AI That Works Inside Your Business Applications
Copilot, AI agents, and custom AI on Microsoft
We help Canadian businesses put AI to work where the work already happens: in Business Central, Dynamics 365, and Microsoft 365. Practical, secure, and measured against real time saved.
Order Intake Agent
Working in Business Central
New email · Northwind Supply
“Hi team, please send 40 pallets of the usual, plus 12 cases of the new liners. PO attached.”
- Read the email and attached PDF from Northwind Supply
- Matched the customer and 3 items in Business Central
- Checked stock and the customer's credit limit
- Drafted sales order SO-10482 for $14,860.00
Ready for your review
ApproveAI Built on the Systems You Already Trust
Most of what makes AI useful in a business isn’t the model. It’s access to the right data, in the right system, with the right permissions. That’s why we build on Microsoft: your customers, orders, invoices, and documents already live in Dynamics 365 and Microsoft 365.
We start with the AI already included in the products you license, add agents where whole tasks can be handed over, and build custom solutions on Microsoft Foundry only when there’s a clear case for it. Every project is measured against the time or money it saves.
Six Ways to Put AI to Work
From switching on features you already pay for to building something entirely your own.
AI in Your Business Applications
Copilot in Dynamics 365, switched on and configured properly.
- Copilot in Business Central for faster data entry, reconciliation help, and answers about your own data
- Copilot in Dynamics 365 Sales to summarize accounts and draft follow-up emails
- Copilot in Customer Service to summarize cases and suggest replies
- Microsoft 365 Copilot rollout across Outlook, Teams, Word, and Excel
AI Agents
Agents that take on whole tasks, with a person approving the result.
- Agents built in Microsoft Copilot Studio and Microsoft Foundry, published to Teams, your website, or Microsoft 365 Copilot
- Order intake, invoice handling, and customer enquiries processed end to end
- Microsoft's Business Central agents, such as the Sales Order Agent and Payables Agent, configured and put to work
- Clear approval steps, so nothing important happens without a human sign-off
Custom AI Solutions
When an off-the-shelf feature isn't enough, we build what you need.
- Chat assistants that answer from your own policies, manuals, and product data
- Knowledge search across SharePoint, documents, and business data
- Forecasting and anomaly detection on your Business Central data
- Built on Microsoft Foundry and Azure OpenAI, so your data stays inside your Microsoft environment
Intelligent Document Processing
Invoices, forms, and contracts turned into clean data automatically.
- Data extracted from PDFs, scans, and emails with Azure AI Document Intelligence
- Documents classified, validated, and routed for approval
- Results created directly in Business Central, ready for review and posting
- Continia Document Capture for proven invoice automation in Business Central
AI Automation and Integrations
AI built into the workflows that connect your systems.
- Power Automate flows with AI Builder for approvals, emails, and data entry
- AI connected to your CRM, e-commerce, and line-of-business systems
- Agents linked to your systems through secure APIs and connectors
- Documented, monitored automations that keep working through system updates
AI Strategy and Governance
A clear plan and safe guardrails before you scale.
- AI readiness assessment and opportunity workshop
- Data quality review for the processes AI will touch
- Security and data protection with Microsoft Purview and Entra
- Usage policies, cost controls, and hands-on training for your team
Where AI Pays Off First
The best starting points are repetitive, rules-based tasks that already happen inside your Microsoft systems.
Finance
Vendor invoices read and coded automatically, bank reconciliations suggested, and month-end variances explained in plain language.
Sales
Customer emails turned into draft quotes and orders, account summaries before every call, and follow-ups drafted for review.
Customer Service
A website agent that answers common questions around the clock and hands over to your team with the full conversation attached.
Operations
Demand forecasts and reorder suggestions from your sales history, with stock risks flagged before they turn into backorders.
HR and Internal Teams
An agent in Teams that answers policy, benefits, and how-do-I questions from your own documents, so people stop searching shared drives.
Management
Ask questions about performance in plain English and get answers drawn from Business Central and Power BI, not a week-old report.
One Platform, End to End
We work across Microsoft's AI stack, from Microsoft Foundry to Power Automate, so each solution uses the right tool for the job and fits into the security and licensing you already have.
Microsoft Foundry
Agents and models from OpenAI, Anthropic, Meta, and more
Azure OpenAI
GPT models in your own Azure tenant
Microsoft Copilot Studio
Custom agents and conversational AI
Copilot in Dynamics 365
Business Central, Sales, Customer Service
Microsoft 365 Copilot
Outlook, Teams, Word, Excel, PowerPoint
Azure AI services
Document intelligence, speech, and language
Power Automate
Workflow automation, AI Builder, and desktop flows
Azure AI Search
Knowledge retrieval so AI answers from your data
Power BI and Microsoft Fabric
Analytics and data foundations
Microsoft Entra and Purview
Identity, access, and data governance
From Idea to Results in Weeks, Not Years
Small, measurable steps. You see value from the first pilot before investing in anything bigger.
- 01
Discover
A short workshop to find where AI will genuinely save time or money in your business, ranked by value and effort.
- 02
Prove
A focused pilot on one high-value process, measured against how the work is done today, before you commit to more.
- 03
Build and Integrate
We build the solution properly, connected to Business Central, Dynamics 365, and Microsoft 365, with security set up from day one.
- 04
Adopt and Improve
Training, usage tracking, and regular reviews, so the solution keeps earning its place as your business changes.
Secure and Governed by Design
AI should make your business safer to run, not riskier. These principles are built into every project.
Your data stays yours
Solutions run inside your Microsoft environment. Microsoft does not use your business data to train its foundation models.
Existing permissions respected
AI only sees what the person using it is already allowed to see in Business Central, Dynamics 365, and Microsoft 365.
People stay in control
Agents prepare work and people approve it. Every action is logged so you can see what was done, and why.
Data readiness first
AI is only as good as the data behind it. We check and tidy the data a solution depends on before it goes live.
Frequently Asked Questions
Ready to see what AI can do for your business?
Book a call with a GeniusX consultant. We'll look at how your team works today and show you where AI on Microsoft can save real time, with no hype and no obligation.
- info@geniusxtech.com
- Phone
- +1 (519) 778-8901
- +1 (519) 778-8901
- Location
- Brantford, Ontario, Canada
