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The Approvals Agent in Dynamics 365 Project Operations is an AI‑powered assistant (built using Microsoft Copilot Studio) that helps streamline and automate the review of time, expense, and material submissions before they reach project managers.

The Expense Agent is an AI powered capability in Dynamics 365 that automates key steps in expense management—saving employees time and improving reporting accuracy. It analyzes receipts, extracts details, auto matches them with transactions, and can itemize complex receipts such as hotel stays. The agent can also generate expense reports on a scheduled basis and surface them to users for quick review and submission through Microsoft Teams or finance and operations apps.

In simple terms, the Expense Agent Install Wizard is a guided, one‑stop wizard that helps you set up add‑on agents quickly and consistently—significantly reducing the time and effort required to get started. What was previously a complex, multi‑step deployment is now fully streamlined into a single, easy‑to‑follow flow.

The Supplier Communications Agent is designed to tackle one of procurement’s biggest headaches: the constant flood of supplier emails. If your procurement team spends hours chasing supplier confirmations, sorting through emails, or updating purchase orders, this feature is about to change everything. Microsoft’s new agent uses AI to read supplier emails, understand what they mean, match them to the right purchase orders, and even automate follow‑ups freeing teams from repe

Microsoft Dynamics 365 Finance (D365 FO) continues to elevate the financial close with its modern Reconciliation Workspace and the AI‑powered Account Reconciliation Agent. The workspace provides a proactive hub for identifying and managing reconciliation exceptions—moving teams away from reactive, report‑driven processes and toward a continuous close model. The Reconciliation Agent takes this a step further by automatically evaluating exceptions, suggesting recommended action