Dynamics 365Optimization apps

Dynamics manages it. We optimize it.

Your ERP records the transaction and enforces the rule. It does not compute the optimal price, the optimal pick path, or the optimal stock level, because that is a data-science question and an ERP is a system of record. We build the apps that answer it, running in tandem with Dynamics, without touching your ERP core.

01The family

Four decisions your ERP does not make

Each app is named for the decision it optimizes. Each one sits beside a Dynamics module that already manages the process well, and takes over the one part the module was never built to do.

Pricing Optimizer

Working demo

Pricing & discounting

Dynamics manages

Trade agreements, price lists, discount structures

We optimize

Where margin leaks between list price and invoice, and what the price should have been — from your own transaction history, not last year's spreadsheet.

Used by: The pricing manager

See it in detail

Pick-Path & Slotting Optimizer

Working demo

Warehouse management

Dynamics manages

Bins, locations, inventory, WMS execution

We optimize

Where each item should live, computed from how you actually get ordered, so the trip to fill an order is shorter.

Used by: The warehouse or operations manager

See it in detail

Contract Review Copilot

In production as Paralegent AI

Contract / procurement

Dynamics manages

Purchase and sales agreements, contract records

We optimize

MSA and MPA review against your own playbook, with the risky clause found and a replacement drafted.

Used by: In-house legal and procurement

See it in detail

Demand & Inventory Optimizer

Working demo

Supply & inventory planning

Dynamics manages

MRP, reorder points, safety stock settings

We optimize

The forecast and the safety-stock level per item, so the reorder points the ERP enforces are the right ones.

Used by: The planner or supply chain lead

See it in detail

These four run wherever Dynamics 365 carries the transaction and the margin sits in a decision it records but does not compute — most often in manufacturing, retail and distribution, logistics, and financial services. The engineering is the same in each; what changes is which decision leaks the most margin.

02Straight answer

What exists today, and what we build for you

Worth being plain about this, because vendors usually are not. Three of the four exist as working demos we can show you on a call. One, the Contract Review Copilot, is in production today as Paralegent AI. We build each app on request, against your data and your process.

What we will say

  • Here is a working demo, on a call, this week
  • Here is the data it needs from you
  • Here is what we would measure against
  • What we will not say

  • A percentage we have not measured on your data
  • A customer count we cannot show you
  • That the app is finished before it is
  • 03The boundary

    Why these run beside the ERP, never inside it

    We don’t touch your ERP core. We surround it with intelligence.

    An optimization app that modifies the ERP core is a liability: it complicates every upgrade, and it puts us in your implementation partner’s way. So these are built on the stack you already govern, Power Platform, Dataverse and Azure, reading from and writing to documented integration surfaces. Your partner keeps their scope. Your upgrade path stays intact. And the decision itself stays with the person who owns the process, because the app produces a recommendation and the evidence for it, not an instruction.

    04The distinction

    An optimization app is not a report

    This is the question we get asked most, usually phrased as “don't we already have that in Power BI?”. The honest answer is no, and the difference is not sophistication — it is what lands on the desk.

    What a report gives you

    A description of what happened. Margin by customer last quarter, stockouts by item, average pick time by zone. It is accurate, it is useful, and it ends with a person still having to decide what to do — which is the expensive part, and the part that gets deferred when the week is busy.

    What an optimization app gives you

    A specific recommended value, with the reasoning attached and the constraints already applied. This price for this customer. This safety stock for this item. The decision arrives made, and a person approves or overrides it inside the system they already work in.

    The distinction matters because the work that produces the recommendation — estimating response from history, applying floors and minimum margins, choosing a service level — is the work nobody has time to do by hand across thousands of items. A report hands that back to you. An app does it and shows you what it did.

    05The engagement

    What building one actually involves

    Every one of these follows the same four steps, whichever decision it optimizes. The order matters: we look at your data before we agree to build anything, because the answer is sometimes that we should not.

    1. 1

      Name the decision

      Not the process — the decision inside it. Not "improve pricing" but "what price should this customer see for this item today". If it cannot be stated as a question with a single answer, it is not ready to optimize.

    2. 2

      Test whether the history can answer it

      Pull the relevant history and check whether it contains enough variation to learn from. This is where engagements stop, and stopping here is cheap. A recommendation derived from history that cannot support one arrives with the authority of arithmetic and none of the reliability.

    3. 3

      Build on your stack, inside your tenancy

      Power Platform and Dataverse, with Azure for the model workload, shipped via AppSource where that suits procurement. We read and write through documented integration surfaces. The ERP core is not modified, so your upgrade path and your implementation partner's work are untouched.

    4. 4

      Hand the decision to its owner

      The recommendation lands in Dynamics where the pricing manager or planner already works, with the reasoning visible. They approve or override. Automatic application, for defined segments only, is something you move to later — after the recommendations have been right long enough to trust.

    06Questions

    Common questions

    What is an optimization app for Dynamics 365?

    A companion app that computes a decision your ERP records but does not derive, and writes the recommendation back into Dynamics for a person to approve. Dynamics manages the price list, the bin, the reorder point and the contract record. The app works out what the price, the location, the stock level or the redline should be, from your own history, and hands it back inside the system your team already uses.

    How is this different from a Power BI report?

    A report describes what happened and leaves the decision with you. An optimization app produces the specific value — this price for this customer, this safety stock for this item — with the constraints already applied and the reasoning attached. The work in between, estimating response from history and respecting floors and minimum margins across thousands of items, is exactly the work nobody has time to do by hand.

    Do you replace our ERP or our implementation partner?

    Neither, and we are not competing for either relationship. Your partner puts Dynamics in and keeps it running. We build a companion app beside it that reads from and writes to documented integration surfaces. The ERP core is not modified, so your upgrade path stays intact and nothing we do creates work for them.

    Are these products we can buy today?

    Not off the shelf. A working demo exists for each and we build the app against your systems and your constraints on request. The one exception is the Contract Review Copilot, which is genuinely in production as Paralegent AI. We would rather say that plainly than describe four demos as a shipped product line.

    Where does our data go?

    Nowhere. The apps are Dataverse-native, run on Power Platform with Azure for the model workload, and ship via AppSource where that suits procurement. Everything stays inside your own tenancy. For most IT buyers this is the detail that decides it, and it is why we build this way rather than as an outside service with a nightly export.

    Which one should we start with?

    The decision your team argues about most, provided the history can support it. Pricing is usually the fastest to show something, because every order line carries a price and nothing physical has to change for a better one to take effect. But the honest starting point is looking at your data together — we will tell you when it cannot support the thing you want built.

    07Beyond the four

    The same pattern applies further

    The four above are where we focus, because depth beats breadth and we would rather be genuinely good at four things than plausible at twenty. The pattern does extend: production scheduling, supplier selection, assortment and shelf space, replenishment, route planning, collections priority, quote win-rate, yield, predictive maintenance, labour scheduling, rebates, anomaly detection, churn and returns are all decisions an ERP records and does not derive. If yours is one of those, the conversation is the same one. Start it and we will tell you honestly whether it is a fit.

    Start with the decision that costs you most

    Tell us which process your team argues about, and we will show you the demo closest to it and what data it would need.

    The engineering behind the Optimizers

    Read the system of record, compute the decision, write it back behind approval — the mechanism every Optimizer shares.

    Browse all engineering writing