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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Microsoft AI Builder

Build AI into applications and processes with no code, from documents to forecasts

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Discover the possibilities and value
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Manual retyping and simple decisions are sometimes a lot of work, while advanced AI is out of reach

In many processes, people retype data from documents, classify, and make repetitive decisions. Classic AI requires a data science team that is not on hand.

  • Retyping data from documents. Invoices, forms, and orders entered by hand mean time and errors.
  • Repetitive classification and assessment. Manually sorting tickets, content, and feedback consumes the team's work.
  • Decisions without data support. A lack of simple forecasts, for example of risk or demand, bases decisions on gut feeling.
  • Advanced AI out of reach. Models requiring data science and code are too costly for many processes.
  • AI detached from applications and processes. Separate AI tools are not plugged in where the work happens.
  • AI without data and governance. Solutions built without being grounded in company data and without control create risk and inaccurate results.

One AI layer: in applications, flows, and agents, with no code

AI Builder is a Microsoft Power Platform feature that lets you add AI to applications in Power Apps, processes in Power Automate, and agents in Copilot Studio through a low-code interface, without data science knowledge. You use ready-made models, without collecting and labelling data, or train your own, as well as generative prompts based on language models and your data. Everything runs on Power Platform, on data from Dynamics 365 (Dataverse), under governance and with cost control.

The value comes down to three outcomes:

  • Automation of manual work: retyping, classification, and summaries.
  • Simple forecasts and data-based decisions.
  • AI embedded directly in applications and processes, without a data science team.

This is what sets practical, low-code AI apart from costly research projects.

What AI Builder delivers, in terms of value

Document processing (IDP)

Extracting fields and tables from invoices, forms, and orders, with a confidence score, from ready-made or custom models.

Value:

An end to manual retyping and fewer errors in document processes.

Predictions

Models that predict an outcome from historical data, for example supplier risk, customer churn, or demand.

Value:

Decisions based on data, not on gut feel.

Text classification and analysis

Assigning categories, sentiment analysis, entity and language recognition, and text reading (OCR).

Value:

Automatic sorting and assessment of content, tickets, and feedback.

Image recognition

Object detection and reading of ID documents, business cards, and receipts.

Value:

Automation of tasks based on images and scans.

Generative prompts (AI prompts)

Natural-language instructions on language models and your data: summaries, translations, content generation, ready-made or custom.

Value:

Generative AI in processes, without code.

Embedding and governance

Plugging models into Power Apps, Power Automate, and Copilot Studio, on Dynamics 365 data, with access and cost control in the admin center.

Value:

AI where the work happens, under control and with measurable cost.

What organisations use AI Builder for

For automating document processes, for example invoices and forms in finance and procurement, for classifying and handling tickets, simple forecasts, and embedding generative AI in applications and flows. Everywhere the work is manual and repetitive and a full data science project is unnecessary.

Products that help us drive change

We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions - from Dynamics 365 and the Power Platform to advanced analytics and AI - tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.

Case Studies

See how we transform tech companies

Wondering if this will work for you? Our case studies are the best way to find out. Explore the stories of companies that faced similar challenges and see how they solved them with us.

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How a manufacturer of industrial components automated its finance and warehouse processes with Microsoft Dynamics 365 Business Central

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Finance and compliance
Production and supply chain

BUUK Infrastructure: migration to Microsoft Dynamics 365

Migration from Microsoft Dynamics AX to Dynamics 365 streamlined project, finance, purchasing, and sales management and prepared the organisation for further growth.

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Production and supply chain

Microsoft Dynamics 365 Finance development for Eton Shirts

Extending Microsoft Dynamics 365 Finance improved integrations, warehouse processes, and data and reporting management across Eton Shirts' global organisation.

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AI, data and analytics

A central Microsoft Fabric analytics platform for CTDI

Implementing Microsoft Fabric let CTDI unify reporting, automate price and sales forecasting, and use artificial intelligence to make better business decisions.

