Beyond implementation: Dynamics 365 that acts, not just reports

Many Microsoft partners implement Dynamics 365. We only start there.

 

Alithya connects finance, supply chain, sales, service, field service, and project operations into a single Dynamics 365 foundation, then extends it with Microsoft 365 Copilot, Azure, Fabric, and custom AI agents so your systems act instead of just reporting. Autonomous workflows. Agentic decision-making. Operations that don't wait for someone to intervene.

 

We provide end-to-end implementation, upgrade, and modernization services, and stay well past go-live, extending your platform with Copilot, custom agents, and the governance to run them safely. The result isn't a system that reports what happened; it's operations that respond as it happens. 

Benefit from our award-winning, outcome-driven approach

With Alithya, implementing your Microsoft solutions can mark the start of a transformation journey full of new possibilities. 

70+
AI agents extending Dynamics 365 and Copilot
20x
Inner Circle Award Winner
6M+
Technology challenges solved
43,000+
Training sessions delivered
30+
Years of Microsoft experience
1%
Top 1% of Dynamics partners worldwide

Microsoft support

Alithya client portal

 

Get the most out of your technology investment with ongoing managed services and support for your Microsoft solutions.

Agentic sales, service and customer engagement with Microsoft Dynamics 365

Most CRM projects fail on adoption, not features. When sales teams work around the system, instead of within it, your CRM never gets critical data that powers agentic workflows and executive visibility. 

We turn Dynamics 365 Sales and Customer Insights into an agentic selling system: one that surfaces the next best action, automates the busywork, and keeps revenue teams ahead of the deal. We don't just replace legacy CRM, we displace your existing CRM, then layer Microsoft 365 Copilot and AI agents on top to move you from a system of record to a system of selling. 

Close more deals and build lasting connections with a single view of your customers and their future needs. Plan, execute, and analyze campaigns seamlessly across channels for a higher rate of return. Copilot and AI agents surface next-best-action recommendations, draft outreach, and prepare sellers before every conversation.

Resolve issues faster and more consistently with AI-assisted case handling, automated summarization, and knowledge surfaced at the moment of need.

Turn a legacy call center into an agentic service operation. Copilot deflects routine calls, routes by intent, and hands every escalation to a human with full context already in place.

Optimize resources and assist technicians efficiently, with real-time asset, warranty, and work-order data in the field, online or offline.

Agentic ERP: finance, supply chain and operations that act with Microsoft Dynamics 365

We architect the foundation that connects finance, supply chain, field service, project operations, and human resources into AI-driven Dynamics 365 solutions that act, not just report. Plus, as a Microsoft ScaleFast partner for ERP implementations, we offer fixed-scope, fast-start motions to get your instance deployed faster and value realized sooner.

By extending ERP with Azure, Fabric, Security, and Microsoft 365 Copilot, Alithya operationalizes AI across your whole business ecosystem, not just inside the system of record. Where most partners stop at go-live, we start building toward autonomous workflows and agentic decision-making. 

Assess financial health and improve controls with embedded analytics and AI agents that reconcile, flag exceptions, and accelerate financial close.

Predict change and respond quickly with transparency, proactive planning, and optimal productivity. AI agents monitor quality, demand signals, and supply disruption in real time.  

Track progress, assign the right resources, and deliver profitable projects on time and on budget with agents built for delivery.

Learn more

Elevate employee recruiting, onboarding, and retention with an integrated, scalable human capital solution.

screenshot
screen capture of project dashboard

DevOps transformation and application lifecycle management (ALM)

Accelerate innovation with modern DevOps

Deliver software and business solutions faster, more securely, and with greater confidence. Modernize your software delivery practices through a comprehensive DevOps strategy that aligns people, processes, and technology. Whether you are implementing Microsoft Dynamics 365, extending solutions with Power Platform, or developing custom applications, our experts help you establish a scalable foundation for continuous improvement.

We enable your teams to increase collaboration, automate repetitive tasks, improve code quality, and reduce deployment risk with industry-leading tools. Accelerate delivery cycles with repeatable processes while maintaining governance, security, and compliance requirements.
 

Modern delivery foundation

Establish source control, branching, build, release, and environment management practices that scale across Dynamics 365, Power Platform, and custom development.
 

