xMonthly helps organizations and ISVs maximize the value of their Microsoft ecosystem investments.
Optimize Microsoft Cloud spending with guidance tailored to your organizational needs.
Identify incentives and growth opportunities through a focused Partner Center review.
Leverage xMonthly’s agents for implementation, training, and support across a range of Microsoft products.
Gain a contract controller, HR professional, or other fractional help through xMonthly’s agent network.
xMonthly helps clients understand and maximize the value of their Microsoft ecosystem investments.
Optimize Microsoft Cloud spending with guidance tailored to your organizational needs.
Our experts walk you through a product trial, answering questions about features and services you have an interest in.
Leverage xMonthly’s agents for implementation, training, and support across a range of Microsoft products.
Gain a contract controller, HR professional, or other fractional help through xMonthly’s agent network.
Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.
Perform tasks using simple prompts like โCreate a project planโ or โSummarize this meeting.โ
Provides real-time summaries, action items, and follow-ups after every recorded meeting.
Generates formulas, analyzes trends, and creates visualizations from raw data with minimal effort.
Drafts documents, rewrites text for tone, and builds presentations from prompts or existing files.
Microsoft 365’s familiar office tools get an AI enhancement to boost productivity and collaboration.
Drafts documents, rewrites text for tone, summarizes long reports, and generates outlines from prompts.
Creates formulas, builds pivot tables, analyzes trends, and generates charts from natural language queries.
Designs presentations, suggests layouts, and converts text or documents into slide decks automatically.
Summarizes email threads, drafts responses, and prioritizes inbox tasks based on context.
Dynamics 365 Business Central is a management solution designed to streamline your operations.
Ask plainโlanguage questions to find records, navigate pages, and get guidance without complex menus.
Query, sort, and slice operational data by describing what you need. No pivot tables or filters required.
Reads customer emails, processes attachments, and creates accurate sales quotes.
Matches vendor invoices to purchase orders using contextual and historical patterns, reducing manual corrections.
Dynamics 365 Finance with Copilot is a cloud platform for your business’ financial operations.
Analyzes historical transactions, invoices, and payment patterns to predict future liquidity.
Past behavior and invoice data used to estimate when customers will pay, improving collections.
Users can ask naturalโlanguage questions about financial performance and receive AIโgenerated explanations.
Get quick overviews of approval chains and process steps, making it easier to understand past actions.
Dynamics 365 Supply Chain Management with Copilot manages tasks across your supply chain.
Quick, contextโaware overviews of items such as purchase orders, product details, and vendor information.
AI agents can handle routine vendor interactions like PO confirmations, delays, and order changes.
Copilot incorporates external market and seasonal data to deliver predictions and reduce stock issues.
Get realโtime visibility into open orders, shipments, and inventory levels, improving decisionโmaking.
Dynamics 365 Customer Service with Copilot enhances customer satisfaction and streamlines service.
Generate summaries of customer cases, including history, recent interactions, and key details (for handoffs or reviews).
Detects customer sentiment and urgency, adjusting recommendations and tone for responses accordingly.
AI suggests relevant knowledge base articles during case resolution, helping agents respond faster and accurately.
Summarizes Teams or voice calls, highlighting key points and unresolved issues for post-call actions.
Dynamics 365 Sales with Copilot helps you build customer relationships, act on data insights, and close deals.
Generates lead scores and deal health insights based on trends, inactivity, and CRM usage patterns.
Drafts personalized emails to clients using CRM data and conversation history.
A dynamic summary pane atop each record surfaces one-line highlights, such as budget and close date.
Instant summaries of key entity records. Admins can configure fields included in each summary for tailored insights.
Power Platform helps you analyze data, build custom apps, automate workflows, and create AI chatbots.
Copilot explains existing formulas, generates new PowerโฏFx code, and helps debug complex expressions.
Build flows that include triggers, actions, and conditions by describing logic and steps in natural language.
Copilot lets users ask data questions, generates visuals, summarizes reports, and highlights trends or anomalies.
Formerly Power Virtual Agents, Copilot Studio lets you build conversational agents that integrate across apps.
