At TATWA Technologies, we empower modern enterprises to transform customer engagement, automate complex business workflows, and drive intelligent decision-making with our end-to-end Microsoft Dynamics 365 & Agentic AI Solutions. Combining deep domain expertise with Microsoft’s 2026 Agentic Era release, Tatwa delivers tailored CRM and ERP solutions that deploy 24/7 autonomous AI agents, unify data across touchpoints, and elevate enterprise productivity.
Our certified Microsoft Dynamics consultants collaborate with your leadership to identify operational friction, architect secure agentic workflows, and deploy scalable solutions that automate lead qualification, case resolution, field service dispatch, and ERP operations under strict enterprise governance.
Tatwa's 10-Step Dynamics 365 Service Delivery Framework:
- 01. Strategic Consulting – Strategic guidance to align Dynamics 365 CRM and ERP solutions with your core business goals.
- 02. Business Process Assessment – Analyzing, documenting, and optimizing business processes for maximum impact.
- 03. Greenfield Implementation – End-to-end implementation of Dynamics 365 from the ground up tailored to your needs.
- 04. Phased Rollout & User Adoption – Structured rollout strategies to ensure smooth deployment and high user adoption.
- 05. Zero-Disruption Data Migration – Seamless data and system migration to Dynamics 365 with zero downtime and full compliance.
- 06. Version Upgrades & Modernization – Upgrading to latest Dynamics 365 versions to leverage cutting-edge AI features.
- 07. Custom Development & Power Apps – Building custom extensions, PCF controls, Power Apps, and automated workflows.
- 08. Ecosystem & ERP Integration – Seamlessly integrating Dynamics 365 with SAP, Oracle, Business Central, and Tatwa's OmniAgent contact center.
- 09. 24/7 Managed Support Services – Round-the-clock L1–L3 support, system monitoring, and proactive SLA-driven management.
- 10. On-Demand Staff Augmentation – Providing skilled Dynamics 365 and Power Platform professionals on demand.
First-Party Autonomous AI Agents We Implement:
Sales & Revenue Generation Agents
- Sales Development Agent (SDA) – 24/7 autonomous seller that engages incoming leads, holds qualifying conversations, and hands off qualified opportunities with detailed briefing notes.
- Sales Qualification Agent – Automated lead scoring using CRM, email, and meeting signals; drafts personalized outreach and routes to the ideal seller.
- Sales Close Agent – Analyzes historical win/loss data to recommend optimal next-best actions, manage deal objections, and accelerate pipeline velocity.
Customer Service & Contact Center Agents
- Case Management Agent – Automates full case lifecycle—creation, classification, auto-routing, knowledge search, resolution, and CSAT trigger.
- Customer Intent Agent – Analyzes inbound interactions across chat, voice, and email to detect intent, resolve routine inquiries, and surface emerging case trends.
- Quality Evaluation Agent – Scores 100% of customer interactions against supervisor policy criteria (replacing manual 2–3% sampling) and triggers automated coaching.
- Knowledge Management Agent – Automatically converts closed customer cases into draft Knowledge Base (KB) articles, reducing KB creation time by up to 88%.
Field Service & Proactive IoT Operations
- AI Scheduling Operations Agent – Continuously rebalances technician schedules in real time, matching technician skills, minimizing travel distance, and safeguarding SLAs.
- Connected IoT Trigger Agent – Automatically generates proactive work orders when IoT sensors detect equipment anomalies, dispatching technicians before faults interrupt customer operations.
Business Central & ERP AI Agents
- Payables Agent (BC ERP) – Automates AP invoice extraction from emails/uploads, performs 3-way matching to POs and GL accounts, and routes for approval without touch.
- Sales Order Agent (BC ERP) – Ingests sales orders across channels, verifies customer credit and stock availability, and issues order confirmations automatically.
- Account Reconciliation Agent (Finance) – Continuously reconciles subledger balances (AP, AR, Bank, Tax) to GL, reducing month-end close stress and admin workload by 40%.
Enterprise Agentic AI Architecture & MCP Connectivity:
Tatwa architects enterprise D365 solutions built upon Microsoft's 5-layer agent infrastructure:
- User Interaction Layer – Unified access via D365 Immersive Home, Microsoft Teams bots, M365 Copilot, and custom web/mobile channels.
- Orchestration Layer – Multi-agent orchestration via Copilot Studio, Azure AI Foundry (Agent2Agent / A2A protocol), and Semantic Kernel SDK.
- MCP Server Layer (Connective Tissue) – Exposing 650,000+ D365 actions, Dataverse schemas, and Customer Insights profiles to external AI surfaces (ChatGPT, Claude, custom LLMs).
