Logo of Dynamity Group

AI Prompts in Dynamics 365 F&O: How to Control Processes Using Natural Language?

Expectations of modern ERP systems continue to rise: business users require fast and transparent access to information, IT demands controllable and maintainable solutions without custom developments, and management expects more solid decision‑making foundations. At the same time, companies are under pressure to make their business processes more efficient, transparent, and responsive. Microsoft Dynamics 365 Finance & Operations (D365 FO) addresses these requirements through the targeted use of artificial intelligence—particularly with AI‑powered prompts that enable business processes to be controlled and analyzed directly using natural language.

 

Users formulate their requests in natural language—for example, “Show me all open orders” or “Where are there delays in the order‑to‑cash process?”—and receive immediate, business‑relevant results. This fundamentally changes the way business teams and IT collaborate: AI‑driven end‑to‑end prompts increase process transparency, accelerate analysis, and enable targeted optimization across the entire value chain. Business users work faster and make more informed decisions, while IT standards, security, and governance remain fully intact. Companies benefit from higher efficiency, reduced manual effort, and better data‑driven decisions—directly within the D365 FO system.

What are AI Prompts in D365 FO?

An AI prompt is a natural‑language text input that is processed directly within the D365 FO system. Artificial intelligence understands the business context of a request, analyzes the relevant data, and delivers targeted answers, actionable recommendations, and structured insights. Unlike traditional reports or dashboards, AI works in a context‑aware manner: it identifies relationships between data points, evaluates their significance, and prioritizes results based on relevance.

 

The key advantage over classic queries lies in business interpretation. For example, when a user asks for “critical invoices,” the AI does not only check due dates, but also considers payment history, creditworthiness, and contractual agreements. The result is not a simple data list, but a qualified, decision‑relevant assessment.

 

Typical prompt examples:

 

  • “Show me all opened orders.”
  • “Which invoices are currently critical, and why?”
  • “Prepare the month-end closing.”
  • “Where are there delays in the order-to-cash process?”

Controlling End to End Processes with Prompts

The greatest value of AI prompts becomes apparent in complex business processes. Using end‑to‑end prompts, complete workflows can be initiated, guided, and analyzed in natural language—ranging from order entry and delivery to invoicing and payment. Master data such as vendors, customers, or items can also be created and validated in the same way.

 

Business users control entire processes through simple text input, monitor the current status, and identify deviations without switching between different modules or screens. The artificial intelligence analyzes relevant data, identifies relationships, provides concrete recommendations, and proactively highlights missing information or inconsistencies.

 

Specifically, AI supports the following end‑to‑end scenarios:

 

  • Creation and validation of master data (vendors, customers, items) with automatic mandatory field checks
  • End‑to‑end support of the purchase‑to‑pay process—from purchase requisition to payment
  • Control of the order‑to‑cash process—from order entry through delivery to invoicing
  • Monitoring and analysis of running processes with automatic detection of deviations and bottlenecks

Full Control for IT

For IT, the key point is that AI introduces no loss of control, but rather a secure and manageable extension of the existing system landscape. The AI operates entirely within the defined roles and security concepts of Dynamics 365, ensuring that users can access only the data and processes permitted by their role. There is no shadow IT, no additional development effort, and no customizations required.

 

Standardized end‑to‑end processes are not replaced but used more intelligently. The existing architecture remains stable, maintainable, and scalable, while the AI understands the business context and delivers concrete, actionable results that can be used directly in day‑to‑day operations.

System Requirements

The following prerequisites are relevant for using AI-powered end-to-end processes:

 

  • Microsoft Dynamics 365 Finance & Operations (version from 10.0.47),
  • Enabled Microsoft AI capabilities (e.g. Copilot / AI services),
  • Appropriate user roles and permissions,
  • Standardized and clean business processes in D365 FO.

 

Important: No programming skills are required for end users. Adoption is driven through natural language—without any training effort for technical tools.

Tangible Value for Finance and Supply Chain Management

To demonstrate the concrete impact of AI prompts in practice, we present two in‑depth articles: one for Dynamics 365 Finance, focusing on month‑end closing, receivables management, and plan‑vs‑actual analysis; and one for Dynamics 365 Supply Chain Management, focusing on supply chain control, delay detection, and end‑to‑end processes.

 

Would you like to see how AI‑powered processes could work in your organization? 
Get in touch with us—we’ll demonstrate the possibilities in a tailored, individual demo.


Request advice now