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Copilot and AI Agents in Dynamics 365 Finance & Operations: A Practical Guide

A practical guide to Copilot and AI agents in Dynamics 365 F&O: built-in Copilot features, Procurement and Account Reconciliation agents, ERP MCP server and governance.

Free

Free 44-page e-book. Copilot features, the Procurement and Account Reconciliation agents, the ERP MCP server, Copilot Studio and governance. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This e-book explains what AI in Dynamics 365 finance and operations apps actually does today and how to put it to work safely. It covers prerequisites, embedded Copilot features, Immersive Home and agent management, the Procurement Agent (supplier communications and impact analysis), the Account Reconciliation Agent, the Dynamics 365 ERP MCP server, building agents in Copilot Studio, and governance, security, cost and adoption. Preview features are clearly marked. It is written for solution architects, functional consultants, IT leaders and finance and supply chain managers who want a realistic, step-by-step path from first pilot to governed production use.

What's inside

  • Chapter 1: The AI Landscape in Dynamics 365 Finance and Operations
  • Chapter 2: Prerequisites and Enablement
  • Chapter 3: Everyday Copilot Features
  • Chapter 4: Immersive Home and Agent Management
  • Chapter 5: The Procurement Agent
  • Chapter 6: The Account Reconciliation Agent
  • Chapter 7: The Dynamics 365 ERP MCP Server
  • Chapter 8: Building Agents with Copilot Studio and Other Clients
  • Chapter 9: Governance, Security and Responsible AI
  • Chapter 10: Choosing Use Cases and Building the Business Case
  • Chapter 11: Rollout Roadmap and Adoption

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.