Copilot Agents for Dynamics 365 Finance & Operations
AI assistants built for finance, supply chain, and system administration at enterprise scale
Schedule a demoBringing conversational AI to core F&O operations
Large organizations using Microsoft Dynamics 365 Finance & Operations manage high transaction volumes, strict controls, and complex operational workflows. Yet many everyday tasks, starting from financial checks and inventory queries to requisitions and user administration, still depend on manual ERP interactions. A Microsoft-commissioned Forrester study found Dynamics 365 ERP delivered a projected 106% ROI through productivity and automation gains.
LevelShift’s Copilot Agents for Dynamics 365 F&O bring natural-language interactions into Microsoft Teams, helping Finance, Supply Chain, and System Administration teams complete routine tasks faster within existing business rules. The result is faster execution of everyday work, better visibility, and fewer disruptions across core enterprise processes.
Our Current Lineup of Copilot Agents
Copilot Finance Agent
Support faster financial operations by enabling conversational access to journals, reports, ledgers, and vendor data—without navigating complex menus.
Key Capabilities
Simplified financial reporting
Generate reports such as Trial Balances using natural language queries.
Natural language general journal recording
Log petty cash expenses and routine journal entries through Teams conversations.
Ledger status check
Check ledger status for selected month ranges—Open, Closed, or On Hold.
Vendor on-hold status
Check vendor on-hold status instantly by providing the Vendor ID.
Vendor balance inquiry
Retrieve vendor balances by entering the vendor account number.
Auto receivables handling
Capture payment notifications and apply them to payment journals automatically.
Key Benefits
Reduced dependency on manual reporting
Improved accuracy and control
More time for analysis and financial planning
Copilot Supply Chain Agent
Reduce delays and manual intervention across procurement and inventory operations with an agent designed for high-volume supply chain environments.
Key Capabilities
Purchase requisition automation
Create and manage purchase requisitions through conversational prompts with approval workflows.
Low inventory item list
Request items below defined stock thresholds with real-time inventory data.
On-hand inventory check
Check inventory by site and warehouse, with cross-application support from CRM to F&O.
Product variant details
Retrieve product variant counts and details by entering the product number.
Key Benefits
Shorter procurement cycles
Better visibility into stock levels
Reduced manual checks and follow-ups
Improved coordination across supply chain teams
Copilot System Administration Agent
Simplify administrative workflows and reduce operational overhead for IT and system administrators.
Key Capabilities
Integrated time-logging workflow
Employees log time directly into D365 Project Operations through Microsoft Teams.
User onboarding and offboarding
System administrators manage users through conversational prompts with automated flows.
Key Benefits
Faster user provisioning and deprovisioning
Fewer manual administrative steps
Consistent access control
Reduced reliance on backend navigation
Built to fit your enterprise environment
All Copilot Agents are configurable to align with your organization's approval hierarchies, compliance requirements, and operational policies.
As your footprint grows across regions, legal entities, and data domains, the agents evolve alongside your Finance & Operations implementation—without disrupting existing controls.
Post-implementation Support
Our team operates on an on-demand basis, meaning you only pay for the hours and services you use—no subscription required.
We've supported clients worldwide across various industries, simplifying development, integration, maintenance, and administration through our flexible ODS model. Additionally, we provide advisory support to guide you through every phase of your Dynamics roadmap.
Scale support up or down as needed
No resource planning overhead
No usage-level commitments
Pay only for what you use
Lower total cost of ownership compared to traditional models
Our Copilot Agent Implementation Methodology for Dynamics 365 F&O
A structured approach to design, deploy, and optimize conversational AI agents across finance, supply chain, and system administration.
Discover and Prioritize
- Identify high-friction Finance, Supply Chain, and Admin workflows
- Prioritize agent use cases by impact and readiness
- Define approvals, compliance needs, and success metrics
Design and Configure
- Design conversational workflows for key F&O processes
- Configure Copilot Agents with Teams and F&O integration
- Align agents with security roles and approval policies
Test and Validate
- Test finance, procurement, inventory, and admin workflows
- Validate accuracy, approvals, and live data synchronization
- Refine prompts and edge-case handling before release
Deploy and Enable
- Deploy agents into the live F&O environment
- Train teams on Teams-based AI workflows
- Transition to ongoing LevelShift ODS support
Why LevelShift?
As a Microsoft Certified Partner, LevelShift brings practical experience and architectural discipline to every engagement.
Deep Dynamics Expertise
Hands-on experience with Dynamics 365 Finance & Operations across finance, supply chain, and enterprise administration.
Proven Delivery
A track record of real-world implementations focused on operational outcomes, not demonstrations.
Designed Around Your Processes
Agents are shaped around how your teams actually work—not generic templates.
Long-term Support
From initial deployment to ongoing optimization, our teams remain available as your environment evolves.
FAQs
Curious about how our Agents can amplify your
Business Central experience?
Let’s explore the possibilities to together.
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