Rentals
Shop Online
  • SOLUTION 05. MODERNISE ERP. ENTERPRISE

Human-led. Agent-operated. On Microsoft Dynamics 365.

Move enterprise ERP off Dynamics AX, SAP ECC, Oracle EBS or JD Edwards onto Microsoft Dynamics 365 Finance and Operations. AI agents deployed where the ROI is proven.
Scope your ERP migration
Run the migration readiness check
SA clients
0 +
Microsoft-
certified
0 +
Microsoft
Managed
Partners
0 in SA
2025 Gartner MQ,
Cloud ERP
0 x Leader
MODERNISE ERP img1 | Braintree
  • The wedge SAP and Oracle cannot match.

Your financial record stays in South Africa.

An SA enterprise modernising ERP picks between SAP S/4HANA Cloud, Oracle Fusion Cloud and Microsoft Dynamics 365. SAP and Oracle run their public clouds from offshore regions. Microsoft Azure runs from Joburg North and Cape Town. Payroll, supplier master and financial data is exactly what the Information Regulator started monitoring in 2026.
R10 million statutory maximum
MODERNISE ERP img2 | Braintree
  • The Microsoft stack

The Microsoft stack you'll run. The Dynamics 365 finance and operations apps.

Dynamics 365 Finance

General ledger, payables, receivables, fixed assets and multi-entity close. SARS VAT and SARB reporting localised.

Dynamics 365 Supply Chain Management

Procurement, inventory, warehouse and manufacturing in one app. Supplier Communications Agent inside.

Dynamics 365 Project Operations

Project contracts, costing, WIP and revenue recognition. Time Entry, Expense and Approvals agents.

Dynamics 365 Commerce

Unified retail, e-commerce and call centre. Copilot enriches product content at catalogue scale.

Microsoft Foundry. Built by Braintree

Custom domain agents where Microsoft does not yet ship a named one. Built on Copilot Studio and Azure.

  • Where you're going.

The AI-operated enterprise runs on Microsoft Dynamics 365.

Microsoft’s 2026 narrative shifted from “Copilot helps people” to “agents execute the work”. Human-led, agent-operated. Named agents ship inside the Dynamics 365 finance and operations apps today. Braintree deploys the ones that earn the ROI through the AI Value Framework. Custom agents in Microsoft Foundry where Microsoft does not yet ship a named one.
App 01

Finance

Payflow Agent

Autonomous payment runs, vendor bank verification and journal posting. Microsoft reports a 70 to 80% cut in manual effort.

Account Reconciliation Agent

Matches bank, sub-ledger and general ledger automatically and flags exceptions. The close runs faster on a clean audit trail.

Lease Agent

ASC 842 and IFRS 16 lease schedules. Built by Crowe on Copilot Studio. Recovers 3 to 5 finance hours per reporting period.

Finance Agent in Microsoft 365 Copilot

Ad-hoc finance analysis inside Outlook, Teams and Excel. Microsoft reports 18 hours saved per finance team member each month.

App 02

Supply Chain

Supplier Communications Agent

Drafts supplier emails, chases confirmations and flags late responses. Lower buyer admin without losing the relationship.

App 03

Project Operations

Time Entry Agent

Drafts weekly timesheets from calendar, email and Teams activity. Consultants review and submit. Project accounting stops chasing.

Expense Agent

Converts receipts to line items, categorises them and routes to policy. Less paperwork, a cleaner close, fewer exceptions.

Approvals Agent

Routes approvals through Teams with the context attached. Approvers decide in seconds. Cycle times drop.

App 04

Commerce

Copilot for product content

Generates product descriptions, attributes and variants at catalogue scale. Merchandisers edit rather than start from a blank line.

App 05

Human Resources

The honest HR gap

No named HR agents at finance and operations parity with Finance and Supply Chain yet. Microsoft 365 Copilot works at role level. We build custom where the case warrants it.

Custom domain agents

Built by Braintree on Microsoft Foundry

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. Custom agents enter through the AI Value Framework. Same business case discipline as the named agents above.
  • How we migrate

How we migrate. Evaluate, Architect, Migrate, Operate.

Four stages. Business case first. ROI modelled. The board signs off before the migration spend.

Evaluate

Scoped migration response inside 5 business days. F&O apps shortlisted from the decision matrix. ROI and TCO modelled for the board.

Architect

Go / No-go gate Target solution designed. Data model mapped. The lift-and-shift versus re-architect fork decided. The plan the board signs off.

Migrate

Environment provisioned in the Power Platform admin center. Data migrated, reconciled, signed off. ROI-approved agents live at go-live.

Operate

Run-state on one SLA. Release-wave adoption every six months. Custom agent builds where the AI Value Framework proves the case.

Braintree doesn’t deploy AI agents by default. We deploy them where the ROI is proven.
  • Two paths. Same destination.

The fork is how you get there, not where you land.

