--- title: "Dynamics 365 agents: the complete catalog with status and source (checked 16 October 2026)" canonical_url: "https://cognilium.ai/dynamics-365/agents" slug: "dynamics-365/agents" section: "dynamics-365" page_type: "pillar" date_modified: "2026-10-16" description: "Every first-party Dynamics 365 ERP agent Microsoft ships, the partner agents Microsoft has named, the MCP servers and platform pieces underneath, each with Microsoft’s own status label on a stated date and a source URL, and where a custom build on your own F&O begins." publisher: "Cognilium AI" author: "Mudassir Marwat" person_same_as: - "https://www.linkedin.com/in/mudassir-marwat/" - "https://orcid.org/0009-0008-1927-2598" - "https://github.com/mudassirmarwat" - "https://medium.com/@mudassir-marwat" - "https://www.youtube.com/@mudassir-marwat" - "https://dev.to/mudassirmarwat" - "https://hashnode.com/@mudassirmarwat" - "https://huggingface.co/mudassirmarwat" - "https://bsky.app/profile/mudassir-marwat.bsky.social" - "https://substack.com/@mudassirmarwat" - "https://topmate.io/mudassirmarwat" - "https://fueler.io/mudassirmarwat" - "https://www.instagram.com/mudassirmarwat/" - "https://www.facebook.com/mudassir.marwat" - "https://www.reddit.com/user/mudassirmarwat/" - "https://www.f6s.com/member/mudassir-marwat" - "https://cognilium.ai/founder" answers: - "What AI agents does Microsoft Dynamics 365 have?" - "Which Dynamics 365 agents are generally available and which are preview?" - "What does the Account Reconciliation Agent do in Dynamics 365 Finance?" - "What does the Procurement Agent do in Dynamics 365 Supply Chain Management?" - "What do the Payables Agent, Sales Order Agent and Expense Agent do in Business Central?" - "Is the Dynamics 365 ERP MCP server generally available?" - "Which partners have built agents for Dynamics 365?" - "Can Microsoft’s Dynamics 365 agents run on a customized F&O?" - "Does an AI agent need a Dynamics 365 licence?" - "What is on the Dynamics 365 agentic ERP roadmap through March 2027?" entities: - name: "Microsoft Dynamics 365" id: "https://cognilium.ai/#entity-dynamics365" url: "https://www.microsoft.com/en-us/dynamics-365" same_as: - "https://www.wikidata.org/wiki/Q27556059" - "https://en.wikipedia.org/wiki/Microsoft_Dynamics_365" - name: "Microsoft Dynamics 365 Business Central" id: "https://cognilium.ai/#entity-businessCentral" url: "https://www.microsoft.com/en-us/dynamics-365/products/business-central" same_as: - "https://www.wikidata.org/wiki/Q58883729" - name: "Microsoft" id: "https://cognilium.ai/#entity-microsoft" url: "https://www.microsoft.com" same_as: - "https://www.wikidata.org/wiki/Q2283" - "https://en.wikipedia.org/wiki/Microsoft" related: - "https://cognilium.ai/dynamics-365" - "https://cognilium.ai/dynamics-365/mcp-server" - "https://cognilium.ai/dynamics-365/po-receipt-chase-agent" - "https://cognilium.ai/dynamics-365/manufacturing" - "https://cognilium.ai/agentic-erp" - "https://cognilium.ai/dynamics-365/consulting" --- # Dynamics 365 agents: the complete catalog with status and source (checked 16 October 2026) Microsoft ships a small, growing set of first-party agents for Dynamics 365 ERP: the Account Reconciliation Agent and Finance Agent for Finance, the Procurement Agent for Supply Chain Management, the Payables, Sales Order and Expense Agents for Business Central, and the Time, Expense and Approvals Agents for Project Operations, most of them still in preview on 16 October 2026. Underneath them sits the Dynamics 365 ERP MCP server, generally available, which is also what partners build on: Microsoft has named agents from RSM, HSO, Fellowmind, Cegeka, Crowe, KPMG, Annata and SignUp Software. This page lists all of them with status and source, and marks the line where a custom build on your own F&O begins. ## Microsoft first-party agents for Finance, Supply Chain Management and Project Operations Status is Microsoft’s own label on 16 October 2026. | Agent | Product | Status | What it does, prerequisites, source | | --- | --- | --- | --- | | Account Reconciliation Agent | Dynamics 365 Finance | Production-ready preview (Microsoft Learn still labels it so; the release plan listed general availability for September 2026) | Matches and clears transactions between subledgers and the general ledger, flags the differences and proposes how to resolve them. Microsoft's September 2026 roadmap has it resolving exceptions in bulk next. Public preview April 2025. Needs Finance 10.0.46 or later with Immersive Home and Agent management enabled. Source: Microsoft Learn: configure the Account reconciliation agent (https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/configure-acct-recon-agent). Our read: https://cognilium.ai/blogs/ai-account-reconciliation-dynamics-365 | | Finance Agent (role-based, Microsoft 365 Copilot) | Dynamics 365 Finance via Microsoft 365 Copilot | Available in Microsoft 365 Copilot; skills expanding through March 2027 | Brings Finance data into Excel and