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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Copilot Dynamics 365 Finance & Supply

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Microsoft has recently released two Copilot applications to work with Dynamics 365 Finance & Supply Chain. These solutions are still in preview, so it should only be uses in sandbox environments to evaluate and learn how they will work with your organization.

Prior to installing it is important to make sure your environment meets the requirements. Dynamics 365 Finance & Supply Chain requires the latest hotfix on Dynamics 365 Finance version 10.0.34 (10.0.1591.107) and version 10.0.35 (10.0.1627.70) and later. In addition, the solutions rely on the Power Platform and Dataverse, so it is important to have the environments connected and user security set appropriately.

For more details on the prerequisites and the installation instructions you can follow the Microsoft installation documents.

Copilot in Microsoft Dynamics 365 Finance

Copilot in Microsoft Dynamics 365 Supply Chain

Let's look at what these two copilots provide to users

Copilot in Microsoft Dynamics 365 Finance

Collection coordinator summary

Copilot in Microsoft Dynamics 365 Finance works with the Credit and Collections module through a new workspace titled Collections coordinator summary.

The new workspace provides a new view into a customer's balance and activity. There is also a tab to quickly see all the open transactions. With Copilot in Microsoft Dynamics 365 Finance installed, AI will automatically generate a summary analysis of the open activity with the customer, and by clicking on the create reminder button, the system will automatically create an email. You will be able to edit the email prior to sending.

Copilot in Microsoft Dynamics 365 Supply Chain

Confirmed purchase order with changes

Copilot in Microsoft Dynamics 365 Supply Chain works with the Purchase and Procurement module through a new workspace, Confirmed purchase order with changes.



The new workspace is used to analyze any purchase orders that have a change to the quantity or the delivery date.  The workspace categorizes the changes as low impact or high impact.  Low impact changes are for purchase orders that have not been pegged to sales or production orders.  High impact changes are for purchase orders that have been pegged to a sales or production order.

Copilot provides a summary generated by AI of the changes in each category, so the user can get a quick overview of the detailed shown in the data.  This summary includes information on how many orders and lines have changed along with information on the items that have changed.


In addition, the workspace will also show any impacted downstream orders, including sales orders and production orders. 


From the workspace, if you are not willing to accept the changes, it is possible to start communication with the vendor through either Team or Email.  If the changes are acceptable, the user can quickly confirm the changed purchase orders.

Summary

As you can see with these two copilot solutions from Microsoft, that AI is starting to become part of the daily operations of the finance and operations teams.  These solutions are still in preview, so there might be more features coming before they are generally available, and I am sure with the current investments from Microsoft that we can expect more AI solutions in the new future.

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