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Agent Management Preview in Dynamics 365 Finance & Operations

Many organisations use Dynamics 365 Finance & Operations (F&O) every day to run finance, supply chain, procurement, and operational processes. Today’s users are also curious about how AI can not only assist them interactively, but actually act on their behalf.

That’s where the Agent Management preview feature comes in. Simply put, it lets your business create and manage autonomous AI-powered agents that can run routine tasks inside Dynamics 365 F&O — giving your teams time back for higher-value work.

This feature is still in preview, which means Microsoft is rolling it out for testing and feedback before an official release. (Microsoft Learn)

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What Is Agent Management?

Agent Management is a new feature that lets administrators discover, set up, and control AI agents that can work with your finance and operations data. Think of an agent as a digital helper that:

• Can be configured to do repetitive work
• Works with business rules and data from your F&O system
• Can run tasks without a user having to ask each time

For example, an agent could automatically check something daily or respond to business events with actions you define.

Rather than asking Copilot a question manually — like “show open invoices over $100k” — an agent could proactively monitor invoices and notify or take actions based on rules you set. Agents can work with integrated systems like Immersive Home and Dataverse.

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Why This Feature Is Useful

Here’s why your team might find Agent Management a game-changer:

1. Automate Repetitive Work

Many finance and operations tasks are routine — like checking for exceptions, reconciling records, or monitoring targets. Agents can do these tasks regularly without someone having to sit there and run them manually.

2. Free Up Human Time for Complex Decisions

When agents take care of repetitive checks and updates, your people can focus on real decisions — like analysing why a trend is happening or planning strategy.

3. Better Consistency

Agents can be configured to follow standard processes every time. That means fewer gaps or variations in how work gets done.

4. Track What Agents Do

Activity from agents — like tasks they ran, decisions they made, and interactions — gets stored so you can review their performance.

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How It Works in Practice

Here’s what happens when you use Agent Management:

1. Enable the Feature – A system admin turns on the feature inside Feature Management in your Finance & Operations environment.
2. Connect to Dataverse – Your F&O environment needs to be connected to Microsoft Dataverse so agents can store activity and operate securely.
3. Create or Deploy Agents – You can choose from built-in agents or configure your own based on your business logic.
4. Define What They Do – Set the tasks, rules, schedules, or conditions under which each agent runs.
5. Monitor Activity – Manage, review, and refine agents as they run tasks for your business.

All of this happens without users typing prompts — the agents are designed to act when conditions are met. (

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A Simple Way to Think About It

If you’re familiar with Copilot as an assistant that answers questions you ask, agents are like helpers that act even when you’re not asking.

• Copilot responds to your prompt
• Agents work for you continuously

This shift — from reactive to proactive — is part of what makes the Agent Management preview exciting.

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What You Need to Start

To try Agent Management, you’ll need:

• A Finance & Operations environment on a supported version
• Dataverse linked to your system
• Copilot for Finance & Operations installed
• Immersive Home and Agent Management features enabled
• Appropriate security roles and admin access

Once these are in place, your admin team can begin exploring how to build and manage agents suited to your business needs. (Microsoft Learn)

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Final Thoughts

The Agent Management preview feature in Dynamics 365 F&O is a first step toward autonomous digital helpers inside your ERP system. Instead of always asking Copilot for answers, you can define agents that watch, act, and automate the work you used to do manually.

This means less repetitive work, more consistency, and more time for your team to focus on what matters most.

If you’re curious about how this looks in your business, start with one small process — even a simple daily check — and let the agent do the heavy lifting.