From Process to Agent: Building Finance Agents in D365 F&O
Everyone wants to build agents. Far fewer stop to ask which process actually deserves one — and that choice is what separates an agent that sticks from a demo that quietly gets switched off.
In this session, Microsoft MVP Nati Salas (Spain) shares a practical framework for evaluating and selecting finance processes in Dynamics 365 Finance & Operations that are genuinely ready for agentification. Expect concrete use cases, and the tips and tricks learned from setting these up properly from day one.
From there, it gets hands-on. Nati walks through the key steps to configure and deploy agents with Copilot Studio, and the platform capabilities that make it all possible — before putting it into practice with two live agent builds: one powered by the Dynamics 365 ERP MCP, and another by the Dynamics 365 ERP Analytics MCP.
You'll leave with a clear framework for choosing the right process, and a clear path to start building your own.
Who should attend: Finance leaders, D365 F&O functional and technical consultants, and anyone exploring where AI agents fit in their ERP landscape.
