Fragmented ERP data, manual approvals, and siloed processes keep finance and supply chain reactive, slow, and exposed to risk. However, Agents and Copilot in D365 F&SCM unlock the contextual intelligence and automate the trusted actions that allow teams to move from reactive firefighting to proactive decision making. Across four individual sessions, the Agents & Copilot in D365 F&SCM masterclass at AI Agent & Copilot Summit NA will deliver practical playbooks, governance checklists, and pilot plans to rapidly deploy and scale Agents and Copilot in D365 F&SCM.
Thursday, March 19
Session 1: Agentic ERP with Dynamics 365 F&O MCP
- Time: 1:40 – 2:10
Too many disconnected tools mean missed opportunities; unify agents and governance so intelligence can drive results. Learn how to effectively connect to D365 and interact with your data with Copilot Studio. Walk away prepared to use natural language to complete tasks in D365.
Session 2: 30-60-90: Ship Your First (or Next) Production Copilot in F&O Fast
- Time: 2:20 – 2:50
In 90 days, transform a static idea into an intelligent production Copilot that delivers real results. Receive a concise four-step playbook that demonstrates how to effectively choose a use case, stage data, and add guardrails. Leave the session with the knowledge necessary to rapidly launch, govern, and measure a production Copilot in F&O.
Session 3: Get Started with Model Context Protocol (MCP) on D365 F&O and Business Performance Analytics
- Time: 3:00 – 3:30
Model Context Protocol (MCP) turns your D365 F&O data into context‑aware intelligence that copilots can trust. Learn how MCP enables agents to automate reports, enable forecasts with Business Performance Analytics, and run governed F&O actions with clear cost guidance. Walk away with a pilot plan, governance checklist, and clear metrics to prove impact and scale MCP across finance and operations.
Session 4: From Spreadsheets to Strategy: How Finance (Accountatns) Can Thrive with Copilot
- Time: 3:45 – 4:15
When Copilot handles the data, accountants become the architects of better decisions. Examine practical use cases where Copilot streamlines audits, compresses month‑end close cycles, and elevates financial insight for strategic decision‑making. Exit the session ready to utilize Copilot as a game-changer to empower your accounting teams.
Learn More
For more details on the individual sessions within the Agents & Copilot in D365 F&SCM masterclass, which is included in your All-Access Attendee Pass to AI Agent & Copilot Summit, simply click the “Learn More” button under each session listing.
AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.
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