AI & agents
How several specialised AI agents can work together on enterprise tasks, and when a single agent is enough.
- (+91) 9112-041-412
- support@stw-services.com
AI · Dynamics 365 · Microsoft 365
AI Agents, Dynamics 365 & Microsoft 365 Solutions
Connect your data. Automate your workflows. Build smarter business systems.
We help growing businesses cut manual work, run finance and sales on one connected platform, and give people answers they can trust, with AI agents, Dynamics 365 and Microsoft 365 designed to work together.
- Fewer manual steps and re-keyed data
- ERP, CRM and documents in sync
- AI that respects your permissions
Since 2011Delivering Microsoft business applications from Pune, India
7+ countriesClient projects across the Middle East, Europe, North America and India
In productionBusiness Central, CRM integration, AI document automation and SharePoint solutions delivered for real clients
One teamConsulting, development, integration, migration and support
Client projects in Qatar · Saudi Arabia / UAE · Sweden · United Kingdom · United States · Canada · India
What we do
Four areas of deep expertise
Specialists in AI and Microsoft business applications, so your ERP, CRM, documents and AI assistants are designed to work together.
AI & LLM development
AI assistants grounded in your documents, agents that use approved tools and custom LLM applications connected to your business systems.
ERP
Implementation, AL development, NAV migration, integrations and support for Microsoft’s cloud ERP.
CRM
Dynamics 365 Sales and CRM implementation, development, Business Central integration and CRM migration.
Microsoft 365 & Power Platform
SharePoint intranets and document management, Teams apps and Power Platform automation, set up securely.
AI, LLMs & agents
Build intelligent business applications with AI, LLMs and agents
AI that works on your information and inside your processes, with clear boundaries: agents answer from approved sources, use only the tools you allow, respect each user’s permissions and ask a person before anything important changes.
- Knowledge assistants (RAG)answers from SharePoint and documents, with citations
- Custom LLM applicationspurpose-built apps and APIs, such as questions over business data
- AI agents & multi-agent workflowsplan steps, call approved tools, hand off to people
- Copilots for business usersCopilot Studio agents in Teams, websites and apps
- Document intelligenceinvoices, forms and contracts into your systems
- Governed by designEntra ID sign-in, least privilege, audit logs, human approval
ERP & CRM
Modernise your ERP and CRM with Microsoft Dynamics 365
Business Central runs finance and operations. Dynamics 365 Sales runs your customer relationships. We implement, extend and connect both through Dataverse, migrate your data cleanly and support your team after go-live.
ERP · Business Central
Finance, purchasing, inventory, projects and manufacturing in one cloud ERP.
CRM · Dynamics 365
Leads, opportunities, quotes and service on Dataverse, connected to your ERP.
Microsoft 365 & Power Platform
Connect your people, processes and information with Microsoft 365
Documents, approvals and teamwork in the tools your people already use, automated with Power Platform and ready for Copilot.
On stw-services.com
Intranets, document management, Teams apps and integrations.
On STW Automation, our related site ↗︎
Low-code apps, workflow automation and reporting. These links open stw-automation.com in a new tab.
Connected intelligent systems
One question. Four systems. One trusted answer.
Most of the value appears where systems meet. Here is how AI, Business Central, Dynamics 365 and Microsoft 365 can work together on a single everyday question, with permissions and a person in control.
- Ask. In Teams, a sales manager asks: “Which customer orders are delayed this week?”
- Check access. The agent signs in as that manager, so it can only read what their Business Central and Dynamics 365 roles allow.
- Find the facts. It reads open sales orders and shipments in Business Central and the account owners in Dynamics 365 Sales.
- Answer with sources. The manager sees three delayed orders, the reasons and a link to each record.
- Act with approval. Only after the manager confirms does Power Automate post to each account owner in Teams and create follow-up tasks.
Built-in guardrails
- Microsoft Entra ID sign-in and the user’s own security roles
- Read-only by default; actions need a person to confirm
- Every step logged for audit
- Sources shown with every answer
Illustrative example of how these technologies can work together
Real-world solutions
Solutions we have delivered
Anonymised examples from STW projects. Client names are withheld and outcomes are limited to what is documented.
AI automation · Business Central
AI-assisted invoice capture into Business Central
- ChallengeEmailed PDF invoices were keyed into Business Central by hand.
- SolutionAn email-triggered flow reads each invoice with AI document extraction and creates the purchase order and lines.
- DeliveredEnd-to-end automation, SharePoint tracking list with PO links, review emails and failure alerts.
