Dynamiq Advisors Ltd helps organisations select, implement and optimise Microsoft Dynamics 365 solutions — with honest, vendor-neutral guidance at every stage of the journey.
Dynamiq Advisors Ltd is a specialist Microsoft Dynamics 365 advisory firm. Unlike resellers with a financial incentive to push a particular product, we work solely in the interests of our clients — providing clear, unbiased guidance on selection, implementation and ongoing optimisation.
Our consultants have deep hands-on experience across the full Dynamics 365 suite, helping businesses of all sizes get more from their ERP investment.
Talk to an advisorFrom helping you choose the right Dynamics 365 module to supporting you after go-live, we offer a full range of advisory and delivery services.
Independent ERP selection support — we help you define requirements, evaluate options and choose the right Dynamics 365 solution without vendor bias.
End-to-end implementation of Dynamics 365 Business Central, Finance & Operations and related modules — delivered on time and on budget.
Ongoing support and managed service options to keep your Dynamics 365 environment performing, with access to our experts when you need them.
Planning and executing upgrades from legacy Dynamics AX, NAV or GP to the latest cloud-based Dynamics 365 platform, with minimal disruption.
Extending Dynamics 365 with Power Apps, Power Automate and Power BI — turning your ERP data into actionable insight and automated workflows.
No reseller relationship means our advice is always in your interests, not ours.
We focus exclusively on Microsoft Dynamics 365 — no generalist consultants.
Hands-on delivery experience means advice grounded in real-world implementation.
Clear pricing, honest timelines and no hidden costs at any stage of the project.
We have deep expertise across the core Dynamics 365 suite and the broader Microsoft Power Platform ecosystem.
Unified financial management, multi-entity accounting and compliance for larger organisations.
Enterprise ERP for complex supply chain, manufacturing and operational workflows.
The cloud ERP for growing SMEs — finance, inventory, sales and project management in one.
End-to-end project lifecycle management from quote to invoice for service-based businesses.
Power Apps, Power Automate and Power BI to extend, automate and visualise your D365 data.
Tell us about your business and where you are on your Dynamics 365 journey. We'll get back to you within one business day.
Prefer email? Reach us at hello@dynamiqadvisors.co.uk
Practical perspectives on Microsoft Dynamics 365, AI in ERP, and what's coming next for the platform.
Microsoft has fundamentally changed how AI agents connect to Dynamics 365 ERP. We break down what the new dynamic MCP server means for your business and why it matters now.
Model Context Protocol is being called the "USB-C for AI". We cut through the jargon and explain what it is, how it works with Dynamics 365, and what it means for your ERP strategy.
Microsoft's vision of the "frontier firm" is built on autonomous AI agents operating across Dynamics 365. We explore what this means practically for finance and operations teams today.
Microsoft's Finance solution in Microsoft 365 Copilot is now generally available. We cover the key capabilities, how it connects to Dynamics 365, and the practical benefits for CFOs and finance teams.
A new journal framework, agentic AI, redesigned project approvals, and major analytics enhancements. Everything that matters in Microsoft's biggest release wave of the year.
When Microsoft introduced the first Dynamics 365 ERP Model Context Protocol (MCP) server at Build 2025, it was a landmark moment — a standardised, governed bridge between AI agents and enterprise ERP data. But it came with a significant constraint: it was static. A fixed catalogue of 13 tools, no room for customisations or ISV extensions, and any change required a code deployment.
By November 2025, Microsoft had answered those limitations decisively. The new dynamic ERP MCP server, now available in public preview, replaces the fixed catalogue with a flexible framework that can expose hundreds of thousands of ERP functions — including your own customisations — without a single line of custom integration code.
The original static server was a proof of concept. It demonstrated that AI agents could interact with Dynamics 365 Finance and Supply Chain Management in a governed, standardised way. What it could not do was scale to the full complexity of a real enterprise ERP environment, where organisations have years of customisations, ISV solutions, and industry-specific configurations layered on top of the standard product.
