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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A look at Dynamics 365 ERP and ERP Analytics MCP Servers

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MCP Servers Arrive in Preview for Dynamics 365 Finance and Supply Chain

Recently, Microsoft has introduced MCP servers in preview for Dynamics 365 Finance and Supply Chain, marking a significant leap in the ERP ecosystem. This new capability means that organizations using Dynamics 365 can now leverage MCP servers to supercharge their interactions and analytics—all while maintaining the compliance and security standards expected from a modern cloud service.

What Is an MCP Server?

An MCP server is a specialized, cloud-managed platform designed to handle advanced analytics workloads for enterprise applications. By offloading data processing and analytical computations from the core operational databases, MCP servers enable faster, scalable, and more secure reporting and analysis. These servers are optimized for handling large datasets, real-time queries, and complex analytics scenarios, providing organizations with the agility to adapt to dynamic business needs.

You can learn more about the MCP servers on Microsoft's documentation site.

Build an agent with Dynamics 365 ERP MCP

Build an agent with ERP Analytics MCP in Copilot Studio

See MCP Servers in Action

To showcase the power and potential of this new feature, I’ve prepared a demonstration video covering the deployment and benefits of MCP servers within Dynamics 365 Finance and Supply Chain. Watch as I walk through real-world scenarios, highlight best practices, and demonstrate how MCP servers can transform your organization’s approach to data-driven decision-making.

Check out the demo now and see how MCP servers are shaping the future of ERP analytics!

 



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