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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Using Excel, OneDrive and Power Automate for Dynamics 365 Finance & Supply Chains Journals

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Have you ever wanted to just create your Dynamics 365 Finance journal entries in Excel, without dealing with the Excel Add In.  This blog article will show you have using Excel, OneDrive and Power Automate.


Typically I put all the steps right in the article, but this is a pretty detailed process, so I have included the link to a document I prepared, or you can simply watch the video below.

Download the detail directions here




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