Outlook. Microsoft's roadmap adds reconciliation, data preparation, variance analysis, collections and BI skills to it. Roadmap snapshot of 23 September 2026. Source: Microsoft: build the future of agentic ERP (23 Sep 2026) (https://www.microsoft.com/en-us/dynamics-365/blog/business-leader/2026/09/23/build-the-future-of-agentic-erp-with-new-microsoft-dynamics-365-capabilities/). Our read: https://cognilium.ai/blogs/ai-collections-dynamics-365 | | Procurement Agent: supplier communications | Dynamics 365 Supply Chain Management | Production-ready preview | Works procurement follow-ups with vendors by email from rules the purchaser defines: order confirmations, delivery dates, the chasing a buyer used to do by hand. Needs Supply Chain Management 10.0.44 or later. Source: Microsoft Learn: supplier communications setup wizard (https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/procurement-agent-supplier-com-setup-wizard). Our read: https://cognilium.ai/blogs/what-the-procurement-agent-cannot-do | | Procurement Agent: impact analysis | Dynamics 365 Supply Chain Management | Public preview | Traces a supplier-proposed purchase order change to the sales orders, production orders and projected inventory it affects, before anyone accepts it. Announced 23 September 2026. Source: Microsoft: build the future of agentic ERP (23 Sep 2026) (https://www.microsoft.com/en-us/dynamics-365/blog/business-leader/2026/09/23/build-the-future-of-agentic-erp-with-new-microsoft-dynamics-365-capabilities/). Our read: https://cognilium.ai/blogs/can-an-agent-chase-a-supplier-delivery-date | | Supplier Engagement | Dynamics 365 Supply Chain Management | Public preview | Microsoft's supplier-facing engagement capability for procurement, named alongside the Procurement Agent in the September 2026 roadmap. Announced 23 September 2026. Source: Microsoft: build the future of agentic ERP (23 Sep 2026) (https://www.microsoft.com/en-us/dynamics-365/blog/business-leader/2026/09/23/build-the-future-of-agentic-erp-with-new-microsoft-dynamics-365-capabilities/). | | Time, Expense and Approvals Agents | Dynamics 365 Project Operations | Production-ready preview | Time entry, expense capture and the approval queue, worked by agents so project managers approve rather than chase. Public preview April 2025. The Approvals Agent needs Project Operations 4.140.0.239 or later. Source: Microsoft Learn: set up the Approvals Agent (preview) (https://learn.microsoft.com/en-us/dynamics365/project-operations/approvals/approvals-agent-admin-setup). | ## Microsoft first-party agents for Business Central | Agent | Product | Status | What it does, limits, source | | --- | --- | --- | --- | | Payables Agent | Dynamics 365 Business Central | Available in Business Central (no preview banner on Microsoft Learn as of 2 October 2026); validated in English only | Watches a mailbox for vendor invoice PDFs, extracts them with Azure Document Intelligence, identifies the vendor, proposes purchase order line matches and drafts the purchase invoice for a supervisor to review. It does not post the invoice, and it carries no approval flow or anomaly detection. Limits documented by Microsoft: PDF attachments only, ten attachments and ten pages per document, five megabytes, one hundred emails and five hundred invoices a day. Source: Microsoft Learn: Payables Agent overview (https://learn.microsoft.com/en-us/dynamics365/business-central/payables-agent). Our read: https://cognilium.ai/blogs/payables-agent-limits-business-central | | Sales Order Agent | Dynamics 365 Business Central | Available in Business Central (no preview banner on Microsoft Learn as of 2 October 2026) | Reads customer emails, finds the contact by email address, finds the items, checks availability (capable-to-promise optional), always creates a quote first, and converts it to an order on confirmation. Every outgoing email is reviewed by a designated user before it is sent. Item availability inside the agent is still marked preview in Microsoft's documentation. Source: Microsoft Learn: Sales Order Agent overview (https://learn.microsoft.com/en-us/dynamics365/business-central/sales-order-agent). Our read: https://cognilium.ai/blogs/what-sales-order-agent-does-not-do | | Expense Agent | Dynamics 365 Business Central | Production-ready preview | Receipt capture by web, mobile app or email, mileage, policy checks (deterministic rules plus AI evaluation of natural-language policy) and expense reports for approval. Employees do not need a Business Central licence to use it through those channels. Prerelease documentation as of 2 October 2026. Source: Microsoft Learn: Expense Agent overview (https://learn.microsoft.com/en-us/dynamics365/business-central/expense-management/expense-agent-overview). Our read: https://cognilium.ai/blogs/expense-agent-business-central | | Copilot assists that are not agents | Dynamics 365 Business Central | Mixed: several still marked preview per feature | Bank account reconciliation