Secure by design

Integrate DevSecOps practices, quality gates, and security validation throughout the software development lifecycle to reduce late-stage risk.
 

AI-enabled productivity

Enable development teams with GitHub Copilot and modern automation to improve collaboration, reduce repetitive work, and accelerate delivery.
 

Comprehensive DevOps services

Service capabilities

  • Modern source control, branching, and release management practices
  • Continuous integration and continuous delivery (CI/CD) pipelines to automate build, testing, and deployment processes
  • DevSecOps integration throughout the software development lifecycle
  • Automated testing, validation, and quality gates
     

Enablement focus

  • GitHub Copilot and AI-powered developer productivity
  • Dynamics 365 and Power Platform ALM modernization
  • Delivery performance metrics and optimization insights
  • Training, adoption, and continuous improvement support
     

Leading industry solutions to address daily challenges

Achieve your unique business outcomes with Microsoft technologies and Alithya’s deep industry knowledge.

Elevate the performance of your entire business ‒ from the factory floor to customer service ‒ while addressing compliance, production, and sales challenges. Navigate erratic demand, resource and capacity constraints, strict regulations, and raw material volatility by empowering employees with accurate forecasts, real-time intelligence, best-practice templates, and modern ERP and CRM solutions.

 

Alithya solutions for all manufacturers: 

 

  • Alithya 365 Operations: Consolidate the information you need so you can gain key visibility on quality problems and drive important decisions in your organization to ensure compliance with requirements.
  • Alithya 365 Power Apps for Manufacturing: Give your team higher-quality data to plan better, sell more, track assets and warranties, and process returns with our Microsoft Power Apps for manufacturing.
  • Alithya 365 DiscreteXpress: Use a pre-configured infrastructure, toolset, and sample data to provide an easy place for discrete goods manufacturers to start their implementation—eliminating costly hours of analysis and training. The result: easily manage production orders, support lean manufacturing processes, forecast sales, configure products and more.
  • Alithya 365 EAMXpress: Incorporate leading industry scenarios into a tested and proven asset management template for a quick shop-floor ERP implementation in equipment-focused industries. The result: streamline processes like corrective and preventative maintenance as well as spare parts management.
  • Alithya's manufacturing AI agents: Monitor quality exceptions, demand signals, and supply disruption continuously, flagging issues and initiating action before they reach the production floor. Our EDGE for Operations collaboration with Microsoft extends this into process manufacturing with advanced quality control at scale. 

 

 

Alithya solutions by subvertical:  

Description

Microsoft Dynamics 365 and our industry expertise can empower you to conquer the challenges of producing and distributing high-quality food. Weather changing consumer preferences, tightening regulations, and rising demand for sustainability with a data-driven culture running on one source of truth.  

Take on any challenge, including:  

  • Regulatory requirements  
  • Changing consumer demands  
  • FSA/USDA validation  
  • Recall and mock recalls  
  • Quality control  
  • Mergers and acquisitions  
  • Traceability  
  • Supply chain disruptions  

Alithya 365 FoodXpress: Integrate more than 1,000 defined processes, data sets and food industry-related settings into Microsoft Dynamics 365 for F&O. The result: better manage batches and lots, co/by-product and catch weight processing, trade promotions, customer rebates and more.

Alithya 365 Dairy: Fulfill dairy-specific regulatory requirements, complex accounting and reporting rules, quality testing demands, traceability needs, and complex formulations/processing requirements. 

Description

Manage multiple variables across your product engineering and delivery processes by combining Microsoft Dynamics 365 with industry expertise that chemical manufacturers trust.  

Solve challenges, including:  

  • Growing from mergers and acquisitions  
  • Changing regulations  
  • Minimizing raw materials waste  
  • Managing batch potency  
  • Accelerating research and development  
  • Developing sustainable products  

Alithya 365 ChemXpress: Streamline chemical-specific procedures and leverage the benefits of your historical data for quick reporting across your organization. Results: easily manage batches and lots, potency, quality, co/by-product processing, customer rebates, trade promotions, compliance tracking, attribute-based pricing and more. 

Description

Alithya and Microsoft Dynamics 365 can help you move goods faster with less waste and better compliance. Maximize capacity, comply with regulatory demands, and drive continuous improvement by gaining greater visibility organization-wide with one source of truth.

Tackle these areas:  

  • Regulatory requirements  
  • FDA and USDA validation  
  • Quality controls  
  • Complete traceability  
  • Production and R&D management  
  • 21 CFR Part 11 electronic records  
  • Sarbanes-Oxley (SOX) compliance  
  • Good Automatic Manufacturing Practices issue 5 (GAMP 5)  
  • Security and compliance single sign-on  
  • Customer-specific requirements  
  • Expensive R&D process and high production costs
  • Counterfeit products  
  • Supply chain disruptions  
  • Cyber security concerns  

Alithya 365 PharmaXpress: Implement your ERP system properly to meet the needs of unique government regulations for pharmaceutical manufacturers and keep the thorough records needed to say compliant. Results: improved quality management, batch/lot management, compliance tracking, production dispensing and more. 

Description

Deliver high-quality products that ensure optimal patient outcomes by extending Microsoft Dynamics 365 with industry expertise that medical device manufacturers can trust. Get the full picture of your business in real time to anticipate and respond to supply chain risks and securely provide innovative life-saving medical devices.  

Solve top challenges, including:

  • Regulatory requirements and validation
  • Complete traceability and quality controls
  • Expensive R&D process and high production costs
  • Counterfeit products
  • Supply chain disruptions
  • Cyber security concerns
  • 21 CFR Part 11 electronic records
  • Sarbanes-Oxley (SOX) compliance
  • Good Automatic Manufacturing Practices issue 5 (GAMP 5)

Alithya 365 MedDeviceXpress: Combine lean manufacturing processes with strict regulatory compliance processes to succeed in the complex medical device manufacturing industry. The result: deploy an ERP system on a tighter timeline to meet these requirements and more. 

Description

Capture new sources of growth with operational agility and sustainability by blending Microsoft Dynamics 365 with expertise that building products manufacturers trust. Protect your revenue streams and profitability with data-driven smart manufacturing processes and business models supported by one source of truth.

Face your challenges, including:  

  • Construction market volatility  
  • Supply chain disruptions  
  • Tariff changes  
  • Production planning  
  • Inventory management  
  • Quality control  
  • Sustainability reporting  
  • Mergers and acquisitions  
Description

Keep up with volatile economic growth and surging demand by optimizing Microsoft Dynamics 365 with proven expertise for industrial goods manufacturers. Satisfy customer demand and bring smart manufacturing to life with Microsoft Dynamics 365 and warranties, configuration, Lean, advanced engineering change orders, product lifecycle management, enterprise asset management, field services, and more.  

Microsoft Dynamics 365 can help you tackle common challenges like:  

  • Surging global competition  
  • Never-ending supply chain disruptions  
  • Emerging skill gaps  
  • Reshoring strategies  
  • Changing consumer demand  
  • Ongoing cybersecurity  
  • Needing to embrace new technology  
Description

Close more deals, track services, and manage warranties with an integrated Microsoft solutions that covers operations, field service, sales, customer service, project management, and marketing activities. Leverage data more effectively to strengthen relationships with customers and equipment manufacturing partners with relevant opportunities for ongoing growth.  

Overcome top challenges, including:  

  • Labor shortages  
  • Equipment downtime  
  • Supply chain disruptions  
  • Inventory management and services  
  • Customer relationship management  
  • Surging demand for new and used equipment  
  • Lack of adoption of the latest technology  

Alithya 365 Power App for Equipment Dealers: Leverage AI and data to analyze equipment sales and service history to target the right prospects and close more business.  

Alithya 365 Advanced Field Service: Configure, price, quote and fulfill complex orders based on inventory and build-to-suit configured products, including parts, warranty, and dynamic pricing. 

Description

Drive growth while improving your performance using Microsoft Dynamics 365 with Alithya's proven expertise in mixed-mode manufacturing sectors, such as paper, rubber, plastics, and metals. Empower every area of your business to seize advantages beyond the next disruption by gaining clear insight and effective collaboration from one source of truth.

As a mixed-mode manufacturer, you face the challenges of both process and discrete production environments. Rely on our experience in both areas to help your organization achieve its business outcomes.  

Enrich data that flows securely across all points of care to give healthcare providers the support they need to improve patient engagement and community health outcomes. Improve patient engagement, physician referrals, and health outcomes by flowing enriched business intelligence and CRM data securely through every point of care with integrated applications and analytics-driven dashboards on a single platform.

