https://store-images.s-microsoft.com/image/apps.36775.bd86b10c-31b7-4a9a-b79d-9ec097ae4cd1.a1fa44fb-bdc6-49cf-b6aa-85dcd3ddb648.89553a4c-85d2-48a1-9c2c-d3bd53fca208

Visionet Loss Prevention Agent for Retail/Commerce Customers

by Visionet Systems, Inc

AI-powered fraud detection and loss prevention built natively into Microsoft Dynamics 365 ERP

Visionet Loss Prevention Agent is an AI-powered accelerator that transforms Microsoft Dynamics 365 ERP into a proactive fraud detection and loss prevention system. Built using Copilot Studio, Dataverse, and advanced machine learning, the solution continuously analyzes sales, returns, payments mismatches, discounts, and promotions to identify high-risk behaviors in real time.

Designed to address modern retail fraud scenarios such as return abuse, refund manipulation, policy deviations, and transaction anomalies - the agent delivers immediate fraud visibility, actionable alerts, and structured investigation workflows directly within the Microsoft ecosystem. Loss Prevention (LP) teams gain clear, prioritized insights without relying on manual reviews, siloed reports, or third-party tools.

The Loss Prevention Agent integrates seamlessly with Dynamics 365 F&O/Commerce and requires no POS, eCommerce channel, or hardware changes, making deployment fast, scalable, and minimally disruptive across store locations.

Offer details
It supports the following key capabilities and use cases:

AI-driven fraud detection & monitoring
    • Continuously scans transactions across sales, returns, refunds, discounts, and payments.
    • Detects high-risk patterns such as:
      • Non-receipt returns
      • Excessive or abnormal refund behavior
      • High-discount sales and override misuse
      • Payment mismatches and policy deviations
    • Identifies fraud signals the moment they occur, without manual intervention.

Intelligent alerts & incident prioritization
    • Automatically generates risk-based alerts with natural-language AI summaries.
    • Ranks incidents by severity and business impact to reduce alert fatigue.
    • Highlights trends contributing disproportionately to the shrinkage and revenue leakage.

Conversational AI for Loss Prevention Teams
    • Enables LP teams to explore insights using conversational AI prompts such as:
      • “Show all highest discount sales orders from the last 7 days.”
      • “Which workers processed the highest returns this month?”
      • “List all returns above $500 without matching receipts.”
    • Eliminates the need to navigate complex dashboards or build custom reports.

Transaction-level investigation & drilldowns
    • Click-through access to transaction details, including:
      • Items, quantities, pricing, discounts, taxes, and tender types
      • Worker activity, receipts, and return timelines
    • Exportable evidence to Excel or CSV for deeper analysis and case management.

Embedded security & compliance
  • Role-based access for Store Managers, LP Analysts, and Regional Teams.
  • In-app Dynamics 365 notifications plus configurable email alerts.
  • One-click escalation to LP teams or external investigation systems.

Additional benefits
  • Reduces dependency on manual reviews and rule-based checks
  • Improves fraud detection accuracy using AI-driven pattern recognition
  • Lowers operational overhead by replacing external LP tools
  • Improves shrink visibility across refunds, returns, and promotions
  • Seamlessly aligns with retail governance and compliance processes

Purpose
The Loss Prevention Agent enhances Microsoft Dynamics 365 ERP by embedding AI-powered fraud detection, investigation, and monitoring capabilities directly into retail operations. It empowers retailers to reduce shrinkage, improve compliance, and protect margins while leveraging their existing Microsoft technology investments.

Visionet Loss Prevention Agent brings intelligence, speed, and automation to retail loss prevention within Dynamics 365 ERP/Commerce. By moving beyond reactive checks to AI-powered, insight-led monitoring, retailers gain earlier fraud detection, faster investigations, and stronger operational control, without disrupting existing systems.

At a glance

https://store-images.s-microsoft.com/image/apps.37578.bd86b10c-31b7-4a9a-b79d-9ec097ae4cd1.a1fa44fb-bdc6-49cf-b6aa-85dcd3ddb648.a6f4c3a6-59b6-4233-878e-f814039c7aaa
https://store-images.s-microsoft.com/image/apps.32135.bd86b10c-31b7-4a9a-b79d-9ec097ae4cd1.a1fa44fb-bdc6-49cf-b6aa-85dcd3ddb648.d684ff23-20bb-4370-b6e0-3bf63f2b874e