AI Agents for Dynamics 365

Autonomous AI agents that don't just store data -- they act on it. Sales agents that qualify leads, finance agents that reconcile accounts, service agents that resolve cases, and supply chain agents that optimise inventory -- all working 24/7 within your Dynamics 365 environment.

The Dynamics 365 Agent Portfolio

Microsoft's pre-built autonomous agents that transform every business function -- deployed and optimised by Pargesoft.

Sales Qualification Agent

Autonomously researches and scores inbound leads using firmographic data, engagement signals, and buying intent. Prioritises high-value opportunities and moves qualified leads through your pipeline -- so your sales team focuses only on deals that matter. Available in Dynamics 365 Sales.

Sales Close Agent

Helps sellers prioritise high-value opportunities, proactively identifies and mitigates risks for deals in pipeline, and closes simple transactions autonomously. Your best-performing virtual sales assistant, working alongside every rep in Dynamics 365 Sales.

Account Reconciliation Agent

Automates the tedious process of matching transactions across ledgers and sub-ledgers. Handles ledger-not-in-subledger and subledger-not-in-ledger exceptions autonomously, freeing your finance team from hours of manual reconciliation work in Dynamics 365 Finance.

Customer Service Agent

Resolves customer enquiries autonomously by understanding context, accessing knowledge bases, and taking action -- from case creation to resolution. Handles routine cases end-to-end while escalating complex issues to human agents with full context. Powers Dynamics 365 Customer Service.

Quality Evaluation Agent

Gives supervisors a real-time pulse on service quality across both human-led and AI-led interactions. Evaluates conversations against your quality criteria, identifies coaching opportunities, and ensures consistent service standards in Dynamics 365 Customer Service.

Scheduling Operations Agent

Keeps field service schedules ağıle and operations running smoothly. Dynamically adjusts technician assignments based on skills, location, urgency, and real-time availability. Handles rescheduling and conflict resolution autonomously in Dynamics 365 Field Service.

Sales Order & Payables Agents

In Dynamics 365 Business Central, the Sales Order Agent creates and processes orders from customer communications, while the Payables Agent handles invoice matching, approval routing, and payment scheduling -- reducing manual data entry by up to 80%.

Time & Expense Agent

Automates time entry and expense submission in Dynamics 365 Project Operations. Learns from patterns, auto-categorises expenses, flags policy violations, and routes approvals -- saving project teams hours of administrative work every week.

The Agentic Architecture

Three pillars that power every agentic business application in the Dynamics 365 ecosystem.

Autonomous Agents

Pre-built and custom agents that understand context, make decisions, and take action across your business processes without human intervention.

Copilot for Every Role

AI-powered assistance embedded in every Dynamics 365 workspace, helping employees make faster decisions, draft communications, and summarise complex data.

Unified Data Platform

Dataverse connects insights across your entire enterprise, providing agents and Copilot with the secure, real-time data foundation they need to act intelligently.

Enterprise-Grade Agent Infrastructure

The technical foundation that makes autonomous agents safe, scalable, and enterprise-ready.

Dynamics 365 ERP MCP Server

The Model Context Protocol server unlocks hundreds of thousands of ERP functions for real-time AI use. Agents access financial data, inventory levels, production schedules, and customer records through a secure, standardised protocol -- without custom integrations for every data point.

Agent 365 Control Plane

Microsoft's centralised governance platform for AI agents. Registry, access control, visualisation, interoperability, and security -- all in one place. Track every agent across your organisation, manage permissions, audit actions, and ensure compliance at scale.

Copilot Credits & Licensing

Dynamics 365 Premium SKUs include 1,000 Copilot Credits per user, per month, pooled at tenant level. Use credits across any agent scenario -- sales qualification, account reconciliation, customer service, scheduling -- allocating capacity where your business needs it most.

Agent Impact by the Numbers

Real results from organisations deploying AI agents with Pargesoft across Dynamics 365.

85%

Lead Processing

Sales Qualification Agent processes 85% of inbound leads autonomously, letting reps focus on high-intent prospects.

70%

Faster Reconciliation

Account Reconciliation Agent reduces month-end close time by automating transaction matching across ledgers.

60%

Case Resolution

Customer Service Agent resolves 60% of routine cases end-to-end without human intervention.

24/7

Always On

Agents work around the clock -- qualifying leads at midnight, reconciling accounts over weekends, resolving cases on bank holidays.

12 Wk

First Agent Live

Our Agentic Quick Start package deploys your first production AI agents in as few as 12 weeks.

100+

Expert Consultants

Over 100 certified Dynamics 365 and AI consultants delivering agentic transformations across Europe.

Your Path to Autonomous Operations

From assessment to production agents -- a proven methodology for agentic transformation.

AI Readiness Assessment

We evaluate your data maturity, process automation levels, and organisational readiness. Our AI Readiness Score identifies the highest-impact agent opportunities and creates a prioritised roadmap for your agentic journey.

Agent Strategy & Design

Our architects map your business processes to Microsoft's agent portfolio. We define which agents to deploy first, configure knowledge sources, set decision boundaries, and design human-in-the-loop escalation paths for complex scenarios.

Deploy & Activate

We configure and deploy agents within your Dynamics 365 environment, connect them to your data via MCP servers, set up Agent 365 governance, and run parallel operations to validate agent decisions before full autonomy.

Scale & Optimise

Post go-live, we monitor agent performance, expand capabilities, and deploy additional agents across new business functions. Your agentic ecosystem grows to cover sales, finance, service, supply chain, and HR -- creating a true system of action.

Agentic Packages

Pre-scoped engagement models to accelerate your AI agent deployment.

Agentic Quick Start

12 Weeks

First AI agents live in production. Ideal for organisations starting their agentic journey with high-impact, low-risk use cases.

AI Agent Factory

Ongoing

Continuous agent development and optimisation. Scale your agent portfolio across departments with a dedicated agent engineering team.

Agentic Migration

16-24 Weeks

Migrate from legacy ERP to Dynamics 365 with AI agents built into your new platform from day one. No retrofit needed.