The Inventory Stock Agent is an AI driven autonomous assistant that continuously monitors inventory levels and automatically triggers replenishment actions within Dynamics 365 Finance & Operations. Built on Microsoft Power Platform and Copilot, it helps organisations maintain optimal stock levels across multiple sites without relying on manual checks.

This agent applies Min/Max policies, reorder thresholds, vendor rules, and lead times to create accurate replenishment recommendations. It automatically generates draft Purchase Orders, sends alerts through Teams and email, and logs all actions for audit and compliance.

Designed for multi-site operations, it supports a wide range of industries including warehouses, retail operations, field service units, and healthcare as one of the use cases.

• Monitors stock levels across sites in real time

• Identifies items falling below safety stock or reorder points

• Applies Min/Max policies and lead-times for replenishment

• Automatically creates draft Purchase Orders

• Sends alerts and notifications via Teams or email

• Logs decisions and outcomes in Dataverse

• Reduces manual stock monitoring

• Prevents stockouts of important items

• Increases accuracy of replenishment decisions

• Improves compliance with internal policies

• Scales easily across distributed operations

• Copilot Studio

• Agent Flows

• Dataverse

• Dynamics 365 Finance & Operations