AI ambitions are increasingly shaping how organizations think about their technology investments. As organizations move from experimenting with AI to embedding it into everyday business processes, their technology and partner choices are becoming increasingly important.
Microsoft has made AI a core part of its business application portfolio, embedding Copilot and other AI capabilities across Dynamics 365 applications. But having AI built into the technology is only part of the equation. Realizing its value also depends on how effectively those capabilities are configured, integrated, and embedded into business processes.
Organizations therefore need partners with a mix of Dynamics 365 and AI expertise, relevant industry experience, legacy application migration capabilities, and the ability to provide ongoing support as their needs evolve. There's no single definition of an "ideal" partner. A large global enterprise may need broad solution coverage, the ability to handle complexity and scale, while a growing mid-market business may value agility, specialization, or deeper industry expertise.
This blog shortlists five of the best Microsoft Dynamics 365 partners in the USA. The selection considers the breadth and depth of each partner’s capabilities, along with their ability to support organizations across different stages of their AI-led transformation with Microsoft Dynamics 365. Each partner in this list brings a distinct portfolio of strengths that may be a strong fit for particular business requirements.
What makes a Dynamics 365 partner AI-first?
An AI-first partner should be able to identify high-value business processes, redesign them around AI and automation, connect them to enterprise data, deploy intelligent agents, and establish the governance and adoption mechanisms required to make AI deliver measurable business outcomes. A strong AI-first Dynamics 365 partner should offer:
- Proven full-stack Dynamics 365 expertise
- Data and AI capabilities, including Fabric, Azure AI, Copilot, and AI agents
- Industry-specific expertise and an understanding of business processes
- Change management capability to help organizations adopt and scale AI
- A practical roadmap for AI to drive progression from experimentation to scaled usage
These capabilities provide a practical framework for evaluating Dynamics 365 partners and understanding which providers are best positioned to support different AI transformation needs.
Best AI-First Microsoft Dynamics 365 Partners in US
1. Alletec
As an AI-first Microsoft Dynamics 365 partner in USA and across the globe, Alletec helps organizations drive AI-led Dynamics 365 transformations by embedding AI into business processes rather than treating it as an add-on to existing ERP or CRM applications. Its full-stack Microsoft expertise brings together Dynamics 365, Copilot and AI agents, Azure, Microsoft Fabric, Power Platform, data, cloud, and security to create an integrated foundation for AI-led transformation. Beyond the standard Copilots and AI capabilities available across Microsoft products, the firm designs and deploys custom AI agents for specific business processes using technologies such as Copilot Studio and Azure AI Foundry.
With more than 25 years of Microsoft expertise, 1,000+ implementations across 30+ countries, and 300+ Microsoft Certified Consultants, the organization has a proven track record of delivering solutions within the Microsoft ecosystem. Its services span consultation, implementation, migration, customization, integration, modernization, upgrades, training, and post go-live managed services. The firm holds all six Microsoft Solutions Partner designations—Business Applications, Data & AI, Azure Infrastructure, Digital & App Innovation, Modern Work, and Security—and therefore brings the rare capability to deliver full-stack implementations that high-growth and mid-market businesses need today. As a Microsoft FastTrack Partner, Alletec combines its engineering expertise and FastTrack methodologies to accelerate implementations and enable low-risk go-lives.
An eight-time Inner Circle partner for Microsoft AI Business Solutions for 2026-27, Alletec reinforces its position among the most reliable Microsoft AI Business Solutions partners globally. Its industry expertise spans manufacturing, BFSI, retail & ecommerce, travel, trade & distribution, EPC, professional services, food and beverage, and education. Delivery extends across the entire transformation lifecycle, from consulting and implementation to data migration, integration, and post-deployment support.
Alletec has 15 custom-built AI agents in its portfolio and continues to build more agents spanning different business functions, including procurement, finance & accounts, sales, operations, customer service, and decision intelligence. Organizations can start from proven agent patterns rather than building every AI capability from scratch using Alletec’s industry-specific as well as industry-agnostic use cases. This can help accelerate deployment and reduce the effort and cost involved in developing custom agents.
Its Copilot and AI Agents Adoption Pack complements this capability with structured, expert-led services for activating and scaling AI. Alletec also supports adoption through change management, user enablement, and training to help teams integrate AI into their day-to-day work.
Best suited for: Mid-market and fast-growing organizations seeking an AI-first Dynamics 365 transformation and a long-term, full-service Microsoft partner capable of supporting the journey end to end—from ERP and CRM modernization and data foundations to Azure, Copilot, AI agents, automation, security, integration, and managed services.
2. Avanade
Avanade positions its Dynamics 365 suite as an AI-powered business environment that enables operational efficiency across finance, supply chain, sales and customer service. In sales, Avanade’s AI-powered Dynamics 365 ERP and CRM capabilities use embedded AI to unify data, improve forecasting, and automate routine work to drive more predictable revenue and accelerate business outcomes. In customer service, Avanade delivers more proactive and personalized customer experiences through agent-led intelligence and automation of data-heavy tasks.
