This January, we’re spotlighting everything from AI-powered solutions in finance and order processing to intelligent tools for supply chain management and retail. We’re also highlighting the latest advancements that unlock new opportunities for growth, efficiency, and innovation.

Discover how these technologies can optimize your business processes and enhance customer loyalty.

Efficient financial closing with AI-supported agents

The new agents for Dynamics 365 Finance accelerate and simplify the financial closing process:

• The Financial Reconciliation Agent for Copilot prepares and cleanses data records, significantly shortening the time-consuming period-end closing phase.
• The Account Reconciliation Agent automates the reconciliation between the sub-ledger and general ledger, improving cash flow transparency and enabling faster decision-making.

These solutions save valuable time and optimize financial reporting – a clear advantage for controllers and finance teams.

Supply Chain Copilot: innovation meets efficiency

With the Supply Chain Copilot in Dynamics 365 Supply Chain Management, companies can increase their agility and efficiency. The AI-supported solution recognizes trends, suggests options for action, and supports strategic decisions – all in natural language. The Copilot provides clarity, especially when prioritizing investments with a high ROI.

Together with Microsoft partners such as AlfaPeople, companies develop customized applications of AI technologies for their supply chain in creative workshops and scenario planning. This actively shapes the path to digital transformation.

Microsoft recognized as a leading provider in the CRM sector

Microsoft was once again recognized as a leader in the „2024 Gartner® Magic Quadrant™ for CRM Customer Engagement Center“. The assessment underlines Dynamics 365’s strength in customer loyalty and customer service. Particularly highlighted are the seamless integration of AI-supported tools such as Microsoft Copilot and the flexibility of the platform, which supports companies in optimizing their customer experiences.

AI for more success in retail

Artificial intelligence is revolutionizing retail: from optimizing inventory management to personalized customer targeting, AI-supported solutions are opening up new opportunities. Microsoft Dynamics 365 shows how retailers can use AI to increase sales growth and efficiency. Intelligent tools makes it possible to identify trends at an early stage, make decisions in real time, and significantly improve the customer experience.

Optimized email campaigns with Dynamics 365

Dynamics 365 Customer Insights – Journeys take email marketing to a new level. With advanced analysis functions, companies gain deeper insights into the performance of their campaigns. Visualized reports show clicks and conversion rates immediately, while AI-supported recommendations help to optimize content and targeting. This allows campaigns to be controlled in a targeted manner and better tailored to the customer needs.

Efficient time recording and expense management with the Time and Expense Agent

The Time and Expense Agent for Dynamics 365 Project Operations automates the management of time entries, expenses, and approval processes. This autonomous solution gets invoices to the customer faster, which prevents potential revenue losses. At the same time, the agent helps to keep projects on time and within budget.

Companies benefit from more efficient project management and optimized cash flow – without additional administrative effort.

Automated order processing with the Sales Order Agent

The Sales Order Agent in Dynamics 365 Business Central revolutionizes the ordering process for small and medium-sized companies. From order entry to confirmation, the solution automates routine tasks and records customer preferences.

By working seamlessly with EDI and e-commerce tools, the agent ensures more accurate order data and faster processing. This allows sales teams to spend more time on customer contact and, at the same, time make the ordering process more efficient.

Take the next step into the future

Utilize the full potential of Microsoft Dynamics 365 and turn digital innovations into measurable success. Our experts at AlfaPeople will accompany you on this journey – from strategic workshops to customized implementation.
Contact us and actively shape your digital transformation.