How to Do Forecasting in Power BI (Steps & Accuracy Metrics)
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3 Weeks
$4,999
Managing procurement requests that include endless emails, manual forms or chasing approvals can slow down your business. Using this AI Procurement Assistant Chatbot helps your team complete common procurement tasks through simple conversations while staying fully connected with Dynamics 365 Finance and Supply Chain.
Employees can submit purchase requests, managers can monitor approvals and procurement teams can quickly access vendor information from Microsoft Teams or a web portal. This 3-week pilot gives your organization a practical way to experience AI-powered procurement before committing to a larger implementation.
We begin by understanding how your procurement process works today. After that, we will review purchase requests, approval workflows, vendor management practices and your existing Dynamics 365 environment.
During this phase, we:
✓ Understand your current procurement workflow
✓ Find repetitive manual tasks that can be automated by AI
✓ Review current Dynamics 365 configurations and user roles
✓ Prepare a secure Azure AI environment
✓ Design the chatbot integration approach
Now our team will identify and connect the chatbot to your Dynamics 365 environment.
The chatbot will be able to:
✓ Create new purchase requests
✓ Check approval progress instantly
✓ Retrieve vendor details and related information
✓ Connect securely using Azure Active Directory
✓ Exchange data with Dynamics 365 in real time
Before deployment, we perform testing to ensure everything works smoothly.
During the final week, selected users test the chatbot in real business scenarios.
We then:
✓ Collect user feedback
✓ Fine-tune chatbot responses and workflows
✓ You can Deploy the chatbot to Microsoft Teams or a web portal
✓ Train employees and administrators
✓ Deliver documentation for future management
A working AI Procurement Assistant Chatbot
Dynamics 365 Finance and Supply Chain integration
Secure Azure AD authentication
Purchase request automation
Approval tracking functionality
Vendor information lookup
Microsoft Teams or web portal deployment
User and administrator training
Quick-start and administration documentation

Using this pilot helps procurement teams spend less time on repetitive administrative work and more time on strategic purchasing decisions. Business benefits include:
This pilot is ideal for organizations that:
Handle frequent purchase requests and approval processes
Want to reduce manual procurement activities
Need faster approval workflows
Want better visibility into vendor information
Are exploring AI solutions with minimal implementation risk

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Yes using this pilot is built specifically for organizations already running on Dynamics 365 Finance and Supply Chain.
Yes you can deploy it in Teams or through a secure web portal, whichever fits your setup better.
Yes because It runs on Azure Active Directory authentication with role-based access controls so people only see the information they're actually authorized to see.
Yes. Employees can submit purchase requests using natural language instead of completing lengthy forms.
Absolutely. The chatbot provides real-time updates on purchase request approvals.
Yes users can quickly look up vendor details such as pricing, availability and compliance information directly through the chatbot.
Yes. Both end users and administrators receive training, along with documentation to help your team confidently use and manage the chatbot.
If the pilot meets your expectations, it can be expanded with additional features such as advanced reporting, multilingual support, broader procurement workflows and ongoing support.
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