Dynamics 365: como agentes de IA estão transformando o ERP Microsoft

Artificial intelligence is redefining how companies operate their management systems. With the advancement of generative AI and intelligent agents, ERP is no longer just a system of record—it is becoming a true engine for automation and decision-making.

In this context, Dynamics 365, Microsoft’s ERP, is rapidly evolving with integrated artificial intelligence capabilities and new possibilities enabled by Microsoft Copilot Studio. With it, organisations can create AI agents capable of automating tasks, analysing information and interacting with users within ERP processes.

These agents are paving the way for a new generation of business automation, where repetitive activities, operational communications and data analysis can be carried out more intelligently and efficiently.

In this article, we explore how AI agents are transforming Dynamics 365, the main use cases within Microsoft’s ERP, and how organisations can begin adopting this technology in a fast and strategic way.

The role of AI in Microsoft ERP

Traditionally, ERP systems were designed to record and organise operational information. Processes such as financial management, procurement, supply chain and sales rely on these systems to ensure control and traceability.

However, many of these processes still require constant manual intervention. Users need to interpret data, respond to emails, update records or make operational decisions based on information that already exists within the system.

This is precisely where AI in ERP begins to generate real value.

With advances in artificial intelligence and automation, Dynamics 365 now incorporates agents capable of:

• interpreting information from different sources
• automating repetitive tasks
• suggesting actions based on system data
• interacting with users and external partners

This means ERP is no longer just an operational system—it becomes an intelligent environment that actively supports business process execution.

How AI agents work in Dynamics 365

AI agents are intelligent programmes that perform specific tasks either autonomously or with assistance. Unlike traditional automation, these agents can interpret natural language, analyse context and interact with multiple systems.

Within Dynamics 365 Finance and Supply Chain Management, these agents can operate directly within business processes.

Examples include:

• interpreting supplier emails
• analysing orders and suggesting updates
• automating the creation or updating of ERP records
• generating communications automatically
• supporting users with data-driven recommendations

These agents leverage technologies such as generative AI, process automation and corporate data integration, enabling them to operate within companies’ operational workflows.

The result is a more efficient operation, with fewer manual tasks and greater agility in process execution.

The role of Microsoft Copilot Studio

One of the key technologies enabling this transformation is Microsoft Copilot Studio.

This platform allows organisations to create customised intelligent agents capable of interacting with corporate systems such as Dynamics 365, as well as other services within the Microsoft ecosystem.

With Copilot Studio, organisations can:

• create agents that interact using natural language
• connect corporate data to agents
• automate process flows
• integrate systems such as ERP, CRM and enterprise applications

In the context of Dynamics 365, this means organisations can develop agents that automate critical parts of finance, procurement and supply chain operations.

Additionally, Copilot Studio enables rapid and structured development of these agents, making it easier to experiment and validate new automation scenarios.

Practical applications of agents in Dynamics 365

AI agents can be applied across different ERP areas, with several scenarios already demonstrating strong impact potential.

Supplier communication automation
Procurement and supplier management processes often involve a high volume of email interactions, order updates and delivery tracking.

With AI agents, part of these interactions can be automated. An agent can:

• read and interpret supplier emails
• identify changes in orders or deadlines
• suggest updates to purchase orders
• generate follow-up emails automatically

This significantly reduces manual effort and improves interaction traceability.

Order and operations automation

Another common scenario is automating processes related to orders and operations.

For example, agents can:

• interpret requests received via email
• extract relevant information
• create records directly in the ERP
• initiate approval or processing workflows

This type of automation accelerates operational processes and reduces errors caused by manual data entry or interpretation.

Intelligent assistants for ERP users
Agents can also act as intelligent assistants within Dynamics 365 itself.

They can help users to:

• quickly access information
• locate relevant records
• receive data-driven recommendations
• execute actions through natural language commands

This makes ERP more intuitive and accessible for different user profiles.

How to start implementing agents in Dynamics 365

Although the potential of AI in ERP is significant, many organisations are still evaluating where to begin.

Adopting intelligent agents typically involves a few key steps:

Use case identification

The first step is identifying processes with the greatest automation potential, usually those involving:

• high volumes of repetitive tasks
• frequent email interactions
• manual data analysis
• multi-step operational processes

Technology environment preparation

It is essential to ensure the technology environment is ready to integrate Copilot Studio, corporate data and Dynamics 365.

This includes aspects such as connectivity, data governance and configuration of required tools.

Prototyping and validation

Before scaling agent usage, many organisations develop proofs of concept (PoCs) or prototypes.

This approach allows real scenarios to be tested, automation impact to be validated and a roadmap for evolution to be defined.

How Nexer supports organisations in adopting ERP agents

With over two decades of experience in technology and Microsoft solutions, Nexer supports organisations looking to explore the potential of artificial intelligence within Dynamics 365.

The company has developed two offerings to help clients begin this journey in a structured way.

Agent assessment with Copilot Studio

One approach is an assessment focused on creating customised agents for Dynamics 365 Finance and Supply Chain.

In this model, Nexer specialists conduct a structured process that includes:

• identifying high-impact use cases
• prioritising automation scenarios
• configuring the agent environment
• creating a functional prototype

Within a few weeks, organisations can see in practice how AI agents operate within ERP processes.

Supplier communication agent

Another initiative involves implementing an agent focused on supplier communication within Dynamics 365 Supply Chain.

This agent is designed to automate common procurement interactions, such as:

• reading supplier emails
• identifying relevant order information
• generating responses or automated communications
• tracking purchase orders

This enables organisations to reduce manual tasks and improve procurement efficiency.

The future of AI agents in ERP

The adoption of AI agents in management systems is still in its early stages, but the transformation potential is significant.

As technologies such as Copilot, generative AI and intelligent automation evolve, ERPs are expected to become increasingly proactive.

Rather than simply recording data, these systems will be able to:

• anticipate operational needs
• suggest actions automatically
• execute tasks with minimal human intervention
• support strategic decisions based on real-time data

For organisations using Dynamics 365, this represents a key opportunity to modernise operations and increase process efficiency.

The next step in ERP evolution

The evolution of artificial intelligence is creating a new generation of business automation. Within Microsoft ERP, AI agents in Dynamics 365 represent a significant advancement in how operational processes can be executed.

With the support of platforms such as Microsoft Copilot Studio, organisations can develop agents capable of automating tasks, analysing information and interacting directly with users and partners.

Whether by exploring new use cases or implementing agents focused on specific processes—such as supplier communication—the use of agents in ERP is already demonstrating tangible benefits in efficiency and productivity.

As this technology matures, AI agents are set to become an essential part of business operations, driving a new phase of digital transformation within management systems.