AI-Driven Insights and Automation Inside Dynamics 365
D365 AI Agentic Framework
Unlocking intelligent, real-time insights and automation inside Dynamics 365
Challenge
Modern enterprises rely on Microsoft Dynamics 365 to run critical business operations across finance, supply chain, sales, and customer management. However, as ERP systems grow in size and complexity, accessing insights and automating processes becomes increasingly difficult.
Common challenges include:
- Answering complex operational questions (e.g., expired orders, overdue invoices, pending approvals) requires manual analysis across multiple modules
- Generating artifacts like e-invoicesinvolves rule-heavy, time-consuming processes
- Monitoring changes and exceptions across large ERP environments is largely reactive, not continuous
- Valuable insights are trapped inside ERP data, accessible only through specialized reports or IT support
In many cases, resolving a single business question can take hours or days, slowing decision-making and operations.
Solution
C2S developed a D365 AI Agentic Framework that seamlessly integrates Microsoft Dynamics 365 APIs with AI agents powered by OpenAI to automate insight discovery and operational actions inside the ERP.
Instead of relying on static reports, the framework enables intelligent AI agents that:
- Continuously observe ERP data across modules
- Proactively surface insights, exceptions, and risks
- Execute defined actions such as AI-driven e-invoice creation
This transforms D365 from a transactional system into an intelligent, continuously monitored platform.
Architecture Highlights
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- Secure integration with D365 APIs
- AI agents powered by OpenAI for reasoning and orchestration
- Continuous monitoring of ERP entities and events
- Natural-language interaction for complex queries
- Policy-driven automation for actions such as invoicing and alerts
Business Impact
- Instant answers to complex ERP questions that previously took days
- Automated generation of e-invoices and operational artifacts
- Continuous monitoring of due dates, expirations, and anomalies
- Reduced dependency on custom reports and manual workflows
- Faster decision-making with higher data confidence
The Outcome
With the D365 AI Agentic Framework, C2S enabled customers to move from reactive ERP usage to proactive, AI-driven operations.
Business users gained fingertip access to critical insights, while organizations benefited from:
- Reduced operational latency
- Improved compliance and visibility
- A scalable foundation for future AI-driven ERP capabilities
The framework established a new interaction model for enterprise ERP systems—one that is intelligent, adaptive, and always on.
