Agentic AI now drafts project estimates, assembles proposals, issues invoices, tags SharePoint documents and summarises Teams meetings. Firms using Xero’s AI-powered reminders get invoices paid up to twice as fast, while Dynamics 365 Finance eliminates manual data entry. Evocate stitches Copilot Studio, SharePoint Syntex, Teams APIs and D365 Finance together so you enjoy enterprise-grade automations without new head-count. Watch the 45-second reel, then book a free consult to scope your first use-case.
Why Quote-to-Cash, SharePoint & Teams are perfect for AI agents
| Pain point | Old way | Agentic upgrade |
|---|---|---|
| Manual estimates | Consultants re-key effort sheets into quotes | Dynamics 365 F&O pulls WBS tasks, rates & margins straight into a quote draft |
| Slow proposals | Sales rebuild decks from scratch | Copilot assembles a branded proposal pack in < 10 min |
| Late invoices | Finance chases debtors manually | Xero automated reminders nudge customers & cut DSO by 50 % |
| Document chaos in SharePoint | Staff forget metadata | Syntex Taxonomy Tagging auto-labels docs—no training required |
| Meeting admin in Teams | Someone writes minutes & tasks | AI Insights API posts summaries + Planner tasks automatically |
SharePoint wins you can bank on
- AI taxonomy tagging — Syntex applies term-store labels without user clicks, boosting search & compliance. (overview)
- Chat-ready sites — Turn any library into a scoped knowledge bot surfacing in Teams.
- Embedded storage — SharePoint Embedded lets devs bake secure file storage into apps.
- End-to-end approvals — eSignature + Copilot workflows slash contract cycle-time.
Learn more: Evocate SharePoint consulting
Teams automations your staff will actually use
- Real-time co-pilot — Copilot records who-said-what, suggests next steps, posts recaps.
- Graph AI Insights — Fetch structured summaries and push to Dynamics, HubSpot or Jira.
- Multilingual interpreter — Preview feature lets cross-APAC sales calls run in native languages.
Explore: Copilot integration services
Evocate’s Agent Enablement Framework
| Step | Key outputs | Timeline |
|---|---|---|
| 1. Readiness audit | Map quote-to-cash, doc governance & meeting flows; check Purview labels | 1 week |
| 2. Rapid prototype | Build a Quote-to-Cash + Meeting Minutes agent: ① drafts quote in D365 F&O ② creates Xero invoice ③ tags docs in SharePoint ④ posts follow-ups in Teams | 2–4 weeks |
| 3. Scale & govern | Role-based approvals, analytics, enterprise auditing | 4–8 weeks |
Everything lives inside your Microsoft 365 tenancy—no data leaves Australia, and Purview keeps auditors happy.
See our Dynamics 365 services
Ready to ditch the drudgery?
Book your free strategy session. You’ll leave with a personalised automation roadmap and a working demo agent.
Further reading
- Xero launches “Just Ask Xero” (JAX) AI vision
- Xero invoice reminders: how they work
- Dynamics 365 Finance – Automated vendor invoicing
- SharePoint Syntex taxonomy tagging overview
- Meeting AI Insights API for Teams
- McKinsey – Economic potential of generative AI
If you would like to know more or would like some help you can contact us via sales@evocate.com.au or via our contact us form or book a free consult with us
Published by Evocate — Microsoft-centred consulting for secure, scalable AI.
FAQ’s
Chatbots simply answer one-off questions. AI agents can break a bigger goal into steps—e.g., “send an invoice”—grab data from Xero or Dynamics 365, create and email the invoice, remind the customer and close the loop, all without human re-keying.
Yes. Evocate leverages Microsoft Copilot Studio, Power Platform connectors and open APIs to orchestrate workflows across Xero, Dynamics 365 F&O, SharePoint, Teams and any REST-enabled app—so you keep the systems you know while layering automation on top.
Our rapid-prototype phase delivers a working agent in 2–4 weeks. A full production rollout—with approvals, security hardening and user training—typically completes inside 8 weeks.
Absolutely. All data stays in your Microsoft 365 tenancy hosted in Australian datacentres and Xero’s ISO-certified cloud. We apply Purview sensitivity labels, Azure AD conditional access and least-privilege permissions to meet or exceed local privacy laws.
Clients usually reclaim 8–12 staff-hours per employee every month and cut Days Sales Outstanding by up to 50 %. Most see the project pay for itself within six months thanks to faster cash flow and reduced manual labour.
