Dynamics 365 AI Agent: Purchase Order Update & Supplier Communication Agent - 4-Wk Assessment

Vivicta is offering a 4-Wk assessment on the implementation of a Purchase Order Update & Communication Agent - a sophisticated AI solution designed to streamline procurement workflows and act as an autonomous coordinator within your Dynamics 365 ecosystem.

By applying rigorous business rules to real-time vendor data, this solution ensures purchase order accuracy and eliminates the manual administrative overhead typically required to manage supply chain fluctuations.

Intelligent Procurement Orchestration

Built using the advanced modular orchestration capabilities of Microsoft Copilot Studio, the agent facilitates direct updates to Dynamics 365 through secure Dataverse and Dynamics integration. This architectural foundation allows for seamless communication across Outlook and Teams, ensuring that every procurement shift is logged, tracked, and communicated with full transparency.

Core Pillars of the Solution

Automated Logic & Fulfillment: The agent applies predefined execution logic to identify delays, quantity shifts, and pricing fluctuations, triggering specific workflows to maintain supply chain continuity.

• Intelligent Intake & Validation: The system automatically validates incoming vendor emails and queries purchase orders within Dynamics 365, ensuring that system data always reflects the latest external communications.
• Escalation & Approval Logic: To maintain tight financial and schedule control, the agent routes price increases exceeding five percent and vendor delays exceeding seven days to purchasing managers for immediate review and approval.
• Inventory & Reorder Resilience: Beyond simple updates, the solution triggers automated reorder recommendations if confirmed quantities are reduced by more than ten percent and manages line-item substitutions while verifying technical compatibility with existing inventory.

Upon completion of the assessment, a tailored implementation proposal will be developed based on your organization’s scope, complexity, and strategic priorities.

Free Pricing subject to funding from Microsoft.