AI Business Process
Service Transformation with AI
Intermediate
Dynamics 365Implement agentic ERP with Dynamics 365 AI and agentsUnder review
This course introduces agentic ERP with Dynamics 365, showcasing how AI and Copilot transform enterprise resource planning. Learners will explore AI-assisted finance workflows, intelligent supply chain management, and enhanced retail operations, along with project and HR automation. Through hands-on labs, participants will gain practical experience in deploying Copilot capabilities, creating AI tools, and streamlining business processes for improve defficiency and insights.
8 hours(Suggested: 2 days, 4h/day)TechnicalProject ReadyHands-on Labs
MS Course ID: 00999
Last Updated: May 19, 2026
Get Started
Pre-requisites
Basic knowledge of Dynamics 365 products
Related Certifications
MB-310
MB-330
Course Syllabus
1
Module 1: ERP transformation with AI and Dynamics 365
• Dynamics 365 agentic ERP
• Scale agent adoption with Microsoft Dynamics 365
• Get started with a proven path to agentic ERP
60 mins
Lecture
2
Module 2: Unlock AI-assisted competencies with Finance Agents
• Introduction to Finance Agents
• Finance Agents in Microsoft 365 Outlook
• Prepare and reconcile financial data with Finance Agents in Microsoft 365 Excel
• Variance analysis with Finance Solution in Microsoft 365 Copilot
60 mins
Lecture
3
Module 3: Transform Finance and Operations with AI and Agents
• Introduction to Copilot for Dynamics 365 Finance and Operations apps
• Generative help and guidance with Copilot
• Reconcile financial data with Account Reconciliation Agent
• Adaptive experiences with Immersive Home
• Chat with Finance and Operations data (preview)
60 mins
Lecture
4
Interactive Simulated Lab Experience
• Automate Collections, Reconciliation and Analysis with Finance Agents in Microsoft 365
• Enable Copilot and Custom AI Tools in Dynamics 365 Finance and Operations Apps
60 mins
Lab
5
Module 4: Dynamics 365 Supply Chain Management with AI agents and Copilot
• AI summaries and Insights into time-series with Copilot grid cursor
• Analyze demand plans with Copilot
• Automate procure-to-pay tasks with Supplier Communications Agent
• Gain cell-level explainability in demand forecasts
• Autodetect and analyze seasonality patterns in demand forecasts with generative insights
60 mins
Lecture
6
Module 5: Enhance retail and e-commerce operations with Copilot in Dynamics 365 Commerce
• Quickly understand the key insights and trends with Store report insights by Copilot
• Enhance customer interactions with Customer insights by Copilot
• Use Copilot in site builder to enrich product detail pages
• Streamline your merchandising process with Copilot-based insights
60 mins
Lecture
7
Module 6: AI agents and Copilot for Dynamics 365 Project Operations and Dynamics 365 Human Resource
• Boost project profitability with the Time and Expense Agent
• Streamline the approval process with Approvals Agent
• Create AI-generated Employee self service leave summary with Copilot in Dynamics 365 Human Resource
60 mins
Lecture
8
Interactive Simulated Lab Experience
• Enhance Demand Planning and Supplier Communication with Copilot in Dynamics 365 Supply Chain Management
• AI-Driven Commerce: Enhance Store Insights and Product Pages with Copilot in Dynamics 365 Commerce
• Boost Project Efficiency with Copilot in Dynamics 365 Project Operations
• Create Employee self service leave summary with Copilot in Dynamics 365 Human Resource
60 mins
Lab
What You'll Learn
Understand core concepts and best practices
Hands-on experience with real-world scenarios
Learn from certified Microsoft experts
Prepare for relevant certifications
Access to lab environments
Post-training support and resources
Course Details
- Duration
- 8 hours
- Level
- Intermediate
- Role
- Technical
- Course Type
- Project Ready
- Course Stage
- Under review
- Available on
- Jun 30, 2026
- Hands-on Labs
- Yes
- Labs Platform
- StepUp