Talk to your Dynamics 365 — and it gets the work done. A role-tailored AI agent that approves, updates, and answers across D365, scoped to each person’s job. Summon it hands-free with Siri or open the app — either way you’re talking to Nāda, not a generic voice assistant.
Tailored to each role, private on the device, and affordable to run for everyone — not just a few licensed seats. Nada Command for the C-suite, Nada Edge for the field and front line.
Platform overview
A short look at the Vertex Nāda platform.
What changed, what matters, and what needs your decision — one narrative across every D365 module, not a dashboard per silo. CEO, CFO, COO, CRO, CIO, and CPO each get a private, voice-first briefing they can ask in plain language and act on from anywhere.
Premium, sponsor-led — the halo that pulls the operational tier through.
An offline AI co-pilot for field, plant, warehouse, and sales teams. Capture clean data anywhere — even with no signal — and let it draft the D365 update for you, so the record is complete and the second truck roll never happens.
ROI-led — proven with a measured before/after pilot baseline.
Clear purchase orders, journal entries, credit releases, and discount exceptions offline. Each decision is validated against D365 business logic and fully audited the moment you reconnect. Voice is an input channel — never an authorization bypass: approval thresholds, segregation of duties, and D365 permissions still apply.
Local compute proposes; D365 decides and stays the system of record. Every change moves as a structured action packet — source context, user confirmation, validation status, timestamp, provenance, and model attribution — with conflict-aware resolution when an offline edit meets a server change. This is the platform’s defensible core, and it’s built for the moment an auditor asks who approved an action, and on what basis.
Voice, camera, scan, and device context — online or offline.
On-device for briefing and capture; finance routes to an approved cloud model.
Human-gated. Nothing commits without explicit approval.
Validated against D365 and recorded as signed evidence.
One story across finance, sales, service, and supply chain — not a Copilot per silo.
Conflict-aware, validated, audited — the hard part, done right.
Model choice is a routing policy, not a lock-in.
Every action a signed, replayable evidence record.
Every role has its own duties and permissions in D365. Nāda tailors itself to each role — its data, its actions, its language — so a controller, a sales rep, and a site supervisor each get an assistant built for their job. It runs on your device's own AI, so it's private by default and fast.
Scoped to each role's permissions — secure by design.
Runs on the device's on-device AI; your data stays yours.
On-device inference keeps it affordable for the whole company — not a runaway cloud bill.
Gets better the more you use it; your context follows you across devices.
A small AI model on the phone is private and cheap to run — but on its own it knows nothing about your business or a person\'s job. The harness is what we engineer around it: the role-scoped context, rules, and memory that turn a small on-device model into a competent, secure assistant for one specific job. Local AI is the engine; the harness is the steering. Together they make enterprise-grade help affordable for every seat — not just a licensed few.
On-device inference (Apple Foundation Models, Android Gemini Nano). Private by default, fast, and near-zero marginal cost — so AI scales to the whole company instead of a runaway cloud bill.
The role-scoped context and guardrails that make a small model competent and safe: what this person can see, the actions they take, the language they use, and the memory of how they work. It is the part that compounds — and the part you own.
We don\'t hand-build each harness from scratch. Our delivery agents read your Dynamics 365 security model — roles, duties, and privileges — and assemble a role harness for each persona, remotely, in roughly a week per role. Because the harness inherits D365 security, it can only ever see and do what that role is already permitted to. It then keeps learning on the job, and your organization owns it — durable and portable across devices and people.
The harness is the work — and the moat. It is scoped, it compounds, and the organization owns it. That is why a small on-device model can do real, accountable work, and why switching away means rebuilding institutional memory from zero.
Most copilots start from zero every session. Nāda doesn\'t. Every time you confirm, edit, or rephrase what it drafts, that becomes signal — so it steadily learns your style, your vocabulary, the records and customers you care about, and the calls you tend to make. Week one it\'s competent because of the role harness; by month three it anticipates. Drafts come back sounding like you, the next likely action is pre-staged, and the corrections you make get fewer every week.
Phrasing, abbreviations, tone, units — so drafts need fewer edits to sound like you.
The records, accounts, and sequences you touch most — it pre-stages the next step.
A correction made once is remembered and applied thereafter — no need to repeat yourself.
What matters to you first, so briefings and approvals lead with it.
Private, org-owned, and a moat. This adaptive context is corporate data that lives in your tenant — purpose-limited to the job, never a cloud vendor\'s training data, and portable across devices. The signal is measurable: first-draft acceptance rises, corrections per task fall, time-to-action drops. And because it compounds, the longer your team uses Nāda the harder it is to replace — the personalization stays with the organization, not the individual.
One platform, tailored per job. A leader asks for a briefing or an approval; someone on the floor logs work hands-free. Each role gets an assistant scoped to what they do in Dynamics 365 — and it sharpens to the individual over time. Tap any role for the full scenarios.
“What changed overnight, and what needs me?”
Cross-module briefing · Board mode · Strategic approvals
View scenarios →“Approve the payment run — but flag anything over fifty grand.”
Approve anywhere · Cash & collections · Close status
View scenarios →“How are operations running this morning?”
Ops briefing · Exception response · Operational approvals
View scenarios →“Where’s the quarter, and what slipped?”
Forecast briefing · Deal-desk approvals · At-risk deals
View scenarios →“Show me every AI action this week and who approved it.”
AI evidence log · Adoption monitoring · Access review
View scenarios →“How are our key suppliers performing?”
Supplier briefing · Sourcing approvals · Supply-risk watch
View scenarios →“Log two hours and the parts I used — mark it resolved.”
Offline work orders · Parts check · Asset history
View scenarios →“Who can take an emergency call in the north zone?”
Dispatch · SLA triage · Field approvals
View scenarios →“How’s line 3 running, and what’s my scrap?”
Production status · Downtime capture · Floor approvals
View scenarios →“What’s still to ship today?”
Ship status · Cycle counts · Labor & exceptions
View scenarios →“What planned orders need firming this week?”
Exception planning · PO management · Shortage watch
View scenarios →“Log the visit, move the opp to proposal, follow up Tuesday.”
CRM by voice · Quote & order · Call prep
View scenarios →“Approve this week’s timesheets for Riverside.”
Time & progress · Budget & margin · Resourcing
View scenarios →We’re opening a private preview with design partners. Request access and we’ll reach out within 24 hours.