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Microsoft Copilot helps users work smarter, answer questions and surface insights. AI agents go further, executing tasks end-to-end, shifting from AI that assists to AI that completes work.
Automates the end-to-end order-to-cash process, from customer inquiry to confirmed sales order.
Automates accounts payable processing, from invoice receipt to payment preparation.
Cash-flow analysis, budget monitoring, and financial analysis across business areas.
OCR-driven bank-in slip processing and automated statement-to-invoice matching.
Batch expense claim processing via OCR, submission, status tracking, and analysis.
Sales performance summaries, customer balance retrieval, and quote and order assistance.
Customer self-service portal for placing orders, tracking shipments, and viewing account information.
Inventory replenishment, purchase request submission, and vendor performance analysis.
Stock-level monitoring, replenishment, cross-location availability checks, and inventory risk alerts.
Service request routing, technician dispatch, and KPI and warranty lookups.
Over-budget detection, billing milestone tracking, and cash-flow forecasting.
Financial health analysis, cross-functional risk identification, and summary-level management reporting.
Scheduled task execution, exception monitoring, and automated email notifications.
User permission management, error log monitoring, and data cleanup coordination.
Ensures intercompany journals are complete, balanced, and consistent across entities by detecting mismatches, timing differences, and data inconsistencies.
Integrates with Outlook to automatically generate accurate timesheet drafts from calendar data, reducing manual effort and data reentry. Empowers users to review and adjust entries before seamless submission into D365FO.
Provides unified visibility across D365FO modules while intelligently analyzes failures to identify root causes and classify issues. Enhances support efficiency through guided recovery recommendations and faster troubleshooting and resolution.
Occupations with 30%+
automatable hrs
McKinsey Global Institute
Available in Business Central today
Microsoft, 2025
Built by configuration,
not by coding
Microsoft Copilot in Dynamics 365 assists users by answering questions, generating content, and surfacing insights. AI Agents go a step further, they operate autonomously within defined workflows, monitoring data sources, making decisions, and completing end-to-end tasks without requiring human input at every step. The Sales Order Agent, for example, can process an entire customer order from initial email inquiry to confirmed sales order without manual intervention.
No. The Sales Order Agent and Payables Agent are available natively in Dynamics 365 Business Central and can be activated and configured through the standard setup interface. No custom development is required. Tectura will help you configure the agents for your specific business processes and workflows as part of the implementation.
AI Agents in Dynamics 365 streamline and automate key business processes across the organization. They support operational execution such as sales order processing, payables, procurement, and inventory management; business insights including real-time KPIs, financial analysis, and performance summaries; customer and service interactions from handling inquiries to enabling self-service order tracking; and planning and optimization covering project tracking, demand forecasting, and purchasing decisions. Together, these agents enhance efficiency, improve visibility, and support faster, data-driven decision-making across functions.
The Sales Order Agent is designed to handle standard order processing autonomously. When it encounters a situation that requires human judgment, such as an unrecognized customer, an item that is out of stock, or a pricing query outside its configured parameters, it flags the task for human review and routes it to the appropriate team member. Humans remain in control of exception handling throughout the process.
Yes. Microsoft is expanding agentic AI capabilities across the Dynamics 365 platform, including Finance & Operations. Capabilities available and in development include automated processing across procurement, finance, supply chain, and operations workflows. Tectura stays current with Microsoft's AI roadmap through its Inner Circle partnership and can advise on the latest available and upcoming agentic capabilities for your specific ERP environment.
