Microsoft Organized Dynamics 365 ERP Agents Activation Workshop

Join the Microsoft-organized Dynamics 365 ERP Agents Activation Workshop on Dec 19th, 10 AM–4 PM EST at Microsoft Atlanta Midtown Office. The session begins with a quick overview of out-of-the-box ERP Agents, including Finance Agents in M365, followed by the chance to activate the agents in your sandbox environment with support available. Agents covered: Supplier Communications, Account Reconciliation, Expense, Time, Approvals, and Finance Agents in M365.

Who Should Attend:
This workshop is ideal for Dynamics 365 users, administrators, and business or IT professionals who want to explore and activate ERP Agents in their sandbox environment. Please note, this is an Activation Workshop, so attendees should be prepared to install the agents.

✅ Workshop Prerequisites
To ensure you are fully prepared and can complete the agent activation process, please make sure you meet the following prerequisites:

• Review detailed prerequisites here: Microsoft LiveSend
• Microsoft Copilot Studio entitlements (pre-paid capacity or pay-as-you-go)
• Access to a sandbox environment with Finance, SCM, and Project Ops premium licenses
• Latest app versions (Finance and SCM must be 10.0.44 or later with all quality updates applied)
• Admin roles: Power Platform System Administrator and System Administrator (required for certain workshop steps)
• PPAC, Dataverse, F&O environment, and Mailbox must be in the same tenant
• We recommend utilizing a shared mailbox along with a dedicated user account (agent identity).
• Dedicated Agent Identity and Shared Mailbox
• Agent Identity setup
  create a user account for an agent, you will need Entra ID administrative privileges, or the account must be created in advance. [https://admin.microsoft.com](https://nam06.safelinks.protection.outlook.com/?url=https%3A%2F%2Furl.us.m.mimecastprotect.com%2Fs%2Fvdz8C9rpxwsk6B7jFofzsqtu77%3Fdomain%3Dadmin.microsoft.com%2F&data=05%7C02%7Clalithac%40microsoft.com%7C43f9d3efa4714ba9c09808dde035bb9c%7C72f988bf86f141af91ab2d7cd011db47%7C1%7C0%7C638913243590735724%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=LInRtfxsgJALqfX2JXtvepmUmIhB7L2Ma3CJzKthuoU%3D&reserved=0)
• Agent Identity users needs be assigned to following Licensing in Office 365 Portal [https://admin.microsoft.com](https://nam06.safelinks.protection.outlook.com/?url=https%3A%2F%2Furl.us.m.mimecastprotect.com%2Fs%2Fvdz8C9rpxwsk6B7jFofzsqtu77%3Fdomain%3Dadmin.microsoft.com%2F&data=05%7C02%7Clalithac%40microsoft.com%7C43f9d3efa4714ba9c09808dde035bb9c%7C72f988bf86f141af91ab2d7cd011db47%7C1%7C0%7C638913243590756673%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=WNRAAHsXyX808PyPGODX%2BKMGm6gqUqq0yf%2Fv7%2BfdK5E%3D&reserved=0)
• PowerApp Premium –or– PowerAutomate Premium
• D365 Finance –or- D365 SCM
• Shared mailbox added Add procurement team members, Exchange team members
• You can use a private mailbox, but this is not typical for production. Please ensure the delegate mailbox approval process is set up before the workshop. Here’s a video for reference: Delegate the mailbox approval process in Dynamics 365 and Power Apps - YouTube with your admins.
• M365 Copilot License to install Finance Agents in M365 Excel: https://learn.microsoft.com/en-us/copilot/finance/get-started/install-dataverse-reconciliation