Mobeez uses Avatars to monitor business processes across Microsoft Dynamics 365 F&O and other applications. Mobeez built this platform for Specialists who manage, implement and support D365 F&O. It's effective for mitigating risk, optimising team performance and enhancing user experience. Mobeez builds Avatars, trains them to monitor business processes so they can predict and prevent faults. If an error condition is discovered, the Avatar alerts its owner, nominated users and teams. Escalations, communication, resolution and reporting are all managed by the Avatar service.

Mobeez Avatars go beyond monitoring D365 F&O processes. They use the aggregated knowledge of Microsoft documentation, Azure Open AI and Google Gemini, sourced from thousands of MVPs and industry experts. All of this is housed in a Business Process Catalog. Microsoft's standardised Business Processes specifies how data flows within D365 F&O. Avatars can also access business process mapping and links to potential error conditions. You can link these Business Rules, to documentation within your company or provide instructions for users fault resolution. Avatar Business Rules can be extended to include business specific customisations and local knowledge bases.

An Avatar Business Rule has 3 parts. A rule expressed as a user story, an error condition expressed as a SQL statement and a list of steps on how to respond to that rule, should the error condition be triggered. A simple example is. Rule: The allocation of the System Administrator security role should be approved by the D365 F&O Application Manager. Errors: The SQL query is: SELECT First, Surname FROM securityroles WHERE securityrole="System Administrator" Response: Your Avatar will automatically email the list of names from this query, for review and approval by the D365 F&O Application Manager. Note: This rule comes standard with each Avatar. It will be run automatically, once every week. The rule can be disabled or modified to suit each company's requirements.

Your Avatar continues to run 24/7, even if you sleep, close your browser, shutdown your PC or leave the office. It works day and night, on weekends, through heat waves and blizzards. No matter what's happening in your life, your Avatar will keep on monitoring D365 F&O.

Every Business Rule is tagged to a specific Avatar and Owner. These usually vary per Business Rule. When an error condition is triggered, an email or SMS alert is sent from the relevant AI-Avatar, their Owner and to the nominated business user. Note: The Avatar's Owner, their contact details and photo are included in the message for easy reference.

Your Avatar operates across multiple D365 F&O environments, allowing information to be compared and acted upon. Typically, clients have a Dev, Test and Production environments.

There are no limits to the number of Business Rules that be added and run by your Avatar. Owners typically vary the scheduling for rules of less important rules, to run early morning, late night or on the weekend.

Your Avatar belongs to same D365 F&O security groups as their owner. Every Business Process is linked to a D365 F&O security group. Users, Owners and their Avatars cannot access Business Processes when they're not a member of the relevant Security Group. Business Rules extract summary data from D365 F&O. If a user chooses an option to drill down into D365 F&O, then their D365 F&O security roles will restrict their record access.

Avatar work at the business process layer across any cloud environment, application and integration. This includes D365 F&O, CE, Business Central and other ERP systems. Applications like D365 F&O have a connector, which lets Avatars directly query the system. Unmanaged applications simply run a specific query, (eg extracting a list of bank statements in a given folder) and sends the results to a Mobeez API. Both result sets are merged into a given Business Process, checked your Avatar for error conditions and responded to.