Latest Guide

AI Showcase
TenderBot 2.0: Streamlining RFP Responses with AI and Workflow Automation
In this video, Louwis Venter from Wild Tech introduces TenderBot 2.0, an AI-powered solution designed to simplify and accelerate responses to tenders and RFPs, combining AI-generated answers, reusable “golden responses”, and built-in workflows to improve speed, consistency and control.
 

Key learnings:

  • From RFP ingestion to structured response in minutes: TenderBot ingests RFP documents, automatically identifies sections, and preserves structure so users can begin responding immediately without manual setup.
  • AI-generated answers with “golden response” validation: Each question is supported by both AI-generated answers and pre-approved “golden responses”, allowing users to validate outputs while maintaining consistency.
  • Built-in workflows and collaboration: Users can assign sections or questions to team members, enabling structured collaboration with notifications and a simplified response interface.
  • Customisable knowledge base and AI configuration:  TenderBot draws on a central knowledge base and configurable AI settings to ensure responses align with organisational standards and content.
  • Export-ready outputs aligned to your templates: Completed responses can be exported into formatted Word documents, aligned to existing RFP templates and ready for submission.
AI Showcase
Microsoft Business Central: AI-Powered Construction Quoting with Wild Tech BuildBOT 365
In this video, Sam Howard, Wild Tech Head of Microsoft Business Central Sales, demonstrates how Wild Tech’s BuildBOT 365 integrates with Business Central to revolutionise construction and real estate quoting processes. The AI-powered solution automatically reads architectural drawings and generates accurate bills of materials, dramatically reducing manual effort while improving quote turnaround times.
 
Key learnings:
 
  • From architectural drawings to automated quotes: BuildBOT 365 uses AI to analyse uploaded site plans, automatically identifying dimensions, materials, and requirements needed for construction projects. The system recognises different floor plans and calculates specific quantities for items like windows, doors, and walls, eliminating hours of manual takeoff work.
  • Seamless ERP integration with intelligent matching: Once the AI processes the drawings, BuildBOT automatically searches Business Central’s inventory for matching items, complete with pricing and specifications. This creates fully populated sales orders without any manual intervention, ensuring accurate quantities and costs are transferred directly into the ERP system.
  • Flexible invoicing with built-in approval workflows: The system offers two automation paths – immediate invoice generation for streamlined projects, or approval-based workflows for projects requiring additional oversight. Users can preview quotes before sending, ensuring accuracy while maintaining control over the final output and customer communication.
AI Showcase
Selena: Accelerating Laptop Quotes with AI-Powered Copilot Studio
In this video, Jon Lawrence, Lead Consultant at Wild Tech for Microsoft Dynamics 365 and the Power Platform, introduces Selena, an AI-powered CPQ agent built with Copilot Studio. Designed to streamline laptop quoting, Selena uses natural language prompts, integrates with Microsoft Teams, and draws on SharePoint data to simplify and accelerate Configure, Price, Quote (CPQ) workflows.
 
Key learnings:
 
  • From chat prompt to quote in minutes: Using natural language, users tell Selena what they need in a laptop, outlining specs like CPU, memory, budget, or screen size. Selena instantly scans thousands of entries in a SharePoint list, filters options based on those preferences, and returns best-fit matches, saving hours of manual effort.
  • AI-powered quotes with built-in guardrails: Once a match is selected, Selena auto-generates a formal quote with branding, specifications, pricing, and GST. Quotes are flagged as AI-generated and routed to a human for validation. This ensures accuracy and reduces the risk of pricing errors before final approval.
  • Embedded in Teams, connected to CPQ: Hosted directly within Microsoft Teams, Selena makes AI-enhanced CPQ part of everyday business tools. Pre-set prompts or freeform inputs guide users through quoting without needing to leave their workflow or learn new software.
AI Showcase
How Wild Tech is Revolutionising Sales Takeoffs - BuildBOT

In this video, Louwis Venter, Head of Microsoft Enterprise, showcases BuildBOT a powerful AI agent designed to streamline one of the most time-consuming steps that sales teams in manufacturing face: the sales takeoff. What does that mean? This solution reduces manual work, accelerates quote turnaround times, and helps boost win rates by doing the heavy lifting for sales teams.

