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AI & Innovation 2022 – Present DynaTech Systems

Docupilot: Enterprise RAG AI Platform for Consultants

Architected and built an enterprise RAG AI platform on the Microsoft Learn knowledge base, cutting onboarding time by about 60%.

An AI assistant that gives consultants trusted Dynamics 365 answers in seconds, and cut onboarding time by about 60%.

The challenge

Consulting teams spent hours searching documentation to design solutions, onboard new joiners and answer support questions. Knowledge was everywhere, but hard to find when it mattered.

What I did

  • Architected a retrieval-augmented generation (RAG) platform grounded in the Microsoft Learn knowledge base
  • Designed it around real consulting tasks: solution design, onboarding and support queries
  • Rolled it out to consulting teams and refined it from their feedback

The impact

  • About 60% faster onboarding for new consultants
  • Faster solution design with answers grounded in official documentation
  • Support queries resolved autonomously, freeing senior time

Tools and methods

Generative AI, retrieval-augmented generation, Microsoft Learn content, prompt and retrieval design, AI enablement.

Working on something similar?

Exploring AI assistants or RAG for your ERP or consulting team? Let's compare notes.

Generative AI RAG Copilot Knowledge Management Microsoft Learn

Need someone to lead your D365 program?

I’m open to D365 F&O, solution architect and program management roles and responsibilities, and to selected consulting projects.

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