Your next ERP upgrade isn’t about new software. It’s about smarter automation. Discover how Microsoft is turning Copilot into intelligent agents that reshape the way businesses work.

Artificial intelligence is evolving fast, and Microsoft’s approach is transforming how companies use ERP and CRM systems. With Dynamics 365 and Microsoft Copilot, AI is no longer limited to suggestions or summaries. It’s becoming an active participant in daily operations, one that can take initiative, manage exceptions, and even communicate with vendors or customers automatically.

This marks the next step in enterprise automation: the rise of AI agents inside Dynamics 365.

From Copilot to AI Agents

When Microsoft introduced Copilot, the goal was to simplify work, helping users write emails, summarize data, or explain system actions. But as AI continues to advance, those copilots are becoming more capable, evolving into autonomous agents that can act, learn, and collaborate.

In Microsoft’s vision, these agents don’t replace people. Instead, they handle repetitive tasks, trigger actions across connected systems, and surface insights before users even ask.

In Dynamics 365 Finance and Operations, this shift is already visible in features such as:

• Supplier Communication Agent: monitoring overdue deliveries and sending automatic follow-ups to vendors.
• Collections Coordinator: drafting and sending customer payment reminders based on real-time account data.
• Reconciliation Agents: resolving small variances across ledgers automatically, freeing finance teams to focus on strategic analysis.

What began as a Copilot has evolved into something more powerful, a system that not only assists but also acts.

The new era of process intelligence

The real value of these AI agents lies in their ability to operate across applications and data sources.

Microsoft’s unified cloud ecosystem, combining Dynamics 365, Power Platform, and Microsoft 365, allows AI to connect insights across finance, supply chain, and collaboration tools like Teams or Outlook.

For example:

• A change in a purchase order in Dynamics 365 can trigger an AI agent to send an alert to the responsible salesperson in Teams.
• A Copilot built in Power Platform can automatically analyze demand forecasts and update supply chain plans.
• An agent in Excel for Finance can reconcile data from multiple sources, generate explanations for discrepancies, and even upload final reports to SharePoint.

These are not future concepts. They are available today, ready to help organizations operate more intelligently and autonomously.

Low-code AI: Build you own agents

Not every company needs to wait for Microsoft’s next update. With Copilot Studio, Microsoft’s low-code environment, organizations can create custom agents that fit their specific business needs.

This enables scenarios such as:

• Automating internal approval processes
• Triggering alerts when KPIs fall outside a defined range
• Sending proactive status updates to customers or vendors
• Monitoring documents or transactions for anomalies

Copilot Studio empowers business users, not just developers, to create solutions that bridge data, communication, and action.
In practice, it means AI can now handle the “busywork,” while teams focus on strategic and creative problem-solving.

Why this matters for business leaders

This new generation of AI inside Dynamics 365 is not just about speed; it’s about decision quality and agility. Instead of waiting for monthly reports or manually reviewing data, leaders receive near-real-time insights and recommendations.

AI agents act as the connective tissue between data and action, surfacing what matters most before it becomes a problem.

For companies operating in complex environments, this means:

• Fewer delays in processes like procurement and reconciliation
• Faster responses to customers and partners
• Consistent compliance and data governance across regions

With the right implementation strategy, these agents can deliver measurable ROI quickly.

Watch the on-demand webinar

To see these AI capabilities in action, watch our recorded webinar: “Discover the AI features already inside Dynamics 365 Finance and Operations.”

Presented by AlfaPeople’s Claus Andersen and Angelo Dalle Molle, the session explores real examples of how AI agents and Copilot are shaping the future of business automation.

AlfaPeople can help

AI is moving beyond assistance; it’s becoming an active agent in your business. With Dynamics 365 Finance and Operations, Microsoft is redefining how enterprise systems think, react, and collaborate.

At AlfaPeople, we help organizations harness this new intelligence, turning technology into a driver of real business value.