Dynamics 365 Business Central is a management solution designed to streamline your operations.
- Conversational Copilot: Ask plain-language questions to find records, navigate pages, and get guidance without complex menus.
- Analysis Assist: Query, sort, and slice operational data by describing what you need. No pivot tables or filters required.
- Sales Order Agent: Reads customer emails, processes attachments, and creates accurate sales quotes.
- Payables Agent: Matches vendor invoices to purchase orders using contextual and historical patterns, reducing manual corrections.
Included Services
End-to-end implementation for streamlined operations and improved efficiency.
Make the move to Business Central with minimal disruption and maximum performance.
Get help managing Business Central projects efficiently to reduce risk and maximize ROI.
Microsoft 365's familiar office tools get an AI enhancement to boost productivity and collaboration.
- Microsoft Word: Drafts documents, rewrites text for tone, summarizes long reports, and generates outlines from prompts.
- Microsoft Excel: Creates formulas, builds pivot tables, analyzes trends, and generates charts from natural language queries.
- Microsoft PowerPoint: Designs presentations, suggests layouts, and converts text or documents into slide decks automatically.
- Microsoft Outlook: Summarizes email threads, drafts responses, and prioritizes inbox tasks based on context.
Included Services
This interactive workshop guides organizations through Microsoft 365 adoption strategies.
Expert migration and setup of your business’ new Microsoft 365 cloud environment.
Get assistance strengthening your organization's security posture across Microsoft 365.
Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.
- Natural Language Commands: Perform tasks using simple prompts like "Create a project plan" or "Summarize this meeting."
- Meeting Summaries in Teams: Provides real-time summaries, action items, and follow-ups after every recorded meeting.
- Data Insights in Excel: Generates formulas, analyzes trends, and creates visualizations from raw data with minimal effort.
- Content Creation: Drafts documents, rewrites text for tone, and builds presentations from prompts or existing files.
Included Services
Seamless implementation of M365 Copilot for smarter, AI-driven business operations.
Introduce your team to Microsoft 365 agents and learn how to use these AI tools.
Reliable support for Microsoft 365 to reduce day to day friction and help teams stay productive.
This interactive workshop guides organizations through Microsoft 365 adoption strategies.
Expert migration and setup of your business’ new Microsoft 365 cloud environment.
Get assistance strengthening your organization's security posture across Microsoft 365.
Power Platform helps you analyze data, build custom apps, automate workflows, and create AI chatbots.
- Power Fx Formula Assistance: Copilot explains existing formulas, generates new Power Fx code, and helps debug complex expressions.
- Automated Flow Creation: Build flows that include triggers, actions, and conditions by describing logic and steps in natural language.
- AI-Powered Data Insights: Copilot lets users ask data questions, generates visuals, summarizes reports, and highlights trends or anomalies.
- Build Custom AI Agents: Formerly Power Virtual Agents, Copilot Studio lets you build conversational agents that integrate across apps.
Included Services
Get production ready apps with data models, strong security, and a scalable foundation.
Guidance for workflow automation, error resolution, and performance improvement.
Training for creating, customizing, and maintaining automated workflows.
Strengthen your reporting and analytics capabilities.
Training that helps teams design, build, and manage secure business websites.
Transform your operations with Power Platform solutions.
Dynamics 365 Sales with Copilot helps you build customer relationships, act on data insights, and close deals.
- Lead Prioritization: Generates lead scores and deal health insights based on trends, inactivity, and CRM usage patterns.
- Email Drafting Assistance: Drafts personalized emails to clients using CRM data and conversation history.
- Embedded Insights Bar: A dynamic summary pane atop each record surfaces one-line highlights, such as budget and close date.
- Record Summarization: Instant summaries of key entity records. Admins can configure fields included in each summary for tailored insights.
Included Services
Launch Dynamics 365 Sales to unify data, accelerate deals, and improve forecasting.
Proactive support to keep Dynamics 365 Sales running smoothly and efficiently.
Empower your sales team with hands-on Dynamics 365 CRM learning sessions.
Copilot Studio is a versatile platform that allows you to create custom AI assistants tailored to your needs.
- Custom Copilot Creation: Build your own AI-powered copilots for apps, websites, and workflows without any coding required.
- Conversational Agent Design: Create bots that understand context, handle multi-turn conversations, and create personalized responses.
- Microsoft App Integration: Connect Copilot Studio agents to D365, Power Platform, M365, and external APIs for end-to-end automation.
- Low-Code Development: Use a visual designer and natural language to define intents, actions, and flows.
Included Services
Specialized assistance for fine-tuning, monitoring, and evolving AI agent systems.
Build custom AI agents using Copilot Studio's design tools.
Our experts create AI agents tailored to your workflows.
Acumatica Cloud ERP unifies financials, operations, CRM, and industry-specific capabilities into one modern system.
- Financial Management: Robust accounting tools with real-time reporting, automated workflows, and multi-company support.
- Inventory & Order Management: Real-time inventory tracking, optimized order processing, and streamlined supply chain operations.
- Industry-Specific Editions: Prebuilt functionality tailored for construction, manufacturing, retail, or professional services.
- Mobile & Cloud-Native Access: Anytime, anywhere access to your ERP via cloud-native architecture and mobile apps.
Included Services
Ensure Acumatica is configured, aligned with business processes, and ready for daily use.
Acumatica training that helps teams navigate workflows and gain confidence in the platform.
Support for Acumatica to keep your financial and operational processes running smoothly.
xMonthly helps clients understand and maximize the value of their Microsoft ecosystem investments.
- Microsoft Cloud Licensing: Optimize Microsoft Cloud spending with guidance tailored to your organizational needs.
- Guided Product Trials: Our experts walk you through a product trial, answering questions about features and services you have an interest in.
- Agent Services: Leverage xMonthly's agents for implementation, training, and support across a range of Microsoft products.
- Fractional Services: Gain a contract controller, HR professional, or other fractional help through xMonthly's agent network.
Included Services
Unlock the full potential of your Microsoft Cloud investments with licensing consulting services.
This assessment gives a clear, practical view of what Microsoft Copilot can support.
Discover and explore services from xMonthly and xMonthly Agents, and also list your own.