Real Enterprise Automation — Dynamix Advisor

AI Automation Meetup · May 31, 2026

Beyond Simple Apps
Real Enterprise Automation

with Power Platform & AI

Arezou Behnam

Microsoft Certified Solution Architect Expert | Enterprise AI & Automation Advisor, Dynamix Advisor

www.DynamixAdvisor.com

Enterprise AI & Automation Consulting · Power Platform · D365 · Azure

⚡ Power Platform 🏢 Dynamics 365 🧠 AI & Copilot ☁️ Azure

20+

Years Experience

Microsoft

Ecosystem Specialist

AI

Power Platform & D365

DYNAMIX ADVISOR

Today's Agenda

What We're Covering

60 minutes · 4 sections · 1 community built from scratch

01

👋 Welcome & Community Intro

About Dynamix Advisor & the group — who's in the room

5 min

02

🌍 Enterprise Automation Landscape

Where Power Platform fits in real enterprise context

15 min

03

🚀 Live Demo: Real Project Showcase

Beyond the basics — live end-to-end project showcase

35 min

04

🗳️ Q&A + Community Vote

Open discussion, connections & shape next session

5 min

Your Host Today

Arezou Behnam

Enterprise AI & Automation Advisor · Dynamix Advisor

Microsoft Certified Expert

20+

Years Enterprise

14K+

Udemy Students

I've spent 20+ years helping organizations navigate enterprise transformation and automation initiatives — seen what works brilliantly and what fails spectacularly. Both teach you a lot. I built this community because real learning happens when people with different backgrounds come together and share honestly.

🔗 linkedin.com/in/arezou-b-99990473 🌐 www.DynamixAdvisor.com

The Vision

Why This Community Exists

A safe and welcoming space to learn, share, and grow together — whether you're a complete beginner or a seasoned professional. We all learn differently from one another's experiences.

🤝

Everyone belongs here

Technical and non-technical, equally welcome. No judgment, no gatekeeping.

💬

Ask anything, share openly

Questions, ideas, concerns, interests — this is the place to bring all of it.

🎤

Public speaking not required

Your pace, your comfort. Confidence builds over time — I'll help anyone who wants to contribute.

🌱

We grow from each other's journeys

Every perspective, background, and experience adds something the room wouldn't have otherwise.

📅

Recurring sessions on demand

Topics shaped and voted on by the community — AI, automation, Power Platform, enterprise tech, and more.

🎤

Community-led over time

I'll present first to set the tone — but the goal is for members to co-present, share projects, and lead discussions they're passionate about.

🎯

Every session = real takeaway

Insights, practical tools, new ideas, and meaningful connections you can actually use — not just theory.

🆓

Free ad-hoc guidance sessions

Need direction, mentorship, or help navigating a technical or career topic? Book a free session at www.DynamixAdvisor.com — happy to help.

The Big Picture

Why Every Business Is Talking About AI Right Now

Spoiler: most of them don't know where to start. That's exactly why we're here. 😊

📉

The Pressure Is Real

Companies are being asked to do MORE with LESS. Budgets tighter, teams smaller, expectations higher than ever before.

🌊

Tool Overload Is Real

Every vendor is screaming "AI!" right now. Most companies don't know where to actually start — and that's completely understandable.

⚡

The Gap Is Growing Fast

The gap between companies that adopt smart tech and those that don't is widening every single month.

✦ "You don't need to boil the ocean. You need the right starting point — and that's exactly what we're building here, together."

The Strategic Choice

AI amplifies whatever it sits on — chaos or order.

⚠ The trap most companies fall into

AI on top of Chaos

A typical mid-size company's reality

💾 SAP / Oracle ERP

📊 100+ Excel reports

🔌 Salesforce CRM

📧 Email approvals

🧾 Concur Expenses

📦 Warehouse WMS

🌐 Vendor portal A

💬 Teams + WhatsApp

🗂 SharePoint chaos

↗

↙

→

↖

↘

←

↗

↙

↕

↘

↔

↗

Duplicate data · No single truth · Manual handoffs · Broken integrations

▼ ▼ ▼

🤖

AI / Copilot Layer

ingests fragmented, contradictory, stale data

🔥 Noise × Speed

VS

✦ What we're building toward

AI on top of Order

The unified Microsoft platform

🏢 D365 F&O

👥 D365 CE

🏬 Biz Central

↕ shared data model ↕

⚡ Power Automate

📱 Power Apps

📊 Power BI

↕ Azure integration backbone ↕

🔌 Service Bus

⚙️ Logic Apps

🔑 Entra ID

One data model · Real-time sync · Trusted source of truth · Governed access

▼ ▼ ▼

✨

Copilot & AI Layer

sees clean, connected, real-time business context

🚀 Signal × Scale

The difference isn't the AI — it's what it's built on.