Copilot Studio is a versatile platform that allows you to create custom AI assistants tailored to your needs.
Build your own AI-powered copilots for apps, websites, and workflows without any coding required.
Create bots that understand context, handle multi-turn conversations, and create personalized responses.
Connect Copilot Studio agents to D365, Power Platform, M365, and external APIs for end-to-end automation.
Use a visual designer and natural language to define intents, actions, and flows.
Copilot in Microsoft Teams helps users by summarizing meetings, suggesting actions, and more.
Generates meetings summaries, including important decisions, tasks, and next steps (ideal for catching up).
Captures and organizes conversation highlights during live meetings, tracking commitments and unresolved issues.
Summarizes long chat threads, extracts key points, and suggests responses to keep conversations productive.
Helps create meeting agendas based on previous discussions and shared documents.
Azure delivers cloud services while Copilot adds AI resource management, troubleshooting, and automation.
Deploy and manage virtual machines, containers, and storage across global data centers.
Identity management, encryption, and compliance certifications for built-in enterprise-grade protection.
Seamless connection to Azure DevOps, GitHub, and Azure AI for development and machine learning workflows.
Diagnose issues, suggest fixes, and recommend cost or performance optimizations automatically.

Acumatica
Acumatica Cloud ERP unifies financials, operations, CRM, and industryโspecific capabilities into one modern system.
Robust accounting tools with real-time reporting, automated workflows, and multiโcompany support.
Realโtime inventory tracking, optimized order processing, and streamlined supply chain operations.
Prebuilt functionality tailored for construction, manufacturing, retail, or professional services.
Anytime, anywhere access to your ERP via cloud-native architecture and mobile apps.
Elysys provides a fully integrated, AIโdriven financial and investment management platform.
Elysys unifies front, mid, and backโoffice functions into one system to eliminate fragmentation and manual processes.
Standardized accounting & investment workflows through unified design cards, journals, and comprehensive ledgers.
AI explains financial results, answers questions, and automates reconciliation inside Business Central workflows.
Elysys agents interpret documents and emails, detect exceptions, and autoโcreate postings and orders.
Binary Stream builds embedded financial extensions that simplify ERP processes for Microsoft users.
MEM centralizes entities and automates intercompany activity for unified reporting in Business Central.
SBS automates recurring billing, collections and revenue recognition inside Business Central environments.
AR&C improves cash visibility by automating followโups and prioritizing overdue customer accounts.
The extension suite enhances financial accuracy with tools for dimensions, currencies, journals and emails.
SKsoft provides embedded banking and treasury automation inside D365 for secure, efficient financial operations.
Automates banking tasks and financial workflows directly within Microsoft Dynamics 365.
Connects Dynamics 365 to banks worldwide using thousands of supported formats.
Delivers realโtime cash visibility and automated reconciliation across all entities.
Protects your business’ financial data with SOC 2 compliance and controlled ERPโbased workflows.
Insightsoftware provides realโtime Excel reporting for Dynamics 365 using accurate, live ERP data.
Excel retrieves current Dynamics data instantly to ensure reports always reflect accurate information.
Users create reports in Excel using guided tools that simplify complex ERP structures.
Reports refresh automatically on schedules that reduce manual tasks and improve reporting consistency.
Jet Hub provides controlled browser access to run and manage reports from any device.
AI Cloud Tour Services
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xMonthly Partner Services
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xMonthly is built to help Agents grow with more ways to generate revenue.
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xMonthly provides full CSP operator support for partners who want consistent growth.
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xMonthly can provide ongoing digital marketing support via website optimization for partners.
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Unlock the full potential of your Microsoft Cloud investments with licensing consulting services.
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A targeted working session to identify Microsoft Partner Incentives to help fuel growth.
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Expand your Partner Center experience to unlock Microsoft Partner benefits.
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A marketing workshop leveraging Microsoft Cloud Ascent and buyer data.
xMonthly Client Services
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Unlock the full potential of your Microsoft Cloud investments with licensing consulting services.