 

Alithya 365 Power Apps for Healthcare
Track patient and physician referrals, tie phone call info to marketing campaigns, and monitor the community health continuum.

 

  • Alithya 365 Physician Referral Management
  • Alithya 365 Patient Outreach
  • Alithya 365 Marketing Analytics
  • Alithya 365 Facilities Management
     

Alithya agentic knowledge experiences

Connect structured and unstructured data, contracts, referrals, care records, so teams get answers through natural language instead of report requests. 

Boost productivity, reduce administrative tasks, optimize strategic outcomes, and streamline operations with automation that’s based on seamless integration of data-driven dashboards, tools, and agent, broker, and customer portals.

 

  • Alithya 365 Power Apps for Insurance Brokers
    Onboard and manage your insurance agents efficiently and reduce risks by staying complaint
  • AI-FI Trade Surveillance 
    Manage complex surveillance and compliance challenges with greater ease. With AI-FI Trade Surveillance, you can reduce false positives by up to 95% and spend more time on what’s important to your business and clients.
  • Alithya AI Agents
    Orchestrate handle document-heavy, compliance-driven workflows: retrieving and aligning supporting documentation, pre-screening against policy thresholds, and keeping human review where regulation requires it.

Exceed expectations with a true 360-degree view of your clients by enhancing Microsoft Dynamics 365 with Alithya’s professional services experts. Make the biggest difference to your clients and business with a framework that accelerates the ROI of your investment in Microsoft Dynamics 365. Achieve business outcomes such as increased bid win ratio, improved operational efficiency, more profitable projects, better account management and upselling, increased leads and stronger pipeline, and more.

 

Alithya 365 Property Management
Strengthen tenant relationships, create consistent leasing experiences, and deliver proactive maintenance services.

Alithya AI agents for delivery
Delivery agents work alongside project managers on risk registers, RAID logs (risks, assumptions, issues, and decisions), status reporting, and resourcing; the same agents Alithya runs on its own projects.

Elevate the performance of your entire business ‒ from the factory floor to customer service ‒ while addressing compliance, production, and sales challenges. Navigate erratic demand, resource and capacity constraints, strict regulations, and raw material volatility by empowering employees with accurate forecasts, real-time intelligence, best-practice templates, and modern ERP and CRM solutions.

 

Alithya solutions for all manufacturers: 

 

  • Alithya 365 Operations: Consolidate the information you need so you can gain key visibility on quality problems and drive important decisions in your organization to ensure compliance with requirements.
  • Alithya 365 Power Apps for Manufacturing: Give your team higher-quality data to plan better, sell more, track assets and warranties, and process returns with our Microsoft Power Apps for manufacturing.
  • Alithya 365 DiscreteXpress: Use a pre-configured infrastructure, toolset, and sample data to provide an easy place for discrete goods manufacturers to start their implementation—eliminating costly hours of analysis and training. The result: easily manage production orders, support lean manufacturing processes, forecast sales, configure products and more.
  • Alithya 365 EAMXpress: Incorporate leading industry scenarios into a tested and proven asset management template for a quick shop-floor ERP implementation in equipment-focused industries. The result: streamline processes like corrective and preventative maintenance as well as spare parts management.
  • Alithya's manufacturing AI agents: Monitor quality exceptions, demand signals, and supply disruption continuously, flagging issues and initiating action before they reach the production floor. Our EDGE for Operations collaboration with Microsoft extends this into process manufacturing with advanced quality control at scale. 

 

 

Alithya solutions by subvertical:  

Description

Microsoft Dynamics 365 and our industry expertise can empower you to conquer the challenges of producing and distributing high-quality food. Weather changing consumer preferences, tightening regulations, and rising demand for sustainability with a data-driven culture running on one source of truth.  

Take on any challenge, including:  

  • Regulatory requirements  
  • Changing consumer demands  
  • FSA/USDA validation  
  • Recall and mock recalls  
  • Quality control  
  • Mergers and acquisitions  
  • Traceability  
  • Supply chain disruptions  

Alithya 365 FoodXpress: Integrate more than 1,000 defined processes, data sets and food industry-related settings into Microsoft Dynamics 365 for F&O. The result: better manage batches and lots, co/by-product and catch weight processing, trade promotions, customer rebates and more.

