Microsoft Dynamics 365 Finance

Automate financial processes and gain real-time insight into the company's health with AI-based analytics.

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Microsoft Dynamics 365 Supply Chain Management

Optimise production, inventory, and logistics with real-time visibility and AI-based forecasts.

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Microsoft Dynamics 365

Connect CRM and ERP processes in one business platform to streamline how the whole organisation runs.

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Microsoft Dynamics 365 Commerce

Deliver a consistent shopping experience across every sales channel, connecting physical stores, online stores, and customer service.

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Microsoft AI Builder

Microsoft AI Builder

Create and deploy AI models without writing code, to automate processes and make better decisions in Power Platform.

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Microsoft Copilot Studio

Microsoft Copilot Studio

Design your own AI assistants and copilots to automate conversations and streamline your teams' daily work.

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Microsoft Power BI

Turn data into interactive reports and dashboards to make decisions based on current information.

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Microsoft Power Platform

Build applications, automate processes, and analyse data in a low-code environment to turn ideas into reality faster.

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Microsoft Fabric

Unify your teams and data on a single, comprehensive data platform to accelerate the development of AI-driven solutions.

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Microsoft Dynamics 365 Project Operations

Connect project sales, planning, and delivery to increase profitability and control over every stage of the work.

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Microsoft AI Builder

Build AI into applications and processes with no code, from documents to forecasts

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Discover the possibilities and value
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Manual retyping and simple decisions are sometimes a lot of work, while advanced AI is out of reach

In many processes, people retype data from documents, classify, and make repetitive decisions. Classic AI requires a data science team that is not on hand.

  • Retyping data from documents. Invoices, forms, and orders entered by hand mean time and errors.
  • Repetitive classification and assessment. Manually sorting tickets, content, and feedback consumes the team's work.
  • Decisions without data support. A lack of simple forecasts, for example of risk or demand, bases decisions on gut feeling.
  • Advanced AI out of reach. Models requiring data science and code are too costly for many processes.
  • AI detached from applications and processes. Separate AI tools are not plugged in where the work happens.
  • AI without data and governance. Solutions built without being grounded in company data and without control create risk and inaccurate results.

One AI layer: in applications, flows, and agents, with no code

AI Builder is a Microsoft Power Platform feature that lets you add AI to applications in Power Apps, processes in Power Automate, and agents in Copilot Studio through a low-code interface, without data science knowledge. You use ready-made models, without collecting and labelling data, or train your own, as well as generative prompts based on language models and your data. Everything runs on Power Platform, on data from Dynamics 365 (Dataverse), under governance and with cost control.

The value comes down to three outcomes:

  • Automation of manual work: retyping, classification, and summaries.
  • Simple forecasts and data-based decisions.
  • AI embedded directly in applications and processes, without a data science team.

This is what sets practical, low-code AI apart from costly research projects.

What AI Builder delivers, in terms of value

Document processing (IDP)

Extracting fields and tables from invoices, forms, and orders, with a confidence score, from ready-made or custom models.

Value:

An end to manual retyping and fewer errors in document processes.

Predictions

Models that predict an outcome from historical data, for example supplier risk, customer churn, or demand.

Value:

Decisions based on data, not on gut feel.

Text classification and analysis

Assigning categories, sentiment analysis, entity and language recognition, and text reading (OCR).

Value:

Automatic sorting and assessment of content, tickets, and feedback.

Image recognition

Object detection and reading of ID documents, business cards, and receipts.

Value:

Automation of tasks based on images and scans.

Generative prompts (AI prompts)

Natural-language instructions on language models and your data: summaries, translations, content generation, ready-made or custom.

Value:

Generative AI in processes, without code.

Embedding and governance

Plugging models into Power Apps, Power Automate, and Copilot Studio, on Dynamics 365 data, with access and cost control in the admin center.

Value:

AI where the work happens, under control and with measurable cost.

What organisations use AI Builder for

For automating document processes, for example invoices and forms in finance and procurement, for classifying and handling tickets, simple forecasts, and embedding generative AI in applications and flows. Everywhere the work is manual and repetitive and a full data science project is unnecessary.

Products that help us drive change

We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions - from Dynamics 365 and the Power Platform to advanced analytics and AI - tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.

Case Studies

See how we transform tech companies

Wondering if this will work for you? Our case studies are the best way to find out. Explore the stories of companies that faced similar challenges and see how they solved them with us.

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Finance and compliance
Production and supply chain

Thanks to Dynamics 365, we have all our data in one place. This allows us to make smarter decisions more efficiently, making us more operationally agile and helping us increase our profits.

Stanisław Karpiński
IT Director
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Finance and compliance
Production and supply chain

The key issue was that from the very beginning, we wanted to build a strong relationship. We were looking for a trusted partner—someone we could work with closely and rely on. We already had an established relationship with ANEGIS. The level of trust was high, and ANEGIS delivered on all their promises while working on our previous product.

Helen Bachu
Head of Projects
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Production and supply chain

Eton Shirts extended Microsoft Dynamics 365 Finance & Operations with integrations, automations and reporting tools tailored to the specifics of global premium shirt distribution.