This Dynamics 365 foundation is supported by the company’s broader capabilities within the Microsoft ecosystem - Microsoft Fabric, Azure AI, Copilot, Copilot Studio, Power Apps, Power Automate, Power BI, Microsoft 365, Teams, and Microsoft Security enable organizations to connect enterprise data, build and automate applications, improve employee productivity, and strengthen security alongside their business applications. Its recognition as Microsoft’s Low Code Application Development Partner of the Year supports its positioning across Power Platform and AI-led application modernization.
Best suited for: Large enterprises seeking global-scale, AI-powered transformation across Dynamics 365, data, cloud, AI, and complex business processes.
3. RSM US LLP
RSM combines its business consulting expertise with Dynamics 365, data, cloud, and AI through Finance, Supply Chain Management, Business Central, Sales, Customer Service, Commerce, and Project Operations. Under AI, Microsoft Copilot integrates with Microsoft 365, Dynamics 365, and other business applications to support productivity and decision-making. RSM uses Power Platform, Copilot Studio, and Azure AI Foundry to build custom AI assistants, bots, and agents for specific business processes. These solutions can streamline finance, sales, and operations, automate routine work, and improve customer service.
The underlying data foundation is another important part of RSM’s AI proposition. As an early adopter of Microsoft Fabric, RSM helps organizations bring siloed data together, strengthen governance, and create a trusted foundation for analytics and AI-driven insights. RSM is recognized by Microsoft for its industry expertise spanning financial services, healthcare, manufacturing, retail, and government.
Best suited for: Mid-market and upper-mid-market organizations seeking a business-consulting-led Dynamics 365 transformation that connects business applications with governed data, cloud, AI, and broader business strategy.
4. Velosio
Velosio is a broad Microsoft partner with capabilities spanning business applications, productivity, cloud, automation, and AI. Its portfolio includes Dynamics 365 ERP and CRM, Microsoft 365, Power Platform, Azure, and Copilot, enabling organizations to build an integrated Microsoft technology foundation. Within Dynamics 365, Velosio supports core applications such as Business Central, Finance and Operations, Supply Chain Management, Sales, Customer Service, Field Service, Project Operations, and Customer Insights, with AI embedded across these solutions to automate and analyze financial tasks, support project planning and reporting, and enable more predictive decision-making.
Beyond core business applications, Velosio helps organizations identify and implement AI and Copilot use cases, build custom agents, automate workflows, and develop low-code applications. This breadth allows customers to start with a core Microsoft business platform and progressively extend into AI-powered productivity, automation, analytics, and custom solutions as their needs evolve.
Best suited for: Mid-market and emerging businesses looking for a broad Microsoft partner that can connect Dynamics 365 ERP and CRM with Copilot, AI, Microsoft 365, Power Platform, and Azure across their business.
5. Rand Group
Rand Group is a Microsoft-focused partner that brings together Dynamics 365 ERP and CRM, Copilot, Power Platform, Azure, analytics, automation, and AI to help organizations modernize core business processes and introduce AI into everyday workflows. Its Dynamics 365 capabilities span Business Central, Finance, Supply Chain Management, Sales, Customer Service, Field Service, Project Operations, and Customer Insights, with AI helping automate repetitive work, summarize records, generate content and reports, surface insights, and support decision-making across business functions.
The broader Microsoft ecosystem allows Rand Group to extend these capabilities through custom Copilots and AI agents, workflow automation, integrations, analytics, and specialized AI solutions. Its industry expertise spans manufacturing, construction, energy, distribution, healthcare, professional services, food and beverage, and financial services, with solutions addressing areas such as supply chain, warehouse operations, demand planning, predictive maintenance, and digital selling.
Best suited for: Mid-market organizations seeking a Microsoft-focused partner for industry-specific Dynamics 365 modernization, with the flexibility to extend into Copilot, custom AI, automation, analytics, and Azure capabilities.
Building Your AI-First Dynamics 365 Roadmap
An AI-first transformation does not begin with deploying an AI tool. It starts with understanding where AI can create measurable business value, whether the underlying ERP, CRM, and data environment can support it, and what needs to change to scale those capabilities across the organization.
For organizations evaluating Dynamics 365 as the foundation for this journey, the next step is to prioritize where AI can deliver the greatest operational impact. This could mean improving forecasting, automating repetitive processes, enabling employees with AI assistance, or introducing agents into specific workflows. A phased approach allows organizations to start with practical use cases, measure results, and expand AI across the business as the underlying capabilities mature.
The right Dynamics 365 AI implementation partner can help bridge these stages—from modernizing core business applications and connecting enterprise data to implementing AI capabilities and continuously optimizing the environment.
Ready to Build Your AI-First Dynamics 365 Strategy?
Talk to our Dynamics 365 AI transformation experts or explore our capabilities to assess your current environment and develop a practical roadmap for modernizing your business with AI.
