Copilot Agent Library · Dynamics 365
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Not chatbots. Not pilots. Production Copilot agents that raise the purchase order, post the receipt and build the board pack — on live Dynamics 365 Finance & Operations data, inside your own ERP, under your own approvals and audit trail. Every one is recorded end to end below.
Most Copilot rollouts stop at summaries. Ours are wired into Dynamics 365 F&O, so the answer arrives with the transaction already done — and nobody had to raise a BI request, export a spreadsheet or learn a new screen.
A manager asks two questions before a management meeting. The flagship agent works the ERP and answers in under six minutes — no hand-offs, no chasing.
Purchase orders created, receipts posted, transfer orders shipped. The work lands in D365 F&O, not in a chat window someone has to re-key.
Agents run as the signed-in user inside Microsoft 365. Same permissions, same approvals, same audit trail your auditors already accept.
Teams and Copilot chat — the tools your people already open every day. No new application, no data-lake project, no retraining.
Filter by function, open any card and watch the agent work against live Dynamics 365 F&O data — from the plain-language prompt to the posted transaction.
Every agent in this library followed the same path. We start with one process your team feels every week, prove it on your own data, then harden it until your controllers are comfortable letting it post.
A 30-minute working session. You name the step your people keep re-keying; we tell you honestly whether an agent is the right fix.
We stand the agent up against a sandbox of your D365 F&O, so the first demo you see uses your vendors, your items, your numbers.
Security roles, approval paths, exception handling and logging — built to the standard your auditors and IT team will sign off.
Your team owns the agent. We measure the time it gives back and line up the next process from the same pattern.
Book a 30-minute session with our Dynamics 365 and Copilot team. Bring one process; leave with a clear view of what an agent would do, what it would touch, and how long it would take.
