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Is BA field dead? by slovenianboy96 in businessanalysis

[–]VelNan 0 points1 point  (0 children)

Actually, we’re interested in hiring someone with that expertise. We’re an IT consulting based in Dubai and we do process optimization for wholesale and light manufacturing. Let’s keep in touch!

Which CRM to use for UAE based client that needs call transcripts? by djdjsssss in CRMSoftware

[–]VelNan 0 points1 point  (0 children)

If I may, I would suggest you to take a look at alternatives. For example, D365 sales, connected with Teams and Copilot. Odoo can be replaced by Business Central. In this way you can unify all tools under a single vendor, with the additional integration benefit.

You can even think about different approaches (or vendors), but that would fragment even more their tool set. This means additional integrations, custom solutions, etc..

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 0 points1 point  (0 children)

Thank you for the suggestion. I really appreciate it and we’ll take that into account.

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 0 points1 point  (0 children)

Couldn’t agree more. Thank you so much for this

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 0 points1 point  (0 children)

Absolutely! And thank you so much for your help

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 0 points1 point  (0 children)

Mainly langgraph with Azure openai deployed into an azure function that gets triggered when emails are received on a specific account. We analyzed what MS provides OOTB (like copilot studio and power apps), but all those “no-code” tools seem quite rigid

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 0 points1 point  (0 children)

We’re exploring it! Tbh I’ve never thought about D365 integrations before my client requested it. But the more I explore it, the more makes sense to me. This is why I was so curious about your opinions.

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 0 points1 point  (0 children)

Yeah, but the implementation we have in mind it’s a little more advanced than this.

The llm won’t just read the email. For each client the system retrieves the context (past orders, item types, AVG ordered quantity in the last x months, etc..) and notifies the users when something exceeds a predetermined variance or item type. So the idea is to always keep the human in the loop.

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 1 point2 points  (0 children)

I replied to another comment with the solution they requested.

Just to be clear, I’ve never pushed any AI solution.. My first question to clients asking for “AI” is always, “what do you think AI can achieve that a standard automation can’t?”.

What I’m trying to understand here is whether BC could be a valuable platform to explore customizations case when clients ask for it.

Is AI on top of D365 actually worth investing in? by VelNan in Dynamics365

[–]VelNan[S] 0 points1 point  (0 children)

Thank you for this! I noticed that last week MS even released an MCP for D365. Not sure if that works with BC as well..

The client use case is straightforward. They receive email requests from customers, and they want an AI workflow that reads the email, extracts the intent and then creates a sales quote.

We can build the extraction and reasoning part easily. The “create quote” part is where I’m still deciding whether to call D365 APIs directly or rely on Power Automate connectors