Key Learnings:

  • How BuildBot transforms architectural diagrams into sales-ready schedules in minutes, using AI to extract and match data points like window types, dimensions, and placement. IT automatically produces a detailed report that traditionally took hours or days to compile.
  • How real-time tagging, visual identification, and adaptive learning let sales teams correct or confirm object types within the interface, training the model to handle builder-specific diagram styles and improving accuracy with every use.
  • How Wild Tech builds this capability directly into your workflow, integrating with emails, geospatial tools, pricing tables, and regulatory checks. In short, how this complete solution enables fully connected automation across takeoffs, customer assignments, and local compliance pre-checks.
AI Showcase
The Benefits of an Agile Approach to AI Projects
In this video, Aravinda Arthanayake, Microsoft Enterprise Delivery Manager at Wild Tech, provides a high-level overview of Wild Tech’s agile methodology for AI initiatives. He explains how this approach supports flexibility, transparency, and continuous improvement—enabling teams to deliver value early and adapt to change throughout the project lifecycle.
 
Key Learnings:
 
  • How Wild Tech uses a hybrid agile methodology to balance early value delivery with long-term flexibility and risk mitigation.
  • How sprint-based workflows—starting with a prioritised product backlog—enable collaborative progress through daily stand-ups, sprint reviews, and retrospectives.
  • How technical quality and governance frameworks ensure that deliverables meet rigorous standards, while iterative feedback loops drive continuous improvement and customer-focused outcomes.
AI Showcase
How Anita, Your IT Super Agent, Supports IT Policies and Issue Resolution

In this guide, John Lawrence, Lead Consultant at Wild Tech, introduces Anita, an AI-powered IT super agent designed to assist with IT policies and troubleshooting. The demonstration showcases how Anita can summarise IT policies and triage IT issues, streamlining support for users.

Key Learnings:

  • How Anita accesses and summarises IT policies, providing quick and accurate information with citations.
  • How Anita helps triage IT issues by asking relevant diagnostic questions and offering troubleshooting steps.
  • How Anita integrates with email to escalate IT issues, ensuring seamless communication with IT support teams.
AI Showcase
How to Use GPT with Azure OpenAI and Power Automate

In this video, Riaan van Greunen, Microsoft Dynamics Consultant at Wild Tech, demonstrates how to leverage GPT on the Azure OpenAI service in combination with Power Automate to extract data from emails and store it in a CSV file. He provides a step-by-step walkthrough of setting up a custom prompt, processing incoming emails, and automating the data extraction workflow.

Key Learnings:

  • How to create a custom GPT prompt in Power Apps to extract specific data from email content.
  • How to automate the processing of incoming emails using Power Automate, including converting HTML email bodies to plain text for better analysis.
  • How to integrate GPT with Power Automate to structure extracted data into a readable CSV file and store it in OneDrive.
AI Showcase
How Copilot Agents Can Streamline HR Onboarding

In this video, John Lawrence, Lead Consultant at Wild Tech, explores how Copilot agents can enhance your HR onboarding process. Through a step-by-step demonstration, we see how an AI-driven agent, “Harry,” guides new employees, collects key information, and automates profile creation—making onboarding more interactive and efficient.

Key Learnings:

  • Using Copilot Agents for Onboarding: Learn how an AI agent interacts with new employees, answers onboarding queries, and provides useful company links.
  • Building an HR Profile Effortlessly: See how the agent gathers essential details—introductions, qualifications, and fun facts—to create a personalised employee profile.
  • Automating Profile Creation: Discover how the agent compiles responses into a structured HR document, reducing manual effort and streamlining HR workflows.
Show ‘N Tell
How to Use Customer Insights Journeys in Dynamics 365

In this video, John Lawrence, Lead Consultant at Wild Tech, explores Customer Insights Journeys in Dynamics 365. He provides a step-by-step demonstration of real-time marketing features, including segmentation, triggers, and automated customer journeys.

