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How Sikich is leveraging AI in Dynamics 365 Finance and Supply Chain Management implementations

INSIGHT 3 min read

WRITTEN BY

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Kevin Johnson

AI is reshaping what clients should expect from a Dynamics 365 Finance and Supply Chain Management implementation. Instead of relying heavily on manual discovery, documentation, testing, and consultant-driven project tasks, Sikich is using AI to help streamline delivery, improve consistency, and create greater visibility across the implementation lifecycle. The table below highlights how this shift moves clients from a traditional, labor-intensive approach to a more modern, AI-assisted model designed to reduce effort, accelerate decisions, and support stronger business outcomes.

AI-assisted model for D365 implementation

AreaTraditional D365 ImplementationModern AI-Driven D365 Implementation
Implementation MethodologyWaterfall or standard AgileAI-assisted with HeadStart for continuous delivery
Requirements GatheringWorkshops, interviews, documentationAI analyzes existing processes, documents, emails, and system usage to generate requirements
Business Process AnalysisManual process mappingAI-generated process mining and optimization recommendations
Solution DesignConsultant-drivenAI-assisted design with best practice recommendations and simulations
ConfigurationManual configuration by consultantsAI-assisted configuration suggestions and automated setup
CustomizationExtensive custom developmentLow-code, AI-generated code, and configuration-first approach
DocumentationWritten manuallyAutomatically generated and continuously updated by AI
TestingManual test scripts and executionAI-generated test cases, automated testing, and regression analysis
Data MigrationManual mapping and cleansingAI-assisted data mapping, cleansing, deduplication, and anomaly detection
TrainingClassroom sessions and documentationAI copilots, personalized learning, and in-app guidance
Project Timeline9–18 months3–9 months (depending on complexity)
Resource RequirementsLarge consulting teamsSmaller teams augmented with AI capabilities
Decision MakingBased on consultant experienceAI-supported recommendations using historical data and best practices
Risk IdentificationPeriodic project reviewsContinuous AI-based risk detection and predictive alerts
Change ManagementManual stakeholder communicationsAI-generated communications, impact analysis, and adoption insights
User Acceptance TestingScheduled UAT cyclesContinuous testing with AI-generated scenarios
Support After Go-LiveHelp desk and consultantsAI copilots, predictive support, and self-service assistance
OptimizationPeriodic assessmentsContinuous AI-driven monitoring and optimization
ReportingStatic dashboardsAI-generated insights, forecasting, and natural language queries
Knowledge ManagementSeparate documentation repositoriesAI knowledge assistants with semantic search
Cost StructureHigher labor costsLower implementation effort but higher investment in AI capabilities and governance

How this works in practice

Sikich starts by using AI to analyze existing processes, documents, emails, and system usage, helping generate requirements and uncover opportunities for improvement earlier in the engagement. This creates a stronger foundation for business process analysis, where AI-supported process mining and optimization recommendations help inform design decisions from the start.

From there, we combine Dynamics 365 expertise with AI-assisted recommendations, simulations, configuration guidance, and a configuration-first mindset. This approach reduces unnecessary customization, supports lower-code delivery where appropriate, and creates solutions that are easier to maintain and adapt as business needs change.

We apply the same AI-enabled approach across documentation, testing, data migration, training, project management, change management, and support. AI helps generate and update documentation, create test cases, support automated testing and regression analysis, assist with data mapping and cleansing, provide personalized learning and in-app guidance, generate stakeholder communications, and surface predictive project risks.

After implementation

After go-live, Sikich continues to support clients with AI-enabled copilots, predictive support, self-service assistance, continuous monitoring, AI-generated insights, forecasting, natural language queries, and knowledge assistants. This helps Dynamics 365 become more than a deployed system. It becomes a platform that continuously supports better decisions and ongoing optimization.

AI does not replace consulting experience, governance, data quality, executive sponsorship, or change management. At Sikich, we use AI to augment project teams, automate repetitive work, reduce implementation effort, and keep more focus on the decisions that shape long-term business value.

Ready to explore how AI-enabled Dynamics 365 delivery could reduce effort, improve visibility, and create more value for your organization? Contact Sikich experts to discuss your ERP goals and identify the right opportunities to accelerate your next implementation.

Author

Kevin is a driven leader with decades of success with information technology and ERP consulting. He helps countless clients start successfully or turn around struggling projects. With a blend of sales and implementation specialization, he is able to help a clients from the very start and take them to the finish line.