timesheets drafted for review
catalogue enriched for merchandiser edit
IFRS 16 schedules current
payment run verified, journals posted
bank to ledger matched, exceptions flagged
confirmations chased, late responses flagged
receipts converted and routed to policy
receipts converted and routed to policy
General ledger, payables, receivables, fixed assets and multi-entity close. SARS VAT and SARB reporting localised.
Payflow, Reconciliation and Lease agents inside
SARS VAT and SARB BOP localised
Hosted on the South African Azure regions
Procurement, inventory, warehouse and manufacturing in one app. Supplier Communications Agent inside.
Project contracts, costing, WIP and revenue recognition. Time Entry, Expense and Approvals agents.
Unified retail, e-commerce and call centre. Copilot enriches product content at catalogue scale.
Custom domain agents where Microsoft does not yet ship a named one. Built on Copilot Studio and Azure.
For the operations where Microsoft does not yet ship a named agent. Built on Microsoft Foundry, Copilot Studio, Azure OpenAI and the Dynamics 365 ERP MCP Server. Bioforum's "Brian" is the reference pattern: reviewed by the U.S. FDA, SA-grounded, in production.
No named HR agents at finance and operations parity yet. Microsoft 365 Copilot works at role level. Custom agents enter through the AI Value Framework. Same business case discipline as the named agents above. Braintree doesn't deploy AI agents by default. We deploy them where the TCO case is proven.
Scoped migration response inside 5 business days. F&O apps shortlisted from the decision matrix. TCO and payback modelled for the board.
02
Target solution designed. Data model mapped. The lift-and-shift versus re-architect fork decided. The plan the board signs off.
03
Environment provisioned in the Power Platform admin center. Data migrated, reconciled, signed off. TCO-approved agents live at go-live.
04
Run-state on one SLA. Release-wave adoption every six months. Custom agent builds where the AI Value Framework proves the case.
Both roads run the AI Value Framework. The destination is the same.
Dynamics 365 was named in three 2025 Gartner Cloud ERP Magic Quadrants.
Custom agent on Microsoft Foundry. Reviewed by the U.S. FDA, SA-grounded, in production.
| The work | Staying on legacy ERP | Dynamics 365 Finance & Operations |
|---|---|---|
| Lifecycle | AX 2012 out of support. SAP ECC mainstream ends 2027. Oracle and JDE frozen |
✓
Microsoft's modern lifecycle. Two release waves a year. No cliff
|
| AI agents | External bolt-ons only. Agentic workflows not possible on-prem |
✓
Named F&O agents in-product. Copilot Studio for custom builds
|
| SA localisation and data residency | Custom-built, ageing with every SARS and SARB update |
✓
POPIA-aligned. SARS VAT and SARB BOP localised, on SA Azure
|
| Upgrade model | Big-bang upgrade every three to five years. Risk concentrated |
✓
Two Microsoft release waves a year. Risk distributed
|
| Vendor model | Three to six vendors. Multiple contracts. Conflicting roadmaps |
✓
One Braintree agreement. One SLA. One escalation path
|
| Near-term spend | No migration project. Zero near-term spend while you remain in support | A funded, scoped migration programme |
| 5 to 1 for Dynamics 365. Staying costs less this quarter. It costs more every quarter after. Honest. | ||