Autonomous Inventory Optimization Agent

Autonomous Inventory Optimization Agent

From inventory firefighting to AI-assisted decisioning

Overview

Manufacturers are under pressure to improve service levels, reduce working capital,
and respond faster to supply chain disruptions. Yet planners often spend hours
manually reviewing shortages, excess inventory, transfer opportunities, and purchase
order misalignment.

Quisitive’s Autonomous Inventory Optimization Agent helps manufacturers move
from reactive inventory management to AI-assisted decision-making within Dynamics
365 Finance & Operations. Built on Microsoft Copilot Studio, Azure OpenAI, and Power
Platform, it continuously identifies inventory exceptions and recommends corrective
actions for planner review and approval—accelerating response while maintaining
human control.

How the Agent Works

> Monitors inventory and planning exceptions in Dynamics 365 Finance & Operations
> Identifies the situations that require attention
> Recommends corrective actions from configured business logic and AI reasoning
> Presents recommendations to planners for review and approval
> Executes approved actions in Dynamics 365 Finance & Operations through governed workflows

Key Focus Areas

> Inventory Shortage Prevention: Identify negative projected inventory and at-risk materials before they disrupt operations or customer commitments.

> Inventory Rebalancing: Detect imbalances across plants, warehouses, and
distribution centers and recommend transfers to reduce shortages and excess.

> Transfer Order Recommendations: Enable faster, more consistent inter-site
balancing by recommending transfer order creation for approved scenarios.

> PO Expedite & Reschedule: Flag inbound purchase orders to expedite before
shortages, or delay to avoid unnecessary inventory buildup.

> AI-Assisted Exception Management: Surface the highest-priority exceptions and
summarize the recommended course of action.

> Human-Approved Execution: Require planner or business-user approval before
the agent acts in Dynamics 365 Finance & Operations.

Outcomes

> Less manual planner effort on low-value exceptions

> Faster response to shortages and imbalances through AI-prioritized
recommendations

> Higher planner productivity, focused on higher-value decisions

> Reduced inventory imbalance across location

> Faster inventory decision cycles

> Reduced operational disruption risk—issues surfaced before they escalate

> More consistent exception handling and decision discipline

> Foundation for lower excess inventory, better service levels, and improved working-capital efficiency

Implementation Timeline

The accelerator is designed as a focused pilot engagement with a typical implementation duration of 4–6 weeks, depending on complexity and scope.

Get started.

Transform reactive inventory management into AI-assisted operational execution. Start with a focused pilot, prove value quickly, and build the foundation for broader AI-driven supply chain transformation.