AI Agents for Microsoft Dynamics 365
ChatFin connects to Dynamics 365 Finance and Business Central via OData v4 API with Azure AD OAuth 2.0. Autonomous AP, bank reconciliation, General Journal posting, close, and FP&A on your live Dynamics data.
api: https://your-org.operations.dynamics.com
auth: Azure AD OAuth 2.0 (app registration)
write: GeneralJournals + VendorInvoices endpoints
// Tonight
22:08 AP 198 invoices matched, 82% auto
23:40 RECON GL cleared, 7 bank accounts
01:30 JE 29 journal lines staged
06:00 PACK Board pack draft ready
Six finance operations. All automated.
Invoices extracted via OCR, matched to Dynamics 365 purchase orders, GL coded to dimensions, and routed through approval workflow. 80 to 88% touchless at steady state.
Bank feeds matched to Dynamics 365 GL entries nightly. Clearing accounts resolved automatically. Exception list delivered to controller each morning with specific unmatched items only.
Open POs and recurring vendor data in Dynamics 365 used to calculate accruals. Journal entries staged for controller approval. Reversal entries auto-created for the following period.
Dynamics 365 entity or subsidiary intercompany balances confirmed and eliminating entries prepared automatically. Exceptions routed to the relevant entity controller. Three-day manual process reduced to overnight.
Customer payments matched to Dynamics 365 open AR at 97% accuracy. Short payments and unapplied cash flagged with context. Open items cleared directly in Dynamics 365 via API write-back.
Budget vs actual pulled from Dynamics 365 via live API. Variance commentary drafted automatically. Board pack assembled from live actuals. Ready for CFO review on day four, not day twelve.
How ChatFin connects to Dynamics 365
| Attribute | Detail |
|---|---|
| API protocol | OData v4 via Dynamics 365 Finance and Operations data entities |
| Authentication | Azure AD OAuth 2.0 with registered app and client secret |
| Write-back method | GeneralJournals, VendorInvoices, and CustomerPayments OData entities |
| Data accessed | GL, AP, AR, Bank, Financial dimensions, Vendor and customer master |
| Editions supported | Finance and Operations (F&O) and Business Central both supported |
| Customizations required | None. Standard OData entities used. Azure AD app registration only. |
| D365 version | All current Dynamics 365 cloud tenants |
| Deployment time | 4 to 6 weeks from Azure AD app registration to first automated close |
What Dynamics 365 teams achieve in 90 days
Dynamics 365 to autonomous close in 4 to 6 weeks
Audit your Dynamics 365 environment
ChatFin maps your Dynamics 365 chart of accounts, entity structure, AP workflow, and close process. Automation opportunity scorecard delivered end of week two.
Connect and configure agents
API connection established to your Dynamics 365 environment. Azure AD app registration and OData access configured. Matching rules, approval thresholds, and posting parameters configured with your finance team.
Go live and improve monthly
Agents go fully live. Controller validates first automated close cycle. Touchless rates and exception handling improve monthly. New entities added on request.
Related reading
The dedicated ai-erp page for Dynamics 365 with full deployment detail and technical spec.
Read articleHow six parallel Dynamics 365 operations eliminate the month-end sprint.
Read articleHow Dynamics 365 teams are reaching 80 to 85% touchless AP with AI agents.
Read articleDynamics 365 is Microsoft infrastructure. ChatFin adds the autonomous finance layer.
Azure AD OAuth 2.0 and OData v4 give ChatFin direct access to your Dynamics financial data. Autonomous close, AP, and reconciliation deploying in 4 to 6 weeks without Dynamics ISV packages or customization.
Native OData v4 with Azure AD OAuth 2.0. No ISV or partner solution required.
GeneralJournals and VendorInvoices write-back. Full Dynamics audit trail.
Finance and Operations and Business Central both supported on same platform.
Day 5 close target. 82% AP touchless rate by month three.