Solution
DynaAgents™
Agentic AI Solutions for Microsoft Dynamics 365
From Intelligent Automation to Autonomous Assistance
The future of enterprise productivity is agentic powered by AI that doesn’t just assist, but acts. DynaAgents™ from BeyondDynamics brings the power of autonomous, AI-driven agents to Microsoft Dynamics 365, enabling smarter decisions, faster execution, and continuous learning across your business processes.
What are DynaAgents™?
DynaAgents™ are intelligent, task-oriented AI agents purpose-built for Dynamics 365 applications. These agents go beyond traditional bots and scripts—combining generative AI, business logic, and contextual awareness to perform tasks, monitor events, assist users, and trigger workflows autonomously.
Whether you’re using Dynamics 365 Finance, Supply Chain, or Customer Engagement, DynaAgents extend your capabilities with agentic intelligence.
What DynaAgents™ Can Do
Operational Agents
- Monitor exceptions and initiate corrective actions (e.g., failed journal postings, blocked orders)
- Automate reconciliation and variance analysis
- Trigger escalations or route tasks based on business rules and real-time data
Conversational Agents
- Integrate with Copilot and Teams for natural language interaction with Dynamics data
- Answer user questions (e.g., “What’s the overdue AR balance for North America?”)
- Guide users through complex tasks with contextual prompts and tooltips
Process Agents
- Orchestrate multi-step business processes (e.g., procure-to-pay, order-to-cash)
- Connect Dynamics 365 with Power Automate, Outlook, SharePoint, and more
- Optimize workflows using telemetry and reinforcement learning
Insight Agents
- Summarize financial reports, customer records, and performance metrics
- Alert users about anomalies, risks, or missed KPIs
- Recommend actions based on predictive analytics and AI models
Built on Microsoft AI Stack
DynaAgents are powered by:
- Microsoft Copilot Studio for natural language skills
- Azure OpenAI Service for generative intelligence
- Power Platform + Dataverse for action execution
- Microsoft Fabric for data insights and automation triggers
DynaAgents™ Use Cases by Function
Finance
Autonomous close checklists, invoice matching, payment reminders
Supply Chain
Intelligent inventory reordering, freight exception handling
Customer Service
AI case triage, knowledge base generation, sentiment tracking
Sales
Opportunity summarization, lead qualification, quote follow-up
Why BeyondDynamics?
- Experts in Dynamics 365 + Microsoft AI Ecosystem
- Industry-Tailored AI Agent Libraries
- Secure and Governed AI Implementations
- Accelerated Go-Live with Prebuilt Agent Templates
From Assistive to Autonomous: The DynaAgents™ Journey
- Identify high-impact use cases
- Design agents with business + AI logic
- Deploy with controls and monitoring
- Optimize with usage data and user feedback
Ready to Deploy Agentic AI in Dynamics 365?
Transform how your enterprise works with DynaAgents™ augmenting your teams, automating your processes, and delivering business outcomes at speed.
