ERP AI

AI Inside Microsoft Dynamics 365

We build AI that runs inside the ERP you already use, Microsoft Dynamics 365, rather than a separate system your team has to learn. Most AI teams have never worked inside an ERP. Most ERP integrators cannot ship production AI. We do both, and that intersection is where the useful work lives.

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Why build AI inside the ERP, not beside it

Your ERP is where the work already happens. Inventory, orders, receipts, and locations live there. AI that sits in a separate tool asks your team to copy data back and forth, and adoption dies on that friction. AI that reads from the ERP and writes its results back means your team keeps working exactly as they do now, and the system just gets smarter underneath them.

We add a missing layer. We replace nothing.

Presentation layer

Business logic layer

ERP core

Dynamics 365

Data layer

Infrastructure layer

the missing layer

reads from the ERP · writes its results back

Your team

keeps working exactly as they do now

Inventory, orders, receipts,
and locations live there

We add a missing layer.
We replace nothing.

The distinction most people get wrong

Dynamics 365 is two different products that share a name and almost nothing else.

Customer Engagement

Covers Sales, Customer Service, and Field Service. It is built on Dataverse and the Power Platform, with clean REST APIs.

APIsClean REST APIs

DataDataverse, the Power Platform

CoversSales, Customer Service, Field Service

Finance and Operations

Supply Chain Management

Covers Finance, Supply Chain Management, and Commerce. It is the real ERP core, with a different data layer, different APIs, and a different environment model.

APIsOData data entities, custom services

DataA different data layer

AuthEntra app registration, mapped to a service role

Your warehouse work lives in Finance and Operations, in Supply Chain Management specifically. A team that asks for the wrong environment, or that does not know an Entra app registration has to be registered inside Finance and Operations and mapped to a service role before a single API call will succeed, will spend weeks stuck before they touch a line of your data. We do not.

What we build

Microsoft Dynamics 365

Location Truth

Start here

Fix inventory location accuracy at the source. A worker photographs a part or a shelf label, computer vision and OCR identify the item and the location, and the system updates Dynamics automatically. This is where most engagements start, because everything else depends on knowing where things actually are.

Warehouse Pick Optimization

Read your order history, work out where inventory should live so your team walks less, and push the changes into the system you already run.

Learn more about pick optimization

Enterprise Knowledge Assistant

An internal assistant over your documents and your training videos, so people find an answer instead of sitting through a two-hour recording. Secured so a warehouse worker cannot see finance documents. Built to cost less than the per-seat licence of a generic copilot.

Transportation and Logistics

Route planning, proof of delivery, and a recommendation engine that picks the right vehicle for the load. Built on the same integration layer as the rest.

Built on the same integration layer as the rest.

How we connect to your ERP

We use the standard, supported integration surface, not brittle workarounds. On Dynamics 365 Finance and Operations that means OData data entities for reading and writing master data, inventory, and locations, custom services for specific business logic, and Business Events for reacting to receipts and put-away as they happen. Authentication is service-to-service through an Entra app registration mapped to a Finance and Operations service role.

Dynamics 365 Finance and Operations

OData data entities

master data · inventory · locations

Custom services

specific business logic

Business Events

receipts · put-away, as they happen

Entra app registration

service-to-service

Service role

inside Finance and Operations

The standard, supported integration surface, not brittle workarounds

Reading and writing

master data, inventory, and locations

For specific business logic

custom services

Reacting to receipts and put-away

Business Events

Service-to-service

Entra app registration

Mapped to

a Finance and Operations service role

not brittle workarounds

You keep full ownership of the code and the data

Secure by design

Everything is built secure by design: least-privilege access, encryption in transit and at rest, and an audit trail on every interaction. You keep full ownership of the code and the data.

Least-privilege access
Encryption in transit and at rest
An audit trail on every interaction
You keep full ownership of the code and the data

Service-to-service token

POST https://login.microsoftonline.com/<tenant>/oauth2/v2.0/token
grant_type = client_credentials
scope      = https://<env>.operations
             .dynamics.com/.default

Read via OData data entities

GET https://<env>.operations.dynamics.com
     /data/InventWarehouses
Authorization: Bearer <token>

Business Events envelope

{
  "BusinessEventId": <event>,
  "ControlNumber":   <n>,
  "EventTime":       <timestamp>
}

Illustrative. These are the documented Dynamics 365 Finance and Operations surfaces described above, with environment-specific values left as placeholders. They are not a capture of a running system.

Where we start

Most engagements begin with one of two low-risk steps.

If your location data is reliable

We start with a pick diagnostic: send us twelve months of order lines if you have them, ninety days is enough to start, and a location master, and we tell you what your current placement is costing you. No cost, no obligation.

If your location data is not reliable

We start there instead, because optimizing on data you cannot trust produces confident, wrong answers.

Integration surface

1OData data entities
2Custom services
3Business Events
4Entra app registration
5Finance and Operations service role

Drawing

Integration surface

Platforms

Dynamics 365 F&O

Auth