AI Envisioning Workshop

A practical starting point for AI in Dynamics 365. Understand what AI can do today, explore real and relevant use cases, and help your team begin identifying where AI may create value in your business.

A Deliberate Path from AI Interest to Scalable Business Value

AI is creating new opportunities across Dynamics 365 and the broader Microsoft ecosystem, but it can be difficult to separate what is useful from what is simply new and challenging to identify how AI could impact your business.

Our AI Envisioning Workshop is a complimentary working session designed to help your team understand how AI is being applied today, see relevant examples, and begin identifying where it may be useful within your own business processes. The goal is not to define your AI strategy in one meeting, but rather to give your team the context needed to start asking the right questions.

In this session, your team will:

See real AI use cases relevant to Dynamics 365

Better understand where AI may reduce friction or repetitive work

Leave with clearer ideas for what to evaluate next

Request a Complimentary AI Envisioning Workshop

Fill out the form below and an Ellipse team member will be in touch to coordinate your session.

01

ENVISION

What's possible for your business?

Explore AI use cases, examples, & opportunities relevant to your business processes.

02

ASSESS

Where is your business today?

Evaluate strategy, areas of friction, use cases, & current AI adoption.

03

PREPARE

Is the supporting foundation ready?

Strengthen the data, processes, security, & governance to successfully support AI.

04

PROVE

Can we create measurable value?

Launch a focused, high-impact use case with defined metrics & measurable improvement.

05

SCALE

What areas do we focus on next?

Expand proven AI patterns across additional workflows, functions, & business areas.

Start with a clear understanding of what's possible

In our free AI Envisioning Workshop, we'll help your team build a shared understanding of AI and show how it's being applied across Dynamics 365 and the broader Microsoft Ecosystem.

AI in practical business terms

We’ll explain Copilot, agents, and automation, focusing on what these technologies can do and how they support real business processes.

Use cases within Dynamics 365

Explore examples across finance, supply chain, manufacturing, warehousing, sales, and customer service with a focus on processes you already run.

Across the Microsoft ecosystem

See relevant capabilities in Microsoft 365, Power Platform, Copilot Studio, Fabric, and more, and how they connect to your broader business processes.

Turn everyday friction into AI opportunities

The most valuable AI use cases often start with familiar challenges. We’ll help your team look at existing processes differently and identify where AI may be able to remove friction, improve decisions, and create value.

  • Repetitive or manual work
  • Searching for information
  • Approvals or delays
  • Disconnected systems
  • Time-consuming reporting
  • Institutional knowledge
  • Frequent exception handling
  • Repetitive communications

Who should participate?

The AI Envisioning Workshop is most valuable when the people closest to your business processes are involved.

Process Owners

Those responsible for how work gets done across finance, operations, supply chain, sales, service, and more.

Subject Matter Experts

The employees who understand where processes work well, and where they don’t.

IT & Technology Leaders

Those responsible for your Dynamics 365 environment, data, security, and technology strategy.

Business & Executive Leaders

Stakeholders looking for practical ways AI can contribute to business performance.