Elevate Your Dynamics GP Experience withEnavate AI

    Stop Digging Through Your GP Data - Start Getting Answers Instantly.

    Enavate AI transforms your experience by surfacing the data you need—instantly. Say goodbye to manual reports, endless clicks, and limited visibility. With natural language queries and intelligent insights, you’ll make faster, smarter decisions—without leaving GP.


    AI Adoption

     

    Reimagine What GP Can Do with Enavate AI

    You’ve trusted Dynamics GP to work for your business. Now, Enavate AI brings the power of artificial intelligence directly into your GP environment to empower you to work smarter, get answers faster, and make better decisions.Whether you're managing financials, tracking customer balances, or analyzing budgets, our AI companion helps you do it all with natural language queries and secure, role-based access.

     

     

    Your Trusted GP, Made Smarter

    Enavate AI works with your existing GP setup—nothing to replace, no clunky add-ons. Built on Microsoft Fabric and powered by Azure OpenAI, it’s secure, scalable, and future-ready.

    • Ask in Plain English: Just type your question—and get instant answers. “What’s our customer’s AR balance?” “Show me invoices due next week.” No SQL reports to run, no IT tickets. It’s like having a smart assistant built into GP that understands your business and responds in real time.
    • Get Answers Fast: Get in-the-moment summaries and insights from your GP data. Need more detail? Clickable links let you drill down into individual records directly within GP.
    • Maximize Efficiency: Stop wasting time combing through multiple records, applying filters, or running reports. Enavate AI delivers precise answers from GP in a single prompt.
    • Real-Time Learning: Training new talent? No problem. Enavate AI acts as an in-app mentor, guiding users step-by-step within GP. Your team gets expert-level support from day one—boosting confidence and productivity.
    • Empower Every Team—No GP Expertise Required: Finance, operations, and executive teams get direct, self-service access to the data they need—without relying on GP experts or waiting on reports. Enavate AI removes bottlenecks and enables faster, smarter decisions.
    • Enterprise-Grade Security: Built on Microsoft Fabric with Entra ID authentication, role-based access, and encryption, Enavate AI ensures sensitive financial data remains protected and compliant.
    • Built for What’s Next: Utilizing Microsoft Fabric and Azure OpenAI, this is your first step into the future of ERP—modern, intuitive, and built to grow with you. And when you're ready to explore Business Central, Enavate AI ensures your data and processes are already aligned for a seamless transition. 

    AI Insights to Power-Up Your Business Processes

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    Customer Purchase & Return History

    Ask for a customer’s full transaction history—filtered by item, date, or customer. Great for sales and support teams.

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    General Ledger & Budget Analysis

    Ask questions around General Ledger accounts, balances and transactions. Do comparisons between your GL Accounts and Budgets you have created for those accounts.

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    Invoices by Due Date & Discount

    Surface time-sensitive invoices and early payment discounts to help prioritize AR follow-up.

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    Outstanding Balance View

    Get a quick snapshot of a customer’s AR balance, aging details, and open invoices.

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    GP Learning Assistant

    Ask how GP works and get AI-generated help with links to manuals and modules. It’s like having a built-in trainer.

    Enavate AI FAQ

    What is Enavate AI for Microsoft Dynamics GP?

    Enavate AI for Dynamics GP is a smart assistant that helps users interact with their ERP system using natural language. Instead of running reports or writing SQL queries, users can simply ask questions like “What’s the AR balance for our customer?” or “Show me invoices due next week” and get instant, accurate answers—right inside GP.


    How does Enavate AI integrate with Dynamics GP?

    Enavate AI connects your existing GP data to Microsoft Fabric, enabling secure, real-time access to insights. It uses Microsoft 365 credentials and Entra ID for role-based access, ensuring users only see what they’re authorized to. No rip-and-replace, no bolt-ons—just a lightweight enhancement that keeps your GP setup intact.


    What’s involved to get started with Enavate AI?

    You don’t need to replace GP—just enhance it. Here’s what’s involved:

    1. Connect GP to Microsoft Fabric
      We’ll securely link your GP data and guide the setup—no heavy lifting required.
    2. Integrate with Microsoft 365 & Entra ID
      Users sign in with their existing credentials
    3. Enable Azure OpenAI
      We’ll set up your subscription to ensure everything runs securely and stays compliant.
    4. Train Your Team
      No formal training needed. Users can explore, ask questions, and learn as they go—it’s that intuitive.


    Is Enavate AI secure?

    Yes. Enavate AI is totally secure. Data stays inside Microsoft’s environment—no third-party servers. Access is governed by Microsoft Entra ID (Azure AD), so users only see what they’re allowed to.

    Does it train on my data?

    No, EnavateAI doesn’t train on your data, and every response is traceable to its source. You can monitor usage with Microsoft’s built-in compliance tools. Clients retain full ownership and control over their data and can govern which datasets the Enavate AI is allowed to access.


    Can Enavate AI help with troubleshooting or support inside Dynamics GP?

    With Enavate AI’s built-in help assistant, users can ask natural language questions about Dynamics GP and receive instant, AI-generated guidance. Whether it’s how to run a report, navigate modules, or troubleshoot a task, the assistant links directly to relevant GP help files and manuals. It’s like having a smart guide built into GP—reducing support tickets and empowering your team to work more confidently and efficiently.

    What tasks can the Enavate AI assistant automate in Dynamics GP?

    While Enavate AI doesn’t automate tasks directly (that’s the role of agents), it dramatically accelerates decision-making by giving users instant access to the insights they need—through a simple, conversational experience. 

    It can answer questions such as: 

    • Finance-related questions (e.g., GL balances, AR/AP summaries) 
    • Comparing budgets vs. actuals 
    • Surfacing overdue invoices or upcoming payments 
    • Streamlining reporting and analytics 
    • Helping users self-navigate GP functionality with contextual help links 


    How secure is Enavate AI when handling GP financial data?

    Very secure. Enavate AI is built on Microsoft Fabric and uses Azure OpenAI services. Data access is governed by Entra ID, ensuring enterprise-grade security, encryption, and compliance. Your data stays within Microsoft’s trusted ecosystem


    Do I need additional licenses to run Enavate AI in Dynamics GP?

    Yes, but it’s simple. You’ll need:

    • Microsoft 365 credentials for user access
    • Entra ID for role-based permissions
    • An Azure subscription for OpenAI services (or you can use Enavate’s hosted model)

    What departments benefit most from AI in Dynamics GP (finance, operations, HR)?  

    All departments!  Anyone who uses GP data to make decisions will benefit from Enavate AI.  The application can be used within GP itself or it can be launched through a website that is secured by Azure security.  This extra option gives users who traditionally are not in GP the ability to get answers to questions on GP data. This of course is dependent on the security those users are given to the data within Fabric. 

    How does Enavate AI improve reporting and analytics in Dynamics GP?

    It eliminates the need for manual report building or SQL queries. Users can ask questions in plain English and get instant, contextual summaries from live GP data. This reduces reliance on IT, speeds up decision-making, and improves data visibility across the organization.

    What ROI can I expect from Enavate AI in Dynamics GP?

    Enavate AI helps GP users save time, reduce support costs, and make faster decisions—without changing platforms. Need to surface an insight quickly? It can replace multiple filters and searches with a single prompt. It’s more cost-effective than traditional FP&A tools and delivers powerful insights directly within GP. With instant answers, natural language queries, and secure access, it’s a smart way to modernize your GP experience while staying future-ready. 

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