Elevate Your Dynamics GP Experience with Enavate AI

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.

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.

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.

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.

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.

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.

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 

• Helping users self-navigate GP functionality with contextual help links 

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

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)

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.  

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.

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.