Where Microsoft's first-party agents in Dynamics 365 — Finance, Account Reconciliation, Payables, Expense, Collections — do the routine, and where a custom build takes over: agent readiness, the governance gap, auditability, procedures codified as business skills, and the last-mile MCP Action tools that let an agent reach your customized Finance & Operations and Business Central.
Microsoft's Account Reconciliation Agent clears reconciliation exceptions in bulk across Dynamics 365 Finance. Here's what it handles well, the exceptions it hands back, and how to close that last gap.
Ordered by chapter. Each post stands alone but builds on the one before it.
Microsoft's Finance Agent brings AI to collections in Dynamics 365 — prioritising accounts, drafting outreach, surfacing risk. Here's what it drives well, where the customer relationship stays human, and how to make it run on your policy.
AI on top of the ERP has become four different things sold to four different buyers. Here's how to tell them apart — and which layer actually moves your margin — on Microsoft Dynamics 365 and Business Central.
Business Central now ships AI agents — a Payables Agent that reconciles POs and an Expense Agent that checks reports for policy violations. Here's what they do, where they stop, and when a mid-market team needs a custom build.
Microsoft's 'business skills' let you define your procedures as reusable, governed context for Dynamics 365 agents. Here's how to turn the way your business actually runs into skills an agent can use — and why that's the real work.
Microsoft's ERP Copilot plugin is GA — and an agent acting for a user can currently do anything that user can do. The role-based controls have no release date. Here's how to close the governance gap before you activate agents on Dynamics 365.
Microsoft's ERP agents work beautifully on standard Finance & Operations — and stall on the X++ and ISV customizations that make your estate yours. Here's the last-mile fix: exposing your logic as governed MCP Action tools.
Most teams that can't activate Microsoft's Dynamics 365 agents aren't blocked by the AI — they're blocked by data quality, role design, customizations and governance. Here's the honest readiness checklist.
Microsoft's flagship Dynamics 365 agent demo takes an RFQ to a purchase order — pulling lines and vendors, reading emails and PDFs, scoring bids, drafting the award. Here's the demo end to end, and the honest gap between it and your estate.
You don't roll out agentic ERP in a big bang. Here's how to pilot AI agents on Dynamics 365 the safe way — one process, in a sandbox, operating by exception, behind approval — and what 'it worked' actually looks like.
Before an AI agent touches your general ledger, your auditors will ask three questions: who authorised it, what did it do, and can you prove it. Here's how to make Dynamics 365 agents auditable — approval, segregation of duties, and a trail.
Microsoft ships first-party agents for Dynamics 365 — reconciliation, finance, procurement, payables, expense. Here's what each covers, where they stop, and when a custom build is the right call for your processes.
'Agent' is the word of the year, and most of it is hype. Here's what a long-horizon AI agent genuinely does inside an ERP like Dynamics 365 — where it acts, where a person decides, and where it shouldn't be trusted yet.