AI AGENTS · DEMAND PLANNING

A new Dynamics 365 implementation, run so the forecast keeps up with reality.

Reruns the demand forecast against actual sales history and flags what has moved, so the planner spends time deciding, not recalculating.

THE JOB

What used to be a monthly spreadsheet exercise.

The forecast gets rerun when someone remembers to, which usually means it's already out of date.

The manual version

  • 1
    A planner exports sales history into a spreadsheet once a month.Then reapplies whatever formula the last person left behind.
  • 2
    Seasonality and one-off spikes get treated the same way.A promotional spike from March quietly inflates every March forecast after it.
  • 3
    New products have no history to work from.They get a rough guess, often carried over unchanged for months.
  • 4
    By the time the forecast is reviewed, it's already stale.Actual demand has moved on since the last export.

What the agent does

  • Reruns the forecast against actual sales history continuously.Inside Business Central or F&O, not a spreadsheet copy that drifts from the system.
  • Separates seasonal pattern from one-off noise.A single large order gets weighted differently to a repeating seasonal trend.
  • Flags items where actual demand has diverged from forecast.Ranked by how much it's moved, not just a flat percentage cutoff.
  • Leaves the call on new products and judgment items to the planner.It surfaces the exception; it doesn't quietly override the plan.
HOW IT FITS

Five steps, most of them run before the planner logs in.

The planner reviews exceptions, not the whole forecast, every time.

01

Pull history

Actual sales history is pulled for every item on a rolling basis.

02

Rerun the model

The forecast model is recalculated against the latest actuals.

03

Separate signal from noise

Seasonal pattern is weighted apart from one-off spikes and dips.

04

Flag exceptions

Items where actual demand has meaningfully diverged land in a ranked queue.

05

Planner decides

The planner accepts, overrides, or investigates each flagged item.

FAQ

Questions we get asked before anyone signs off.

Q.What does it cost to run?

It's priced per engagement, based on SKU count and forecast frequency, plus the Copilot Credits it consumes at runtime. We size both before you commit.

Q.What happens when it's not sure?

New products with thin history, or items with erratic demand, get flagged as low-confidence rather than forecast with false precision.

Q.Does it work with our existing forecasting setup?

Yes, it works from the sales history and item setup already in Business Central or F&O, it doesn't require a separate planning system.

Q.How long does setup take?

Most demand planning agents go live within two to four weeks, since the model needs a look at enough sales history to be useful.

Q.How is this different from the replenishment agent?

This agent is about the forecast itself; the replenishment agent executes purchase orders off it. They're built to run together, but either can run alone.

Keeping the forecast current

See it work against your own data.

Tell us how demand planning works today. We will tell you honestly whether this is worth automating yet.

Book a 30-minute call

Talk through whether this fits your process as it actually runs.

Run the situation diagnostic

Four minutes, no email required.