

Data Factory Mirroring ETL · ELT
03 · MACHINE LEARNING

ML models for the enterprise

Custom machine learning on Azure ML — churn prediction, lead scoring, demand forecasting, inventory optimisation, and anomaly detection. Models trained on your unified Fabric data, deployed where the business can act on them.

Azure ML Forecasting Scoring
04 · COPILOT ROLLOUTS

Microsoft Copilot adoption

Structured rollouts of Microsoft 365 Copilot and Copilot for Sales, Service, and Finance. Use-case mapping, change management, governance design, and measurable productivity tracking.

M365 Copilot Copilot for Sales Adoption
05 · CUSTOM AGENTS

Copilot Studio agents

Purpose-built agents on Copilot Studio — grounded in Dataverse, F&O, BC, Fabric, and external APIs. Single-turn assistants, multi-turn reasoners, autonomous agents with triggers and scheduled runs.

Copilot Studio Grounding Autonomous
06 · AGENTIC AI

Multi-agent systems

Agent orchestration via the Microsoft 365 Agents SDK, the Agent Framework, and the open A2A protocol. Agents that delegate to other agents, reason over Fabric data, and operate as a coordinated system — not a collection of chatbots.

Multi-agent A2A Protocol MCP

The AI transformation journey

From implementation to agentic AI, in sequence.

AI transformation is not a single project — it's a multi-year journey with distinct stages. Most enterprises try to skip the data foundation and go straight to agents. That's why most Copilot projects stall in pilot. We deliver the stages in the right order.

  1. Stage 01 · Dynamics 365 foundation

    Clean D365 implementation across CRM, F&O, or BC — with disciplined data models, security, and integration contracts.

  2. Stage 02 · Unified data platform

    Microsoft Fabric as the single source of truth — D365 data mirrored via Link to Fabric, external data pipelined in.

  3. Stage 03 · Analytics & reporting

    Power BI on Fabric semantic models — cross-product reporting, executive dashboards, and self-service analytics.

  4. Stage 04 · Copilot adoption

    Microsoft 365 Copilot and role-based Copilots (Sales, Service, Finance) rolled out with governance and change management.

  5. Stage 05 · Machine learning models

    Azure ML models for forecasting, scoring, and optimisation — trained on Fabric data, deployed into D365 business flows.

  6. Stage 06 · Custom Copilot agents

    Purpose-built agents on Copilot Studio — grounded in your unified data, acting inside the apps your teams already use.

  7. Stage 07 · Multi-agent orchestration

    Agent-to-agent systems that coordinate across departments, platforms, and even third-party agents — the agentic AI endgame.

Where are you in your AI journey?

Whether you're planning the foundation or already scaling agents, we'll help you plot the next step — and deliver it with the discipline enterprise programmes need.

Start a conversation
An unhandled error has occurred. Reload