A Partner You Can Trust.
Just ask our clients.
The Problem
Reactive inventory planning is costing you.
Manufacturers have more data than ever - but planning teams are still overwhelmed by exceptions, disruptions, and competing priorities.
When inventory decisions depend on spreadsheets and manual analysis:
Shortages are discovered after customer commitments are already at risk
Excess builds up in one location while another runs short
Purchase orders fall out of sync with demand
Planners spend hours investigating problems instead of preventing them
How the Agent Works
A Continuous Inventory Decision Loop
Tracks inventory positions, demand signals, purchase orders, and planning exceptions.
Surfaces the issues with the greatest operational and financial impact.
Suggests the next best action; expedite a PO, rebalance stock, or escalate
Routes recommendations to planners for review and approval.
Carries out approved actions through governed Dynamics 365 workflows.
The Deliverables
Identifies projected inventory risks before they disrupt production or customer commitments.
Finds inventory imbalances across plants, warehouses, and distribution centers and recommends corrective transfers.
Detects purchase orders that no longer align with demand and recommends timing adjustments.
Highlights the exceptions that matter most instead of overwhelming planners with alerts.
Reduce manual touchpoints across invoice entry, coding, matching, and approval workflows.
Ensures every action is reviewed and approved before execution.
- Faster response to inventory disruptions
- Reduced manual planning effort
- Higher planner productivity
- More consistent inventory decisions
- Improved inventory balance across locations
- Lower risk of production and customer-service disruptions
- A foundation for broader AI-driven supply chain transformation
The Implementation Timeline
Go live in as little as 4–6 weeks
Start with one high-value inventory use case, prove measurable results, and build the foundation for broader operational AI.
Phase 1
Discovery & Design
Map workflows, choose priority use cases, define business rules and solution architecture.
Phase 2
Agent Configuration
Configure Copilot Studio, AI recommendations, operational logic, and approval workflows.
Phase 3
Integration & Validaton
Connect to Dynamics 365 F&O, validate recommendations, and refine decision logic.
Phase 4
Deployment & Optimization
Deploy to production, enable users, monitor adoption, and optimize performance.
FAQ
No. The agent monitors inventory conditions, prioritizes exceptions, and recommends actions. All changes require approval from a planner or business user.
