Business professional reviewing information for a Microsoft Dynamics 365 ERP transformation

Microsoft Dynamics 365 · ERP & AI

Microsoft Dynamics 365 ERP for an agentic future.

Connect finance, supply chain and commerce with Copilot and purpose-built AI agents. MetaDynamic brings the process expertise, implementation discipline and ongoing support to make your next move work.

ERP consulting  ·  Implementation  ·  AI enablement  ·  Support

Agentic ERP. Business control.Turn operational signals into considered action.
Understand→Review→Act

A stronger ERP foundation

Less fragmentation. More room to move.

A successful ERP programme changes how work gets done. Start with the decisions, processes and handovers that matter to your business.

Finance with a clearer picture

Bring financial processes, reporting and operational context together, so teams can examine exceptions and make informed decisions.

Operations that stay connected

Align purchasing, inventory, production and fulfilment around reliable data and clearly owned business processes.

AI with a defined purpose

Choose useful agent scenarios, agree the controls and measure the change in everyday work before scaling.

Choose your platform

Choose the right Dynamics 365 ERP foundation.

Business Central and the enterprise Finance and Supply Chain applications serve different needs. We help assess fit before you commit.

Enterprise finance

Microsoft Dynamics 365 Finance

Strengthen accounting, financial planning, cash visibility and reporting across your organisation. Define a consistent financial model before extending it with AI.

Explore Finance
Planning & operations

Microsoft Dynamics 365 Supply Chain Management

Connect procurement, inventory, manufacturing and warehouse operations. Build a practical response to changes in demand, supply and production capacity.

Explore Supply Chain
Small & midsize businesses

Microsoft Dynamics 365 Business Central

Bring finance, purchasing, sales and inventory into one business management solution. Select the right edition and extensions around your operating model.

Explore Business Central
Unified retail

Microsoft Dynamics 365 Commerce

Connect digital and physical retail journeys with shared products, pricing, inventory and order processes. Plan Store Commerce and ecommerce around the customer experience.

Explore Commerce
People operations

Microsoft Dynamics 365 Human Resources

Organise core HR processes and employee information. Define the handoffs between HR, finance, payroll providers and your wider business systems.

Explore Human Resources
Connect ERP with CRM

A joined-up customer journey.

Connect your ERP roadmap with Dynamics 365 Sales and Customer Insights – Journeys. Keep customer, order and campaign processes aligned through a defined integration design.

Explore Dynamics 365 SalesExplore Customer Insights

Copilot & purpose-built agents

Give every agent a clear job. And a clear boundary.

Move from broad AI ambition to specific business tasks, with accountable owners, appropriate permissions and visible outcomes.

Finance · preview

Account reconciliation

Assess the Account Reconciliation Agent in Dynamics 365 Finance to help identify mismatches and support exception review during the financial close.

Agree account scope, reviewer ownership and the evidence required to resolve an exception.
Procurement · preview

Supplier communications

Evaluate supplier communications within the Procurement Agent for purchase-order follow-ups and vendor updates in Dynamics 365 Supply Chain Management.

Set communication boundaries, access rights and escalation rules before enabling actions.
Business Central

Sales order preparation

Explore Sales Order Agent for turning customer email requests into quotes and orders. Design the review steps around your commercial policies.

Designated users review outgoing messages; configuration, licensing and regional availability apply.
01 · SIGNALA business eventAn exception, enquiry or change needs attention.
02 · ASSESSThe agent investigatesPermitted business data informs a proposed next step.
03 · REVIEWPeople retain oversightReview the result or escalate an exception.
04 · EXECUTEA controlled actionApply the approved action and retain a record.

Agent capabilities vary by product, version, region and licence. Account reconciliation and supplier communications are documented by Microsoft as production-ready preview features. We validate current availability, capacity and deployment requirements during assessment.

Experiences & automationCopilot Studio + Power Platform

Agents, business applications and orchestrated workflows

Data & decision supportMicrosoft Fabric + Power BI

Governed data, semantic models and business reporting

Business foundationMicrosoft Dynamics 365 ERP

Finance · Supply chain · Commerce · People

A connected Microsoft ecosystem

Connect your systems. Give data a useful destination.

Extend ERP with the Microsoft services that support your business case. Integration design still matters: data ownership, identity, latency and recovery must be explicit.