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AI, data and analytics

The solution addressed our key business intelligence and data analysis challenges by providing a unified platform that integrates diverse data sources across our global operations. The implementation of machine learning-based analytics has been particularly impactful. Automating price optimization has significantly reduced manual workload and improved forecasting accuracy.

Adrian Guzy
BI Development Manager
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Exterion Media

Exterion Media implemented AXAD, a system built by ANEGIS on Microsoft Dynamics AX: a complete media management module integrated with Salesforce, BroadSign and Interverse.

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Our experience working with ANEGIS confirms their high standards of work and professional approach to service delivery. We recommend ANEGIS as a competent and experienced business partner.

Tomasz Gumny
Chief Financial Officer
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Finance and compliance

WPP

Finance and compliance

ANEGIS provided excellent support for the installation of the Dynamics AX finance module at our parent company. Their consultants are top-tier, highly effective specialists.

Marie Capes
Director of Finance and Administration
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Westfield

Westfield implemented a full Microsoft Dynamics AX system, extended with a Rental module for managing retail units and workflow processes supporting the construction process.

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Finance and compliance
Production and supply chain

TERG has implemented Dynamics 365 Finance & Operations as the central financial platform for 14 group companies and a network of approximately 400 Media Expert stores in Poland.

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Production and supply chain
Finance and compliance

S&P Poland implemented Microsoft Dynamics 365 Finance & Operations, covering finance, sales, WMS and Intercompany for 150 users at the Polish branch of the Simpson Strong-Tie group.

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Finance and compliance

Saller Group in Poland was looking for a licensed service provider with experience in both the Polish and international markets. Based on our cooperation to date, Saller Group regards ANEGIS as a competent, solution-oriented service provider.

Mariola Katzmarczyk, Sylvia Dahlke
Tax Department, Finance Department, Saller Group
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Production and supply chain
Finance and compliance

OSTP

Production and supply chain
Finance and compliance

OSTP integrated Microsoft Dynamics with MES, logistics and supply chain planning systems, automating production control and data exchange in a multi-system environment.

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Production and supply chain
Finance and compliance

Based on our collaboration, we can confirm the experience, professionalism, and reliability of the ANEGIS team. We recommend this provider as a trusted business partner.

Ewa Franczak
Group Information Systems Manager
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Production and supply chain
Finance and compliance

New Yorker

Production and supply chain
Finance and compliance

Our go-live was a success! Thank you all. Let me repeat that I am very grateful!

Dr. Rick Dannert
Project Manager
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Finance and compliance
Production and supply chain

NCC extended Microsoft Dynamics 365 Finance & Operations with dedicated accounts receivable, transportation and inventory modules, integrated with external systems via Microsoft Azure Service Bus.

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Finance and compliance

One of the world’s largest advertising holding companies upgraded Dynamics AX 2009 to Dynamics 365, ensuring SOX compliance and the security of finance processes in London and New York.

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What AI Builder delivers

  • An end to manual retyping. Documents processed automatically, instead of retyped field by field.
  • Data-based decisions. Simple forecasts plugged directly into processes, not calculated on the side.
  • Automatic classification and content handling. Tickets, feedback, and content sort themselves without the team's involvement.
  • Generative AI in the processes. Summaries and content are created in the workflow, with no code.
  • AI where the work happens. Models and prompts plugged directly into applications and flows.
  • Under control and with a measurable cost. Governance, encryption, and a credit-based billing model keep cost and access in check.

Let's see how Dynamics 365 can transform your business

We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.

Book a free consultation

Why entrust AI in your processes to us

  • We specialise in Dynamics 365. We plug AI into ERP processes and data, which we know from the inside.
  • Practical AI, not an experiment. We choose applications that genuinely ease the work and pay off quickly.
  • Grounded in data and under governance. Models and prompts run on your data, with access and cost control.
  • We work in Poland and the United Kingdom. We run local implementations and rollouts spanning multiple countries.
  • Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).

FAQs

Do you need to know data science?

No. AI Builder works through a low-code interface. You use ready-made models or train your own without writing code, and we design the use cases and governance.

How does AI Builder differ from Azure AI Document Intelligence?

AI Builder is low-code AI for business makers, plugged into Power Apps and Power Automate. Azure AI Document Intelligence is a pro-code solution with greater flexibility and scale. The choice depends on the complexity and scale of the requirements, and for very large or specific needs we combine both.

How does AI Builder differ from Copilot Studio?

AI Builder adds AI models and prompts to apps and flows, and Copilot Studio is for building agents. AI Builder prompts can also be used within Copilot Studio agents. Both belong to the Power Platform family and have their own pages.

Does the AI run on Dynamics 365 data?

Yes. The models and prompts run on data in Dataverse and other sources, respecting permissions and under governance.

Where do you start with Microsoft AI Builder?

By identifying a manual or document-based process to automate (see: the ‚AI, data and analytics” area), and then by choosing a model or prompt and designing the solution.

Looking for a Microsoft partner? Let's talk about your project

Work with a team that has delivered implementations and projects for dozens of companies. Schedule an introductory call and see:

How to tailor Dynamics 365 to your company's processes, rather than the other way around

Which areas are worth automating to save time and reduce costs

Here is the step-by-step implementation process with Anegis: from analysis to post-launch support

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