Lead Qualifier
Scores and enriches incoming leads automatically, so your team only spends time on opportunities that truly matter.
Indicative: 30–50% less time on lead follow-up.
AI on Microsoft Dynamics 365
AI agents you can truly trust, on your existing Dynamics.
Certavo helps SMBs get more out of Dynamics 365 CE with AI. No risky rebuild, but a clear strategy and ready-to-use, verified agents that take work off your hands today.
Microsoft stack
Works on your current D365
International expert network
Your data stays yours
30-day pilot
20+Ready-to-use CE agents
15+ yrsMicrosoft experience
Own tenantYour data stays yours
30 daysPilot, cancellable
Services
Strategy and delivery, available separately
Want to know first where AI adds the most value for you? Start with strategy & advice. Want to take work off your hands right away? Put our agents to work. Separately or together.
New
AI Strategy Consultancy
An experienced consultant thinks along with you: where does AI really add value in your processes, what to tackle first, and how to stay in control. Practical advice, not a thick report that ends up in a drawer.
- ✓ AI opportunity map for your processes (impact × feasibility)
- ✓ Prioritised roadmap: where to start, what comes later
- ✓ Business case & ROI rationale
- ✓ Data, security & GDPR check (own tenant)
- ✓ Adoption advice so your team actually uses it
€89per hour, excl. VAT
Book a strategy call
Delivery
AI agents on Dynamics 365
Ready-to-use, verified agents that take work off your hands today. We configure them on your Dynamics, test alongside your team and go live in a pilot.
- ✓ 20+ agents for Sales, Service, Marketing & Data
- ✓ Runs in your own Microsoft tenant (Azure OpenAI)
- ✓ Fixed price, 30-day pilot, cancel monthly
- ✓ Explainable, secure and measurable
from €999per month
See the agents
Approach
From idea to working AI, without the hassle
Two building blocks you take separately or together: a strategy sprint to set direction, and a library of agents you roll out step by step.
1. AI Strategy Sprint
In a short sprint we map your processes and data and deliver a concrete, prioritised plan: where AI adds value fastest, and how you stay in control.
2. Agent Library
Choose from 20+ verified CE agents. We configure them on your Dynamics, test them with your team and go live in a pilot.
3. Scale with control
Working well? Then we expand. You stay in charge, we make sure every agent stays explainable, secure and measurable.
Agent Library
20 ready-to-use agents for Dynamics 365 CE
Each agent solves a concrete job. The ROI figures are indicative, based on comparable deployments; we confirm your result in the pilot. Verified = our own quality process, not an external or Microsoft certification.
Follow-up Writer
Writes personal follow-up emails based on the context in your CRM, ready to send after a single glance.
Indicative: every rep saves 3–5 hours per week.
Quote Assistant
Assembles quotes from your products and pricing agreements, with the right terms included.
Indicative: quotes out the door in minutes instead of hours.
Opportunity Coach
Flags stalled deals and suggests the next best action, per opportunity.
Indicative: higher win rate through timely follow-up.
Meeting Notetaker
Summarises conversations and logs actions and next steps automatically in the right record.
Indicative: no lost follow-ups, always up-to-date CRM.
Case Summarizer
Gives every case a short summary of history and essentials, so your agent can help right away.
Indicative: 20–40% faster resolution.
Reply Drafter
Drafts a reply in your tone of voice, with the right knowledge articles attached.
Indicative: consistent answers, less typing.
Knowledge Finder
Searches your knowledge base and documents and gives the answer with a source reference.
Indicative: fewer escalations, faster first-time fix.
Sentiment Triage
Recognises angry or urgent messages and moves them to the top of the queue.
Indicative: fewer unhappy customers through fast triage.
SLA Watch
Monitors turnaround times and warns proactively before an SLA is about to breach.
Indicative: fewer SLA breaches.
Campaign Copywriter
Writes email and landing-page copy based on your segment and offer.
