A demo of our AI-powered contract Renewal Agent for Microsoft Dynamics 365.
Subscription renewals shouldn’t require a person standing watch. Especially if you’re already handling recurring revenue in Microsoft Dynamics 365 Finance. But in most organizations, that’s exactly what happens; someone has to monitor a spreadsheet, chase down responses, and manually update contract records after the fact. It’s one of those processes that feels manageable until it isn’t. Then, you’re dealing with a missed renewal, a lapsed contract, or a customer who assumed you’d follow up and didn’t hear from you.
The Renewal Assistant Agent changes that. Check out a quick demo of how it works.
The agent works across three stages:
Detection and outreach. When a contract approaches expiration, the agent identifies it and sends a personalized renewal notification automatically, without any need for inbox monitoring or a manual trigger. The messaging can also be tailored to each customer instead of using a generic blast.
Response interpretation. When the customer replies — whether confirming a renewal, requesting changes, or initiating a cancellation — the agent reads the response and acts on it directly inside Dynamics 365. No one needs to translate an email into a system update.
Sync and audit trail. Every action is written back to the contract record in real time, giving your team a clean, structured view of where every renewal stands.
The goal wasn’t automation for its own sake. It was to remove the parts of the renewal process that don’t require human judgment — and free up the people who actually need to be involved for the conversations that matter. The agent handles the cycle. Your team handles the exceptions.
If you would like to see what this looks like in your Dynamics 365 setup, let us know.
