Automate your D365 F&O processes — workflows, notifications, checks, delivered by AI
Your staff loses 5 to 15% of their time on redundant entries, manual approvals and checks not covered by standard D365.
Automate your Dynamics 365 F&O processes with AI: workflows, checks, Teams notifications. 48 h per process, 1 credit (≈ €200) per developed ticket.
D365 automation stays artisanal at most companies
- ✗Critical approvals (purchase, invoice, journal) go through email inboxes instead of the D365 workflow.
- ✗Business checks (consistency, thresholds, duplicates) are delegated to users — therefore forgotten or skipped.
- ✗Notifications stay in the D365 portal that your users don't check.
- ✗Every automation goes through an AMS ticket at €1,000-3,000 and a 2-4 week cycle.
Workflows, checks and notifications generated per ticket, delivered in 48 h
- ✓Custom X++ workflows with advanced conditional rules (amount × center × project × user).
- ✓Multi-channel notifications: Teams (Adaptive Cards), email, and Power Automate alerting to your internal channels.
- ✓Input-time business checks: thresholds, consistency, duplicates, blocking or informational alerts.
- ✓Adoption dashboard: workflows in progress, pending, escalated — visible to your management.
How it works
Submit your ticket
Describe the business or technical need in a few lines. No 50-page spec required.
AI generates the extension
X++ code, unit tests and documentation produced in under 48 hours.
Validation on your Azure DevOps
Pull request submitted on your repository. Your IT lead reviews and validates before merge.
Delivered — 1 credit (≈ €200)
The credit is only consumed when the development is generated (smart contract). Once merged, it's delivered. No billing if the ticket isn't resolved.
The process applied to this case
- 01
Quick mapping of current processes
Identification of the 10-20 critical business processes (purchase approval, invoice validation, stock check, cash alert). No full BPMN needed — a simple list is enough to start.
- 02
Prioritization by user-time saved
Calculation of time saved per automation (frequency × manual entry duration). Top 3-5 candidates typically absorb 60-80% of potential gains.
- 03
Generation of X++ workflow + Teams notification
One Azure DevOps ticket per process. Delivery within 48-72 h with workflow, Teams Adaptive Card and SysTest unit tests.
- 04
Validation by key users
Workflow testing in your UAT by 2-3 reference business users before merge to production. Feedback loop integrated into the Pull Request.
- 05
Adoption measurement via dashboard
Indicators: workflows triggered, average validation delay, escalation rate, error rate. Allows tuning business rules over time.
Frequently asked questions
Why not Power Automate?+
How do we handle change management for users?+
What ROI to expect over 1 year?+
Related pages
To go deeper on the same topic, seen from other angles.
Submit your first ticket
1 credit (≈ €200) if resolved. Nothing if not. Chat and needs analysis free.
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