Dynamics 365

AgentsLab

Extend Dynamics 365.
With AI that works.

See it in action Download integration guide

<1 min

Per document

API

Native integration

Azure

Enterprise security

Integration Flow

Email to Dynamics, automated

📧

Invoice received

🤖

Data extracted

✓

Validated

📊

Posted

Connected D365 Apps

Business Central

Sales

Customer Service

Field Service

Project Ops

Supply Chain

🤖

Sam

AI colleague for Dynamics

Connected

Native API

Direct integration via Dynamics 365 APIs. Real-time, secure, Microsoft-supported.

All D365 apps

Works with Business Central, Sales, Service, Field Service, and Project Operations.

Power Platform ready

Triggers Power Automate flows. Updates Dataverse. Works with your existing automations.

Azure hosted

Runs on Azure for enterprise security and compliance. Your data stays in your tenant.

Dynamics 365 Apps

What we automate in Dynamics

💰

D365 Business Central

Finance & Operations

75%

time saved*

Invoices, purchase orders, and journal entries processed automatically. AI reads documents, extracts data, and posts to Business Central with validation.

AP automationPO matchingBank reconciliationExpense processing

📈

D365 Sales

Sales Automation

<1 min

per order

Leads captured from any channel. Quotes generated from RFQs. Orders created from emails. AI handles the admin so sales can sell.

Lead captureQuote generationOrder entryPipeline updates

🎧

D365 Customer Service

Case Management

24/7

processing

Support emails automatically triaged and routed. Cases created with full context. Knowledge base searched for solutions. First response automated.

Email triageCase creationSmart routingAuto-response

🔧

D365 Field Service

Work Order Processing

Hours

saved weekly

Service requests converted to work orders. Technician assignments optimized. Completion reports processed and invoices generated.

Work order creationScheduling assistReport processingInvoice generation

📊

D365 Project Operations

Project Admin

manual entry

Time entries, expense reports, and project updates captured from email and documents. Resource utilization tracked automatically.

Time captureExpense processingStatus updatesResource tracking

📦

D365 Supply Chain

Procurement

80-95%

less manual entry*

Purchase requisitions created from requests. Supplier quotes compared. POs generated and sent. Receipts matched to orders.

Requisition processingQuote comparisonPO automationReceipt matching

* Industry benchmarks for AP automation and order processing

4PS Construct

Built on Microsoft Dynamics

Specialized for construction & installation

4PS Construct extends Dynamics 365 for the construction industry. Our AI colleagues understand project structures, cost codes, and subcontractor workflows specific to 4PS.

🏗️

Project Invoice Processing

Subcontractor invoices matched to projects, phases, and budget lines. Automatic cost allocation and approval routing.

📋

Purchase Order Automation

Material requests converted to POs. Supplier selection based on project requirements. Delivery tracking integrated.

⏱️

Timesheet Processing

Field worker hours captured from apps or reports. Allocated to correct project codes. Ready for payroll and invoicing.

🤝

Subcontractor Management

Quotes collected and compared. Contracts generated. Progress tracked. Retentions calculated automatically.

Built for construction workflows

Project phases, cost codes, retentions, and more — native to 4PS

Full

4PS compatibility

Native

Project integration

All

Cost codes supported

Integration

How we connect to Dynamics

API Setup

We connect via the Dynamics 365 Web API or OData. App registration in Azure AD. Secure OAuth authentication.

Entity Mapping

We map your entities — accounts, invoices, sales orders, projects. Custom fields included.

AI Configuration

We train the AI on your document formats, product codes, and business logic. 4PS cost codes if applicable.

Go Live

AI colleague starts processing. Human validation initially, then approve-only as trust builds.