Découvrir
Ateliers de procédés, audit des données, et un écart d’adéquation avec le produit standard.
Phase 1 · Sensibilisation
Enterprise architecture and ecosystem integration
Agentic ERP: autonomous workflows inside Dynamics 365 Finance and Supply Chain
How AI agents, connected through Copilot and the Model Context Protocol, change what a core business application does, and the controls a CIO should demand first.
The short answer
An agent earns its place when the task is repetitive, the data is already in the ledger, and a person can still approve the outcome. Start with one workflow, give the agent the narrowest permissions that work, and log every action it takes.
Stages
From a manual task to a governed agent
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1
Pick one workflow Choose a task that repeats daily, such as matching vendor invoices, chasing late receipts or classifying bank lines.
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2
Expose only what it needs Give the agent read and write access to the specific tables and actions the task needs, through the platform's own security roles.
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3
Keep a person in the approval path The agent proposes. A named role approves anything that posts, pays or changes a master record.
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4
Log every step Record what the agent saw, what it proposed and who approved it, so an auditor can replay the decision.
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5
Measure, then widen Review accuracy and exceptions for a full month before the agent takes on a second workflow.
Decision points
Three questions that change the answer
Does the task post to the ledger or move money?
YesKeep human approval in the path and log the approval.
NoA supervised agent can act, with sampling and exception reports.
Is the source data clean and owned?
YesProceed with a pilot on that data.
NoFix the data first. An agent will repeat bad data faster than a clerk.
Can you explain the decision to an auditor?
YesGo live behind a feature flag.
NoDo not deploy. An unexplainable decision is a control failure.
Milestones
What done looks like, and when
- Weeks 1 to 2 Workflow chosen, success measure written, security roles drafted.
- Weeks 3 to 6 Agent built in a sandbox environment with sample and masked data.
- Weeks 7 to 10 Supervised pilot with a named approver and a daily exception review.
- Week 12 Go or no-go review against the success measure and the audit trail.
Principles we hold to
- Treat an agent as a user: it has a role, a scope and an owner.
- Narrow permissions beat clever prompts.
- Approvals stay with people for anything that posts, pays or changes masters.
- No audit trail, no go-live.
Questions fréquemment posées
What is agentic ERP?
ERP in which AI agents carry out multi-step tasks, such as matching, classifying or following up, on the ledger and the supply chain, under the permissions and approvals you set.
Is agentic ERP safe for finance?
It can be, when the agent works inside security roles, a person approves anything that posts or pays, and every action is logged.
Take this to your own programme.
Tell us where you are. We will tell you plainly what this means for your estate and what we would do first.
Prenez rendez-vous pour une consultation
Next: Clean core and dual-write: extending Dynamics 365 without breaking the upgrade path →
Comment se déroule un engagement
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Cela commence par une consultation de 45 minutes, puis une découverte et un atelier d’ajustement sur vos propres processus. Vous recevez un programme écrit d’ajustement et un plan par étapes avant qu’un programme ne soit approuvé. Quatre phases suivent, chacune avec un outil que vous pouvez utiliser et revoir.
Conception
Plan de solution, carte d’intégration, et les extensions dont nous aurons réellement besoin.
Déploiement
Configuration, répétitions de migration, formation basée sur les rôles, UAT et transition progressive.
Soutien
Hypercare, services managés, portail client, évaluations d’optimisation programmée.
Ce qui détermine le coût : utilisateurs, entités juridiques et devises, intégrations, migration des données et les lacunes rencontrées par rapport aux standards. Découvrez comment fonctionne la tarification, effectuez le score de préparation en trois minutes, ou prenez rendez-vous pour une consultation.