When One Agent Tried to DO Everything

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When One Agent Tried to DO Everything The second article in my Finance Agent series My first Collection Manager Agent worked well - until I kept giving it more jobs. What started as a customer-review assistant grew to hanle automated credit-hold analysis, collection-call preparation, and customer email drafting. Each addition made sense. Together, they created a problem. In my first article, I mentioned the importance of narrower scope. This time, I want to show you what happened when I ignored that lesson. Watch: Why I Split One Agent Into Three What the First Version Was Asked to Do The first Collection Manager Agent started with a simple job. Review a customer. Pull the aging, the credit limit, the open invoices. Tell me what to do next. It did that well. Then I started adding to it. • I wanted it to react automatically when a sales order was placed on credit hold. • I wanted it to prepare me for a collection call. • I wanted it to review disputes and promises to pay. • I wa...
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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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