Improve productivity for your teams with AI configured for how they actually work. From finance to operations to sales, Folio3 sets up Copilot, agents, and forecasting for the workflows your people run every day.
Your teams run into the same friction points across departments. These are the problems that AI in Dynamics 365 is built to solve, when it is properly configured.
Bank reconciliation done by hand. Vendor invoices processed manually from email. Sales quotes re-keyed from scratch for every order. Across finance, procurement, and sales, your teams are spending time on work that should be automated.
Cash flow projections run on static spreadsheets. Inventory is replenished reactively instead of from demand patterns. Leads are prioritized by gut feel. The data to make better decisions exists in your system, but nothing is surfacing it.
Supplier notices, purchase order confirmations, and vendor follow-ups are written individually. These are repeatable, rules-based interactions that autonomous agents in Dynamics 365 are designed to handle.
Every problem above maps to an AI capability in Dynamics 365. Folio3 configures each one for the team that needs it.
Copilot and agents that take over the manual steps Bank reconciliation with Copilot-suggested matches. A payables agent that processes vendor invoices from email. A sales order agent that converts order requests into draft quotes. Each one configured for your specific workflows.
Predictive insights from live data, not static reports Cash flow projections built from live receivables and payables. Late payment prediction that flags at-risk invoices early. Demand-driven replenishment based on AI forecasting instead of manual inventory counts.
Autonomous agents for routine communications A supplier communication agent that drafts and sends routine vendor notices, purchase order confirmations, and follow-ups. Your team handles the exceptions, not the boilerplate.
Workflow mapping, Copilot readiness review, and environment audit for your Dynamics 365 instance.
Configure Copilot for specific roles and workflows in Business Central or Finance and Supply Chain Management. Train your team to use it as part of their daily work.
Set up and deploy autonomous agents for sales orders, accounts payable, supplier communications, and other high-volume workflows.
When native Copilot and agents are not enough, our Azure AI Services practice builds custom Copilot extensions and AI agents on Azure OpenAI, connected to your Dynamics 365 data.
Propertese serves as an all-in-one property management platform for all types of properties, property management companies, and users to keep your workflows running smoothly.
Starting fresh with Dynamics 365 and want AI configured from day one as part of your implementation.
Moving from another ERP and want to land on Dynamics 365 with Copilot, agents, and forecasting ready to go.
Running Dynamics 365 today but AI features are unconfigured or underused across your teams.
Using some AI features but need help scaling across departments, building custom agents, or extending Copilot beyond native capabilities.
These are real capabilities Microsoft ships today inside Business Central and Finance and Supply Chain Management.
Reads customer order requests from email, creates draft sales quotes with the right items and pricing, and routes them for review.
Monitors mailboxes for incoming vendor invoices, analyzes invoice content with AI, and drafts purchase entries for supervisor review.
Analyzes historical sales data and demand patterns to generate replenishment recommendations automatically.
Flags invoices likely to go past due based on customer payment history, so collections can prioritize outreach before receivables age.
Copilot inspects unmatched bank transactions and suggests matches based on dates, amounts, and descriptions to speed up the reconciliation process.
Users find pages, reports, and records by describing what they need in plain language instead of navigating menus and filters.
Builds demand forecasts using internal sales history combined with external market signals for more accurate production and purchasing plans.
Runs MRP calculations in near real time so planners can respond to changes in demand or supply without waiting for overnight batch jobs.
Drafts and sends routine vendor notices, purchase order confirmations, and follow-ups. Procurement handles exceptions, not boilerplate.
Surfaces predictive cash flow projections and flags transactional anomalies so finance can act on issues before they compound.
The Dynamics 365 ERP MCP server lets developers build autonomous agents that access business logic and data without custom connectors or APIs.
Book a consultation. We will review your current setup, assess your data readiness, and show you where Copilot and AI agents can start producing results.
Copilot in Business Central is included with your license at no additional cost, subject to Microsoft fair-use policies. Some Finance and Supply Chain Management AI features have separate licensing depending on the module and usage volume. We will confirm what applies to your specific environment during a consultation.
You can, but the results will reflect the quality of the data. That is exactly why our engagement starts with an AI readiness assessment and data quality review. We clean and structure the data first, then configure AI on top of a foundation your team can trust.
A standard implementation gets your finance, inventory, and operations modules live. AI implementation focuses specifically on configuring Copilot, agents, and forecasting into your workflows, whether you are already running Dynamics 365 or implementing it for the first time.
Our Azure AI Services practice builds custom Copilot extensions and AI agents on Azure OpenAI that connect directly to your Dynamics 365 data, for workflows that go beyond what is available out of the box.
It depends on scope. Configuring existing Copilot features for a defined set of roles can move in weeks. Custom agent development or a full data remediation and forecasting setup takes longer. We will give you a realistic timeline after reviewing your environment.
