AI Purchase Requisition Agent for D365 F&O

Create validated purchase requisitions in D365 F&O from Teams or email with policy checks, approvals and full audit.

Overview

The AI Purchase Requisition Agent for D365 F&O enables employees to create purchase requisitions directly from Microsoft Teams or Outlook. It captures item or service details, quantities, estimated costs, dates and financial dimensions, then validates the information against procurement policies, budget rules and category restrictions in Dynamics 365 Finance and Operations.

The agent creates the requisition in draft status, submits it to your existing approval workflow and provides real time updates in Teams. Requesters and approvers benefit from a faster, more accurate and fully audited procurement process.

This solution supports long tail organisational needs, including Dynamics 365 Finance purchase requisition automation, budget check and policy validation for purchase requisitions, and teams notifications for requisition approvals.

Key Capabilities

• Create purchase requisitions from Microsoft Teams or Outlook email
• Capture descriptions, quantities, costs and dates
• Validate budgets, procurement policies and categories
• Create draft requisitions in Dynamics 365 Finance and Operations
• Route requests through existing approval workflows
• Provide real time Teams notifications for requesters and approvers
• Automate reminders and escalation alerts
• Maintain a complete audit trail stored in Dataverse
• Optional PDF or form extraction using AI Prompt builder

How It Works

Teams or Email → Input and Validation → Draft Requisition in D365 F&O → Approvals → Status Updates and Escalations

The solution uses natural language input, structured prompts and your procurement configuration to ensure every requisition is complete and compliant before submission.

Business Benefits

• Faster requisition creation and approval
• Fewer errors and less manual rework
• Stronger spend control through automated validation
• Better visibility for requesters and approvers
• Full audit readiness with centralised logging
• Improved compliance with financial and procurement policies

Technology Stack

• Copilot Studio

• Agent Flows

• Dynamics 365 Finance and Operations

• Dataverse

• Connectors for Microsoft Teams & Outlook Email

• AI Prompt builder for form or PDF extraction

What Is Included

• Requirements discovery and process design
• Copilot Studio agent configuration
• Teams and email integration
• Validation rules, policy checks and budget controls
• Draft requisition creation in D365 F&O
• Approval workflow routing
• Notifications, reminders and escalation rules
• Test scenarios, UAT support and documentation

Perquisite

• Your D365 Finance and Operations environment must be Tier 2 or above, or a Unified Developer Environment (UDE)
• The Dynamics 365 ERP Model Context Protocol (MCP) server feature must be enabled in Feature Management
• A Power Platform Sandbox environment must be available
• Power Platform Integration must be enabled in Microsoft Dynamics Lifecycle Services (LCS) for the Finance & Operations environment
• A Dataverse environment must be configured with virtual tables for Finance & Operations