From Data to Documents with AI: Rethinking Reporting in Dynamics 365 Finance & Operations
Session Overview: Dynamics 365 Finance & Operations relies on Electronic Reporting (ER) and SSRS to produce business documents like invoices, statements, confirmations. While these tools are powerful, they often require predefined data models and complex setup.
This session introduces an AI-driven approach powered by Work IQ, where natural-language prompts instantly fetch F&O data and generate Word, Excel, or PDF outputs without heavy configurations. We’ll demonstrate the building blocks of AI-powered document generation:
Create Word, Excel, or PDF documents from user input
Generate documents from templates for compliance
Write prompts to update existing documents dynamically
Automate document creation with triggers
Distribute documents automatically to SharePoint, email, or any location
Technology stack: Copilot Studio, MCP Server, Power Platform connectors, Work IQ
This leads to a key question for the Dynamics community: Do we still need ER and SSRS for every reporting and document scenario or can AI become a complementary (or even primary) way of delivering business documents?
Learning Objectives:
- How to design a solution that enables document generation directly from Microsoft Teams using D365FO as the data source
- Automate end-to-end document workflows, including triggering document creation and distributing outputs via SharePoint, email, or other destinations.
- Understand the underlying technology stack (Copilot Studio, MCP Server, Power Platform connectors, Work IQ) and how these components work together in a real-world architecture.
Speakers: Jovica Živković, Marija Todorovic
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Artificial Intelligence (AI), Technical (Development)
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
