https://store-images.s-microsoft.com/image/apps.40158.8b58f848-3edf-41c7-928f-c7c249551fdf.4f2531d1-194f-4eb3-a95c-f457ece09007.a71c5b07-b228-4f59-8b36-cc28b557f3ba

Purchase Order Agent

by MAZIK GLOBAL LIMITED

Automate purchase order management with intelligent workflows

Purchase Agent for D365 F&O with AI Builder


What This Solution Does


The Purchase Order Agent for D365 F&O with AI Builder automates the creation and management of purchase orders by allowing users to work directly from Microsoft Teams, Outlook email or Vendor Portals, even when requests come as PDF documents.
It removes manual data entry, reduces errors, and accelerates procurement cycles while keeping all approvals and controls inside Dynamics 365 Finance & Operations.

Key Problems It Solves

  • Manual PO creation from PDFs and emails
  • Re‑keying errors and master‑data mismatches
  • Delayed approvals and late vendor deliveries
  • Limited visibility into supplier follow‑ups and SLA breaches

How It Works (Simple Flow)

Teams, Vendor Portal, Email or PDFs → AI Extraction → Validation → Draft PO → Delivery Monitoring
  • Users submit requests via Teams chat Vendor Portal, or Emails.
  • PDFs are processed using AI Builder, which extracts text from the Purchase Order and converts it into a structured format.
  • Vendor, item, quantity, price, and delivery data are validated in D365 F&O
  • A Draft Purchase Order is created and routed through existing approvals
  • Delivery dates are monitored with automated follow‑ups and escalations

Core Capabilities

  • Create purchase orders from Microsoft Teams in D365 F&O
  • Dynamics 365 Finance purchase order automation from PDFs
  • AI‑based extraction using AI Builder
  • Master‑data validation for vendors, items, and pricing
  • Draft PO creation with no disruption to current workflows
  • Vendor delivery SLA monitoring in Dynamics 365 F&O
  • Automated vendor reminders and manager escalations
  • Full Dataverse audit trail for purchase order communications

Built on Microsoft Copilot & Power Platform

The solution is implemented as a Copilot Studio agent for procurement in D365 Finance, using:
  • Dynamics 365 Finance & Operations integration using MCP Server for Finance and Operation
  • Agent flows for the workflows
  • Secure and auditable data capture via Dataverse
This ensures enterprise grade security, scalability, and extensibility.

Business Outcomes

  • Faster purchase order creation and approvals
  • Reduced rework through automated validation
  • Improved on‑time delivery performance
  • Better procurement visibility and accountability
  • Strong compliance and audit readiness

Ideal For

  • Organizations using Dynamics 365 Finance & Operations
  • Procurement teams handling PDF‑based or email purchase requests
  • Enterprises seeking AI‑driven process automation without ERP customisations

Technology Stack

  • Microsoft Teams
  • Outlook
  • Copilot Studio
  • Power Automate
  • AI Builder
  • Dataverse
  • Dynamics 365 Finance (F&O)

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

At a glance

https://store-images.s-microsoft.com/image/apps.14020.8b58f848-3edf-41c7-928f-c7c249551fdf.b8d1443d-a208-4c5a-8733-42da88e7a663.203c9446-beaf-4b26-b058-82bc960a841f
https://store-images.s-microsoft.com/image/apps.38191.8b58f848-3edf-41c7-928f-c7c249551fdf.b8d1443d-a208-4c5a-8733-42da88e7a663.d441dde0-911d-4e73-bda1-c3f36adc77bb
https://store-images.s-microsoft.com/image/apps.6307.8b58f848-3edf-41c7-928f-c7c249551fdf.b8d1443d-a208-4c5a-8733-42da88e7a663.d21a7e66-c6c1-45a6-913c-6c27fdcfb6fb
https://store-images.s-microsoft.com/image/apps.7926.8b58f848-3edf-41c7-928f-c7c249551fdf.b8d1443d-a208-4c5a-8733-42da88e7a663.127e5956-6ebc-4a7a-90e1-fdc59e82ec87
https://store-images.s-microsoft.com/image/apps.41737.8b58f848-3edf-41c7-928f-c7c249551fdf.b8d1443d-a208-4c5a-8733-42da88e7a663.ee511907-30d6-459c-8597-0be1ecca4bac