The differentiator

Beyond the inbox: agents that read your ERP

Out-of-the-box Copilot works on your email, files and meetings. The questions that actually run your business live in Dynamics 365 and Business Central. We connect the two.

Microsoft Cloud Solutions Partner · Dynamics 365 & Business Central · Azure · Power BI · LS Central

There is a moment in every Copilot trial when someone asks a real question — which orders are at risk this week? — and Copilot politely explains it cannot see that. That is not a Copilot failure. It is a grounding problem, and it is solvable.

We build agents on the Microsoft stack that read your business systems and answer in plain language, inside Teams and Outlook where people already work. No new interface to learn. Built and governed inside your Microsoft tenant, under your existing permissions and data-access controls — and where an agent needs to reach outside it (web search, a third-party connector), we tell you before we build it, not after.

Agents we build

Order risk agent

Flags orders slipping against promised dates, with the reason and the owner.

Credit exposure agent

Surfaces customers approaching limits before the next order is released.

Margin watch agent

Explains why gross margin moved this month, by product line.

Field service agent

Summarises open work orders, parts availability and SLA risk.

Store performance agentLS Central

Daily performance, stock movement and exceptions, pushed to managers.

Month-end agent

Chases the outstanding items in the close checklist and drafts the follow-ups.

These are illustrative patterns from the systems we implement. Every build starts with your data model and your permissions.

How an engagement runs

Short discovery→One-day workshop→Shortlist and scope→Build one agent→Measure→Decide what is next

Discovery first. We only build what will get used.

Whether we build an agent — and which one — is decided after a short discovery, not before. About 30 minutes, with the people who ask the questions today.

We look at which questions your team puts to Dynamics 365 or Business Central every week, who asks them, what they do with the answer, and whether the data is reachable under your current permissions. If the need is clear, we agree the scope with you and move into the one-day workshop.

If it isn’t, we tell you — and we tell you what would need to be in place first. An agent that answers a question nobody asks is a demo, not a tool. We would rather find that out in half an hour than after a build.

Two honest outcomes

Go ahead. A recurring question, reachable data, and someone who will act on the answer. We scope the first agent and book the workshop.

Not yet. The question is occasional, or the data isn’t where it needs to be. We say so, and what to fix first. Nothing is built, nothing is billed.

Book an agent workshop

One day, on site or remote. We will come back with a shortlist and a scope.

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