As organizations accelerate their adoption of AI-driven automation, Microsoft Dynamics 365 Finance and Operations is transforming into a hub for intelligent, autonomous workflows that span finance, supply chain, field service, and project operations. At the heart of this evolution are agents—AI-powered assistants that automate routine and complex processes, from supplier communications and account reconciliation to time entry, expense management, approvals, and scheduling.
These agents are deeply integrated within the Dynamics 365 ecosystem, leveraging data from core modules to execute tasks, recommend actions, and interact with users through natural language. Built on Microsoft Copilot Studio and the Model Context Protocol (MCP), they deliver scalable, secure, and extensible automation that boosts productivity, reduces manual effort, and enhances decision-making across the enterprise.
This innovation is part of a broader vision to unify Dynamics 365 applications into a connected, AI-orchestrated enterprise. With continuous updates and an expanding roadmap, Microsoft is positioning these agents as essential tools for organizations seeking greater agility, accuracy, and insight-driven operations.
📦 Out-of-the-Box Agents in Dynamics 365 Finance and Operations
Microsoft offers a growing suite of out-of-the-box agents, built on Copilot Studio and powered by the Model Context Protocol (MCP). These agents autonomously execute tasks across Microsoft Dynamics 365:
This agent automates vendor follow-ups, confirmations, and workflow updates. This includes applying supplier changes to purchase orders and escalating exceptions for real-time visibility—freeing procurement teams for more strategic work.
Personas: Procurement Specialist, Purchasing Manager, Buyer
👉 Learn more – Coming soon
Account Reconciliation Agent
This agent automates ledger-to-subledger reconciliation, identifies exceptions, and suggests resolutions while maintaining a transparent audit trail which enables faster, more accurate financial closings.
Personas: Finance Managers, Accountants, Financial Controllers, Finance Operations Analysts
👉 Learn more – Coming soon
Finance in Microsoft 365 Copilot is an AI-powered assistant designed to accelerate time-to-impact for finance professionals by surfacing insights, automating manual tasks, and supporting strategic decision-making—all within the familiar Microsoft 365 environment.
Finance agents empower professionals to focus on high-value activities by reducing time spent on manual, repetitive work. Organizations have reported dramatic reductions in reconciliation time and improved accuracy in financial reporting, leading to greater productivity and business agility.
Personas: Finance Managers, Accountants, Financial Controllers, Financial Planning & Analysis (FP&A) Professionals, Treasury Teams, Finance Operations Analysts.
👉 Learn more – Coming soon
The Time Agent generates time entries from project bookings, calendars, and Outlook meetings. This eliminates manual input, reduces errors, and improves compliance and revenue tracking.
Personas: Project Managers, Resource Managers, Employees who need to track or report time
👉 Learn more – Coming soon
This agent processes receipts and expense reports by extracting data from emails or images, applying policy checks, and grouping reports by travel logic. By activating this agent, organizations can accelerate reimbursements and ensure compliance.
Personas: Project Managers, Resource Managers, Employees who need to track or report expenses
👉 Learn more – Coming soon
Approval Management Agent
The Approval Management Agent reviews submissions against policy rules, classifies entries by risk, and routes flagged items to managers. This streamlines approvals and improves accuracy and efficiency.
Personas: Project Managers
👉 Learn more – Coming soon
Scheduling Operations Agent
This agent optimizes technician schedules based on skillsets, travel time, and customer commitments which enhances resource utilization and service delivery.
Personas: Dispatchers, Field Service Managers, Resource Schedulers, Operations Coordinators, Service Delivery Managers
👉 Learn more – Coming soon
🔗 Connecting Agents with Model Context Protocol (MCP)
To supercharge agent capabilities, Microsoft introduced the Model Context Protocol (MCP)—an open standard that enables agents to interact with ERP business logic using a unified protocol. Think of MCP as the “USB-C for AI agents,” offering plug-and-play access to business tools and data.
With the Dynamics 365 ERP MCP Server, you can:
👉 Learn more – Coming soon
✨ Templates provided by FastTrack
FastTrack offers an expanding portfolio of custom Agent Templates, developed on Copilot Studio and powered by the Model Context Protocol (MCP). These templates are designed to autonomously execute a wide range of tasks across Microsoft Dynamics 365, enabling tailored automation for diverse business scenarios. What sets these custom agent templates apart is that they are built in direct response to real customer scenarios—each template is grounded in practical, real-world examples from our engagements. This ensures that every solution is not only innovative, but also directly addresses the operational needs and challenges faced by our customers in live enterprise environments.
Leveraging a FastTrack Agent Template significantly accelerates the development of custom agents for customers by providing a pre-built, proven foundation. These templates serve as a starting point, reducing setup time and ensuring consistency with best practices, while allowing teams to focus on tailoring the agent to meet specific business needs. They can be found with our other implementation assets on GitHub and should be modified as needed to fit your specific business needs.
The Sales Order Agent is a customizable autonomous solution that automates processing of email-based sales orders using AI for data extraction and validation in Dynamics 365. It creates orders, sends notifications, and routes exceptions for manual review with minimal human intervention.
Personas: Sales reps, Sales managers
The Batch Monitoring Agent, developed by Microsoft FastTrack in collaboration with Prashanth Verma from Microsoft ISD Asia ABS (AI Business Unit) , brings AI-powered monitoring and diagnostics to Dynamics 365 Finance and Supply Chain Management. It helps identify failures, throttling, and runtime anomalies—empowering operations and IT administrators to ensure smooth, efficient batch execution across environments.
Personas: System administrators, technical support engineers
👉 Learn more – Coming soon
The synergy of agents and the Model Context Protocol represent a significant leap forward in enterprise AI adoption within Dynamics 365. Whether automating reconciliation, streamlining approvals, or building custom workflows, these tools provide a robust foundation for innovation and operational excellence.
For business leaders, solution architects, and developers exploring AI in ERP, now is the ideal time to embrace these advancements and shape the future of enterprise automation—leveraging both ready-made and custom agents to address real-world challenges and drive meaningful transformation.