Alithya 365 Dairy: Fulfill dairy-specific regulatory requirements, complex accounting and reporting rules, quality testing demands, traceability needs, and complex formulations/processing requirements. 

Description

Manage multiple variables across your product engineering and delivery processes by combining Microsoft Dynamics 365 with industry expertise that chemical manufacturers trust.  

Solve challenges, including:  

  • Growing from mergers and acquisitions  
  • Changing regulations  
  • Minimizing raw materials waste  
  • Managing batch potency  
  • Accelerating research and development  
  • Developing sustainable products  

Alithya 365 ChemXpress: Streamline chemical-specific procedures and leverage the benefits of your historical data for quick reporting across your organization. Results: easily manage batches and lots, potency, quality, co/by-product processing, customer rebates, trade promotions, compliance tracking, attribute-based pricing and more. 

Description

Alithya and Microsoft Dynamics 365 can help you move goods faster with less waste and better compliance. Maximize capacity, comply with regulatory demands, and drive continuous improvement by gaining greater visibility organization-wide with one source of truth.

Tackle these areas:  

  • Regulatory requirements  
  • FDA and USDA validation  
  • Quality controls  
  • Complete traceability  
  • Production and R&D management  
  • 21 CFR Part 11 electronic records  
  • Sarbanes-Oxley (SOX) compliance  
  • Good Automatic Manufacturing Practices issue 5 (GAMP 5)  
  • Security and compliance single sign-on  
  • Customer-specific requirements  
  • Expensive R&D process and high production costs
  • Counterfeit products  
  • Supply chain disruptions  
  • Cyber security concerns  

Alithya 365 PharmaXpress: Implement your ERP system properly to meet the needs of unique government regulations for pharmaceutical manufacturers and keep the thorough records needed to say compliant. Results: improved quality management, batch/lot management, compliance tracking, production dispensing and more. 

Description

Deliver high-quality products that ensure optimal patient outcomes by extending Microsoft Dynamics 365 with industry expertise that medical device manufacturers can trust. Get the full picture of your business in real time to anticipate and respond to supply chain risks and securely provide innovative life-saving medical devices.  

Solve top challenges, including:

  • Regulatory requirements and validation
  • Complete traceability and quality controls
  • Expensive R&D process and high production costs
  • Counterfeit products
  • Supply chain disruptions
  • Cyber security concerns
  • 21 CFR Part 11 electronic records
  • Sarbanes-Oxley (SOX) compliance
  • Good Automatic Manufacturing Practices issue 5 (GAMP 5)

Alithya 365 MedDeviceXpress: Combine lean manufacturing processes with strict regulatory compliance processes to succeed in the complex medical device manufacturing industry. The result: deploy an ERP system on a tighter timeline to meet these requirements and more. 

Description

Capture new sources of growth with operational agility and sustainability by blending Microsoft Dynamics 365 with expertise that building products manufacturers trust. Protect your revenue streams and profitability with data-driven smart manufacturing processes and business models supported by one source of truth.

Face your challenges, including:  

  • Construction market volatility  
  • Supply chain disruptions  
  • Tariff changes  
  • Production planning  
  • Inventory management  
  • Quality control  
  • Sustainability reporting  
  • Mergers and acquisitions  
Description

Keep up with volatile economic growth and surging demand by optimizing Microsoft Dynamics 365 with proven expertise for industrial goods manufacturers. Satisfy customer demand and bring smart manufacturing to life with Microsoft Dynamics 365 and warranties, configuration, Lean, advanced engineering change orders, product lifecycle management, enterprise asset management, field services, and more.  

Microsoft Dynamics 365 can help you tackle common challenges like:  

  • Surging global competition  
  • Never-ending supply chain disruptions  
  • Emerging skill gaps  
  • Reshoring strategies  
  • Changing consumer demand  
  • Ongoing cybersecurity  
  • Needing to embrace new technology  
Description

Close more deals, track services, and manage warranties with an integrated Microsoft solutions that covers operations, field service, sales, customer service, project management, and marketing activities. Leverage data more effectively to strengthen relationships with customers and equipment manufacturing partners with relevant opportunities for ongoing growth.  

