Automate your D365 implementation workflow

From ticket to tested configuration — D365 Agent analyzes requirements, generates configuration instructions, executes them in Dynamics 365, and validates the result. End to end.

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Plans for every stage of delivery

Start with analysis-only, scale up to full autopilot.

Advisor

$99/mo

per month, billed monthly

Includes 7-day free trial

AI reads tickets and writes structured D365 config instructions.

AI ticket analysis → structured configuration instructions
No D365 connection required
Export as PDF or Markdown
Full analysis log trail

Executor

$209/mo

per month, billed monthly

Includes 7-day free trial

Execute configuration steps directly in your D365 org.

Import instructions in any format (AI auto-converts)
OAuth 2.0 connection to your D365 org
Execute steps via D365 Web API v9.2
Full job rollback on any step failure
Full execution log trail

Inspector

$269/mo

per month, billed monthly

Includes 7-day free trial

Validate that existing config meets ticket requirements.

AI derives functional test cases from tickets
Connects to D365 and tests real feature behaviour
Pass/fail per requirement + gap report
Full test log trail

Autopilot

$419/mo

per month, billed monthly

Includes 7-day free trial

End-to-end: analyze → instruct → execute → unit test.

Full E2E pipeline across all stages
Optional approval gate between each stage
Slack / Teams / email notifications
Audit trail exportable to PDF and CSV
Full log trail across all stages

Most powerful

Enterprise

Custom

Custom pricing

Everything in Autopilot, plus enterprise-grade controls.

Unlimited runs
Multi-org management
SSO / SAML integration
Custom SLA and uptime guarantee
Dedicated support (Slack or CSM)
Data residency options
Audit log export
Volume discounts

Frequently asked questions

Do I need to connect my Dynamics 365 org?: Not for the Advisor plan — it only reads tickets and writes configuration instructions. Executor, Inspector, and Autopilot connect to your D365 environment via a secure OAuth 2.0 app registration.
How are my D365 credentials stored?: Client secrets are encrypted at rest with AES-256 and scoped to your organization. Every database record is isolated per tenant.
What happens if a configuration step fails?: On the Executor plan and above, a failed step triggers a full job rollback — every completed step is reversed in order, so your environment is never left half-configured.
Which ticketing systems are supported?: Jira, Azure DevOps, ServiceNow, and Linear. Filter by project, board, sprint, label, assignee, date range, or a custom JQL/OData query, then run the pipeline on a single ticket or a batch.
Can I change plans later?: Yes. Upgrade or downgrade at any time from your settings — billing is handled through Stripe and prorated automatically.
Which Dynamics 365 products does D365 Agent support?: D365 Agent is purpose-built for Dynamics 365 Customer Engagement (CE) and the Dataverse platform, covering Sales, Customer Service, Field Service, and Project Operations.
What configuration tasks can the Executor and Autopilot tiers automate?: The Executor and Autopilot tiers automate three categories of D365 configuration: Metadata, Web Resources, and Power Automate.