AX lineage migrates differently from SAP, Oracle and JD Edwards. Both roads arrive at Dynamics 365 Finance and Operations. Both run the AI Value Framework. The fork is about approach, not destination: a code-lineage port versus a greenfield re-architect.
Best when you’re on Dynamics AX 2012 R3, R2 or AX 2009.

Lift-and-Shift

  • Code patterns port. The data model maps. X++ extensions refactor.
  • Microsoft-to-Microsoft lineage. Lower scope risk, same process shape.
  • Named agents enabled at go-live where the business case proves out.
  • Timeline: 4 to 8 months.
Best when you’re on SAP ECC, Oracle EBS, Oracle JD Edwards, Infor, Sage X3 or bespoke.

Re-architect

  • Greenfield build in the finance and operations apps. Process redesign opportunity.
  • Data re-architected, not lifted. Legacy records archived to OneLake.
  • Agents deployed from day one on clean process design. Proper modernisation.
  • Timeline: 8 to 18 months.
Scope your ERP migration
  • One agreement. The commercial case.

One Microsoft Partner. One Intelligent Agreement. One Unified, Secure Solution.

Enterprises modernising ERP carry three to six vendor contracts today: an ERP vendor, a cloud hoster, a Microsoft 365 reseller, a security partner, an integrations house. Braintree replaces all of them with one agreement. One SLA covers migration, run-state operations and the AI agent layer, named and custom. One escalation path. One accountable partner.
Three to six vendor logos, three to six renewals.

Before. Multi-vendor ERP sprawl.

  • Separate ERP vendor master agreement
  • Separate cloud hosting and security contracts
  • Separate Microsoft 365 reseller and integrations house
  • Conflicting roadmaps. Finger-pointing when a close runs long
  • POPIA Section 72 cross-border transfer paperwork
One Braintree agreement. One SLA. One roadmap.

After. One Intelligent Agreement.

  • One agreement: Dynamics 365 Finance, SCM, Commerce, Project Operations and HR
  • Azure for AI workloads. Microsoft 365 for role-based Copilot
  • One SLA across migration, run-state and the agent layer
  • One escalation path. One accountable partner
  • POPIA-aligned by default. Financial data on SA Azure regions
0 %

ROI over three years Forrester Total Economic Impact, February 2026. Dynamics 365 ERP
enterprise composite, off legacy ERP.

$12.9M

Net present value over three years The same Forrester TEI enterprise composite. Not the Finance-only figure.

LEADER

2025 Gartner Magic Quadrant, Cloud ERP Named in three 2025 Cloud ERP Magic Quadrants. Microsoft announcement, December 2025.

  • vs the alternative

Staying on legacy, moving to Dynamics 365, and the practical winner.

Dimension
Staying on legacy ERP
Moving to Dynamics 365
Practical winner
Support 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.
D365
AI agents and Copilot
External bolt-ons only. Agentic workflows not possible on-prem.
Named F&O agents in-product. Copilot Studio for custom builds.
D365
WedgeSA localisation and data residency
Custom-built, ageing with every SARS and SARB update.
POPIA-aligned. SARS VAT and SARB BOP localised, on SA Azure.
D365
Upgrade cadence
Big-bang upgrade every three to five years. Risk concentrated.
Two Microsoft release waves a year. Risk distributed.
D365
Commercial relationship
Three to six vendors. Multiple contracts. Conflicting roadmaps.
One Braintree agreement. One SLA. One escalation path.
D365
Near-term cost and disruption
No migration project. Zero near-term spend while you remain in support.
A funded, scoped migration programme.
Legacy
5 to 1 for Dynamics 365. Staying costs less this quarter. It costs more every quarter after. Honest.
  • vs the alternative

Staying on legacy, moving to Dynamics 365, and the practical winner.

Enterprises modernising ERP carry three to six vendor contracts today: an ERP vendor, a cloud hoster, a Microsoft 365 reseller, a security partner, an integrations house. Braintree replaces all of them with one agreement. One SLA covers migration, run-state operations and the AI agent layer, named and custom. One escalation path. One accountable partner.

Legacy Module
Dynamics 365 Finance
Dynamics 365 Supply Chain Management
Dynamics 365 Project Operations
Dynamics 365 Human Resources
Select a module above to see which Dynamics 365 apps replace it.
Replaced by this Dynamics 365 app Not the primary replacement Click a dot for the mapping detail.
  • Talk to an ERP migration specialist

Three specialists. One direct line. Plus the 8-minute migration assessment.

The bench you’ll work with

Three enterprise ERP specialists. Matched to your scoping call.

Screenshot 2026 06 01 at 13.52.48 | Braintree

01 Enterprise F&O Lead

Microsoft Certified. Dynamics 365 Finance.

02 ERP Migration Architect

Microsoft Certified. Dynamics 365 Supply Chain Management.

03 Commercial Lead, One Intelligent Agreement

Microsoft Customer Agreement. CSP.

