When One Agent Tried to DO Everything

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When One Agent Tried to DO Everything The second article in my Finance Agent series My first Collection Manager Agent worked well - until I kept giving it more jobs. What started as a customer-review assistant grew to hanle automated credit-hold analysis, collection-call preparation, and customer email drafting. Each addition made sense. Together, they created a problem. In my first article, I mentioned the importance of narrower scope. This time, I want to show you what happened when I ignored that lesson. Watch: Why I Split One Agent Into Three What the First Version Was Asked to Do The first Collection Manager Agent started with a simple job. Review a customer. Pull the aging, the credit limit, the open invoices. Tell me what to do next. It did that well. Then I started adding to it. • I wanted it to react automatically when a sales order was placed on credit hold. • I wanted it to prepare me for a collection call. • I wanted it to review disputes and promises to pay. • I wa...
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Dynamicscon - March 16, 2022

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 I am excited to presenting at the upcoming Dynamicscon virtual event March 15 - 17, 2022.  To learn more about the event simply go to Home - DynamicsCon.

I will be presenting on Power Automate with Dynamics 365 F&O on March 16, 2022 at 1:30pm Eastern.

The event is free, so don't miss the opportunity to learn more about Dynamics 365 F&O.






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