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An outdoor advertising management system for Exterion Media

Implementing Microsoft Dynamics AX with a dedicated media management module improved campaign planning, asset management, and integration with external systems.

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Microsoft Dynamics 365 Sales implementation for Georg UTZ

Implementing Microsoft Dynamics 365 Sales let Georg UTZ digitise its sales processes, improved customer relationship management, and increased the sales team's efficiency.

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AI, data and analytics

A Microsoft Dynamics implementation for one of the world's largest marketing communications groups, covering finance, budgeting, invoicing, and advanced reporting.

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A full Microsoft Dynamics AX implementation together with dedicated modules supporting commercial real estate management and investment processes.

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A Microsoft Dynamics 365 Finance implementation for the owner of the Media Expert chain, covering finance, warehouse finance, and integration with existing business systems.

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Production and supply chain

A Microsoft Dynamics 365 implementation supporting finance, production, and logistics management at a company specialising in structural and infrastructure reinforcement systems.

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Production and supply chain

A Microsoft Dynamics 365 Finance implementation and long-term support for the development of the ERP system for a commercial real estate group in Poland.

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Production and supply chain

A Microsoft Dynamics AX implementation with integration of production, logistics, and EDI systems for an international manufacturer of stainless steel pipes.

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Production and supply chain
Finance and compliance

A Microsoft Dynamics 365 Finance implementation for a manufacturer of household and cleaning products, covering finance, production, warehouses, logistics, and sales.

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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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Finance and compliance
Production and supply chain

ANEGIS implemented Microsoft Dynamics 365 Finance for NCC, automating financial and logistics processes and integrating with the systems used by the international construction company.

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Finance and compliance

Microsoft Dynamics 365 modernisation for a global advertising holding

Modernising Microsoft Dynamics 365 streamlined financial processes, increased the security of bank payments, and ensured SOX compliance in an international organisation.

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What AI Builder delivers

  • An end to manual retyping. Documents processed automatically, instead of retyped field by field.
  • Data-based decisions. Simple forecasts plugged directly into processes, not calculated on the side.
  • Automatic classification and content handling. Tickets, feedback, and content sort themselves without the team's involvement.
  • Generative AI in the processes. Summaries and content are created in the workflow, with no code.
  • AI where the work happens. Models and prompts plugged directly into applications and flows.
  • Under control and with a measurable cost. Governance, encryption, and a credit-based billing model keep cost and access in check.

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.

Book a free consultation

Why entrust AI in your processes to us

  • We specialise in Dynamics 365. We plug AI into ERP processes and data, which we know from the inside.
  • Practical AI, not an experiment. We choose applications that genuinely ease the work and pay off quickly.
  • Grounded in data and under governance. Models and prompts run on your data, with access and cost control.
  • We work in Poland and the United Kingdom. We run local implementations and rollouts spanning multiple countries.
  • Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).

FAQs

Do you need to know data science?

No. AI Builder works through a low-code interface. You use ready-made models or train your own without writing code, and we design the use cases and governance.

How does AI Builder differ from Azure AI Document Intelligence?

AI Builder is low-code AI for business makers, plugged into Power Apps and Power Automate. Azure AI Document Intelligence is a pro-code solution with greater flexibility and scale. The choice depends on the complexity and scale of the requirements, and for very large or specific needs we combine both.

How does AI Builder differ from Copilot Studio?

AI Builder adds AI models and prompts to apps and flows, and Copilot Studio is for building agents. AI Builder prompts can also be used within Copilot Studio agents. Both belong to the Power Platform family and have their own pages.

Does the AI run on Dynamics 365 data?

Yes. The models and prompts run on data in Dataverse and other sources, respecting permissions and under governance.

Where do you start with Microsoft AI Builder?

By identifying a manual or document-based process to automate (see: the ‚AI, data and analytics” area), and then by choosing a model or prompt and designing the solution.

Let's talk about your project

 Let us know what you're looking for: implementation, migration, system development, or a specific question you need answered. We will get back to you with a concrete next step, not a sales pitch.

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