Copilot for Dynamics 365 Implementation by Mobiz

Digitize your production floor with a Dual-Write–integrated Power App connected to Dynamics 365 Finance and Operations now enhanced by a Copilot agent. The agent continuously analyzes orders, machines, and quality events to flag anomalies, explain why a line is down, and propose corrective actions. Ask, “What’s blocking WO-1432?” and get root-cause context plus a one-click draft to create or update Finance and Operations work orders, non-conformance records, and maintenance requests. It summarizes shift handovers, generates daily downtime reports, and nudges supervisors with proactive insights. Built on your tenant and governed by your existing security roles, it works across desktop, mobile, and Microsoft Teams accelerating decisions, reducing manual data entry, and shortening time-to-resolution on the shop floor. Key Features • Real-Time Dynamics 365 Finance and Operations Integration via Dual Write Instant bidirectional data sync with ERP. • Enhanced Production Order Visibility – Access assigned operations, materials, and statuses. • Clock-In / Clock-Out & Job Reporting – Simple registration of time, tasks, and indirect work. • Downtime & Performance Tracking – Record machine stoppages and operator performance. • Multi-Device Support (Tablet / Mobile / Kiosk) – Run seamlessly across platforms via Power Apps. • Material Consumption & Feedback Posting – Record issues, scrap, and production feedback. • Power BI Reporting Integration – Visualize OEE, downtime, and job performance metrics. • Role-Based Security & Access Control – Operator, Supervisor, and Quality views. • Customizable UI & Branding – Tailor the interface to your process and plant identity. • Offline Mode with Auto Sync – Keep production data flowing even during network downtime Agentic Capabilities • Natural-language Q&A over jobs, downtime, and KPIs (Dataverse + Finance and Operations) • Proactive alerts on anomalies; suggested corrective actions and spares • One-click drafts for Finance and Operations work orders, NCRs, and maintenance requests • Auto-generated shift summaries and daily downtime/throughput reports • Guided operator checklists and escalation workflows in Teams/mobile • Respects Finance and Operations/Dynamics security roles; activity is logged for audit Value Proposition • Digitize any operation: Orchestrate processes across sales, service, finance, HR, supply chain, or field ops on one Power App connected to Dynamics 365. • Copilot everywhere: Embedded Copilot agent answers questions in plain language, recommends next actions, and drafts records (tasks, cases, work orders, POs, invoices, HR tickets) for one-click approval. • Real-time, proactive insight: Detect exceptions, SLA risks, and bottlenecks; get root-cause context and suggested remedies before issues escalate. • Single source of truth: Dual-write keeps Dataverse and Dynamics 365 Finance and Operations in lockstep. • Right-sized delivery: Start small and scale—Starter (one process/department), Growth (multi-process), Enterprise (multi-entity/global). • Faster outcomes: Mobiz accelerators, templates, and guided build patterns cut time-to-value from months to weeks. • Reduce manual effort: Eliminate re-keying and spreadsheet wrangling; Copilot drafts updates, reports, and summaries so teams review—not retype. • Meet users where they work: Web, mobile, and Microsoft Teams with natural-language prompts and approvals. • Governed and secure: Honors Dynamics roles, logs all agent actions, supports DLP and environment strategy, and runs in your tenant. • Low-code + pro-dev ready: Extensible with custom connectors, APIs, and ALM/DevOps pipelines for enterprise CI/CD. • Decision-grade analytics: Publish KPIs to Power BI and Microsoft Fabric; standardize metrics across departments. • Standardize best practices: Guided checklists, playbooks, and approvals ensure consistent execution across teams and sites. • Lower TCO on Microsoft stack: Leverage existing licenses, skills, and Azure services to reduce integration and maintenance costs. • Future-proof for AI: Bring your own data and prompts; expand Copilot skills as processes mature—without re-platforming. Offerings: Tier 1 Starter (1 process/department) 4–6 weeks Tier 2 Growth (2–4 processes/departments) 8–12 weeks Tier 3 Enterprise (multi-entity/regions) 16–24 weeks Pricing: Free Assessment (no-cost, 60–90 mins) Book a discovery call with Mobiz to review scope, data sources, security, and success metrics. We’ll also check your eligibility for Microsoft funding and credits, then follow up with a tailored quotation.