ERP AI Agent
An agent that can help do tasks in your ERP system or create advanced insights grounded in your ERP system.
This is a Copilot Studio Agent that has different tools that enables the agent to orchestrate an answer or perform a task by translating a question into actions. It can then retrieve data from the ERP system through a semantic model, analyse the data and then use a tool to either present the data, take actions on the data by connecting to the ERP system or connecting via Work IQ to export to excel, word, send messages or mails.
What this agent does
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Analyze all standard API tables in Business Central by prompting
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Update and create new entries in Business Central by prompting
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Schedule tasks by using scheduler in M365 Copilot with the ERP AI Agent attached
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Can create ad hoc reporting
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Use advanced reasoning combined with the Semantic Model DAX Math.
What you can expect
Free up hours by retrieving data and analysing it in minutes instead of hours
Ad hoc reporting and advanced reasoning using the ERP AI Agent is something that can alleviate back and forth communication with the financial department. Good for both management and finance department.
You can prompt multistep tasks in one go and schedule the prompts