See How Dynamics 365 Agents Can Run Business Cycles Across ERP and CRM
Gartner expects 40% of enterprise applications to include task-specific AI agents by the end of 2026, up from less than 5% the year before.
Dynamics 365 is already moving in that direction. Business Central now includes agents that can support invoice processing and sales order workflows, while agents across Business Central and Customer Engagement can increasingly pass work between systems.
This whitepaper shows how that changes end-to-end processes such as Lead-to-Cash. See how agents across CE and Business Central can coordinate work, where human approval still belongs, what Dataverse contributes, and what governance needs to be in place before more decisions are handed over to agents.
What You Will Learn
- How Dynamics 365 is moving from assistance to orchestration. Understand the four stages from AI-assisted work to coordinated agent workflows, and where Dynamics 365 sits today.
- How Copilots, agents, and orchestrators differ. See the role each one plays and how MCP and Agent2Agent (A2A) support data exchange, task delegation, and agent-to-agent handoffs.
- How Lead-to-Cash can run across CE and Business Central. Follow a workflow where a CE sales agent and Business Central agents check inventory, prepare purchase orders, build a quote, and route it through a defined human approval point before it reaches the customer.
- Why Dataverse matters in multi-agent workflows. Learn how shared, governed data supports cross-system execution and what can happen when Business Central and CE records drift out of sync.
- Where human approval still needs to sit. Review four design principles based on how Microsoft approaches human oversight in agents such as the Payables Agent and Sales Order Agent.
- How Microsoft compares with SAP and Salesforce. Compare Dynamics 365, SAP Joule, and Salesforce Agentforce across autonomy, cross-system coordination, and governance.
- What can go wrong as agent use expands. Explore five risks, including agent sprawl, weak data controls, approval fatigue, and unclear accountability, along with the controls needed for each.
- How to move toward agentic ERP without jumping ahead. Use a five-stage roadmap with defined gating criteria to decide when your organization is ready to move from assisted workflows to greater autonomy.