Enough talk. Let’s see Copilot Studio in action. Over the weekend, I built something powerful – a custom AI agent for Microsoft Dynamics 365 Finance and Operations. I call it the Chart of Account Manager Agent.

🔍 Here’s the business problem it solves: Large organisations with multiple legal entities often struggle with:

❌ Manual requests for creating new main accounts

❌ Lengthy approval chains

❌ Data entry errors slowing down financial operations

🚀 What if this entire process was automated?

✅ Users request a new main account via the agent

✅ It goes through an automated approval workflow

✅ Upon approval, the account is created instantly in Dynamics 365 Finance I built this without heavy coding, thanks to Copilot Studio’s low-code capabilities.

👥 Why does this matter to CFOs, COOs, and digital leaders?

✔️ Faster and compliant finance operations

✔️ Reduced manual intervention and errors

✔️ Empowered teams to focus on strategic work

✔️ Future-ready AI-driven finance workflows

🤔 I’m curious – if you could automate one repetitive finance or operations process in your organisation today, what would it be?