- OutcomeInvoices become purchase orders without re-keying; every document is traceable and exceptions are flagged. In production.
Power Automate · AI Builder · Business Central · SharePoint
Dynamics 365 Sales · Business Central
CRM and ERP connected across several countries
- ChallengeSales used Dynamics 365 Sales, finance used Business Central, and each country had its own approval rules.
- SolutionMicrosoft’s standard Business Central–Dataverse integration plus event-driven Power Automate flows.
- DeliveredCountry-specific quote approvals, goods-received and compliance alerts, price-list and data-quality logic.
- OutcomeEmail-chain approvals now run as rule-based flows with an audit trail; the right people hear about key events as they happen.
Dynamics 365 Sales · Dataverse · Business Central · Power Automate · C# plug-ins
ERP implementation
Business Central for a construction contractor
- ChallengeProject costs and progress billing lived in spreadsheets.
- SolutionProject-based finance with dimensions, job budgets by cost type, requisition approvals and milestone billing with retention.
- DeliveredConfigured system, reconciled opening data and active projects, role-based training and go-live support.
- OutcomeProject costs, procurement, inventory and billing in one system, with project profitability visible against budget. Live.
Business Central: Finance · Jobs · Purchasing · Inventory · Sales
Microsoft 365 · Power Platform
Document approvals on SharePoint and Teams
- ChallengeSeveral document types needed controlled review and sign-off, tracked by email.
- SolutionSharePoint libraries with Power Automate approval workflows, approvals actioned in Teams.
- DeliveredA multi-type document approval process with Teams approvals and status tracking.
- OutcomeEach document has a clear approval status and history instead of email threads.
SharePoint · Power Automate · Teams · Power Apps
Also from STW
Additional services
Beyond our core Microsoft and AI work, we support the wider systems your business depends on.
- WhatsApp CRM · STW Bot (opens in a new tab)Agentic AI and customer automation on WhatsApp.
- Data migrationClean, reconciled moves into Microsoft systems.NAV to Business Central · CRM to Dynamics 365 · SharePoint
- Web & mobile appsResponsive web and cross-platform mobile apps.
- WordPress & MagentoContent sites and e-commerce stores.
- APIs & integrationAPIs that connect applications, partners and data.
Industries & challenges
Built around the business problems you face
Common challenges we help organisations solve. We confirm fit for your industry in a short discovery conversation.
Manufacturing & distribution
“Stock, orders and production live in different places.”
One ERP for inventory, purchasing and production, with Power BI on top and sales orders synced from CRM.
Project-based & professional services
“Project costs and billing are tracked in spreadsheets.”
Job budgets, cost tracking, approvals and milestone billing in Business Central.
Retail & e-commerce
“Store, online and back-office data don’t match.”
Integrations between storefronts, ERP and finance, and clear documentation of how data should flow.
Finance & operations
“Invoices are re-keyed and approvals chased by email.”
AI document capture into Business Central and rule-based approvals in Power Automate and Teams.
Sales & customer service
“There is no single view of the customer.”
Dynamics 365 Sales with clean migrated data, connected to ERP and to WhatsApp conversations.
How we deliver
Our delivery approach
A clear, repeatable path from requirement to working system, with your team involved at every step.
01
Discover
Workshops on goals, processes, data and constraints.
02
Design
Architecture, data model, security and a phased plan.
03
Develop & configure
Build in short iterations you can see and test.
04
Integrate & validate
Connect systems, migrate data and test end to end.
05
Deploy & enable
Go-live, training and documentation for your team.
06
Optimise & support
Monitoring, fixes and continuous improvement.
Insights & resources
Practical guides from our team
Copilot Studio
A walkthrough of an agent that handles travel requests, approvals and follow-ups inside Microsoft 365.
Business Central
Extend Business Central disaster recovery past Microsoft’s built-in retention with scheduled full exports.
Dynamics 365
Route purchase documents for approval with Power Automate, with rules, reminders and an audit trail.
Microsoft 365
Practical prompt patterns that help teams get reliable results from Copilot in Word, Outlook and Teams.
Power Platform
A step-by-step guide to approval flows for quotes and orders, from trigger to notification.
Next step
Have an AI, Dynamics 365 or Microsoft 365 project in mind?
Tell us about your business requirements. We’ll explore how the right architecture, integrations and automation can help, and reply with practical next steps.
- A reply from a consultant who knows the technology
- Practical next steps, whether or not we work together
- No obligation
Prefer email? support@stw-services.com · Call +91 9112-041-412 · Or use our full contact form.