top of page
Image by Christopher Burns

Use the power of  AI Now!

Experiment, automate, and innovate faster

Adapt business processes now to be ready to adapt changing technologies and demand as they happen

Replace or upgrade legacy apps and

platforms for greater resilience and business agility

Designing an Application

Unify data across a single platform as it

makes sense for your business

Image by Stephen Phillips - Hostreviews.

Reduce time and costs by optimizing

everyday tasks with intelligent automation

– and better differentiate and compete

Image by You X Ventures

Improve productivity by integrating apps and automating workflows. 

Rapidly develop and make applications available on any device to reduce time and cost spent on rote tasks so that you can be more productive and happier           

Man Using Smart Tablet
M365 Copilot
M365 Copilot
PowerBINew
Anchor 2
business-central-hero.png
Design 4.png

Dynamics 365 Business Central and Dynamics 365 Sales (CRM)

Microsoft Dynamics 365 Business Central and Dynamics 365 Sales are comprehensive, cloud-based business solutions designed to empower organizations to adapt faster, work smarter, and achieve more.

Business Central streamlines finance, supply chain, service, and operations for small and mid-sized businesses, offering deep integration with Microsoft 365 and ready-to-use AI features like Copilot to boost productivity and collaboration. Dynamics 365 Sales leverages unified sales data and advanced AI insights to help sales teams overcome modern challenges, automate repetitive tasks, and deliver highly personalized customer experiences. Together, these solutions enable businesses to connect teams, processes, and data, driving efficiency, innovation, and growth in a rapidly evolving digital landscape.

Analytics

Business Central

Dynamics 365 Business Central is a comprehensive cloud-based ERP solution designed for small and medium-sized businesses. It streamlines finance, supply chain, service, and operations, and integrates deeply with Microsoft 365 applications such as Outlook, Excel, and Teams. With the integration of Microsoft Copilot and agentic capabilities, Business Central empowers users with AI-driven insights, automation, and enhanced productivity.

Business Central

​Copilot in Business Central

Copilot in Business Central is an AI-powered assistant that enhances productivity, creativity, and efficiency across business roles. It requires no complex configuration or training and adheres to Microsoft's responsible AI principles. Key capabilities include:

​

  • Chat with Copilot: Use natural language to find business data, get explanations, and receive step-by-step guidance.

  • Bank Reconciliation: Automatch transactions and suggest general ledger accounts using AI.

  • Analysis Assist: Summarize and analyze data on any list of records.

  • Sales Lines Suggestions: Generate sales lines using natural language or file uploads.

  • Item Substitutions: Suggest alternatives for out-of-stock items.

  • Marketing Text Suggestions: Generate product descriptions based on item attributes.

  • E-Document Mapping: Match vendor invoices to purchase orders using AI.

Agentic Capabilities

Business Central supports the development and deployment of autonomous agents and custom conversational experiences through:

​

  • Copilot Studio: Build conversational agents that connect to Business Central data and knowledge.

  • Power Platform Integration: Leverage Power Automate for workflows, Power Apps for custom applications, and Power BI for analytics.

  • Virtual Agents: Create bots for customer service, onboarding, and internal process automation.

Native Integrations with Microsoft 365
 

Business Central offers seamless integration with Microsoft 365 applications, enabling users to work efficiently within familiar tools:

​

  • Outlook: Access customer/vendor data, send documents, and manage transactions directly from the inbox.

  • Excel: Export/import data, perform bulk updates, analyze with pivot tables, and co-author in Teams.

  • Teams: Share and interact with real-time business data in chats and channels, even for users without a Business Central license.

  • OneDrive: Co-author business documents and collaborate in real-time.

Security & Compliance

Copilot and Business Central are built on the Microsoft Cloud, ensuring enterprise-grade security, privacy, and compliance. Key features include:

​

  • Data access is governed by user permissions; Copilot only accesses data the user is authorized to view.

  • Data is not used to train AI models and remains within the organization’s compliance boundary.

