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Workshop Advanced

Build Your First AI Agent for Dynamics 365 with MCP

Hands-on workshop: design and build a working AI agent that answers order questions from Dynamics 365 using the Model Context Protocol.

2 sessions $99

Leave with a working agent: build a Sales Order assistant for Dynamics 365 step by step.

Based on the MCP agent suite I designed for sales orders, purchase orders and asset management, this workshop walks you through designing, building and testing your own agent connected to Dynamics 365.

What you will be able to do

  • Explain how MCP connects AI agents to Dynamics 365
  • Design an agent around a real business question
  • Build and test an agent with Copilot Studio
  • Apply security and governance so the agent only sees what users can see

Curriculum

  1. Choosing the right first use case
  2. MCP and the Dynamics 365 ERP MCP server explained
  3. Building the agent in Copilot Studio
  4. Testing, security roles and responsible AI
  5. Rolling out and measuring value

How it runs

Two live online hands-on sessions of about two hours each. Bring your own sandbox if you have one, or follow along with the demo. Every participant also gets the matching free templates and e-books from my resource library.

Who it is for

Solution architects, technical consultants, Power Platform makers and AI leads.

Before you join

Comfort with D365 F&O and basic Power Platform or Copilot Studio experience.

How registration and payment work

  1. Register your interest. Use the Register button on this page. Registering is free and does not commit you to pay.
  2. Seat confirmation. Our team reviews every registration and contacts you by email within 2 business days to confirm your seat, the batch dates, session timings and the fee.
  3. Payment. Once your seat is confirmed, you receive a secure payment link or invoice. Your seat is reserved as soon as payment is received.
  4. Attend live. Before the first session you receive the joining link, calendar invites and any pre-reading.

Fees and policies

  • Fee: $99 USD per participant for both workshop sessions. This is the full price, with no hidden charges. Any applicable taxes are shown clearly on your invoice.
  • What is included: 2 live hands-on sessions, a step-by-step build guide and design templates for your own agent.
  • No payment before confirmation: you are never asked to pay until your seat is confirmed by email.
  • Small batches: seats are limited so every participant gets attention, and are confirmed in order of registration.
  • Rescheduling and refunds: the terms are shared in writing with your seat confirmation, before you make any payment.
  • Teams and companies: for group or corporate batches, or an invoice in another currency, contact us.

Your instructor

Pranshu Shubham is a Business Transformation Leader and Dynamics 365 F&O Solution Architect with 8+ years across 7 to 10 global ERP implementations in the USA, EMEA, APAC and LATAM. He is PMP certified, holds an Executive MBA from IIM Kashipur, studied Generative AI at IIT Patna, founded the award-winning consultancy pran4you, and has spoken at Microsoft Copilot Summit in San Diego.

FAQs

When does the next batch start? Batch dates are shared in your seat confirmation email. New batches open regularly.

Is the payment secure? Yes. Payments are made only through the secure link or official invoice sent by our team after confirmation. We never ask for card details by email or phone.

Independent training based on real project experience. Not affiliated with or endorsed by Microsoft or PMI.

Ready to join?

Register on this page to request your seat, and say hello on LinkedIn so we can stay in touch. Questions? Send me a message.