The dynamic server solves this by allowing agents to navigate ERP forms, populate fields, and execute available workflow actions — just as a human user would — but through a server API. The result is that virtually any function available through the Dynamics 365 user interface is now accessible to an AI agent.
💡 What this means for your business: If you have a customised D365 Finance environment, your customisations are now agent-accessible without any additional development work. AI agents can operate within your business rules and data structures, not around them.
Alongside the dynamic ERP server, Microsoft announced a companion analytics MCP server entering public preview in December 2025. This extends the same model-context approach to ERP reporting and analytics data held in Business Performance Analytics (BPA). Agents and BI tools gain governed access to measures, dimensions, and semantic models — meaning metrics like margin, revenue, and cash flow are defined once and shared consistently across AI agents, dashboards, and reports.
The practical implication is significant: natural-language forecasting and variance analysis directly within Microsoft Teams or Copilot, grounded in live ERP data rather than stale exports.
This is not a peripheral feature. Microsoft has stated that all new Dynamics 365 ERP agents will be built on MCP, and all existing agents will migrate to the framework by December 2025. The Dataverse MCP server reached general availability at Ignite 2025, and MCP servers for Dynamics 365 Sales and Customer Service are also live — creating a coherent, cross-functional agentic platform across the entire Dynamics 365 estate.
For organisations currently using or considering Dynamics 365 Finance or Supply Chain Management, the key steps are:
The dynamic MCP server is in public preview today. Organisations that begin exploring it now will be significantly ahead when these capabilities reach general availability.
ExplainerYou may have started hearing the term "MCP" in conversations about AI and Microsoft Dynamics 365. It is being called the "USB-C for AI" — a universal connector that allows AI agents to plug into any compatible system. But what does it actually mean for organisations running Dynamics 365, and why should it be on your radar?
Model Context Protocol is an open standard that defines how AI agents communicate with external tools, data sources, and applications. It was originally introduced by Anthropic — the AI company behind the Claude model — and has since been adopted as a cross-industry standard by Microsoft, among many others.
Before MCP, connecting an AI agent to a business system like an ERP required custom integration work for every new system — unique APIs, bespoke connectors, ongoing maintenance. MCP replaces that with a single, standardised interface. If a system has an MCP server, any MCP-compatible AI agent can connect to it out of the box.
💡 The USB-C analogy: Just as USB-C replaced dozens of proprietary charging cables with one universal standard, MCP replaces dozens of proprietary AI integrations with one universal protocol. One connector, any device.
Microsoft has built MCP servers across its Dynamics 365 and Power Platform portfolio. As of late 2025, the following are live or in public preview:
One of the most significant practical implications of MCP for end users is that your AI assistant can now directly connect to Dynamics 365. Microsoft has confirmed that the Dynamics 365 Sales MCP server is compatible with Claude and, in the future, ChatGPT. A seller could ask their AI assistant to pull their top 10 open opportunities, draft a follow-up email for each, and log the activity in D365 — without leaving the AI tool.
For developers and IT teams, MCP dramatically reduces integration effort. Building an agent that spans Dynamics 365 Sales, Business Central, and Customer Service no longer requires three separate custom integrations — it requires three MCP server connections, all following the same pattern.
MCP is not just a technical detail — it is the architectural foundation of how Microsoft is building AI into Dynamics 365 going forward. For customers, this means:
Understanding MCP now puts you in a strong position to evaluate the AI agent roadmap for your Dynamics 365 environment — and to ask the right questions of your implementation partner about how they are preparing for this shift.
Agentic AIMicrosoft's vision for Dynamics 365 has a name: the Frontier Firm. It describes an organisation where AI agents do not just assist human workers — they operate autonomously across business processes, making contextual decisions, triggering workflows, and handling exceptions without constant human intervention.
For finance and operations leaders, this represents a fundamental shift in how ERP systems are used. Understanding what is real today versus what is near-future roadmap is essential for planning.
