Trust But Verify: Real-World AI Agents in ERP and CRM | Lee Witkop, Boyer & Associates | Episode 299

In this episode of PartnerTalks, host Rick McCutcheon speaks with Lee Witkop, CEO of Boyer & Associates, about how Microsoft Dynamics partners are moving beyond basic Copilot enablement toward retrieval-first AI agents that deliver governed insights directly within Microsoft 365. Witkop explains why many mid-market organizations are prioritizing practical AI use cases that respect security roles and audit requirements, particularly when working with sensitive ERP and CRM data. Rather than deploying autonomous AI systems, companies are implementing retrieval-based agents that surface information from Dynamics 365 Business Central inside familiar tools like Microsoft Teams and Outlook, allowing users to access authorized data without directly interacting with ERP environments. Tune in to learn how retrieval-first AI agents are transforming access to Business Central data, why governance-first AI adoption is gaining traction, and how partners can build scalable AI services within the Microsoft ecosystem. (Originally Aired February 9, 2026)