assist, e-document matching, sales line suggestions, item substitutes, analysis assist, autofill and summaries. Copilot proposes; a person acts. Microsoft lists them separately from agents for that reason. Microsoft's Business Central AI overview, updated 2 October 2026. Source: Microsoft Learn: Business Central AI (https://learn.microsoft.com/en-us/dynamics365/business-central/ai-in-bc). Our read: https://cognilium.ai/blogs/agent-designer-business-central-limitations | ## The platform underneath: MCP servers, Copilot Cowork plugin, business skills, agent-only roles | Component | Scope | Status | What it is, dates, source | | --- | --- | --- | --- | | Dynamics 365 ERP MCP server (dynamic) | Finance, Supply Chain Management, Human Resources, Project Operations | Generally available | The governed surface any agent uses to read data, drive forms and invoke code in finance and operations apps: seven data tools, thirteen form tools and two action tools, with the agent seeing only what the authenticated user's security role can see. Public preview November 2025; general availability 27 January 2026 per the release plan, restated 23 September 2026. Needs version 10.0.47 (or 10.0.46 PQU-2, 10.0.45 PQU-7), a Tier 2 or Unified Developer environment, and the client on the Allowed MCP Clients page. Source: Microsoft Learn: use MCP for finance and operations apps (https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-mcp). Our read: https://cognilium.ai/dynamics-365/mcp-server | | Static ERP MCP server (13 tools) | Finance and Supply Chain Management | Retirement dated 1 October 2026 by Microsoft Learn; date passed | The original Build 2025 server on the Dataverse connector framework. Microsoft Learn gives its retirement date as 1 October 2026, now past, and points every agent at the dynamic server. Confirm the state of your own environment. Microsoft Learn note, page updated 18 August 2026. Source: Microsoft Learn: use MCP for finance and operations apps (https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-mcp). Our read: https://cognilium.ai/blogs/static-erp-mcp-server-retirement | | ERP MCP server for analytics | Business Performance Analytics | Public preview announced for December 2025 | Governed agent access to BPA measures, dimensions, reports and semantic models, so an agent reasons over the same numbers finance reports. Microsoft blog, 11 November 2025. Source: Microsoft: evolving the Dynamics 365 ERP MCP server (https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2025/11/11/dynamics-365-erp-model-context-protocol/). | | Business Central MCP server | Dynamics 365 Business Central | Built in | Ships built in from 2026 release wave 1, the surface the Business Central agents and Agent Designer agents work through. Business Central 2026 release wave 1. Source: Microsoft Learn: Business Central AI (https://learn.microsoft.com/en-us/dynamics365/business-central/ai-in-bc). Our read: https://cognilium.ai/blogs/business-central-version-agents-mcp | | Dynamics 365 ERP plugin for Copilot Cowork | Finance and operations apps | Generally available | Lets Copilot Cowork work inside ERP processes directly, with citations and deep links back into the application. Stated 23 September 2026. Source: Microsoft: build the future of agentic ERP (23 Sep 2026) (https://www.microsoft.com/en-us/dynamics-365/blog/business-leader/2026/09/23/build-the-future-of-agentic-erp-with-new-microsoft-dynamics-365-capabilities/). Our read: https://cognilium.ai/blogs/copilot-sidecar-vs-mcp-agent | | Commerce MCP server | Dynamics 365 Commerce | Public preview | The same protocol surface for Commerce data and operations. Announced 23 September 2026. Source: Microsoft: build the future of agentic ERP (23 Sep 2026) (https://www.microsoft.com/en-us/dynamics-365/blog/business-leader/2026/09/23/build-the-future-of-agentic-erp-with-new-microsoft-dynamics-365-capabilities/). | | Business skills, including procure-to-pay | Finance and operations apps | Coming; no date given | Packaged process knowledge that Microsoft Copilot, Copilot Cowork and agents can run; Microsoft says prebuilt skills for processes such as procure-to-pay will follow. Roadmap snapshot of 23 September 2026. Source: Microsoft: build the future of agentic ERP (23 Sep 2026) (https://www.microsoft.com/en-us/dynamics-365/blog/business-leader/2026/09/23/build-the-future-of-agentic-erp-with-new-microsoft-dynamics-365-capabilities/). Our read: https://cognilium.ai/blogs/codifying-procedures-as-business-skills-dynamics-365 | | Role-based access controls for ERP agents | Finance and operations cross-app | In development: preview October 2026, general availability December 2026 | Agent-specific roles, duties and privileges that apply only when a user reaches the ERP through an agent, scoped by legal entity, so an agent session can be narrower than the same user working directly. Microsoft roadmap item 571677, published 30 September 2026. Source: Microsoft 365 roadmap item RM571677 (https://mc.merill.net/message/RM571677). Our read: https://cognilium.ai/blogs/dynamics-365-agent-governance-gap-close-it-first | ## Partner agents Microsoft has named Source: Microsoft Dynamics 365 blog, 11 November 2025 (partner examples), and Microsoft Marketplace (https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2025/11/11/dynamics-365-erp-model-context-protocol/). ### RSM — Shop Floor agent Shop-floor visibility and collaboration so production issues and downtime are resolved as they happen. ### HSO — PayFlow Agent Payment inquiries and status updates in accounts payable, with less manual handling and faster resolution. ### Fellowmind — Inbound Load Agent Turns emailed delivery notes into inbound loads in Dynamics 365, removing the repeated data entry. ### Cegeka — Quality Impact Recall Agent Identifies a product quality failure and traces its downstream impact across inventory and customers, coordinating recalls and notifications. ### Crowe — AI agents for unstructured processes Sales orders, contracts, and customer and vendor interactions: the high-touch work traditional integration never reached. ### KPMG — Supplier Performance Insight Agent Combines ERP data with external market signals to assess supplier performance and risk. ### KPMG — Goods Received Not Invoiced Chaser Agent (Microsoft Marketplace) Asks the approver in Microsoft Teams to confirm goods receipt so the delivery note is recorded and the three-way match can proceed. Listed on Microsoft Marketplace. ### Annata — Autonomous service agents Parts, appointments and service chains for equipment, turning multi-day breakdowns into coordinated action in minutes. ### SignUp Software — Axtension Downtime Agent Responds to machine failures and resource outages with alternative production plans that respect promised delivery dates. ## Cognilium entries, with status words ### PO Receipt Chase Agent — Built, demonstrated on request Dynamics 365 Finance & Supply Chain Management. Finds overdue purchase order lines, reports them by buyer, takes the plant's confirmation of what arrived and posts the product receipt behind an explicit approval. Works the GRNI and unmatched-invoice backlog. https://cognilium.ai/dynamics-365/po-receipt-chase-agent ### Contract Review Copilot — Shipped Beside the ERP, shipped as Paralegent AI. Master agreement review and redlining, rulebook-driven. The one app in the family running in production today. https://cognilium.ai/products/paralegent-ai ### Quote Rabbit — Argued in full on its own page Dynamics 365 Business Central. The quoting workspace for distributors: one queue, per-line confidence, supplier choice and the write-back to Business Central. https://cognilium.ai/dynamics-365/quote-rabbit ### The decision layer agents call — Built, demonstrated on request Both products. Pricing, demand and inventory, assortment, pick-path and slotting: the numbers the ERP records but never derives, exposed as tools an agent can ask for before it acts. https://cognilium.ai/dynamics-365/optimizers ## Where a custom build begins Microsoft's agents cover the standard process on a standard environment. Four places are consistently left to you, and they are where we work. ### The controls before go-live Agent-only roles, approval before anything posts, segregation of duties and an audit trail your auditors will accept. Microsoft's agent-specific RBAC arrives in preview in October 2026; the design of what each agent may touch is still yours. https://cognilium.ai/blogs/dynamics-365-agent-governance-gap-close-it-first ### Your customized F&O Microsoft's agents assume the standard forms and entities. Your X++ extensions, custom fields and bespoke flows are reachable only once they are exposed as Action tools through the ICustomAPI interface. That last mile is engineering. https://cognilium.ai/blogs/dynamics-365-agents-customized-fo-last-mile-mcp ### Your procedures as skills Month-end, receipt chasing, exception handling: the way your team actually does it, written as governed business skills an agent follows rather than improvises. https://cognilium.ai/blogs/codifying-procedures-as-business-skills-dynamics-365 ### The decisions the ERP never computes An agent can read the reorder point because the field exists. It cannot tell you what it should be. Those calculations sit beside the ERP and are handed back through the same protocol. https://cognilium.ai/dynamics-365/optimizers ## What is dated, through March 2027 Microsoft retired the twice-yearly release waves in 2026 for a continuous roadmap. These are the items with a date or a status attached, read on the date above. We update this table as the roadmap moves. | When | What | Status | | --- | --- | --- | | 1 October 2026 | Static 13-tool ERP MCP server retirement; agents move to the dynamic server | Date passed; per Microsoft Learn, confirm in your environment | | October 2026 | Role-based access controls for ERP agents: agent-only roles, duties and privileges by legal entity | Preview (roadmap 571677) | | 17 to 20 November 2026 | Microsoft Ignite, where the next agentic ERP announcements land | Scheduled | | December 2026 | Role-based access controls for ERP agents | General availability (roadmap 571677) | | Through March 2027 | Account Reconciliation Agent resolving exceptions in bulk; Finance Agent skills; AI invoice capture in accounts payable | On the roadmap, no dates | | Through March 2027 | Procurement impact analysis and Supplier Engagement (both preview now); dynamic item placement next; rental management to preview | Stated 23 September 2026 | | Through March 2027 | Project Operations change order management to preview; subscription billing next | Stated 23 September 2026 | | Through March 2027 | Human Resources candidate assessment and onboarding agents; HR business skills for Copilot, Cowork and agents | Announced, no status | | Through March 2027 | Business skills for processes such as procure-to-pay | Coming, no date | ## Dynamics 365 agents, answered plainly ### Which Dynamics 365 agents are generally available and which are still preview? On 16 October 2026, by Microsoft's own labels: the Payables Agent and Sales Order Agent for Business Central carry no preview banner and are available in the product. The Expense Agent for Business Central, the Account Reconciliation Agent for Finance, the Procurement Agent's supplier communications for Supply Chain Management and the Time, Expense and Approvals Agents for Project Operations are production-ready previews. Procurement impact analysis, Supplier Engagement and the Commerce MCP server are public previews. The Dynamics 365 ERP MCP server and the ERP plugin for Copilot Cowork are generally available. ### What is the difference between Copilot, an agent and a business skill in Dynamics 365? Copilot proposes and a person acts: bank reconciliation assist suggests matches, autofill suggests field values. An agent works a task on its own and involves people at defined points: the Payables Agent drafts the invoice, a supervisor reviews it. A business skill is packaged process knowledge, such as procure-to-pay, that Copilot, Copilot Cowork or an agent can run. Microsoft lists the three separately, and the distinction decides what you are responsible for governing. ### Can Microsoft's first-party agents run on a customized F&O? They run on the standard forms, entities and processes. Through the dynamic ERP MCP server an agent sees your extensions and personalisations in the view model, which is better than the static server managed. But logic that lives in your X++ code is reachable only once a developer exposes it as an Action tool through the ICustomAPI interface. That is the last-mile work on every customized estate, and Microsoft's documentation says so plainly. ### Does an agent need a Dynamics 365 licence? Per Microsoft, the agent identity does not need a finance and operations user licence when it is assigned the System agent security role, which carries no permissions of its own; the agent then gets its working permissions from other roles you assign. People who interact with a chat agent still need their own licence. Business Central agents and tool calls from clients other than Copilot Studio are metered in Copilot Credits. ### Which security role does an agent use through the MCP server? The authenticated user's. The server filters menu items, entities, forms and actions to what that role can reach, and rejects explicit calls outside it. Agent-specific restrictions, so an agent session can be narrower than the same user in the client, are Microsoft roadmap item 571677: preview October 2026, general availability December 2026. ### Which partners have published Dynamics 365 agents? Microsoft's own MCP announcement names RSM, HSO, Fellowmind, Cegeka, Crowe, KPMG, Annata and SignUp Software, each with a specific agent, and KPMG also lists a goods-received-not-invoiced chaser on Microsoft Marketplace. Partners build on the same ERP MCP server and Copilot Studio that any customer can use, which is why the question is less who published one and more whether it fits your process and your controls. ### Where does Cognilium fit in this list? We build the part the catalog leaves to you: the controls and approval boundary before go-live, the Action tools that let agents reach a customized F&O, your procedures written as governed business skills, and the decisions the ERP never computes. Our PO Receipt Chase Agent is built and demonstrated on request; our Contract Review Copilot is shipped as Paralegent AI. Status words are stated against everything we show. ### How current is this catalog? Every row was read against its Microsoft source on the date at the top of the page. Microsoft now publishes a continuous roadmap rather than release waves, so statuses move between months. When a row changes we change it here and the page's last-updated date moves with it. --- Canonical HTML: https://cognilium.ai/dynamics-365/agents