Key Learnings:

  • How to create and manage customer segments using behavioural data and attributes to personalise marketing campaigns.
  • How to build automated customer journeys using triggers, emails, SMS, and push notifications.
  • How to track marketing performance with reporting and analytics, including engagement metrics and customer insights.
Guide
Glass TechMasters Modern Sales Demo

Microsoft Dynamics and Copilot are a powerful combination that can make a sales team enormously more effective and efficient, while deepening their client relationships. The challenge has always been to understand how all the pieces fit together. 

To help visualise that, we’ve produced a video, highlighting how a hypothetical company, Glass Tech Masters, has been able to use these tools right across the sales process. Glass Tech Masters might be fictitious, but the scenario is not – the capabilities you’ll see below are achievable now, and can be deployed into your business incredibly quickly.

Show ‘N Tell
Dynamics 365 Customer Service Workspace

Riaan Vgreunen, a Dynamics 365 Consultant with Wild Tech will walk you through the customer agent and supervisor experience within Dynamics 365 Customer Service Workspace.

In just five minutes, you can learn about key features available with either the enterprise or premium license and chat add-on, that enable agents to engage with customers and supervisors to monitor and intervene in conversations as needed. Learn more about the full process from initiating a chat as a customer to resolving issues with agent and supervisor collaboration.

Key Learnings:

  • Agents can seamlessly handle customer queries by viewing chat history, assessing sentiment, and responding promptly, improving customer satisfaction.
  • Supervisors can monitor ongoing conversations in real-time, offering guidance to agents or directly joining conversations to ensure effective resolution.
  • The system allows for efficient issue escalation and routing, ensuring that customer problems are addressed by the appropriate personnel.
Show ‘N Tell
How To Create A New Copilot In Copilot Studio

In this video, Manuel Re, a Microsoft Enterprise Delivery Manager at Wild Tech, demonstrates how easy it is to create a new copilot in Copilot Studio.

Key Learnings:

  • The manual configuration process includes naming the Copilot, adding a description, and providing custom instructions.
  • How to add a knowledge base, such as a public website or SharePoint, to the Copilot
  • How to get your new Copilot ready for creation and testing.
Show ‘N Tell
How to Enable Outlook Integration In Dynamics 365

Make the most of your Outlook by integrating it into Dynamics 365. This quick video explainer by Lakshmi Vamaraju, Senior Functional Consultant, will walk you through the process.

Key Learnings:

  • Why it’s important to ensure synchronisation methods for incoming and outgoing emails are set to server-side synchronisation or email router in the email settings.
  • How to approve the email for the mailbox and then test and enable it to complete the integration.
  • How to assign the Dynamics app for the Outlook security role to the user account and update personalization settings for optimal email tracking preferences.
Show ‘N Tell
Search Company Data – Microsoft Dynamics BC

Wild Tech’s Consultant, Kathejah Bedonia, will get you using the Dynamics BC search functions like a pro.

Tune in for insights including:

  • Efficient Search Feature: How to use the “search company data” feature to quickly find company information.
  • Navigation and Data Access: How to display relevant data and also navigate directly to specific records, such as sales orders, and view all associated details.
  • Customisable Search Scope: How to customise the search scope by adding more tables to the search functionality.
Show ‘N Tell
Dimension and Allocation Account – Microsoft Dynamics BC

In this super-short video, Wild Tech’s Consultant, Ladylynn Maale will help you better understand how Dimension and Allocation Accounts work with Dynamics BC. Tune in for insights including:

  • Dimensions for Data Categorisation: How to use dimensions to categorise and analyse financial and operational data, creating detailed and flexible reports without complex setups.
  • Sample Transactions and Analysis: How to record expenses (e.g., cleaning, gasoline) and assign them to specific dimensions (e.g., departments, vehicles) to analyse expenses for each category.
  • Reporting and Reviewing Expenses: How to use dimensions to generate reports, such as analysing expenses by department or vehicle, and reviewing these expenses in the expense account to distinguish amounts for different operations.
Show ‘N Tell
Allocation Account – Microsoft Dynamics BC

In this video, Wild Tech’s Consultant, Ladylynn Maale gives you some quick tips & tricks for your Allocation Account.

