An agentic CRM and ERP solution with Microsoft Dynamics 365 is a set of business applications that use AI, autonomous agents, and real-time insights to help your teams work more independently and efficiently across sales, service, finance, and operations. Instead of just storing data and supporting manual workflows like traditional systems, Dynamics 365 brings together: - **Agentic CRM** to enhance customer relationships across sales, marketing, and service. - **Agentic ERP** to streamline operations, finance, and supply chain. - **Copilot, agents, and Work IQ** to automate tasks, surface insights, and support decision-making. These applications connect your **teams, processes, and data** across the organization so you can: - Create more consistent customer experiences at every touchpoint. - Improve operational agility and resilience. - Become more data-driven in how you sell, serve, and run your business. Dynamics 365 also offers different apps and plans so you can focus on specific processes—such as sales, customer service, finance, or supply chain—and then expand as your needs grow.

Dynamics 365 uses AI, Copilot, and autonomous agents to support your sales and service teams throughout the customer lifecycle. **For sales and customer engagement:** - Provide a **fully agentic customer journey** from lead qualification to deal close and beyond. - Use an **always-on AI sales agent** to prioritize and engage leads, freeing sellers’ time. - **Autonomously analyze deals** and surface insights sellers can use to win more opportunities (now in preview). - **Streamline order creation and fulfillment** to move faster from quote to cash with an AI-powered agent. - Turn **raw data into actionable insights** so teams can make better decisions. - Build **custom sales agents** tailored to your workflows and data using Copilot Studio. **For customer service and support:** - Use **autonomous agents** to address emerging issues, uncover knowledge, and automate repetitive tasks. - Enable **evergreen self-service** by discovering customer intents from conversations across channels (also available in Dynamics 365 Contact Center). - Keep **knowledge articles current** by mining case notes and other artifacts for insights (also available in Dynamics 365 Contact Center). - **Automate the case lifecycle** to reduce handle time and ease the manual workload on service reps. - **Monitor service quality** across interactions—from human agents to self-service agents (also available in Dynamics 365 Contact Center). - Equip **dispatchers with an agent** that optimizes technician schedules as conditions change throughout the day (now in preview). - Build **custom service agents** with Copilot Studio that fit your specific processes and data. Across both sales and service, Dynamics 365 helps you: - Grow revenue using AI and real-time insights. - Personalize customer journeys with next-generation AI. - Resolve issues faster with generative AI and automation. - Improve team productivity while strengthening customer relationships.

Dynamics 365 helps you reimagine finance and operations by combining ERP capabilities with AI, automation, and autonomous agents. **For finance and operations teams, you can:** - **Streamline operations and decisions** with agents that orchestrate supplier engagement, optimize resource planning, and support timely billing. - **Manage supplier communications autonomously** to confirm order delivery and proactively address risks, helping you avoid costly delays (now in preview). - **Automate invoice processing** with an AI-powered agent to reduce manual effort. - **Match and clear transactions between ledgers autonomously** so finance teams can close the books with less manual work (now in preview). - **Manage time and expense entry and approvals autonomously** to keep projects on track and within budget (now in preview). - Build **custom finance and operations agents** using Copilot Studio that align with your specific workflows and data. **Business Central**, part of Dynamics 365, is highlighted as: - An **AI-powered ERP system** that helps streamline growing business operations. - A way to **build financial and operational agility** using AI and automation. - Recognized by **Forbes Advisor as the “Best Cloud ERP Software of 2025”**. Customers report tangible benefits: - One organization saw **up to a 40% reduction in total cost of ownership** compared to its previous solution. - Michelin’s ERP Transformation Program Manager noted that **Business Central is agile and flexible**, making it easy to install and maintain. - The CFO of Andretti Indoor Karting & Games shared that **invoices, payments, and expense reports are all pushed straight into Business Central**, simplifying financial processes. Overall, Dynamics 365 aims to help you: - Work smarter, adapt faster, and perform better across finance and operations. - Navigate disruption with proactive, AI-powered insights. - Scale your teams using autonomous agents that handle essential business tasks while your people focus on higher-value work.