Agentic AI refers to AI systems capable of taking sequences of actions to complete a goal — not just answering a question, but actually doing something in a system. In the context of Dynamics 365, this means an agent that can:
This is qualitatively different from Copilot, which assists humans in completing tasks. Agents can complete tasks independently, within governance rules you define.
The Account Reconciliation Agent in Dynamics 365 Finance monitors transactions continuously and surfaces exceptions — with a suggested resolution. Finance teams move from chasing exceptions to reviewing and approving them.
The Finance solution in Microsoft 365 Copilot reached general availability in October 2025. It connects your Dynamics 365 Finance data to the tools your finance team already uses — Excel and Outlook — enabling natural-language queries like "Identify the key drivers for forecast variances for March" directly within Microsoft 365, without switching applications.
💡 Real-world scenario: A procurement agent monitors supplier performance data in D365 Supply Chain, selects the appropriate supplier for an incoming requisition based on price and lead time history, populates the requisition record, and submits it for approval — all without human intervention until the approval stage. This is live today via the dynamic MCP server.
The most common concern we hear from finance directors is not about capability — it is about control. If an AI agent is submitting documents and updating records, how do you maintain audit trails and governance?
Microsoft's architecture addresses this through the MCP framework itself. Every agent action is governed by the same role-based access controls as a human user. Agents cannot access data or perform actions that exceed the permissions assigned to the service account they operate under. All agent activities are logged in the standard D365 audit trail. And the human-in-the-loop model means that material decisions still involve human judgement.
The agentic ERP is not a future state. It is being built in Dynamics 365 today, wave by wave. The question is not whether it will arrive — it is whether your organisation will be ready to use it.
CopilotFor finance professionals who have been watching Microsoft's AI announcements, October 2025 marked a significant turning point. The Finance solution in Microsoft 365 Copilot — formerly known as Microsoft Copilot for Finance — reached general availability, bringing ERP-connected AI assistance directly into the tools finance teams use every day: Excel and Outlook.
The Finance solution connects to your existing Dynamics 365 Finance or SAP environment and surfaces ERP data and workflows within Microsoft 365. Rather than toggling between your ERP and your productivity tools, finance professionals can interact with their data conversationally. A query like "identify the key drivers for forecast variances in Q3" returns a grounded, sourced answer — because Copilot is reading directly from your governed ERP data.
Key capabilities now generally available include:
💡 Pricing note: As of mid-October 2025, the role-based Finance, Sales, and Service Copilot solutions are included at no extra cost for all Microsoft 365 Copilot subscribers, removing the previous additional charge per user per month.
The Finance solution is deployed from Microsoft AppSource and connects to your D365 Finance environment through a guided setup process. It runs entirely within your existing Microsoft 365 tenant — no new infrastructure, no separate AI environment to secure. Identity management, permissions, and data governance remain consistent with your existing Microsoft 365 configuration.
For IT administrators, this is a meaningful differentiator. Deploying Finance Copilot does not require provisioning a new environment or configuring a parallel AI stack — it is an extension of the Microsoft 365 deployment your team already manages.
The area where early adopters are reporting the clearest benefit is period-end close. The combination of automated variance analysis, reconciliation assistance, and natural-language querying compresses several manual steps that typically consume significant time at month end. Finance teams that previously spent days consolidating reports and investigating variances manually are completing the same work in hours.
This is not a replacement for financial judgement — it is a compression of the time spent gathering context before that judgement is applied. The CFO still decides; Copilot reduces the time it takes to have the right information in front of them.
The Finance Copilot GA is one part of a broader shift in how Microsoft is positioning Dynamics 365 for the finance function. Alongside it, Microsoft's 2025 release wave 2 for D365 Finance introduced AI-driven workflow management in Business Performance Planning and generative help within Business Performance Analytics — creating a layered AI experience from transactional processing through to strategic planning.
For organisations evaluating their ERP strategy, the question is no longer whether AI will feature in the finance function — it already does. The question is how to structure your Dynamics 365 deployment to take full advantage of these capabilities now and in the waves that follow.
