fno hero | Braintree
Modernise ERP · Enterprise · Dynamics 365 Finance & Operations

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 TCO case is proven.

Runs on ms d365finance | BraintreeDynamics 365 Finance Supply Chain Project Operations ms d365commerce | BraintreeCommerce ms copilot | BraintreeCopilot
The agent layer · running inside Dynamics 365
Payflow Agentpayment run verified, journals posted Reconciliation Agentbank to ledger matched, exceptions flagged Supplier Comms Agentconfirmations chased, late responses flagged Expense Agentreceipts converted and routed to policy Approvals Agentcycle cleared in Teams Time Entry Agenttimesheets drafted for review Product Content Agentcatalogue enriched for merchandiser edit Lease AgentIFRS 16 schedules current Payflow Agentpayment run verified, journals posted Reconciliation Agentbank to ledger matched, exceptions flagged Supplier Comms Agentconfirmations chased, late responses flagged Expense Agentreceipts converted and routed to policy Approvals Agentcycle cleared in Teams Time Entry Agenttimesheets drafted for review Product Content Agentcatalogue enriched for merchandiser edit Lease AgentIFRS 16 schedules current
220+
South African businesses grown
200%+
Forrester TEI over three years
100+
Microsoft-certified specialists
2
Azure regions in South Africa
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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.

The platform you land on

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

ms d365finance | Braintree

Dynamics 365 Finance

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
Dynamics 365

Dynamics 365 Supply Chain Management

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

Dynamics 365

Dynamics 365 Project Operations

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

ms d365commerce | Braintree

Dynamics 365 Commerce

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

ms copilot | Braintree

Microsoft Foundry. Built by Braintree

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

The AI-operated enterprise

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 whose three-year TCO case proves out through the AI Value Framework. Custom agents in Microsoft Foundry where Microsoft does not yet ship a named one.

Payflow Agent

ms d365finance | BraintreeFinance

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

Account Reconciliation Agent

ms d365finance | BraintreeFinance

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

Lease Agent

ms d365finance | BraintreeFinance

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

Finance Agent

ms copilot | BraintreeM365 Copilot

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

Supplier Communications Agent

Supply Chain

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

Time Entry Agent

Project Operations

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

Expense Agent

Project Operations

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

Approvals Agent

ms teams | BraintreeTeams

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

Product Content Agent

ms d365commerce | BraintreeCommerce

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

Custom 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.

Built by Braintree
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.
How we migrate

Evaluate, Architect, Migrate, Operate.

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

01

Evaluate

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

Board sign-off gate
02

Architect

Target solution designed. Data model mapped. The lift-and-shift versus re-architect fork decided. The plan the board signs off.

03

Migrate

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

04

Operate

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

fno board | Braintree
The AI Value Framework is the gate

Braintree doesn't deploy AI agents by default. We deploy them where the TCO case is proven.

Two paths. One 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.

Dynamics AX lineage port

Best when you're on Dynamics AX 2012 R3, R2 or AX 2009.

  • 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.

Greenfield re-architect

Best when you're on SAP ECC, Oracle EBS, Oracle JD Edwards, Infor, Sage X3 or bespoke.

  • 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.

Both roads run the AI Value Framework. The destination is the same.

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.

Multi-vendor ERP sprawl.

Before. Three to six contracts.

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

After. One Intelligent Agreement.

  • One agreement: Dynamics 365 Finance, SCM, Commerce, Project Operations and HR
  • One SLA across migration, run-state and the agent layer. One escalation path. One accountable partner
  • POPIA-aligned by default. Financial data on the South African Azure regions
A curved glass corporate tower at sunset
Enterprise scale, modelled honestly. The composite is enterprise, off legacy ERP, not the Finance-only figure.
Proof, not promises
200%+
Forrester Total Economic Impact over three years. Dynamics 365 ERP enterprise composite, off legacy ERP.

Forrester Total Economic Impact, February 2026. The enterprise composite modelled a net present value over three years off legacy ERP. The same Forrester TEI enterprise composite, not the Finance-only figure.

Three Gartner Magic QuadrantsDynamics 365 was named in three 2025 Gartner Cloud ERP Magic Quadrants.
Bioforum's "Brian"Custom agent on Microsoft Foundry. Reviewed by the U.S. FDA, SA-grounded, in production.
The honest comparison

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

The work
Staying on legacy ERP
ms d365finance | BraintreeDynamics 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.
Talk to a specialist

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

Three enterprise ERP specialists, matched to your scoping call. Names land in your calendar invite, not on a page you scrolled past.

FO

Enterprise F&O Lead

Dynamics 365 Finance deployment
Microsoft Certified · Dynamics 365 Finance
MA

ERP Migration Architect

Supply Chain, data model & the fork
Microsoft Certified · Dynamics 365 Supply Chain Management
CL

Commercial Lead, One Intelligent Agreement

Microsoft Customer Agreement & CSP
Microsoft Customer Agreement · CSP
8-minute migration assessment

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 assessment
Executives reviewing performance data on a wall screen
How it works

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

1

Tell us what you run today

AX, SAP, Oracle, JD Edwards or bespoke. Entity count, integrations, customisations. Five to ten minutes on your side.

2

Get the findings

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

3

Review with the architect

Review scope, shortlist the F&O apps, choose the fork, discuss agent candidates and the data residency answer. No sales pitch.

FAQ

What CIOs and CFOs ask before they book.

Business case first. We model the full TCO and payback 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 TCO case is proven.

Yes. The Evaluate stage produces a management-ready 3-year TCO and payback 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 legacy ERP to an AI-operated enterprise

Let's grow.

Book the 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.

Specialists in Business Applications, Modern Workplace and Azure.