Microsoft AI & BPM
Leveraging Microsoft's AI technologies alongside BPM tools like AgileXRM can significantly enhance the delivery of Intelligent Automation. This powerful union allows businesses to improve customer engagement, streamline operations, and personalize services, ultimately driving growth and competitiveness.
​
With AgileXRM's tools, Makers can model and deploy applications and business processes tailored to the specific business needs without requiring extensive programming knowledge. By integrating Microsoft's AI technologies in their processes, organizations can automate routine tasks, harness data-driven insights to make informed decisions, ultimately driving innovation and improving experiences.
Areas of collaboration
Collaboration is present across the entire lifecycle of a business process—from design and integration to running and managing operations—by leveraging their complementary platforms and tools.
Design
Model and Deploy your processes from Microsoft Visio® without code, just drag-and-drop, configure steps, define rules and conditions.​
Run
Run processes and complete tasks directly from your Apps in Dataverse or in Microsoft Dynamics 365®. No need to jump to another system.​​
Integrate
Orchestrate humans with AI Agents in your processes and integrate with Power Automate, SharePoint®, Dynamics 365® and more.
Manage
Manage your processes from an App in Power Platform for process permissions, instance management and in-flight migration.
Video
AI Invoice Management App
This quick 5-minute demo will show you how AI + Power Automate + AgileXRM turn invoice processing into a seamless, orchestrated business process — with humans stepping in only when it matters.
​
​This demo illustrates how AgileXRM:
-
Power Automate captures incoming emails with invoices
-
AI automatic processes and extracts invoice information
-
Structured data is stored in Dataverse and documents in SharePoint.
-
An business process is triggered to manage the approval and payment of invoices managed by AgileXRM.
-
The process orchestrates human and AI involving humans only when required.
​
Check out this video and let us know if you have a use case where you apply AI and AgileXRM technology and we can work together to make it a reality.
