Home / Products / AI ERP Support
To help your ERP users, AI needs to understand your ERP system.
An AI support assistant for Dynamics 365 Finance & Operations users, available in Teams, web chat and Outlook. It can work with your knowledge base, customer-specific X++ code and authorised ERP data.
Answers grounded in your system, not generic advice.
When a user asks about a customised form or process, the assistant can consult internal documentation and customer-specific X++ customisations. Where permitted, it can query live ERP data. If it cannot resolve the issue, it requests approval to create a support ticket.
How can I find out what this field on our form does?
I can check your organisation's process documents and the custom code behind the form. If necessary, we can inspect authorised data within your access scope.
Four core capabilities. One support flow.
Answers from company knowledge
Search a knowledge base built from Word, PDF, Excel and other sources. Authorised contributors can turn corrections into reusable lessons.
Understanding custom X++ code
Go beyond generic documentation by inspecting your own classes, extensions and screen relationships to understand the question's context.
Permission-aware ERP queries
Supported queries respect company scope, role checks and restricted-data policies. Unverifiable access can be refused.
A real handoff to people
With the user's approval, unresolved questions become numbered support tickets. The support team manages them, and users can follow their status.
Bringing AI close to ERP data without giving up governance.
Single-tenant deployment in customer infrastructure, company and role scope controls, restricted-data policies, audit trails and human-approved support processes are part of the design.
ERP writes are disabled in the production deployment. Task-relevant context may be transmitted to the selected cloud model. Data transfer and security requirements are reviewed before a pilot; we do not claim automatic GDPR compliance.
ERP leaders, support teams and Dynamics partners.
End-user organisations
Make repetitive how-to questions and explanations of your custom processes easier to access.
Support operations
Put AI alongside human support, with a clear way to turn unresolved questions into tracked tickets.
Dynamics partners
Explore a support layer that can run in your client's own environment with configurable branding.
How does this differ from DynamicsWithClaude?
DynamicsWithClaude
For developers and engineering teams: X++ analysis, development workflows, quality controls and shared engineering memory.
Explore the engineering platformAI ERP Support
For ERP users and support teams: knowledge base, custom code, authorised live data and support tickets.
These are currently separate products with separate setups and scopes.
Frequently asked questions
Which channels can users access?
Microsoft Teams one-to-one chat, web chat and an Outlook panel are supported. Active channels depend on deployment scope.
Can it change production ERP data?
Write features are disabled in the production deployment. Read access is subject to authorisation and restricted-data policies.
Can it run on our own server?
Yes. The current solution is designed for single-tenant deployment in customer infrastructure. If a cloud model is used, task-context transfer is reviewed before a pilot.
Is it ready for a pilot?
The product has been used in a real customer environment. For a new client we first agree infrastructure, access policies and pilot scope. A one-click standard installer is not yet offered.
Give your ERP users support that knows their system.
Let's review your support use cases and security requirements, then define a focused pilot.
Discuss a pilot