  • Copilot Studio: develop purpose-built agents with defined knowledge, tools and governance.
  • Microsoft Fabric and Power BI: combine operational data with a reporting model your teams can trust.
  • Power Platform and Azure: connect workflows and applications through appropriate connectors and integration services.
Explore Microsoft Fabric →

MetaDynamic services

From the first decision to everyday operation.

One connected delivery plan for processes, data, technology and the people who use it.

01

ERP advisory & assessment

Evaluate product fit, business priorities, current-system gaps and a phased investment roadmap.

02

Implementation & configuration

Translate agreed processes into a maintainable configuration, with clear ownership and acceptance criteria.

03

Migration & modernisation

Plan master-data cleanup, transformation, reconciliation and rehearsed cutover from legacy systems.

04

Integration & extensions

Connect business applications and external systems with monitored interfaces and recoverable failure paths.

05

Copilot & agent enablement

Assess eligible use cases, prepare environments and validate behaviour, permissions and review controls.

06

Support & continuous improvement

Support users, manage issues and releases, and prioritise improvements against agreed service arrangements.

Implementation with evidence

A roadmap your business can follow.

We structure the programme around decisions and deliverables, so progress is visible beyond a project status meeting. Each phase has an owner, a review point and a reason to move forward.

Business-led designReconciled dataTested readiness
ERP implementation planning through collaborative business and financial analysis
01

Discover

Agree scope, stakeholders, process priorities and measurable objectives.

02

Design

Define the solution, data model, controls and integration boundaries.

03

Build

Configure the platform and develop only justified extensions.

04

Migrate

Cleanse, rehearse and reconcile data before the final cutover.

05

Validate

Test business scenarios, train users and confirm readiness.

06

Operate

Stabilise the release and manage a prioritised improvement backlog.

Measure the business value

Build the business case before the build.

Agree what success means for your organisation. We use baseline measures and agreed targets rather than borrowed ROI promises.

FinanceDays to close

Measure elapsed close time and the effort spent resolving reconciliation exceptions.

Supply chainOn-time delivery

Track delivery performance against a consistent definition and an agreed baseline.

Working capitalInventory turns

Review stock movement, slow-moving items and the cost of holding inventory.

ProductivityManual touches

Count the handoffs, re-entry and exceptions within a selected business process.

Baseline → Agreed target → Measured outcome   ·   Include software, delivery, adoption and ongoing operating costs in the investment case.

Your questions, answered

Dynamics 365 ERP FAQs

What is Microsoft Dynamics 365 ERP?

Microsoft Dynamics 365 includes business applications for finance, supply chain, commerce and human resources. Business Central provides an integrated business management option for small and midsize organisations. The right combination depends on your processes, scale and operating model.

What does agentic ERP mean?

Agentic ERP uses AI agents to carry out defined tasks within business processes. It combines business context, permitted actions and oversight. It does not mean every ERP decision should be autonomous: permissions, exception handling, review and monitoring remain part of the design.

Should we choose Business Central or Dynamics 365 Finance and Supply Chain Management?

Assess process complexity, legal entities, production and logistics requirements, reporting, integrations and the future operating model. Business Central often fits small and midsize organisations; Finance and Supply Chain Management address more complex enterprise needs. A fit assessment should precede a licensing decision.

Are Copilot and all Dynamics 365 agents included in the ERP licence?

Do not assume every capability is included. Availability, prerequisites, capacity and commercial terms differ by product, environment, geography and feature. Some agents are preview capabilities, and some use consumption-based capacity. Confirm the current Microsoft licensing and deployment requirements for your selected scenario.

Can MetaDynamic integrate Dynamics 365 with our existing systems?

We assess the systems, data owners, supported connectors and interfaces before defining an integration approach. The plan covers identity, validation, latency, monitoring and recovery. Existing systems do not need to be replaced solely to introduce a new ERP capability.

How long does a Dynamics 365 implementation take, and what will it cost?

Scope, process complexity, data quality, integrations, rollout locations and user readiness determine the plan. Start with an assessment that produces phased deliverables, assumptions, responsibilities and a cost range. Dates and commitments are agreed for the specific programme rather than promised as a universal package.

Make your next move

Put your ERP ambition into a practical plan.

Tell us where your business is today, what needs to change and what success should look like. Let’s define the right next step.

Book an ERP consultation