Overcome top challenges, including:  

  • Labor shortages  
  • Equipment downtime  
  • Supply chain disruptions  
  • Inventory management and services  
  • Customer relationship management  
  • Surging demand for new and used equipment  
  • Lack of adoption of the latest technology  

Alithya 365 Power App for Equipment Dealers: Leverage AI and data to analyze equipment sales and service history to target the right prospects and close more business.  

Alithya 365 Advanced Field Service: Configure, price, quote and fulfill complex orders based on inventory and build-to-suit configured products, including parts, warranty, and dynamic pricing. 

Description

Drive growth while improving your performance using Microsoft Dynamics 365 with Alithya's proven expertise in mixed-mode manufacturing sectors, such as paper, rubber, plastics, and metals. Empower every area of your business to seize advantages beyond the next disruption by gaining clear insight and effective collaboration from one source of truth.

As a mixed-mode manufacturer, you face the challenges of both process and discrete production environments. Rely on our experience in both areas to help your organization achieve its business outcomes.  

Enrich data that flows securely across all points of care to give healthcare providers the support they need to improve patient engagement and community health outcomes. Improve patient engagement, physician referrals, and health outcomes by flowing enriched business intelligence and CRM data securely through every point of care with integrated applications and analytics-driven dashboards on a single platform.

 

Alithya 365 Power Apps for Healthcare
Track patient and physician referrals, tie phone call info to marketing campaigns, and monitor the community health continuum.

 

  • Alithya 365 Physician Referral Management
  • Alithya 365 Patient Outreach
  • Alithya 365 Marketing Analytics
  • Alithya 365 Facilities Management
     

Alithya agentic knowledge experiences

Connect structured and unstructured data, contracts, referrals, care records, so teams get answers through natural language instead of report requests. 

Boost productivity, reduce administrative tasks, optimize strategic outcomes, and streamline operations with automation that’s based on seamless integration of data-driven dashboards, tools, and agent, broker, and customer portals.

 

  • Alithya 365 Power Apps for Insurance Brokers
    Onboard and manage your insurance agents efficiently and reduce risks by staying complaint
  • AI-FI Trade Surveillance 
    Manage complex surveillance and compliance challenges with greater ease. With AI-FI Trade Surveillance, you can reduce false positives by up to 95% and spend more time on what’s important to your business and clients.
  • Alithya AI Agents
    Orchestrate handle document-heavy, compliance-driven workflows: retrieving and aligning supporting documentation, pre-screening against policy thresholds, and keeping human review where regulation requires it.

Exceed expectations with a true 360-degree view of your clients by enhancing Microsoft Dynamics 365 with Alithya’s professional services experts. Make the biggest difference to your clients and business with a framework that accelerates the ROI of your investment in Microsoft Dynamics 365. Achieve business outcomes such as increased bid win ratio, improved operational efficiency, more profitable projects, better account management and upselling, increased leads and stronger pipeline, and more.

 

Alithya 365 Property Management
Strengthen tenant relationships, create consistent leasing experiences, and deliver proactive maintenance services.

Alithya AI agents for delivery
Delivery agents work alongside project managers on risk registers, RAID logs (risks, assumptions, issues, and decisions), status reporting, and resourcing; the same agents Alithya runs on its own projects.

Modernize now, automate next

From a single cloud to multi-cloud project, we have you covered. Get the most value from your Microsoft solutions with Alithya’s unparalleled implementation solutions, services, and expertise. Count on Alithya’s technology know-how and expertise for on-time, on-budget CRM and ERP implementations.

Microsoft Dynamics 365 Project Operations

From prospecting, to delivery, to payments, Project Operations helps you drive project success and profitability. 

Plan, collaborate, manage and execute projects

Image
businessman with suitcase

Do you struggle with visibility, collaboration, and agility needed to drive success across your project-centric business? Or with successfully completing capital projects on time and on budget? Modernize and automate your project management workflows with Microsoft Dynamics 365 Project Operations. This comprehensive solution brings together sales, resourcing, project management, and finance teams within a single application.  

 

Empower business users to manage the entire project life cycle, from sales to invoicing and accounting, without moving data from system to system. Designed for billable project-based companies or for organizations who are rolling out capital projects such as a new location or services, Project Operations provides tools for project contracts, execution, time tracking, and more.

