Microsoft Dynamics 365 Finance

Automate financial processes and gain real-time insight into the company's health with AI-based analytics.

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Microsoft Dynamics 365 Supply Chain Management

Optimise production, inventory, and logistics with real-time visibility and AI-based forecasts.

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Microsoft Dynamics 365

Connect CRM and ERP processes in one business platform to streamline how the whole organisation runs.

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Microsoft Dynamics 365 Commerce

Deliver a consistent shopping experience across every sales channel, connecting physical stores, online stores, and customer service.

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Microsoft AI Builder

Microsoft AI Builder

Create and deploy AI models without writing code, to automate processes and make better decisions in Power Platform.

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Microsoft Copilot Studio

Microsoft Copilot Studio

Design your own AI assistants and copilots to automate conversations and streamline your teams' daily work.

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Microsoft Power BI

Turn data into interactive reports and dashboards to make decisions based on current information.

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Microsoft Power Platform

Build applications, automate processes, and analyse data in a low-code environment to turn ideas into reality faster.

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Microsoft Fabric

Unify your teams and data to accelerate AI-driven innovation with a complete data platform.

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Microsoft Dynamics 365 Project Operations

Connect project sales, planning, and delivery to increase profitability and control over every stage of the work.

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Data turned into decisions and automation on a single platform

ANEGIS puts this area in order on the Microsoft platform, from a single data foundation, through analytics in Power BI, to Copilot and custom AI agents, so the organisation decides on current data and automates business processes.

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Challenges

The same data in the ERP, CRM, spreadsheets, and files, copied between tools, loses consistency and grows in cost.
Analytics in spreadsheets and separate warehouses, with diverging numbers, rework, and decisions on weeks-old data.
A lack of real-time data delays response and turns analysis into a description of the past.
AI initiatives get stuck at the pilot stage, because there is no organised, documented data foundation for them to run on at scale.
A growing number of sources and users without consistent access control increases regulatory and leakage risk.
Separate warehouses, integration tools, and BI platforms multiply licenses, integrations, and maintenance.
Solution

A single data foundation in OneLake, with sources connected by reference, without moving or duplicating them.

Power BI built into the platform and everyday work tools, with models that give data a shared meaning.

Real-time analytics where an immediate response matters, on data straight from the source.

Custom agents in Copilot Studio grounded in a shared data foundation, from answering questions to carrying out actions.

Microsoft Purview built into the platform, with access control, classification, sensitivity labels, and auditing, including for AI agents.

One data platform instead of many tools and copies, with integration, a data lake, analytics, and AI in one.

Benefit

One reliable source of data instead of copies.

Decisions on trusted data without waiting for a report.

A response while it still matters.

AI that gets beyond the pilot, where the work actually happens.

AI and analytics developed under control, without slowing the pace.

Lower total cost of ownership and a shorter path to go-live.

About this field

Companies today do not suffer from a lack of data but from its fragmentation: the numbers live in systems, spreadsheets, and reports that cannot be reconciled with one another. ANEGIS puts this area in order on the Microsoft data platform: a single source of data in Microsoft Fabric, analytics in Power BI, and AI and agents embedded in the processes, so decisions are made on current numbers.

A solution for You

Wherever decisions, costs, and risks depend on the quality and availability of data, from manufacturing and distribution to engineering, construction, and professional services.

Industries

Products and solutions that deliver this value

The foundation of this area is Microsoft Fabric with the OneLake data lake, on which Power BI analytics runs, with governance provided by Microsoft Purview. Copilot, along with Copilot Studio and AI Builder within Power Platform, adds the AI layer. ANEGIS solutions extend the scope, including the generative assistant (AGA).

A clear, structured path for change in your company

Switching systems doesn't have to mean chaos. We guide you through four simple steps, ensuring that at every stage, you know exactly what is happening, why it’s happening, and what comes next.

Needs Analysis

We get to know your situation, processes, and goals. Together, we determine what needs to change and how we will measure the success of that change.

Choosing the Right Solutions

We recommend the scope, path, and variant, always starting with standard options. You make your decisions based on facts, not assumptions.

Roadmap

Schedule, budget, roles, and decision gates. Everyone knows who is responsible for what and when decisions are made.

Implementation and monitoring

We implement in stages, incorporating testing and risk management, and once live, we stabilize the system and transition to ongoing support.

The value of organizing this area

Putting data, analytics, and AI in order on a single platform translates into measurable results:

One reliable source of data, and an end to copying between warehouses and tools.

Decisions on current data, with analytics and real time instead of weeks-old reports.

AI that gets beyond the pilot, because it runs on an organised data foundation.

Automation of data-driven processes, with Copilot and agents where the work actually happens.

Data governance and security, with access control, classification, and auditing in one place.

Lower cost of ownership and a shorter time to value, one platform instead of many tools.

See how we're transforming tech companies

The best proof is in the results. We have compiled case studies where Dynamics 365 has genuinely transformed how companies plan, manage billing, and serve their customers.

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Becker Manufacturing: ERP transformation

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Finance and compliance

Microsoft Dynamics 365 modernisation for a global advertising holding

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Production and supply chain
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New Yorker

Production and supply chain
Finance and compliance

Our go-live was a success! Thank you all. Let me repeat that I am very grateful!

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Production and supply chain

Saller Polbau

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S&P Reinforcement

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Let's see how Dynamics 365 can transform your business

We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.

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Why entrust this area to us

  • An exclusive focus on Dynamics 365 and the Microsoft platform, with data and AI on the same platform your ERP runs on.
  • Data where it is created: analytics and AI directly on data from Dynamics 365 and Microsoft 365, with no parallel infrastructure.
  • Governance and security from the start: access control, classification, and auditing in Microsoft Purview as part of the solution, not an add-on.
  • A presence in Poland and the UK, with local implementations and international projects.
  • The Success by Design methodology, risk control, and our own solutions (including AGA); we also take on the recovery of at-risk projects.

Check out other fields

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Finance and compliance

Smoother finance and compliance maintained automatically: from period close to KSeF, JPK, and reporting, across multiple companies and currencies.

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Human capital

Effective HR and data-based people decisions: from recruitment to development, with one source of employee data and less admin.

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Production and supply chain

A resilient supply chain and efficient manufacturing: from demand forecast to delivery, with a higher level of service and better-used working capital.

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Frequently asked questions about the data, analytics, and AI area

Do we need a separate data warehouse alongside Dynamics 365?

Not always. Microsoft Fabric brings together data from Dynamics 365 and other sources in a single OneLake data lake, and you connect external sources by reference, without moving them. This removes a large part of the copying and the separate warehouses.

How does Microsoft Fabric differ from Power BI?

Power BI is the analytics and reporting layer. Microsoft Fabric is the broader data platform, covering integration, a data lake, a warehouse, real time, and AI, with Power BI built in. Power BI shows the data; Fabric collects and organises it.

Will AI work on our Dynamics 365 data?

Yes. Copilot is built into Dynamics 365 and Microsoft 365, and we ground custom agents and analytics in the data from your systems, connected through a shared data foundation.

How do we keep security and compliance under control with AI?

Through Microsoft Purview, built into the platform: access control, classification and sensitivity labels, and auditing, covering AI agents as well. We design security in from the start, rather than adding it after the fact.

Where do you start?

With an assessment of your current data, reporting, and goals for AI. On that basis we recommend the scope and sequence of work; see the Pre-implementation audit or Integrations and data.

Let's talk about your data and AI

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