Tune in for insights on:

  • Setting Up Allocation Accounts: How to create and configure allocation accounts, including assigning numbers, names, and determining if the share or percentage is fixed or variable. 
  • Document Line Splitting: How to split amounts or quantities across different dimensions, such as departments or operations, and assign percentages and shares accordingly.
  • Automatic Allocation: How the system automatically allocates amounts based on predefined percentages and dimensions, streamlining the process and ensuring accurate entries.
Show ‘N Tell
Sales Price List - Microsoft Dynamics BC

In this video, Wild Tech’s Consultant, Ladylynn Maale walks you through the new sales and purchase pricing experience within Dynamics BC.

You’ll learn about:

  • Unified Price Lists: Creating, managing, and applying different price lists for sales or purchases on a single screen.
  • Advanced Filtering and Suggestions: How to effectively use features like “Suggest Lines” and “Copy Lines.”
  • Activation and Feasibility: How to activate a price list and then have the system check its feasibility compared to other existing prices.
Show ‘N Tell
Kanban and Calendar Demo - Microsoft Dynamics

Wild Tech’s Functional Consultant, John Clarke, provides a detailed walkthrough of some key features within Dynamics that can assist salespeople in their daily tasks and improve their efficiency.

Main Takeaways:

  • Activities View: Use the activities view to see a comprehensive and configurable overview of your tasks, including calls and emails.
  • Opportunities View: The opportunities view mimics Hubspot’s opportunity board, allowing you to track their open opportunities and update their status. 
  • Business Process Flow: This makes it easy to track the progress of opportunities. It also allows for easy updates to the opportunity status.
GUIDE
How to: Purchasing and Requisition Worksheet

Today, Ben Opit, Solution Architect at Wild Tech, demonstrates a feature inside of Business Central, called the Requisition Worksheet.

The Requisition Worksheet can be used to automatically create a detailed supply plan to cover demand for items that are replenished by purchase or transfer only.

Guide
How to: Posted Sales Shipments and Package Tracking

Ben Opit, Solution Architect at Wild Tech, shows you how to track items shipping to your customer, using a feature that is built into Business Central.

The benefits of being able to easily track items in Business Central are numerous. Perhaps the most obvious benefit is that you can quickly and easily determine the status of any items that are shipping to your customer. This information can help you to better manage your inventory, as well as keep your customers informed about the status of their orders. Additionally, being able to track items in Business Central can help you to improve your customer service overall.

Guide
Configure Price Quote (CPQ) Demonstration in Dynamics 365 Business Central

In this demonstration, Ben Opit, Solution Architect at Wild Tech, shows you how to configure, price up and quote an item in Dynamics 365 Business Central.

Guide
How to: Continia Expense Management

Today, Ben Opit, Solution Architect at Wild Tech, demonstrates Continia Expense Management, an extension for Business Central which helps you manage expenses.

The essential functionality in Expense Management ensures that all employee transactions are automatically imported into Business Central, providing you with a complete overview of employee spending.

Guide
D365 Sales Hub Introduction - Lead Qualification Demo

The Dynamics 365 Sales Hub enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals.

Samuel Poddar, Microsoft CRM Solution Architect at Wild Tech, looks at a typical business scenario often faced by sales and BDM teams, then walks you through the D365 solution in both the web and mobile application.

Guide
Quick Intro to D365 Sales Web & Mobile application - includes Outlook Web app integration

Join Samuel Poddar, Microsoft CRM Solution Architect at Wild Tech, as he demonstrates the Dynamics 365 Sales Hub application, and shows you how to quickly create and qualify a lead using both the mobile application and Microsoft Outlook.

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