What is DynaTalk?
DynaTalk™ is an intelligent, secure, and domain-aware Conversational AI platform built on the Microsoft stack. It bridges the gap between users and enterprise systems by turning natural language into actionable insights and commands making Dynamics 365 radically more intuitive and accessible.
Key Capabilities
Conversational Querying
Ask questions like:
“Which vendors have outstanding POs over $50,000?”
“What’s our sales pipeline in Q4 by region?”
“List all customer support tickets flagged as urgent.”
Instantly pull data from across entities in D365 F&O, SCM, and CE
Dynamic Data Exploration
Drill down into charts, KPIs, and trends through dialogue
Summarize financial reports, forecasts, and operations metrics
Explore inventory, orders, or transactions through natural prompts
Task Execution via Voice or Text
Trigger actions like creating a PO, assigning a task, or sending a follow-up
Integrates with Copilot, Power Automate, and Teams for seamless flows
Initiate workflows or business processes without leaving the chat interface
Secure and Governed Access
Role-based access and data masking
Built-in audit trails and usage tracking
Compliance-ready AI with enterprise-grade data protection
Powered by the Microsoft AI Ecosystem
- Azure OpenAI Service for language understanding and generation
- Microsoft Copilot Studio for skill creation
- Dataverse and Power Platform for real-time data and automation
- Teams and Outlook for multi-channel interaction
Use Cases by Role
- Finance Manager: “Summarize monthly close status by entity.”
- Inventory Analyst: “Which SKUs are below safety stock thresholds?”
- Sales Rep: “What’s the latest activity on my top 5 accounts?”
- Customer Support Agent: “Find open cases related to product defects.”
Why DynaTalk?
No Training Required—Use Everyday Language
Fast Answers from a Single Source of Truth
Reduces IT Dependency for Business Users
Improves User Experience and System Adoption
Drives Data-Driven Culture with AI-Enabled Access
From Conversations to Actions
With DynaTalk, Dynamics 365 becomes more than a system it becomes a collaborative, intelligent teammate. Give every user a Copilot-like experience tailored to your enterprise.
