Technology Record - Issue 42: Autumn 2026

111 Photo: iStock/gorodenkoff A migration already feels like a heavy lift, so adding AI on top can sound like more work rather than less. But it’s the opposite. This isn’t a second system to learn. It lives inside the Dynamics environment you’re already moving to, with nothing separate to log in to and no data science hire needed. Pick one workflow, prove it and then expand as your team trusts it. Crawl, walk, run. The agentic layer doesn’t make the migration heavier – it takes work off your plate. Back to Barb. After ProviNET modernised Dynamics with Avalara – in an implementation that took just three months – the manual reconciliation disappeared and that binder, in her words, became a souvenir. IDville is a 17-person identification product firm in Michigan selling across 35 US states. On GP, manual filing meant errors, penalties and exemption headaches with school districts. With Avalara automating compliance, they cut costs by 16 per cent, avoided hiring a tax specialist and didn’t miss a single return. Neither story is about a feature. They’re about a team getting their time and confidence back. And this is just the start of what’s possible. The future goal is a single agentic hub where you simply say what you need in plain language. A fleet of AI agents then autonomously orchestrate the entire compliance life cycle around you. They run research, calculations, exemption certificate checks, returns and reporting – all across the tools you already work in. They surface risks and flag issues before you even have to ask, all while keeping you in control of the decisions that matter. Companies that modernise now are positioned for the future. The ones nursing GP along will be revisiting this same migration later. That’s the real case for futureproofing: you’re not upgrading for today’s features, you’re getting on the platform where all of it lands first. So, here’s my advice: you’re moving regardless. Don’t spend all that effort to land in the same place with a newer logo. Instead, use it to change the actual job. Modern Dynamics is the door and on the other side is compliance that runs quietly in the background and lets you grow without looking over your shoulder.

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