I Built My First Finance Agent in a Couple of Weeks

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The first article in my Finance Agent series Over the last couple of weeks, I've been experimenting with Microsoft Copilot Studio, Dynamics 365 ERP MCP, and Power Automate to see what was really possible inside Dynamics 365 Finance. What started as a demo scenario quickly turned into something much more interesting. The original goal was simple. I wanted to help credit and collections teams respond to credit holds more efficiently. As I continued building and testing, I started discovering that agents could fundamentally change how people interact with ERP systems. And honestly, I don't think we're anywhere close to seeing the full potential yet. Quick Video  The Problem I Wanted to Solve If you've spent time working with Credit & Collections in Dynamics 365 Finance, you've probably seen this scenario before. A sales order gets placed on credit hold. The sales team starts asking questions. The credit team may not even know the hold exists until someone ...
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Dynamics 365 Finance & Supply Chain with Power Automate - Part 1

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I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session.

In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain workflow.

Business scenario – AP team needs to be able to manage invoice approval workflow through Teams and Outlook and not just inside of Dynamics 365 Finance.

Components used in the scenario – Dynamics 365 Finance workflow and Power Automate

Synopsis – By using a template available in Power Automate the system can automatically manage this business process.  Power Automate will watch for vendor invoice workflows in D365 and send the information to the appropriate users in Teams and Outlook to review and approve the invoice.




An out of the box template is available for using Power Automate with Dynamics 365 Finance and Operations workflow work items.

Simply update the template with your instance information for D365, which workflow you are automating and which legal entity you would like to use.

Once this is setup, approval will now appear in Microsoft Teams and Microsoft Outlook with a link back to the record in D365.

The following screenshots show the basics of the flow setup and the results of the flow when it is working.




The following video walks through the steps of creating the flow.


Hopefully you find this video useful.  Please feel free to comment, and be sure to subscribe to my blog and video channel to get updates on new content.

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