Automate What You Already Do With AI Workflows for Microsoft Apps

Connect AI to Microsoft apps like Business Central, CRM, Outlook, Teams, Power BI, etc.—as well as your non-Microsoft applications—to automate your processes and workflows in real-time.

“We didn’t need another system — we just needed our Microsoft apps to finally talk to each other. TMC made that happen. Now invoices, approvals, and forecasts move automatically, and our team can actually focus on growth instead of admin.”

— COO, National Distribution Company

AI Workflows You Can Start With Today

Choose from our prebuilt finance and sales workflows, or partner with us to design a
custom AI workflow tailored to your unique use case.

Daily Cash Flow & 7-Day Forecast
(Dynamics 365 Business Central)

Pulls daily bank balances, open payables, and receivables directly from Business Central, then generates a real-time cash position and 7-day forecast — automatically refreshed each morning.

Benefits:

  • Eliminate manual spreadsheet consolidation
  • Improve cash visibility for CFOs
  • Forecast shortfalls proactively
  • Reduce reporting time by 80%

Autonomous AR Follow-Up & Records Update
(Dynamics 365 CRM + Dynamics 365 Business Central)

Monitors overdue invoices and triggers AI-driven follow-up actions in Dynamics 365 Sales. Automatically drafts collection emails, updates AR status, and alerts the right team in Teams.

Benefits:

  • Recover revenue faster with automated reminders
  • Improve DSO metrics
  • Reduce time spent chasing payments
  • Keep CRM and BC data perfectly aligned

Instant Sales Briefing for New Leads
(Dynamics 365 Sales – CRM)

Automatically enriches new CRM contacts using connected data sources, summarizes key details with Copilot, and sends real-time lead briefings to Teams and Outlook.

Benefits:

  • Save reps 2–3 hours per day on research
  • Enable faster, more personalized outreach
  • Improve CRM data quality automatically
  • Never miss new lead notifications

Weekly Sales Pipeline Digest
(Dynamics 365 Sales – CRM)

Aggregates CRM opportunity data, analyzes deal trends with Copilot, and delivers a weekly sales summary — forecasting revenue and close probability automatically.

Benefits:

  • Replace manual pipeline meetings with summaries
  • Improve forecast accuracy
  • Give leadership real-time insights
  • Reduce report prep time by 70%

Simple Pricing. Predictable ROI.

Start automating your Microsoft workflows in real-time — with one flat setup fee and
fixed pricing for each pre-built workflow.

Pilot Activation (Summit Offer)
$2,500 one-time
(Regular price: $5,000)

✔   Platform setup and connect your Microsoft apps
✔   Configure your workflow requirements
✔   Prepare for real results in your own environment

Plan includes:

  • 6 months of platform hosting, monitoring, and updates.
  • AI credits to cover typical usage for most customers.

Each Pre-Built AI Workflow
$2,500 per workflow

Choose from:

  • Daily Cash Flow & 7-Day Forecast
  • Autonomous AR Follow-Up
  • Instant Sales Briefing for New Leads
  • Weekly Sales Pipeline Digest

Credits are pooled across workflows and reset monthly;
Most customers never exceed the included amount in the first 6 months.

Example: Setup + 2 Workflows = $7,500 ($10,000) — Fully deployed in weeks.

Includes 6 months of platform hosting and starter AI credits sufficient for most teams.
Every workflow is built for Microsoft apps your team already uses. You’ll see measurable time savings within weeks, not months.

Flat pricing. No long projects. No hidden fees.

Real World. Real Results.

80%
Reporting Time Saved

90%
Fewer Manual Follow-Ups

2.5 Hours
Saved Per Rep Daily

“Within a few weeks, we went from manually reconciling cash flow every morning to having it waiting for us in Business Central. It’s not just faster — it’s accurate, consistent, and always ready. What used to take hours in spreadsheets now happens automatically.”

CFO
Mid-Market Manufacturing Company

“Our Accounts Receivable follow-ups used to be a full-time job. Now, the AI workflow handles 90% of them — drafting emails, updating CRM, and alerting our team only when it really matters. We’re collecting faster and spending our time on strategic work again.”

Controller
Professional Services Firm

“Our sales representatives used to waste hours chasing CRM updates. With the sales briefing and pipeline digest workflows, they start the day with AI insights already in Microsoft Teams — who to call, what changed, and why it matters. It’s like having an assistant for every rep.”

VP of Sales
SaaS Technology Company

Choose How You Want To
Get Started with AI Workflows

Request a demo, opt in for a pre-built AI workflow, or discuss a custom solution tailored to your business needs.
Our team will guide you every step of the way—from identifying the right use case to seeing real results in your environment.

Choose Your AI Workflow Next Step

What You’ll Gain After Our Engagement

✅ A tailored AI roadmap
We’ll help you identify your highest-impact use cases and map how AI can streamline your finance, sales, or operations processes.

✅ A connected technology strategy
See how your Dynamics 365 and Microsoft 365 apps—and even non-Microsoft tools—can work together in one intelligent, automated workflow.

✅ A clear Copilot action plan
Learn how Copilot can analyze and act on your business data, and where it fits into your current workflows.

✅ Proof of value before you commit
We’ll simulate your workflow using real data, so you can visualize impact and ROI before any implementation.

“We’d heard all the AI hype — but during our session with TMC, we actually watched our Microsoft apps talk to each other for the first time. That moment sold us. It’s simple, secure, and built on the systems we already use.”

COO
Distribution Company

Need Something Beyond Our Turnkey
Workflows?

These pre-built workflows are Level One — designed for speed and simplicity.

For multi-app integrations, advanced automations, or custom AI agents, our solutioning team can design it for you.

Custom workflows are built to fit your processes, your data, and your goals — all within your Microsoft ecosystem.

Why Leaders Across Finance, Operations,
and IT Trust TMC

Microsoft-Aligned Expertise

Full-stack capabilities across Dynamics 365,
Power Platform, Azure, Fabric, and Copilot.

Measurable ROI

Proven workflow efficiency and licensing
optimization that saves time and spends.

AI With People in Mind

Designed for how teams actually work —
freeing time for strategy, not busywork.

Microsoft Partner

Manufacturing

Distribution

Prof. Services