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Talleres de procesos, auditoría de datos y un ajuste con el producto estándar.
Fase 1 · Concienciación
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.
Preguntas frecuentes
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.
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Next: Clean core and dual-write: extending Dynamics 365 without breaking the upgrade path →
Cómo se desarrolla un compromiso
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Comienza con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de recursos sobre tus propios procesos. Recibes un ajuste de espacios escritos y un plan por fases antes de acordar un programa. Siguen cuatro fases, cada una con algo que puedes usar y revisar.
Diseño
Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.
Despliegue
Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.
Apoyo
Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.
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