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This assessment gives a clear, practical view of what Microsoft Copilot can support.
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Discover and explore services from xMonthly and xMonthly Agents, and also list your own.
Microsoft 365
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Seamless implementation of M365 Copilot for smarter, AI-driven business operations.
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Introduce your team to Microsoft 365 agents and learn how to use these AI tools.
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Reliable support for Microsoft 365 to reduce day to day friction and help teams stay productive.
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This interactive workshop guides organizations through Microsoft 365 adoption strategies.
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Expert migration and setup of your businessโ new Microsoft 365 cloud environment.
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Get assistance strengthening your organization’s security posture across Microsoft 365.
Dynamics 365 Business Central
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Custom Business Central AL code development to extend functionality and performance.
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End-to-end implementation for streamlined operations and improved efficiency.
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Make the move to Business Central with minimal disruption and maximum performance.
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Get help managing Business Central projects efficiently to reduce risk and maximize ROI.
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Reliable support for Business Central to resolve issues and maintain performance.
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Learn the essentials of managing and maximizing Business Central’s capabilities.
Dynamics 365 Finance
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Modernize financial operations with a tailored ERP deployment.
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Keep your financial platform running smoothly with support services.
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Technology adoption depends on user confidence… equip your finance team for success.
Dynamics 365 Supply Chain Management
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Our Agents get you ready for daily supply chain operations.
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Our Agents help stabilize and improve system performance.
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Help your team learn supply chain management software.
Dynamics 365 Customer Service
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Deliver faster and personalized customer support experiences.
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Assisstance to maintain your customer service platform.
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Training to master Dynamics 365 Customer Service features.
Dynamics 365 Sales
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Launch Dynamics 365 Sales to unify data, accelerate deals, and improve forecasting.
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Proactive support to keep Dynamics 365 Sales running smoothly and efficiently.
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Empower your sales team with hands-on Dynamics 365 CRM learning sessions.
Power Platform
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Get production ready apps with data models, strong security, and a scalable foundation.
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Guidance for workflow automation, error resolution, and performance improvement.
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Training for creating, customizing, and maintaining automated workflows.
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Strengthen your reporting and analytics capabilities.
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Training that helps teams design, build, and manage secure business websites.
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Transform your operations with Power Platform solutions.
Copilot Studio
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Specialized assistance for fine-tuning, monitoring, and evolving AI agent systems.
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Build custom AI agents using Copilot Studio’s design tools.
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Our experts create AI agents tailored to your workflows.
Microsoft Teams
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Enhance collaboration with a customized SharePoint and Teams design.
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Review of Teams security with actionable update strategies.
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Upgrade to Teams Premium to elevate meeting experiences.
Microsoft Azure
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Deploy Azure solutions to modernize infrastructure and drive digital transformation.
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Comprehensive sessions covering Azure fundamentals, security, and configurations.
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Responsive support for troubleshooting, updates, and improving Azure performance.
Acumatica Cloud ERP
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Ensure Acumatica is configured, aligned with business processes, and ready for daily use.
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Acumatica training that helps teams navigate workflows and gain confidence in the platform.
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Support for Acumatica to keep your financial and operational processes running smoothly.
Elysys Financial Services
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Elysys can help your organization achieve tenant isolation and compliant operations.
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Elysys delivers enterpriseโgrade fund accounting built on Microsoft Dynamics 365 Business Central.
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Elysys provides an integrated platform for managing diverse investment portfolios.
Binary Stream Services
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Accelerate subscription billing in Business Central with the Binary Stream subscription billing suite.
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Stand up a centralized, secure multiโentity finance layer in Business Central.
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Tighten cash control via Binary Stream’s collections manager.
SKsoft Services
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SKsoft provides centralized visibility into cash positions.
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Banking automation features fully embedded inside Microsoft Dynamics 365.
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Treasury management suite that provides centralized oversight of banking activity.
insightsoftware Services
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Centralized report access through a secure, browser based environment.
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Realโtime reporting for Dynamics 365 directly inside Microsoft Excel.
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Financial and operational reporting via self-service tools.
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