Integrations/Microsoft Dynamics
Microsoft Dynamics+Workd

Dynamics + Workd

AI That Speaks Microsoft

You're already in the Microsoft ecosystem. Add AI capabilities that integrate natively — voice ordering, intelligent AR, and autonomous customer engagement.

See Integration Demo

What Syncs

Sales Orders

Quotes through fulfillment

Customers

Accounts and contacts

Inventory

Items and locations

Financials

AR, invoices, payments

SupportsBC & F&O

The Microsoft Dynamics Opportunity

Microsoft Dynamics 365 brings enterprise ERP capabilities to mid-market companies. Business Central offers SMB-friendly pricing with serious functionality. Finance & Operations handles complex, multi-entity operations. Both benefit from deep Microsoft integration — Office 365, Azure, Power Platform.

But Microsoft's AI investments focus on Copilot — productivity assistance and analytics. Customer-facing AI automation, voice interfaces for order entry, autonomous AR collection — these aren't Copilot's focus.

Workd adds the execution layer. AI that doesn't just analyze your Dynamics data — it acts on it.

Dynamics Products We Support

Business Central

Microsoft's SMB ERP. Modern cloud architecture, strong financials, good distribution capabilities. Excellent for companies up to $50M.

  • API Pages integration
  • Standard web services
  • Azure AD authentication
  • Dataverse connectivity

Finance & Operations

Enterprise-grade Dynamics. Complex manufacturing, multi-company, global operations. For larger distributors with sophisticated needs.

  • OData REST APIs
  • Data entities
  • Business events
  • Dual-write to Dataverse

What AI Adds to Dynamics

Voice Order Entry

Field sales places orders by voice, directly into Dynamics. Customer pricing, inventory checks, order confirmation — conversationally.

AR Collection Agents

AI that calls overdue accounts, understands payment history from Dynamics, and collects commitments. Accelerate collections through automated outreach.

Customer Reactivation

AI identifies dormant accounts in Dynamics and reaches out automatically. Re-engages lapsed customers before they're truly gone.

Conversational Queries

"What's Johnson Corp's balance?" Natural language access to Dynamics data without navigating screens or building reports.

Proactive Alerts

AI monitors Dynamics data continuously. Important patterns surfaced to the right people without waiting for someone to ask.

Customer Self-Service

Customers check orders, view invoices, get answers 24/7 through conversational AI powered by your Dynamics data.

Fits Your Microsoft Stack

Already using Microsoft? Workd integrates cleanly with your existing investments.

Azure AD

SSO and identity management

Power BI

AI insights to dashboards

Dataverse

Common data foundation

Complete Your Microsoft AI Story

Copilot handles productivity. Workd handles customer execution. Together, they're a complete AI strategy.

See Dynamics + AI in Action