 

Alithya is one of only five partners recommended by Microsoft for Project Online to Project Operations migrations; so, you can relax knowing you are in good hands.

Deliver more projects on time and on budget with Project Operations

Microsoft Dynamics 365 Project Operations helps you enhance customer satisfaction, streamline your workflow, and reduce costs. Take advantage of key features like advanced project planning, resource management, cost forecasting, and comprehensive analytics to enhance the overall efficiency and success of project-centric businesses. 

Forecast with precision

Accurate project forecasting is crucial for successful delivery. Project Operations provides advanced forecasting tools to help you make informed decisions, allocate resources efficiently, and ensure projects are delivered on time. Enable your team to prioritize contracts, identify risky opportunities, and determine profitability. 

Upward Graph

Improve decision making

Informed decision-making relies on insightful analytics. With Project Operations, you gain access to detailed analytics, enabling you to assess project performance, identify trends, and find opportunities for improvement in your current systems. Visualize your project data through intuitive dashboards. Monitor progress, track key performance indicators, and stay informed at a glance to better inform decision-making. 

data visualization

Align your team

Effective communication is at the core of successful projects. Project Operations facilitates integration with Microsoft Teams for seamless communication in real-time, ensuring your team stays connected, informed, and aligned throughout the project lifecycle. 

Collaboration

Increase productivity with AI

Microsoft Copilot for Project Operations helps automate actions using AI capabilities such as natural language processing. Replace manual tasks and redundant steps in current processes with business process automation to achieve operational efficiency. 

intelligence

Accelerate modernization with Microsoft Power Platform

With our strategy and services, and Microsoft Power Platform features, your organization can automate and solve problems faster by connecting to Dynamics 365, Office 365, Azure, and hundreds of other apps.  

Enhance apps and business processes with AI Builder; connect to a variety of data sources through Connectors; build, deploy, and govern AI agents alongside your apps and flows; along with powerful data service to quickly build enterprise-grade apps with Dataverse.

Microsoft Power Platform is a powerful suite of tools that can be used to address a wide range of business needs. 

Automate processes

Power Automate can streamline repetitive tasks, such as employee onboarding, invoice processing, and customer service workflows.

Gain insights instantly

Power BI allows businesses to create interactive dashboards and reports, providing insights into sales performance, customer behavior, and operational efficiency. 

Develop custom apps

Power Apps enables the creation of custom applications tailored to specific business needs, such as inventory management, project tracking, and field service operations. 

Engage customers

Deploy agents that reason through context, aggregate knowledge across sources, and deliver task-specific recommendations, not just scripted chatbots.

Connect all your systems

Power Platform can integrate with other Microsoft services as well as third-party applications to create seamless workflows and data exchanges.

Build low-code websites

Microsoft Power Pages empowers marketing and other non-technical employees with an intuitive platform that streamlines webpage building and management.

Automate everything with Power Automate

Power Automate helps you streamline your business processes and automate repetitive tasks. Its intuitive interface and many connectors allow you to create workflows with little to no knowledge of coding. You can drag and drop components and set up workflows to save time and improve efficiency. Power Automate can handle simple tasks like sending notifications as well as more complex processes across multiple apps and services. It's flexible and scalable, making it useful for various automation needs in a modern workplace. 

Leverage Robotic Process Automation (RPA)

Image
young woman working online with tablet

RPA simplifies building, deploying, and managing software robots that mimic human actions with digital systems. It connects humans with digital processes to end repetitive tasks - making digital transformation a reality. RPA uses AI and ML capabilities to handle high volume, repetitive tasks that previously required humans to perform.

 

RPA benefits include:

 

  • Accelerated transformation
  • No disruption to the underlying systems
  • Minimal up-front investment
  • Low-code build environment
  • Scalable and enterprise-ready
  • Higher accuracy
  • Boosted productivity
  • Cost savings  
  • Greater resilience  
  • More value from personnel 

Build your own AI agents

Image
Female computer programmer

Copilot Studio is where custom agents get built. Agents go further than copilots: they reason, plan, and act across your enterprise systems, taking action on their own within the guardrails you set, with human oversight where it matters.

 

Alithya has built more than 70 deployable industry agents on Copilot Studio and Microsoft Foundry, spanning customer service, sales, finance, supply chain, quality, and project delivery. Each engagement becomes reusable IP that accelerates the next deployment. Agents work wherever your people already are: Teams, Outlook, your website, mobile, or voice, with governance, identity, and data protection built in from the start.

