Business breakfast: The future of finance – how AI and Dynamics 365 drive automation
About
Digital transformation begins where decisions meet money — in finance. In financial data and processes, precision and predictability are key. But can artificial intelligence take them to the next level? Where should you start when implementing AI models in finance departments? How can you build customer payment patterns, forecast cash flows, and connect financial data with business decisions? Join us for conversations and workshops on the transformation of finance over breakfast.
Why are we talking about finance digitization? Because it’s often the finance function that sets the direction for an organization’s broader transformation. Full control over the budget, process automation, real-time data access and analysis — these are the elements that can give you a competitive edge in a volatile and unpredictable business environment.
The ANEGIS team specializes in Microsoft business solutions and knows how to support finance departments with Dynamics 365 functionalities and AI tools. During the business breakfast, we’ll show how Dynamics 365 Finance and Operations, powered by Copilot, can become the integration hub for financial data and processes — and a real support in your daily work. Together with participants — those who know their financial processes best — we’ll discuss which areas of finance are worth digitizing first and how to prepare your team for what’s next.
In the workshop session, we’ll explore the most common challenges in financial process transformation and work together to answer key questions about automation, cross-department collaboration, and the future of finance skills in the age of AI.
We’ll wrap up the meeting with a shared lunch — a great opportunity to continue the conversation, exchange inspiration, and build relationships among digital transformation leaders.
Date: November 5, 2025
Location: DoubleTree by Hilton, 21 Skalnicowa Street, Warsaw
Agenda
10:00-10:20 - Breakfast and networking
10:20-10:35 - Introduction: Why digitize finance?
- Process integration in ERP
- Autonomous ERP – a step into the future
10:35-10:55 - Presentation: How Dynamics 365 F&O supports financial management
- Copilot in Dynamics 365 as every employee’s assistant
- AI agents: the employees of the future
- AI safeguarding financial security
- Modern financial analytics – BPA
- Agents in Dynamics 365 as an integral part of the ERP of the future
- Support from agents at the intersection of Microsoft 365 and Dynamics 365
10:55-11:50 - Workshop discussion:
- Where does your finance team lose the most time? Which manual or repetitive tasks consume the most resources?
- Which financial data is hardest to access or most time-consuming to gather — and why?
- How do you envision the role of AI and automation in finance? What should be automated first?
- How smooth is collaboration between finance and other departments (e.g., production, sales)? Does lack of system integration hinder your work?
- How is the role of finance evolving with integration and automation? Are new challenges emerging — or more opportunities?
- How do you collaborate with other departments (e.g., sales, HR) when planning budgets? Is access to shared data a barrier?
- What are the biggest obstacles to implementing AI or automation in your finance department? Are they related to cost, skills, or regulations?
11:50-12:00 - Summary and next steps
12:00-13:00 - Lunch for participants
See how artificial intelligence and Microsoft Dynamics 365 can give you an edge — plan better, respond faster, and make smarter decisions.
Participation is free of charge, but space is limited. Register now using the form.
