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Agentic workflows for ERP & CRM platforms

Agents that live inside the platforms your business already runs on — Dynamics 365, SAP and the rest — reading and writing through supported integration paths.

ERP and CRM platforms are a domain Vyom Tech Sol builds agentic systems for, including Microsoft Dynamics 365 and SAP. Work includes building agents and extensions inside Dynamics 365, SAP integration and process agents, natural-language reporting and query layers over ERP data so business users can ask questions without a report request, master data management and cleansing, and quote-to-cash and order-to-cash process automation. Cross-platform integration and migration between systems is a frequent need. The engineering reality of this domain is that the platform is the constraint: these systems have their own data models, extension points, licensing and upgrade paths, so Vyom builds through supported integration surfaces rather than around them — keeping customisations upgrade-safe. This overlaps heavily with Vyom's enterprise integration and app modernization work, since ERP and CRM systems are usually the systems of record that everything else has to agree with.

What we build in erp & crm platforms

One agent, in depth

// agent deep-diveThe ERP Reporting AgentYour ERP holds the answer and a queue stands between the question and it. A natural-language reporting agent over Dynamics 365 or SAP — built through supported surfaces, so it survives the next upgrade.read the deep-dive →

Common questions

Can an AI agent answer questions over SAP or Dynamics 365 data?

Yes, but not by pointing a model at the raw schema. We build a semantic layer first — entities, measures and definitions agreed with your finance and operations people — and the agent generates against that. It is the difference between an agent that gets trusted and one that gets switched off.

Will the customizations survive an ERP upgrade?

That is why we build through supported extension surfaces rather than internal tables or unsupported modifications. It is occasionally slower and it is the difference between a solution that persists and one that blocks the next version.

Why not just let an LLM write SQL against the ERP?

Because wrong looks exactly like right. ERP schemas are not self-describing, business definitions like revenue live in policy documents rather than the database, and row-level security must apply per user. A query that quietly drops a join condition still returns a number.

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