Author: Sebastien Manjony
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Elastic Compute for D365 Finance: From Fixed Tiers to Shared Capacity
Microsoft’s Elastic Compute transforms D365 Finance applications by replacing fixed-tier infrastructure with a dynamic, shared capacity model. This system automatically scales based on actual workload demands instead of pre-defined tiers, allowing test and production environments to utilize the same performance model. Capacity, defined by Power Platform Requests (PPR), drives the allocation of resources. Customers can…
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Supercharge D365 Finance: Using the BPA MCP Server for AI-Powered Analytics
The document explains the integration of Business Performance Analytics (BPA) with the Model Context Protocol (MCP) for Dynamics 365 Finance & Operations. BPA provides built-in, high-speed reporting on financial and operational data, breaking down data silos and offering granular insights. The introduction of BPA MCP servers enhances this by allowing AI agents to query and…
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When Work IQ MCP Meets D365 Finance: A quiet revolution in how we talk to our ERP
Microsoft’s Work IQ MCP is a transformative intelligence layer for ERP systems, merging organizational insights from Microsoft 365 with Dynamics 365 Finance AI tools. It enhances AI agents’ capabilities by enabling them to analyze emails, meetings, and documents, thus allowing them to respond contextually and efficiently. The system operates on three integrated layers: Data, Memory,…
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Quick Wins in D365: Improve Sales Order Load Times
The Sales Order Details Performance Option in Dynamics 365 Finance is a simple yet impactful configuration that enhances user experience by speeding up access to sales order details. When enabled, it allows users to bypass the SalesTableListPage, reducing loading times and improving navigation for those frequently managing sales orders. However, this performance boost comes at…
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Business vs Data Events: Key Differences Explained
The post discusses the shift from traditional data synchronization to event-driven integration, particularly within Dynamics 365 Finance & Operations. It highlights the distinction between Business Events and Data Events, where Business Events are business-oriented signals representing key processes, while Data Events are more flexible but can generate unnecessary noise. The integration with Power Platform enables…
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Effective AI Prompting Techniques in D365 Finance
This guide emphasizes the importance of effective prompting for AI to achieve desirable outcomes, particularly focused on Dynamics 365 Finance and Supply Chain Management (D365 F&SCM). It outlines essential components of prompting, including defining the AI’s role, specifying tasks, providing contextual information, setting clear objectives, establishing stop conditions, and determining the output format. Examples highlight…
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Automate Supplier Verification Processes with Copilot & Agent
The implementation of a Vendor Agent in Dynamics 365 Finance enhances operational efficiency by automating supplier data verification. This agent analyzes supplier records for compliance and quality, cross-referencing data with external sources, such as societe.com, to detect anomalies. Key benefits include improved data integrity, reduced workload for finance teams, and enhanced regulatory compliance. The agent…
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Streamline D365 Finance with Sales Agent
The Sales Order Agent in D365 Finance, created by the Microsoft FastTrack team, automates customer order processing by leveraging AI and integrated ERP systems. It efficiently handles incoming emails with purchase orders, extracting data from PDFs or images, validating information, and creating orders in Dynamics 365 with minimal human input. Key benefits include reduced manual…
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Streamline D365 Finance with Telemetry Batch Agent
The Telemetry Batch Agent for D365 Finance & Supply Chain Management offers enhanced visibility into batch workloads, addressing pain points like execution tracking and performance bottlenecks. Integrated with Azure Application Insights, the AI-powered agent provides actionable insights and analysis, enabling users to interact via natural language. Key features include anomaly detection, root-cause analysis, and monitoring…
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Streamline D365 Finance company creation with a Copilot Agent
The article discusses the process of creating a new legal entity and demo data in Dynamics 365 Finance and Supply Chain Management using a Copilot Studio agent. This automated approach significantly reduces the time required for setup, from several days to just one or two hours. The benefits include time savings, improved data quality, enhanced…
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