  • Integration with Microsoft Purview for auditing and sensitive data management.

  • Multi-factor authentication and conditional access policies via Microsoft Entra ID

Use Cases

Business Central with Copilot and agentic capabilities supports a wide range of business scenarios:

​

  • Finance: Automated reconciliation, forecasting, and financial reporting.

  • Sales: AI-assisted quoting, order management, and campaign pricing.

  • Supply Chain: Inventory forecasting, item substitutions, and vendor management.

  • Service: Automated scheduling, contract management, and integration with Field Service.

  • Project Management: Time tracking, resource planning, and project-specific insights.

Dynamics 365 Sales

​Copilot in Dynamics 365 Sales

Copilot provides AI-powered assistance across the sales lifecycle:

  • Predictive analytics for lead scoring and opportunity management

  • Copilot Chat for natural language queries and recommendations

  • AI-generated meeting summaries and action items

  • Personalized outreach with tailored messaging

  • Automation of data entry, scheduling, and follow-ups

Agentic Capabilities

Dynamics 365 Sales supports autonomous agents that enhance productivity:

 

  • Virtual sales agents for data entry, order processing, and scheduling

  • Real-time adaptive insights during calls and meetings

  • Continuous learning from interactions for improved performance

  • Custom agent development via Copilot Studio

Native Integrations with Microsoft 365
 

Dynamics 365 Sales integrates natively with Microsoft 365 apps:

​

  • Outlook: Draft emails, summarize threads, schedule meetings, access CRM data

  • Teams: Collaborate on deals, share insights, automate meeting notes

  • SharePoint: Store and share sales documents

  • Power Platform: Automate workflows, visualize data with Power BI, build custom apps

Security & Compliance

Dynamics 365 Sales ensures enterprise-grade security and compliance:

​

  • Data governance and access controls

  • Privacy and compliance with Microsoft Cloud standards

Use Cases

Copilot and agents in Dynamics 365 Sales support key sales scenarios:

​

  • Lead Management: AI-driven scoring, prioritization, and outreach

  • Customer Engagement: Sentiment analysis, content targeting, proactive follow-ups

  • Sales Automation: Meeting summaries, dynamic pricing, order processing

  • Reporting: Real-time dashboards, forecasting, and analytics

PowerBI3

PowerBI

​Copilot in Dynamics 365 Sales

Power BI is Microsoft's leading business intelligence platform, designed to transform data into interactive reports and visualizations that empower decision-making. Through deep integration with Microsoft 365 and support from Copilot, Power BI enables professionals of all levels to analyze data in natural language, create dashboards without technical knowledge, and collaborate seamlessly through tools like Teams and Excel. Whether it's real-time analytics or strategic tracking of KPIs,  Power BI offers the flexibility and power that modern businesses need.

​

  • Copilot for Organizations: Provides natural-language support for generating reports, analyzing data, and extracting business insights.

  • Automatic Reporting: The user can describe what they want to see, and Copilot creates dynamic dashboards.

  • Integration with Microsoft 365 Copilot: Power BI works with Microsoft 365 Copilot to bring BI data within tools like Excel, Teams, and Outlook.

Agentic Capabilities

Fabric Data Agents act as AI-driven conversational agents that allow users to:

​

  • Ask natural language questions about their data.

  • Get structured, accurate answers without the need for SQL, DAX, or KQL knowledge.

  • Interact with multiple data sources such as:

  1. Power BI semantic models

  2. Lakehouses

  3. Warehouses

  4. KQL databases

Native Integrations with Microsoft 365
 

  • Power BI Pro and Premium are fully integrated with the Microsoft 365 ecosystem.

  • Teams Integration: Power BI reports can be integrated into Teams channels, enabling real-time collaboration.

  • Excel Integration: Ability to analyze Power BI datasets directly in Excel.

  • Microsoft Fabric: Power BI is a core pillar of Microsoft Fabric, Microsoft's unified data platform.