Indicative: campaigns live faster, more variants to test.
Segment Builder
Builds audience segments based on behaviour and attributes in your CRM.
Indicative: more relevant campaigns, higher response.
Event Follow-up
Follows up with trade-show visitors and webinar attendees automatically with a fitting message.
Indicative: no more leads left behind after an event.
Content Repurposer
Turns one piece of content into multiple formats: social, newsletter, summary.
Indicative: more reach from existing content.
Churn Predictor
Signals customers at increased risk of leaving, so you can act in time.
Indicative: retained revenue through proactive account management.
Data Cleanser
Cleans up polluted fields, standardises notation and keeps your CRM clean.
Indicative: more reliable reporting and segmentation.
Duplicate Detector
Finds and merges duplicate contacts and accounts based on smart matching.
Indicative: cleaner data, fewer communication errors.
Forecast Helper
Supports your forecast with patterns from historical deals and pipeline.
Indicative: more realistic projections.
Report Narrator
Turns your dashboards into a readable summary in plain language.
Indicative: everyone understands the numbers, even without BI skills.
Enrichment Bot
Fills in missing company and contact details from reliable sources.
Indicative: more complete profiles, better targeting.
Secure & yours
Does it work for you, and does your data stay yours?
Two questions every SMB rightly asks. At Certavo the answer to both is: yes.
🔒
In your own tenant
Agents run on Azure OpenAI within your own Microsoft environment. Your data never leaves your tenant.
🇪🇺
GDPR & EU
European data processing, with clear agreements and a data processing agreement.
⚙️
On your current D365
No migration or rebuild. We build on what you already have.
💡
Explainable
Every agent shows what an answer is based on, with sources. No black box.
🎛️
You stay in control
You decide what an agent may do, where it stops and who reviews it.
🚀
30-day pilot
Prove first, then scale. Cancel monthly, no long contracts.
Pricing
Clear packages, fixed price
Choose where you want to start. Everything begins with a pilot, so you know it works before you scale.
Starter
€999per month
- ✓ 1 agent live on your Dynamics
- ✓ Configuration & pilot guidance
- ✓ In your own tenant
- ✓ Cancel monthly
Most chosen
Team
from €2,500per month
- ✓ Multiple agents of your choice
- ✓ AI Strategy Sprint included
- ✓ Priority support
- ✓ Quarterly optimisation
All-access
On requesttailored price
- ✓ Access to the entire Agent Library
- ✓ Custom agents for your processes
- ✓ Dedicated point of contact
- ✓ Depending on number of users
All packages start with a 30-day pilot. Standalone strategy & advice is also available at €89 per hour. Prices are excl. VAT and indicative; we tailor the final proposal to your situation.
Why Certavo
Trust, built in
15+ years of Microsoft
Deep experience with Dynamics 365 and the Microsoft platform. We know the pitfalls and the shortcuts.
International expert network
Behind Certavo is an internationally operating team of senior consultants, with a broad network of specialists we bring in per project. So the right expertise is always at the table, wherever in the world it sits.
Ready-to-use, not an experiment
Verified agents that do their job, instead of an open-ended AI project with an uncertain outcome.
Fixed price & timeline
You know upfront what you get and what it costs. No open-ended arrangements.
Mira Vero · digital founder & AI strategy consultant
Our founder
Meet Mira Vero
Mira Vero is the digital founder and AI strategy consultant of Certavo, and the face of everything we build. She is transparent about what she is: AI. Behind Certavo is an internationally operating team of senior Microsoft experts, with a broad network of specialists we bring in per project. They build every agent, verify it, and remain accountable and reachable.
Talk to the teamContact
Book a free intro call
Fill in the form, or just call us. Tell us briefly where you are with Dynamics and AI. We're happy to think along, no strings attached.
Call us anytime: +31 6 44 650917
Email: info@certavo.nl
We usually reply within one business day.