Build AI-first delivery on Dynamics 365.
A 60 to 90 minute partner workshop for Dynamics 365 delivery teams. Follow Success by Design through the lifecycle of an AI-first implementation, see the toolbelt your consultants get, and leave with material to run inside your organization.
A working delivery motion, not a webinar.
CRM and ERP are being reshaped by MCP servers, Copilot Studio, and AI-first configuration patterns. Dynamics 365 partners who build this motion now have a real window to differentiate: faster delivery, smaller teams, better outcomes.
This lane follows Success by Design across the lifecycle of an AI-first Dynamics project: solution blueprint, implementation planning, configuration, testing, and go-live readiness. You see the actual toolbelt the field is using on Dynamics 365: CRM and ERP MCP servers, Copilot Studio agents, AI-first configuration, and the Zava warehouse scenario that ties it together.
The deck is the source of truth. Supporting kit — exercise scenario, setup tiers, FAQ — follows in the next iteration.
Everything to run it.
The deck is live. ERP (F&O), CE (Customer Engagement), the Azure DevOps MCP exercise, and Implementation workshops with Copilot are ready.
Watch the deck
Self-paced web deck. 40 slides covering AI-first delivery for Dynamics 365: CRM and ERP MCP servers, Copilot Studio, vibe configuration, the Zava warehouse demo, and responsible AI.
Open deckImplementation Workshop Exercise
Ready-to-use AI prompts for every phase of an implementation workshop: meeting distillation, decisions log, action register, scope extraction, fit/gap analysis, data migration, integration design, security, testing, and cutover readiness.
Open exerciseERP (F&O) configuration exercise
Configure WHS-Only mode for Zava DIY, a fictional home improvement retailer. Use GitHub Copilot and the D365 ERP MCP to generate a configuration runbook from workshop transcripts and a decision log, then execute it in Dynamics 365.
ERP Skill Builder
Generate a complete configuration skill file for any F&O module using the Business Process Catalog and the MS Learn MCP server as knowledge sources. One prompt, one skill file, ready to use.
Open skill builderCreate Dataverse Schema MCP
Create a standalone Dataverse Schema MCP server that authors the D365 CE model from VS Code - creating tables, fields, choices, relationships, and forms (tabs, sections, field placement), then publishing. Includes the coffee-roaster walkthrough.
Start exerciseCE (Customer Engagement) exercise
Hands-on exercise using GitHub Copilot and the Dataverse MCP to generate realistic demo accounts and configure the account model - tables, fields, forms - for a coffee-roaster sales scenario, straight from VS Code.
Start exerciseAzure DevOps MCP exercise
Hands-on exercise using GitHub Copilot and the remote Azure DevOps MCP. Connect the server, then create, triage, and query a delivery backlog for a D365 Field Service project - straight from VS Code. Includes setup, the tool list, and testing prompts.
Start exerciseDemo Environment Factory
Turn presales demo builds into a repeatable, AI-first motion. Use the Microsoft Learn MCP and the Dataverse MCP to research capabilities, ground in the real environment, and author the demo model and data for a Dynamics 365 Customer Service / Contact Center scenario.
CS Business Skills (CCAS)
Step-by-step guide, prompts, and reusable Business Skill templates for using Copilot Studio Business Skills with Dynamics 365 Contact Centre demo and implementation scenarios.
Open instructionsContact Center MCP exercise
Hands-on exercise using GitHub Copilot and the D365 Contact Center Admin MCP (Preview). Connect the server, then administer contact center settings - channels, queues, and routing - for a coffee-roaster support desk, straight from natural language. Includes connection setup and admin prompts.
Open exerciseFAQ
Common questions from sessions: licensing, what to bring, what runs where, what's missing, what's next.
Coming soonExplore more patterns: Awesome GitHub Copilot
Need more ideas after these exercise tracks? Awesome GitHub Copilot is a curated collection of practical examples, prompts, agents, and MCP-driven workflows that you can adapt for Dynamics 365 delivery teams. Use it as a reference library when you design your own partner-ready implementation playbooks.
Three depths. Pick the one your room needs.
The deck lands regardless of setup. Hands-on depth changes based on what your consultants have ready.
Run through the deck and the scenario as a discussion. No installs. Best when you want a leadership-level conversation.
Each consultant has GitHub Copilot CLI. Walk the exercise live with Dynamics MCP servers, no deployment needed.
Copilot CLI plus Dynamics MCP servers plus Copilot Studio. Build, configure, and demonstrate inside the session.
Clone once. Keep it after.
Everything for this track lives in the public repo. Clone it, branch it, run it inside your organization.
Clone the public repo
The AIBS track ships under aibs/. Or download the whole tree from the GitHub Code button.
git clone https://github.com/JW-Sthlm/frontier-consultancy-kit.git
Questions, ideas, edits?
Track leads: Giel Cuijpers and Marvin Heilemann (Microsoft, EMEA Partner Solution Architects, Dynamics 365). Reach out via Teams or email for anything AIBS-specific. Return to the AIBS lane chooser or see the all-tracks page.