Security & Compliance

Security and compliance are central to Power BI, which offers robust features such as:

​

  • Data encryption, auditing, and extensive access controls to help organizations meet regulatory requirements.

  • Adherence to industry standards and certifications, ensuring that sensitive data is protected both in transit and at rest.

  • Administrative tools to monitor usage and enforce governance policies, providing peace of mind for enterprises handling confidential information.

  • ​​

Use Cases

Copilot and Fabric Agents in PowerBI  support following scenarios:

​

  • Self-service BI: Non-technical users can ask "What are the top 5 best-selling products for Q2?" and get an instant answer.

  • Data exploration: Teams can explore data without relying on data engineers.

  • Enhanced Copilot: Power BI Copilot can recognize when an agent is needed and use it automatically.

Abstract financial graph

M365 Copilot

Microsoft 365 Copilot

Microsoft 365 Copilot is your AI assistant embedded in the Microsoft 365 suite—Word, Excel, Outlook, Teams, PowerPoint, and more. It transforms how professionals work by generating content, summarizing information, automating tasks, and providing intelligent insights.

Agentic Capabilities

-Development of custom Copilot agents via Copilot Studio

- Integration with third-party platforms (e.g., Dynamics 365, Salesforce)

- Distribution via Microsoft 365 Agent Store

Native Integrations with Microsoft 365
 

Microsoft Copilot lives and breathes inside of M365 being embedded into most M365 Apps.

Security & Compliance

Built on Microsoft’s trusted cloud, Copilot ensures:

​

  • Data privacy and governance aligned with Microsoft 365 policies.

  • Responses based only on data the user is authorized to access.

  • Enterprise-grade compliance, auditing, and access controls

Use Cases

  • HR: Draft policies, summarize feedback, automate onboarding.

  • Sales: Generate proposals, analyze CRM data, automate follow-ups.

  • Finance: Build reports, forecast trends, reconcile data.

  • Legal: Review contracts, summarize clauses, track changes.

  • Marketing: Create campaigns, analyze performance, generate content.

Power Apps and Power Automate

Microsoft 365 Copilot

Power Apps and Power Automate empower users—from citizen developers to IT professionals—to create apps and automate processes that solve real business challenges.

Copilot enhances productivity in Power Platform by enabling:

  • Natural language app creation in Power Apps

  • AI-assisted workflow design in Power Automate

  • Suggestions for data connections, logic, and UI components

  • Conversational interface for building and modifying apps and flows

​

Agentic Capabilities

With Copilot Studio and Power Platform tools, organizations can:

  • Build custom agents that interact with business data

  • Automate complex workflows across Microsoft 365 and Dynamics 365

  • Integrate with external APIs and services

  • Deploy agents in Teams, Outlook, and other Microsoft 365 apps

Native Integrations with Microsoft 365
 

Power Apps and Power Automate integrate seamlessly with:

  • Outlook: Automate email responses and scheduling

  • Teams: Trigger workflows and access apps within chats

  • SharePoint: Automate document approvals and data collection

  • Excel: Use data from spreadsheets to drive workflows

Security & Compliance

Built on Microsoft’s secure cloud, Power Platform ensures:

  • Role-based access control

  • Data loss prevention policies

  • Integration with Microsoft Purview for auditing and governance

Use Cases

  •  HR: Automate onboarding and leave requests

  • Finance: Build expense tracking apps and automate approvals

  • Sales: Create lead capture forms and automate follow-ups

  • Operations: Streamline inventory management and reporting

Power Platform
Meeting

Conartia will work closely with your Digital Tranformation team and help you integrate Microsoft's modern tools into your business processes . Our experience guarantees impressive productivity results and a wide employee adoption.

Contact us to discuss your unique path to transform and approach your customers in the new age

Conartia

Subscribe Form

Thanks for submitting!

thanksforcontacting@conartia.com

General Commercial Registry (Γ.Ε.ΜΗ) Nr: 156752306000

  • Facebook
  • LinkedIn
  • Instagram

©2022 by Conartia

bottom of page