That's exactly what this community is here to learn, challenge & strategize — together. 🎯

The Microsoft Ecosystem

Four Pillars. One Connected Platform.

D365 Business Applications

Click to explore ↗

ERP & CRM Suite

Customer Engagement Apps

Finance & Operations

Business Central

Power Platform

Click to explore ↗

Low-Code Tools

Power Apps

Power Automate

Power Agents

Power BI

AI & Copilot

Applied across all pillars

AI Layer

Copilot Studio

AI Builder

D365 Copilot

Azure AI Services

Azure Resources

Click to explore ↗

Connect Everything

Service Bus

Logic Apps

Azure AD / Entra

API Management

Azure Data Lake

Use Case Summary — Session 1 Demo

Finance Cockpit — What It Is & What It Does

⚡ Power Apps 🗄️ Dataverse 🤖 Power Automate 🧠 Azure AI

Finance Cockpit is a lightweight ERP-style finance management app built for consultants and small service businesses. It covers the full workflow: projects, time, expenses, invoices, payments, taxes — all in one structured Dataverse-based cockpit. No more scattered spreadsheets.

📋 Data Model

🗂️ Master Data

Legal Entity Customer Vendor Contact Employee Country State Currency

🏗️ Project & Work

Project Task Time Entry

💰 Finance

↑ Money In Invoice Invoice Line Payment Additional Charge

↓ Money Out Expense Recurring Expense

⚙️ Config

System Configuration

← Click to reveal stack

🗄️

Dataverse — Structured Data Model

ERP-inspired table relationships connecting customers, projects, invoices, payments, and expenses.

⚡

Finance Cockpit — Model-Driven App

Business-process style navigation with forms, views, dashboards, and security roles built in.

🤖

Power Automate — Invoice Flow

Triggered from the app — auto-generates a formatted invoice and emails it. Zero manual steps.

📱

Expense Management — Canvas App

Mobile-friendly expense submission — snap a receipt, Azure AI Document Intelligence extracts the data automatically.

🔒

Security Roles & Business Rules

Controlled access, validation rules, and enforced relationships across the full data model.

🧠

Finance Agent — Copilot Agent

AI-powered agent that answers finance queries, surfaces insights, and triggers actions — all through natural language.

Your Voice Shapes This Community

What Should We Cover Next? 🗳️

→ www.DynamixAdvisor.com › Events › Community Poll — vote right now while we're together!

⚡ Power Automate

Advanced flows & enterprise RPA

🤖 AI Agents & Copilot Studio

Building custom enterprise copilots

📱 Power Apps Deep Dive

Canvas & model-driven apps

🏢 Dynamics 365

Finance, Operations & CE

📊 Power BI & Fabric

Advanced analytics & DAX

🔧 PP Governance & CoE

ALM, DevOps & environments

☁️ Azure Integration

Logic Apps, API Mgmt & Service Bus

🗄️ Dataverse

Architecture, security & data model

🛠️ Build an App Together

Live hands-on session — build a real app from scratch as a group

📣 Upcoming MSFT Changes

What's new & changing in the Microsoft ecosystem — what you need to know

🏗️ Design & Solution Architecture

Techniques & best practices for scalable, enterprise-grade solutions

Before You Go

"Proximity Is Power —
and you just took
the first step. 🌟"

See you next month. Let's build something great together.

🗳️

Cast Your Vote

www.DynamixAdvisor.com → Events → Community Poll

🔗

Connect on LinkedIn

linkedin.com/in/arezou-b-99990473

⭐

Free Advisory Session

www.DynamixAdvisor.com/advisory — no strings attached

www.DynamixAdvisor.com · Monthly community sessions · Next meetup announced soon