We match you to the right specialist when you book the scoping call. Names land in your calendar invite, not on a page you scrolled past.
Match me to a specialist →
  • Free, 8 minutes

How ready is your enterprise for the move off legacy ERP?

8 questions. We map your environment against the 220+ SA migrations Braintree has run. You get a readiness tier. Scoped, Ready, Planning or Early. Plus the next move and the timeline that fits it.
Run the migration readiness check
  • Book the scoping call.

From scoping call to AI-operated ERP in three steps.

01

Share your environment

Tell us what you run today. AX, SAP, Oracle, JD Edwards or bespoke. Entity count, integrations, customisations. Five to ten minutes on your side.

02

5-day scoped response (SLA)

Braintree returns scoped migration findings, the F&O apps shortlist and the AI Value Framework opportunity map. Inside five business days.

03

30-minute findings call

Review scope with the architect. Shortlist the F&O apps. Choose the fork. Discuss agent candidates and the data residency answer. No sales pitch.
Book the 30-minute scoping call
  • Common questions, honestly answered.

What CIOs and CFOs ask before they book.

Eight questions we answer in every scoping call. Pre-empted here so you can scan first.
How does Braintree decide which AI agents to deploy?
Business case first. We model ROI and TCO before a single agent is deployed. Management signs off, then we deploy, and only the agents where the value is proven. The AI Value Framework is the gate. Braintree doesn’t deploy AI agents by default. We deploy them where the ROI is proven.
Yes. The Evaluate stage produces a management-ready 3-year ROI and TCO model before any deployment decision. It compares Microsoft’s named agents against a custom build for the same outcome. The decision sits with your board, not our sales team.
No. The AI Value Framework evaluates each agent against your operations and your business case. You deploy only the agents that earn their case. Payflow may ship in your first wave. Time Entry may not make the cut. That is the point of the gate.
Yes. That is the Build stage of the AI Value Framework. Copilot Studio, Azure OpenAI and the Dynamics 365 ERP MCP Server are the stack. Brian is the reference pattern. The business case must prove the build cost, the same as every other deployment under the Framework.
Not for new projects. As of February 2026, new finance and operations project creation moved to the Power Platform admin center. Existing Lifecycle Services projects continue to run. Braintree deploys new enterprise migrations in the Power Platform admin center.
SARS e-invoicing is voluntary in 2026 and mandatory from 2028 for large VAT taxpayers. The Dynamics 365 Finance localisation roadmap covers the continuous transaction controls model. Braintree tracks the SARS technical specification and will have you ready ahead of the mandate.
Role-based Copilot for Finance, Sales and Service was bundled into Microsoft 365 Copilot at no extra cost from October 2025. The in-product Copilot running inside the finance and operations apps is included in the app licence. No surprise line item.
The 2026 draft amendments to the Codes of Good Practice (Government Gazette 54032, January 2026) affect vendor scoring. Implementation is pending and public comment closed in March 2026. Braintree is South African and B-BBEE-certified. Your procurement team should have current B-BBEE paperwork on file from us.
  • From the Braintree practice.

Insights for CIOs and CFOs running the modernisation.

Strategy

Agents, not Copilots. What Microsoft's 2026 ERP story means.

Microsoft’s 2026 narrative shifted from “Copilot helps” to “agents execute”. Named finance and operations agents now ship in-product. What the shift means for anyone still on AX, SAP or Oracle.
  • Article in production

Migration

Oracle to Dynamics 365. When lift-and-shift is the wrong answer.

Oracle EBS and JD Edwards stay in Premier Support past 2036. Supported, but architecturally frozen on-prem. Why a re-architect beats a like-for-like port, and how Braintree scopes the call in five days.
  • Article in production

Methodology

The AI Value Framework. ROI and TCO before any agent goes live.

Most partners lead with the agent catalogue. Braintree leads with the business case. Inside the four stages between “Microsoft has an agent” and “your board signs off the deployment”.
  • Article in production
  • Where this connects.

The Modernise ERP page sits inside a stack.

One Braintree agreement. One team. Full Microsoft coverage.

AI Jumpstart

The 30-day, business-case-led AI deployment programme. Most enterprises piloting their first agents start here. Same AI Value Framework, smaller scope, faster to a management-ready decision pack.

Explore →

Azure Cloud

The infrastructure layer under every agent Braintree deploys. SA-region workloads, POPIA-aware architecture, Azure OpenAI at enterprise scale.

Explore →

Data & Analytics

Microsoft Fabric and Power BI. The semantic layer that lets agents read and reason over your finance data cleanly.

Explore →
  • For the CIO and the CFO.

From legacy ERP to an AI-operated enterprise.

30-minute scoping call. We scope the migration off AX, SAP, Oracle or JD Edwards, model the agents that pay back, and return a 5-day response. No pitch deck.
Scope your ERP migration
Run the migration readiness check