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
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.
Summarize all interactions with Contoso in the last 30 days and draft a follow-up email
3 meetings, 8 emails, 1 proposal sent
Key theme: budget timing and technical integration concerns. Sarah is the primary champion.
"Create a follow-up task for next Tuesday to send Contoso the updated SOW with Power Platform pricing"
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
We build and deploy custom Copilot agents inside Dynamics 365 that actually do work — qualifying leads, drafting emails, summarizing cases, and surfacing insights your team would otherwise miss. Not the out-of-box demo, but agents tuned to your data and your processes.
Generative AI in Dynamics 365
Microsoft is embedding generative AI directly into Dynamics 365 — AI-generated summaries, email drafts, timeline insights, and record creation from natural language. We help you activate these features, connect them to your data, and train your team to use them in daily workflows.
Custom AI Solutions
Beyond what Microsoft ships out of the box, we build custom AI solutions using Claude, ChatGPT, and Azure OpenAI Service. Agentic workflows that automate complex processes, intelligent document processing, and AI-powered decision support — all integrated into your Dynamics 365 environment.
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.
We use a combination of Microsoft's native Copilot capabilities, Azure OpenAI Service, and third-party models like Claude and ChatGPT. The right tool for the right job — not vendor lock-in disguised as a strategy.
Our nearshore development team means you get AI solutions built and deployed fast. We work your hours, iterate in real-time, and ship production-ready AI that your team actually adopts — not a proof-of-concept that collects dust.
Our AI Stack
AI That Solves Real Problems
Practical AI applications we're building for Dynamics 365 customers right now.
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.
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.
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.
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.
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.