The Feature Everyone Loved: Inside the Credit Hold Alert
The third article in my Finance Agent series In the first two articles, I wrote about building my first finance agent and then splitting one overloaded agent into three focused ones. In this article, I will cover the feature that got the biggest reaction for users. It was not a chat experience. It was a card in Teams. When a sales order went on credit hold in Dynamics 365 Finance. A few moments later, the credit team had a concise summary, a recommendation, and links to investigate. It looked simple . That simplicity took some design to work properly. Quick Video It Starts with a Finance Event The process begins when Dynamics 365 Finance raises the configured credit-hold event. Unfortunately there is not an exposed business event for a sales order being placed on credit hold, so I had to look for another approach. Fortunately, virtual entities provided a good option. The virtual table - Credit Management (mserp_creditmantablebientity) adds a row when a new credit hold is placed. ...
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