 

Seamlessly migrate your RPA workflows into Power Automate

Automate your upgrade with the Alithya Rapid Migration tool

Simultaneously move and modernize your legacy RPA processes with an AI-powered solution that:
 

  • Transitions workflows from your existing automation platform into Power Automate
  • Optimizes migration timelines and quality using AI/ML models and custom libraries
  • Integrates automation with Microsoft services like Microsoft 365, Dynamics 365, Azure, Teams, and more
  • Delivers actionable analytics and insights into your legacy RPA environment for better decision-making
  • Unifies AI governance, workflow management, and model oversight with a transparent, secure system

 

 

SVG
Rapid migration tool
1,800+
Bots migrated
1.2M+
Activities migrated
$3.8M+
Initial savings in licensing fees

See the future with Power BI

Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. 

 

Your data might be an Excel spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses. Power BI lets you easily connect to your data sources, visualize and discover what's important, and share that with anyone or everyone you want. 

Make it possible with Microsoft Power Apps

Power Apps is a suite of apps, services, and connectors, as well as a data platform, that provides a rapid development environment to build custom apps. These low-code or no-code apps connect to your data stored either in the underlying data platform (Microsoft Dataverse) or in many online and on-premises data sources (such as SharePoint, Microsoft 365, Dynamics 365, SQL Server, and so on). 

Alithya 365 Powerhouse Playbook

Image

Validate business value, gain internal buy-in, train citizen developers, and accelerate internal adoption of Power Apps. Build effective applications with confidence, thanks to Alithya’s governance and best practices guidance. 

 

The Alithya 365 Powerhouse Playbook is our proven combination of advisory services, practical hands-on training, and Microsoft Power Apps that helps you: 

 

  • Educate and train your employees to leverage the Microsoft Power Platform with Power Apps
  • Validate business value, gain internal buy-in and accelerate adoption of Power App projects
  • Take advantage of coaching services to train users of all levels to create valuable low-code business Apps that respect best practices for compliance and security
  • Adopt a governance discipline that extends to AI agents with Microsoft Entra, Purview, and Agent 365. This gives you visibility into who is building what, what data the agents can access, and who owns them. 

Industry-focused Alithya 365 Power Apps

Alithya's experts don't just know Microsoft, they also understand industry realities. This insight, combined with our client needs, has powered the development of our proprietary solutions.

Description

Give your team the higher-quality data they need to plan better, sell more, track assets and warranties, and process returns.  

Make account planning and business forecasting easier with Power Apps that bring together previously siloed data to provide a single view of customer behavior and market trends.  

  • Alithya 365 Smart Order Entry: Configure, price, quote and fulfill complex orders based on inventory and build-to-suit configured products, including parts, warranty, and dynamic pricing.  
  • Alithya 365 Advanced Field Service: Support customer serialized assets, track warranty claims/RMA, and add safety protocols to keep field technicians safe on the job.  
  • Alithya 365 Equipment Dealers: Close more deals and target the right prospects. This Power App leverages Dynamics 365 Sales and Field Service to enable tracking of equipment sales and service history. Leveraging Dynamics 365 Sales allows sales professionals to make decisions based on AI and data. 
Description

Track patient and physician referrals, tie phone call info to marketing campaigns, and monitor the community health continuum.  

  • Alithya 365 Physician Relationship Management (PRM): Improve your visibility into physician relationship management processes.
  • Alithya 365 Patient Outreach: Track patient progress throughout the entire care continuum and see trends or patterns in patient health outcomes.
  • Alithya 365 Marketing Analytics: Connect inbound patient phone calls to outbound marketing campaigns.
  • Alithya 365 Facilities Management: Get a grip on warranty coverages, work order histories, claims processing and returns for hospital equipment. 
Description
  • Alithya 365 Agency Management: Improve customer-facing interactions and arm brokers and agents with valuable data to manage and close business faster.  
  • Alithya 365 Power Apps for Insurance Brokers: Onboard and manage your insurance agents efficiently and reduce risks by staying complaint.  

Start your digital transformation

Reach out to our Microsoft professionals to modernize your technology and processes for better business outcomes.

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