---
title: "Dynamics manages it. We optimize it."
canonical_url: "https://cognilium.ai/dynamics-365/optimizers"
slug: "dynamics-365/optimizers"
section: "dynamics-365"
date_modified: "2026-09-29"
author: "Mudassir Marwat"
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related:
  - "https://cognilium.ai/dynamics-365/pricing-optimization"
  - "https://cognilium.ai/dynamics-365/pick-optimization-methods"
  - "https://cognilium.ai/dynamics-365/demand-inventory-optimization"
  - "https://cognilium.ai/dynamics-365/assortment-optimization"
  - "https://cognilium.ai/products/paralegent-ai"
---

# 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.

## Key figures

- **5** — optimization apps in the family (FAMILY.length)
- **1** — in production today, as Paralegent AI (the Contract Review Copilot)
- **0** — changes to your ERP core (built on Power Platform, Dataverse and Azure)

## Five 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.

These five 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.

## The family

| App | Dynamics manages | We optimize | Used by |
| --- | --- | --- | --- |
| Pricing Optimizer | Trade agreements, price lists, discount structures | 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. | The pricing manager |
| Pick-Path & Slotting Optimizer | Bins, locations, inventory, WMS execution | Where each item should live, computed from how you actually get ordered, so the trip to fill an order is shorter. | The warehouse or operations manager |
| Contract Review Copilot | Purchase and sales agreements, contract records | MSA and MPA review against your own playbook, with the risky clause found and a replacement drafted. | In-house legal and procurement |
| Demand & Inventory Optimizer | MRP, reorder points, safety stock settings | The forecast and the safety-stock level per item, so the reorder points the ERP enforces are the right ones. | The planner or supply chain lead |
| Allocation & Assortment Optimizer | Assortments, retail category hierarchies, replenishment parameters | How deep to go per channel and in which sizes, derived from that channel’s own rate of sale rather than a weight typed once and applied to every store in a band. | The merchandiser or allocation planner |

## What exists today, and what we build for you

Worth being plain about this, because vendors usually are not. The Contract Review Copilot is in production today as Paralegent AI; the rest are working demos we can show you on a call. 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

## 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.

## 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.

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.

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.

### 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. 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. 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. 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.

## Frequently asked questions

### 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.


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