ERP and accounting · Available
Microsoft Dynamics 365 Finance for Claude, ChatGPT and Copilot
Finance teams on Dynamics 365 Finance can ask Claude, ChatGPT or Copilot which vendor invoices are stuck in workflow, how actuals compare with budget register entries, what sits in unposted general journals and how a financial dimension such as department or cost center is trending. Access follows legal entities. A guided pilot connects Dynamics 365 Finance and maps the dimensions your reports already use.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask Microsoft Dynamics 365 Finance?
Questions from AP manager, financial controller, FP&A analyst and others, answered from live Microsoft Dynamics 365 Finance data and only for the people allowed to see them.
Records it works with
- Vendor invoices
- Free text invoices
- General journals
- Legal entities
- Financial dimensions
- Fixed assets
- Budget register entries
- AP manager
“Which vendor invoices in legal entity USMF have been waiting in workflow for more than five days?”
- Financial controller
“What general journals are still unposted for the current period, and who created them?”
- FP&A analyst
“Compare actual spend with budget register entries for the Marketing department this quarter.”
- Fixed asset accountant
“Which fixed assets in the UK entity are fully depreciated but still in service?”
- Shared services lead
“How many vendor invoices did each legal entity process last month, and how many were on hold?”
- Treasurer
“What do we owe vendors in euros across all entities over the next 14 days?”
Changes, governed
What the assistant can prepare in Microsoft Dynamics 365 Finance
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to Microsoft Dynamics 365 Finance under a named person.
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Prepare a general journal entry to reclass a cost
Entries above $25,000 or touching revenue accounts need the financial controller to approve.
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Put a vendor invoice on hold with a reason
The AP manager confirms holds on invoices due within three days.
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Draft a free text invoice for a one-off customer charge
Charges above $5,000 go to the AR lead for approval before posting.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for Microsoft Dynamics 365 Finance
Dynamics 365 Finance carries statutory ledgers for every legal entity, so one misplaced journal can change several sets of accounts. Entries over $25,000 or touching revenue accounts need the financial controller. Your existing ledger journal workflow still runs afterwards, so a prepared journal faces two checks before it posts.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the Microsoft Dynamics 365 Finance records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How Microsoft Dynamics 365 Finance gets connected
We connect Microsoft Dynamics 365 Finance for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the Microsoft Dynamics 365 Finance questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your Microsoft Dynamics 365 Finance administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
Microsoft Dynamics 365 Finance questions
Does the assistant work with our financial dimensions?
Yes. During the pilot we map the dimensions you use, such as department, cost center or business unit, so people can ask by dimension and get the same splits your management reports already show.
Will prepared journals still go through our workflow?
Yes. mcpbizapps adds a preview and its own approval for anything the assistant prepares, and your existing ledger journal workflow still applies before posting. Neither step is skipped or shortened.
Can we limit a person to certain legal entities?
Roles can include or exclude legal entities. A local controller sees their own company, a shared services team sees the entities it supports, and the CFO sees the whole group.
Does mcpbizapps keep a copy of our Microsoft Dynamics 365 Finance data?
No. When someone asks a question, mcpbizapps reads the answer live from Microsoft Dynamics 365 Finance through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
Microsoft Dynamics 365 Finance is a trademark of its owner. mcpbizapps is not affiliated with Microsoft; the name describes the connection only.
Related
Often connected alongside Microsoft Dynamics 365 Finance
Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.
Start
Bring Microsoft Dynamics 365 Finance into your AI assistant
Tell us how your team uses Microsoft Dynamics 365 Finance, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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