Platform UpdatesMicrosoft's 2025 Release Wave 2 delivers agentic AI, a new journal framework, redesigned project approvals, and significant analytics enhancements across the D365 platform.
Microsoft's 2025 Release Wave 2 — covering October 2025 through March 2026 — delivers one of the most substantial sets of updates to Dynamics 365 Finance in some time, with investment focused on global-scale finance and agentic operations, deepening multi-entity capabilities, and accelerating period-end close. Alongside Finance, Project Operations delivers functionally rich improvements across the full project lifecycle, from mobile expense management to investment project support.
The headline change for day-to-day finance users is the new journal framework. A unified setup page now centralises posting account configuration, with versioning and traceability ensuring every transaction links to the correct posting rule. Critically, payments can now post even if a settlement error occurs — preventing workflow interruptions and allowing failed settlements to be corrected independently. This directly addresses longstanding pain points around large journal operations, multicompany journal support, and poor error visibility at the voucher level.
The Business Performance Analytics and Planning integration also sees significant improvement — tighter data sharing between BPA, Business Performance Planning, and the wider Finance and Operations apps delivers faster, more reliable financial insights. Finance teams can now perform Group By and Filter operations directly before importing data into Dataverse. AI-assisted modelling streamlines model creation and resolves naming inconsistencies. On fixed assets, organisations can now split assets by amount or percentage, preview before posting, and automate intercompany transfers — the system creates destination assets, copies financial details, and posts acquisition and disposal entries automatically.
For Supply Chain Management, the headline additions are generative AI for demand planning, a new Supplier Engagement portal, and warehouse modernisation. The demand planning AI analyses historical sales and forecast data to automatically detect trends, seasonality, and ABC/XYZ classifications — grouping data into actionable clusters to help planners optimise inventory and reduce stockouts. The Supplier Engagement app centralises supplier relationship management across all legal entities, with a new portal supporting RFQs, purchase orders, and invoicing. On the warehouse side, a new Labour Management System integration framework enables real-time productivity tracking and automated scheduling, and the Warehouse Management mobile app now supports wrist-mounted scanners.
MCP and agentic AI: Underpinning several Wave 2 features is the new dynamic Dynamics 365 ERP MCP server, which exposes hundreds of thousands of ERP functions — including customisations — to AI agents without custom code. The companion Analytics MCP server entered public preview in December 2025, connecting ERP analytics directly to Copilot and Microsoft Teams. All new ERP agents are being built on MCP, with all existing agents migrating by the end of the wave.
Project Operations Wave 2 focuses on removing friction from the everyday tasks that consume project managers and their teams — approvals, expense submission, and procurement — while adding enterprise-grade capabilities for investment projects and multi-geography operations.
The redesigned approvals experience introduces a calendar-style grid for time approvals — allowing project managers to review large volumes of data at a glance — alongside a tabbed layout that consolidates all approval types in one place with pending count indicators. For expense management, the ability to upload multiple receipts to a single entry and split credit card transactions even when policy fields are incomplete removes two of the most common day-to-day friction points. The investment project feature automates cost tracking for internal capital initiatives, recording all costs as work-in-progress and giving teams two options on project completion: eliminate the project or transfer costs to a fixed asset. Time zone-agnostic date fields — a smaller but impactful change — eliminate a class of scheduling and billing errors that particularly affect consulting organisations operating across multiple time zones.
The 2025 Release Wave 2 continues Microsoft's pattern of deepening automation, improving usability, and embedding AI more deeply into everyday workflows across Finance and Project Operations. The journal framework changes and Business Performance Analytics enhancements are the most immediately impactful for finance teams looking to compress period-end close. For project-centric businesses, the approvals redesign and expense management improvements address friction points that affect every project manager, every day.
As always with release wave features, some require feature flag enablement or administrator configuration before they become active in your environment. If you would like a review of which Wave 2 features are enabled in your Dynamics 365 tenant and which require action, get in touch.
Want to understand which Wave 2 features are enabled in your environment — and which require action from your team or partner?
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