D365FO AI Agents

  • D365FO AI Agents

    Posted by Richard Malouin on November 3, 2025 at 10:42 am

    Hello Group,

    Could someone confirm please ALLS connections are needed to use AI agents (Finance reconciliation agent, Supplier communication agent) properly?

    BEcause documentation found on Microsoft website do not give all this information clearly.

    D365FO, Dataverse. Power Plateforme, Azure, other, …..

    Thanks

    Richard

    andrew alwin replied 5 days, 7 hours ago 4 Members · 4 Replies
  • 4 Replies
  • Kyle Valerio

    Member
    November 18, 2025 at 1:39 pm
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    Hey Richard, did you ever get an answer on this?

  • vignesh chandra bose

    Member
    January 29, 2026 at 12:53 am
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    Hi Richard, this is a really relevant question.

    The documentation does feel a bit high-level around AI agent dependencies.
    Interested to hear from anyone who’s already set this up end-to-end.

  • andrew alwin

    Member
    March 20, 2026 at 6:42 am
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    You don’t need all connections, but AI agents in D365 FO do rely on a combination of services working together.

    In most setups:

    D365 FO is the core system

    Dataverse is used for data exposure and interaction

    Power Platform (especially Power Automate) handles workflows and triggers

    Azure (AI services / OpenAI / Cognitive Services) powers the intelligence layer

    So it’s not every service individually, but the ecosystem needs to be connected properly.

    For examples like finance reconciliation or supplier communication agents, Dataverse + Power Platform + Azure integration is typically required. Without that, the agents won’t function as expected.

    Also, documentation is still evolving, so a lot of this depends on how the solution is implemented rather than a fixed checklist.

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