ERP Transformation with AI and agents in Dynamics 365

Last Updated 07 Apr 2026

Course Overview

In this series of episodes, we will discuss the AI transformation of ERP processes enabled by Agentic ERP capabilities in Dynamics 365 to help customers across all segments to modernize or replace their current legacy ERP systems. In this series designed for sellers, they can pick the episode that discussed the ERP process that matches their customer requirements to gain more insights into the AI transformation for that process and pitch better. We would suggest all sellers to view Episode 1 though as a must watch before they proceed to other episodes.

Duration - 10 Hours

Level - Beginner

Style - Self paced

Course Type - Tech Deal Ready

Certification - No

Hands on Labs - No

Solution Areas - AI Business Process, ERP Transformation with AI

Featured Product - Dynamics 365

Course Modules

Episode 1: ERP Transformation with AI and Dynamics 365

Understand macro challenges, barriers for frontier finance & operations, and why Dynamics 365 is an agent-ready ERP platform. Explore key pillars of agentic ERP, MCP server, deployment scenarios, and real customer examples to drive business transformation.

Episode 2: Acquire to Dispose transformation with AI and Dynamics 365

Understand the end-to-end Acquire to Dispose lifecycle and how AI enhances each stage within Microsoft Dynamics 365 for smarter asset and procurement management. Learn to optimize purchasing, asset utilization, and disposal decisions using AI-driven insights to improve efficiency, compliance, and cost control.

Episode 3: Design to Retire transformation with AI and Dynamics 365

Explore the complete Design to Retire lifecycle and how AI transforms product development, asset management, and lifecycle planning within Microsoft Dynamics 365. Learn to leverage AI-driven insights to streamline design, optimize asset performance, and enable smarter retirement decisions for improved efficiency and innovation.

Episode 4: Forecast to Plan transformation with AI and Dynamics 365

Explore the end-to-end Forecast to Plan lifecycle and how AI enhances demand forecasting, financial planning, and decision-making within Microsoft Dynamics 365. Learn to leverage AI-driven insights to improve forecast accuracy, align business strategies, and enable more agile and data-driven planning processes.

Episode 5: Hire to retire transformation with AI and dynamics 365

Explore the end-to-end Hire to Retire lifecycle and how AI enhances talent acquisition, employee engagement, and workforce management within Microsoft Dynamics 365. Learn to leverage AI-driven insights to optimize hiring, development, and retention strategies for a more agile and productive workforce.

Episode 6: Order to Cash transformation with AI and Dynamics 365

Explore the end-to-end Order to Cash lifecycle and how AI enhances order management, invoicing, and revenue recognition within Microsoft Dynamics 365. Learn to leverage AI-driven insights to streamline sales processes, improve cash flow visibility, and accelerate collections for better financial outcomes.

Inventory to Deliver transformation with AI and Dynamics 365

Explore the end-to-end Inventory to Deliver lifecycle and how AI enhances inventory management, warehousing, and fulfillment within Microsoft Dynamics 365. Learn to leverage AI-driven insights to optimize stock levels, improve demand-supply alignment, and ensure faster, more efficient delivery operations.

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