Bridging ERP and CRM: AI & Automation Patterns Across Dynamics 365 F&O and CE
Session Overview: Organizations often struggle to connect Dynamics 365 Finance & Operations (ERP) and Customer Engagement (CRM) into a unified, intelligent business process—especially when introducing AI and automation.
In this session, we’ll walk through proven patterns for integrating F&O and CE using Power Platform, Copilot, and modern AI-driven architectures. Through real-world use cases, you’ll learn how to orchestrate data, workflows, and AI agents across systems to streamline operations like order-to-cash, service-to-resolution, and pricing/inventory intelligence.
We’ll cover practical implementation approaches, including data integration strategies, automation patterns, and where AI can meaningfully augment business processes—not just add complexity. Attendees will leave with actionable guidance to design and deploy cross-platform solutions that drive efficiency, visibility, and better decision-making.
Learning Objectives:
- Understand key integration and automation patterns that connect Dynamics 365 Finance & Operations and Customer Engagement
- Learn how to apply AI and Copilot capabilities to optimize cross-system business processes
- Identify practical implementation strategies for improving operational efficiency and data visibility across ERP and CRM
Speakers: Daniel Spees, Jay Greene
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 301 – Advanced
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Automation, Technical (Development), Supply Chain
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
