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Certified expertise
Certified Dynamics 365 and Power Platform consultants across ERP, CRM, and low-code.
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Dynamics 365 - Copilot-Led ERP & CRM
Modernize, integrate, and run your business applications on Microsoft's cloud with Copilot and agents built in.
Overview
Accion Labs implements, modernizes, and manages Microsoft Dynamics 365 and Power Platform across ERP, CRM, and low-code and makes them AI-native. We migrate legacy systems to the cloud, integrate Dynamics with the applications you already run, embed Copilot and deploy agents into everyday workflows, and operate the platform end to end. The result: modern, agent-enabled business processes that move faster and cost less without carrying old technical debt forward.
The Challenge
Many enterprises still run business-critical processes on aging or fragmented systems. Legacy CRM and ERP platforms fall out of support, custom code and integrations demand constant upkeep, and technical debt accumulates until the platform limits rather than enables the business. Consolidating multiple instances, moving from on-premises to cloud, and adopting Copilot and agents across it all is difficult to do without disrupting operations. The result is rising cost, growing operational risk, and a platform that can't take advantage of what Microsoft's AI now offers.
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What We Deliver
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ERP. Integrated core business processes that improve efficiency and scale as the business grows.
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CRM and Customer Engagement. Sales, Customer Service, Field Service, Contact Center and Customer Insights, unified around a single view of the customer.
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Power Platform. Power Apps, Power Automate, Power BI, Dataverse, and Copilot Studio to extend Dynamics without heavy custom code.
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Copilot Across the Business. Embedded AI in Sales, Customer Service, Field Service, Contact Center, Customer Insights, Finance & Operations, and Supply Chain - drafting, summarization, forecasting, anomaly detection, and next-best-action in the flow of work.
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AI Agents & Agentification. Autonomous agents inside Dynamics and custom agents built in Copilot Studio that resolve cases, process orders, and reconcile finance end to end, grounded in your rules, with a human on the gate.
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Integration and Extension. Custom applications, workflows, and connectors that fit D365 to the way your business actually runs.
How We Do It
We run modernization as a staged, evidence-based, AI-accelerated engagement, not a lift-and-shift of old customizations.
Assessment
AI-assisted review of the legacy system, business processes, integrations, and user pain points to establish the current state and dependency map.
Solution Design
A tailored strategy that maps business outcomes to native Dynamics 365 features, Copilot, and agents.
Data Migration & Cleansing
Staged AI-assisted data audit, cleanse, and validation with Dataverse, Data Migration, and Azure Data Factory.
System Integration
Integrate with existing ERP, cloud apps, and automation platforms through native Dynamics tools and custom APIs.
Testing & UAT
AI-generated test cases and rigorous user acceptance testing across data, process, and security before go-live.
Training & Adoption
Phased change management and enablement including how to use Copilot and agents well.
Go-Live and Support
A seamless transition to Dynamics 365 with post-migration support and continuous optimization.
Managed Services
Beyond implementation, Accion Labs runs and improves the platform end to end under clear SLAs.
Full coverage
Deployment, configuration, integration, custom development, monitoring and optimization, user training, and L1 to L3 support.
Agentic operations (AI RunOps)
AI agents automate repeatable support, proactive monitoring, and self-healing — reducing run effort while improving responsiveness.
Cost-effective delivery
A blended offshore, near-shore, and onshore team, with proactive environment sizing and automation of repeatable tasks.
Single accountability
One partner from application functionality to the underlying platform, with measurement shifting from traditional SLAs to outcome-based business KPIs.
What You Get
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A modern, cloud-based Dynamics 365 platform, free of legacy technical debt
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Unified business processes across ERP, CRM, and Power Platform
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Trustworthy, validated data in the new system
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AI and automation embedded in daily workflows
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A single accountable partner for implementation and ongoing operations
Proof Points
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Metal recycling and waste management
A D365 Finance and Operations modernization delivered a 50 percent reduction in IT capital expenditure and a 75 percent reduction in average problem resolution time.
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Healthcare and senior living
A Dynamics 365 Sales modernization across 300 communities delivered up to an 80 percent reduction in data-entry issues and up to a 50 percent increase in campaign success rate.
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Energy technologies
A Power Platform integration hub connected D365 Finance and Operations with more than 10 legacy ERP systems across 29-plus systems and 60-plus interfaces.
Automated estate assessment that scans platforms and pipelines with dependency mapping
Dashboard-based sizing that reduces migration risk before a single workload moves
Metadata-driven analysis that grounds the roadmap in the real estate, not a sample
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Automated estate assessment that scans platforms and pipelines with dependency mapping
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Dashboard-based sizing that reduces migration risk before a single workload moves
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Metadata-driven analysis that grounds the roadmap in the real environment
Why Accion
AI-native delivery
Copilot and agents designed in from the start, with AI-accelerated assessment, migration, and testing.
De-risked migration
Staged migration and transition with rigorous data audit, cleansing, and validation.
Native and agents over custom
We simplify with native features and configured agents instead of copying old customizations forward.
Integrated across Microsoft
One provider across D365 business apps, Power Platform, environment management, and Azure infrastructure.
Grounded by Semantic Engineering
Agents act within a governed model of your business rules and data so they stay within what's real and approved, and every action is auditable.
Why Accion
Semantic Engineering at the core
Deterministic, explainable AI grounded in your enterprise knowledge, not generic models.
Engineering depth
Decades of product, platform and data engineering behind every AI build.
Outcome-led delivery
Measurable business impact, not proofs of concept that stall before production.
IPs and accelerators
AI Prism, BreezeAI, ASIMOV, SPEX and more shorten time to value.
Governed by design
Security, compliance and Responsible AI built in from the first sprint.
Business Outcomes
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A clear, evidence-based readiness baseline
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A costed roadmap you can fund
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Migration risk understood before commitment
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Faster path from assessment to first modernization wave
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Investment sequenced by value