- Data Foundation – Built on Microsoft Dataverse, Microsoft Graph (emails, meetings, org hierarchies), and Microsoft Fabric telemetry.
Tatwa's 4 Principles of Enterprise AI Governance:
Human-in-the-loop review for high-consequence decisions (invoice approvals, credit limits, contract updates).
Agents operate strictly under existing D365 Role-Based Access Controls (RBAC) with zero data bypass.
Every agent reasoning step and action is logged for complete auditability and compliance.
Deploying high-volume, low-risk processes first to measure cycle time, accuracy, and clear ROI.
Real-World D365 Success Stories & Proven Business Impact:
Financial Services CRM Modernization
Leading NBFC / Financial InstitutionChallenges: Manual onboarding, lead tracking in spreadsheets, fragmented customer view, slow loan approvals.
Solution: Unified D365 Sales & Customer Service, Power Platform custom workflows, Entra ID security, and Copilot AI.
Healthcare Digital Operations & Care Automation
Multi-Specialty HospitalChallenges: Manual patient registration, delayed appointment scheduling, fragmented billing, uncentralized reporting.
Solution: D365 Customer Service, Power Apps (registration & booking), Power Automate alerts, Azure HIS/Pharmacy integration, Power BI.
Manufacturing ERP & Supply Chain Transformation
Large Manufacturing EnterpriseChallenges: Disconnected ERPs, manual production scheduling, multi-plant inventory mismatches, delayed procurement reporting.
Solution: D365 Finance & Supply Chain Management, Azure Integration, Power BI executive dashboards, Copilot AI.
Tatwa's Certified Dynamics 365 Talent & Resource Capability Matrix:
| Specialized Skill Area | Avg Experience | Certified Resources | Key Tech Stack |
|---|---|---|---|
| D365 Finance & Operations | 3+ Years | 12 Experts | FinOps, Power Apps, Power Automate |
| D365 Supply Chain Mgmt (SCM) | 5+ Years | 3 Experts | SCM, Inventory, WMS, Power Apps |
| D365 CRM & Azure Integrations | 5 Years | 7 Experts | Sales, Customer Service, Power Platform, Azure |
| D365 FinOps Test Automation | 4 Years | 2 Experts | Test Automation & Regression Suite |
| D365 Sales & Customer Service | 6+ Years | 2 Experts | Sales, CS, Power BI Dashboards |
| D365 Sales & Integration | 3 Years | 2 Experts | Custom Integrations, API Action Tools |
Why Choose TATWA for Microsoft Dynamics 365 & AI Implementation?
As a CMMI Level 3 appraised organization, Tatwa combines certified Microsoft Dynamics engineering talent with deep expertise in 2026 Agentic AI standards. Our team holds top Microsoft certifications including MB-280 (Customer Experience Analyst), MB-230 (Customer Service), MB-240 (Field Service), PL-600 (Solution Architect Expert), and readiness for AB-100 (Agentic AI Architect). Whether upgrading legacy systems or launching autonomous AI agent fleets, Tatwa delivers secure, high-impact Dynamics 365 solutions with measurable ROI.
Ready to Transform Your Enterprise with Dynamics 365?
Contact our Microsoft Dynamics 365 practice leads today for a custom process assessment.
AIDA
- Digital Transformation
- Microsoft Dynamic CRM
- Cyber Security Services
- Custom Enterprise Software Development
- Quality Assurance
- Web Design & Development
- Mobile Apps Development
- eSign & emSigner Integration
- Resource Augmentation and Staffing
- Digital Marketing Services
About Us
TATWA Technologies Ltd was founded in the year 2002.In the span of these years, TATWA has come a long way from a 3 people organization...
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Why Tatwa ?
Tatwa is a proud winner of several awards in providing the best IT &ITeS Services,Solution& employment across the state and the country.
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Clients Speak
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I can highly recommend Tatwa for all your Wordpress projects.
Tatwa s
design and service skills are unmatched...
Mattijs Wijnmalen -
We will definitely Hire Tatwa for our upcoming Venture.
Brandon Midel, Gerund Technologies Inc -
We have crossed our ways in few occasions now and the experience has
been by
far
good...
Abhishek Mahananda OPCC -
We take this opportunity to thank you, for your continuous support and
guidance
regarding implementation....
M.Premkumar -
Team Tatwa exceeded my expectations . I never expected such swift
delivery.
Our
timely launch in the state,.....
Manish Jain, CSD Head, Vodafone -
I see TATWA as one of the most committed partners we have across the
country,
and I wish they continue.....
Alok Kumar, National CSD Head, AIRCEL -
Great job team TATWA, the winners of Contact Center National
Championship.....
Gurdeep Singh, COO, AIRCEL
