AI & Automation · Copilot & Power Platform
Copilot Studio agents, Power Automate flows and AI Builder models that process documents and invoices, route approvals and bring AI into Dynamics 365. We build them with proper environments, solutions and governance, not one-off flows nobody can maintain.
What we build
Typical pieces of work in this area. Most engagements combine several of them.
AI Builder document processing that reads invoices, purchase orders and forms, validates the fields and creates draft records for review.
Multi-stage approvals in Power Automate and Teams for purchases, expenses, discounts and contracts, with reminders, escalation and an audit trail.
Agents for employees or customers that answer from SharePoint and Dataverse content and trigger flows for routine tasks.
Case and email summaries, suggested replies, and automatic classification and routing of incoming requests in Dynamics 365.
Simple apps for inspections, stock counts or site visits that replace paper and spreadsheets, connected to Dataverse.
Environment strategy, data loss prevention policies, managed solutions and pipelines that move changes safely from development to production.
Identify which manual processes are worth automating first, based on volume, effort, error rates and risk.
How we work
Week 1
Walk through the current process with the people who do it and size the opportunity.
Design
Agree environments, licensing, security roles and the review points that stay manual.
Sprints
Deliver flows, models and apps in small increments inside managed solutions.
UAT
Run real documents and requests through the solution and tune it before go-live.
Ongoing
Training, monitoring of flow runs and AI Builder results, and optional ongoing support.
Proven, well-supported tools, chosen for your context rather than for novelty.
Outcomes depend on your starting point; we agree success measures with you up front.
Typical use cases
Invoices arriving by email are read, matched to purchase orders and posted as drafts for an accountant to approve.
Requests route to the right approver based on amount and cost centre, with reminders and a full history.
Incoming emails are summarised, classified and assigned to the right queue with a suggested reply.
New-starter tasks across HR, IT and facilities created and tracked automatically from one form.
Representative projects
A multi-site wholesale distributor
Supplier invoices read with AI Builder, matched to purchase orders and created as draft purchase invoices in Business Central for an accountant to approve.
A mid-size engineering consultancy
A permission-aware assistant that answers staff questions from procedures, project archives and templates, citing the source document every time.
Representative engagements. Client names and some details are withheld or illustrative.
FAQ
Can’t find what you’re looking for? Ask us directly. We’re happy to talk it through.
Keep exploring
Implementation, customisation, integration and support for Dynamics 365 and the Power Platform, including NAV / AX upgrades.
Pipelines, warehouses and lakehouses, Power BI and Microsoft Fabric dashboards, and predictive analytics.
Support and helpdesk assistants, and tool-using agents that act in your systems with human approval.
Order, inventory and warehouse systems that stay in sync, with smart automation.
Start a conversation
Describe the documents, approvals or requests your team handles by hand. We’ll tell you what the Power Platform can take on and what it would cost to run.
Prefer email? contact@blackpantherdigital.net
Product and company names mentioned on this page are trademarks of their respective owners. Black Panther Digital Solutions is an independent company and is not affiliated with, partnered with or endorsed by OpenAI, Microsoft, Amazon, Anthropic or any other AI vendor.