web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Dynamics 365 ERP MCP (Preview) in F&O – Copilot Studio Agent

(1) ShareShare
ReportReport
Posted on by 12
Hi All, 

I created an agent in Copilot Studio and added the plugin “Dynamics 365 ERP MCP (Preview)” as an MCP server in the Tools section.
Before publishing, I also enabled the Dynamics 365 ERP MCP (Preview) feature in Dynamics 365 Finance & Operations. After enabling it, a form named “Allowed MCP Clients” appeared under System administration → Setup, and my Copilot Studio application was automatically listed there with a client ID (I did not add it manually – it came by default).
After publishing the agent, the intention is that the MCP feature should allow Copilot to perform actions directly in F&O, such as creating purchase orders when a user requests it from the Copilot side panel inside F&O.
However, when I try a command like “Create a Purchase Order for vendor 1001”, Copilot does not execute the action. Instead, it only provides instructions / guidance on how to manually create the PO. This indicates that the MCP execution capability is not working as expected.

But when I test it in copilot studio itself before publish , it worked fine and create a purchase order with the vendor 1001. but it is not working in when i tried in F&O Environment.
 
 
Has anyone successfully enabled actual task execution (not just guidance) using this MCP preview feature?
 
Categories:
I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,520 Super User 2025 Season 2 on at
    Hi charanch,
     
    In case you created a new agent, the Copilot Sidecar in Dynamics 365 F&O is not aware of it unless you extend the Copilot for finance and operations apps agent. 
     
    Anyway, the MCP server is officially not supported to be used within the sidecar, but I got it working. It is at this moment too slow for direct user interactions.
    You can read more about the MCP server setup and how to enable it in the sidecar on my blog. For the new MCP server, you most likely also need to provide instructions in the  Copilot for finance and operations apps.
     
     
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 763 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 413 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 284 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans