Integration · ERP
AI agents for Dynamics 365 Finance and Supply Chain
Find customers, vendors, released products, sales orders and purchase orders, enter sales orders and customers, and query any data entity in Microsoft Dynamics 365 Finance and Supply Chain Management.
- Actions
- 11
- Read
- 8
- Write
- 3
Actions
What your agents can do in Dynamics 365 Finance and Supply Chain
Find customers, vendors, released products, sales orders and purchase orders, enter sales orders and customers, and query any data entity in Microsoft Dynamics 365 Finance and Supply Chain Management, as the organization's Entra app.
Read 8
Look things up. Nothing changes.
List legal entities
Lists the legal entities (companies) in the environment.
Find customers
Finds customers in a legal entity by part of the name, account number or customer group.
Find vendors
Finds vendors in a legal entity by part of the name, account number or vendor group.
Find released products
Finds products released to a legal entity by part of the search name or by item number.
Find sales orders
Finds sales orders in a legal entity by customer account, order number, the customer's own reference, or created since a time, newest first.
List sales order lines
Lists the lines of one sales order.
Find purchase orders
Finds purchase orders in a legal entity by vendor account or order number, newest number first.
Query any data entity
Reads any public data entity with OData $filter, $select, $orderby and $expand, so nothing is out of reach.
Write 3
Create, change or send.
Create a customer
Creates an organization customer in a legal entity with a name, customer group and currency, and an optional account number.
Create a sales order
Creates a sales order header for a customer account in a legal entity, with the requested shipping date and an optional order number.
Add a sales order line
Adds a line to an open sales order: an item number and quantity, with an optional sales price, unit, description, requested shipping date, site and warehouse.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste the client ID and secret of an app your organization registered with Dynamics 365 Finance and Supply Chain. The platform fetches its tokens itself (OAuth client credentials).
Settings
- Environment URL
- Directory (tenant) ID
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Dynamics 365 Finance and Supply Chain data
Ask a question in plain words. The agent can list legal entities, find customers or find vendors in Dynamics 365 Finance and Supply Chain, then answers with what it found.
- 02
Let an agent update Dynamics 365 Finance and Supply Chain
Have the agent create a customer or create a sales order in Dynamics 365 Finance and Supply Chain as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Dynamics 365 Finance and Supply Chain and Slack: it can list legal entities in Dynamics 365 Finance and Supply Chain and post a summary to a Slack channel in the same run.
Works well with
More ERP tools
- Oracle NetSuite15 actionsRun SuiteQL queries, find customers, contacts, vendors, employees, items and transactions, read and update any record, and add customers, contacts, sales orders, invoices from orders.
- SAP S/4HANA11 actionsFind business partners, sales orders, products, stock and billing documents, enter sales orders, and query any OData API in SAP S/4HANA (Cloud Public Edition, Private Edition or on-premise), as a communication user.
- SAP Business One10 actionsFind and add business partners, look up items and stock, read and enter sales orders and quotations, follow invoices, deliveries and purchase orders, and query any Service Layer resource in SAP Business One.
- Dynamics 365 Business Central16 actionsFind customers, vendors and items, enter sales orders, quotes and purchase orders, and read invoices and general ledger entries in Microsoft Dynamics 365 Business Central, as the person who signs in.
- Odoo11 actionsSearch, read, create and update any Odoo record (contacts, leads, quotations, invoices, products, stock, tasks), run actions like confirming an order or posting an invoice, and post notes, on Odoo 19 or later.
- Acumatica16 actionsFind and update customers and contacts, look up stock items, vendors, invoices and purchase orders, follow and enter sales orders, open support cases.
FAQ
Dynamics 365 Finance and Supply Chain and MyDeepAgents
Can MyDeepAgents connect to Dynamics 365 Finance and Supply Chain?
Yes. The Dynamics 365 Finance and Supply Chain connector has 11 actions: 8 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Dynamics 365 Finance and Supply Chain?
Paste the client ID and secret of an app your organization registered with Dynamics 365 Finance and Supply Chain. The platform fetches its tokens itself (OAuth client credentials). The connection also asks for: Environment URL and Directory (tenant) ID. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Dynamics 365 Finance and Supply Chain without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Dynamics 365 Finance and Supply Chain in workflows as well as agents?
Yes. Every Dynamics 365 Finance and Supply Chain action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Dynamics 365 Finance and Supply Chain to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.