Dynamics 365 Finance and Operations cross-app: Boost productivity with Copilot - Enable agents to work with attachments through Dynamics 365 ERP MCP server

<p>Document attachments provide valuable context and detail about ERP records. With this release, the Dynamics 365 ERP MCP server will provide access for agents to work with the attachments by creating, deleting, or reading and reasoning over the content of the attachments in agentic flows.</p> <p>Business Value:</p> <p>Document attachments provide valuable context and detail about ERP records. Enabling agents to access the attachments opens many opportunities for powerful agentic experiences.</p> <p>Enabled for:</p> <p>Enabled for admins/makers/marketers automatically</p>

Affected: Dynamics 365 Finance and Operations cross-app

Related changes

• Dynamics 365 Finance and Operations cross-app: Boost productivity with Copilot - Open records in Dynamics 365 ERP applications with deep links from copilot responses · Boost
• Dynamics 365 Finance and Operations cross-app: Boost productivity with Copilot - Use Copilot Cowork to orchestrate insights and actions across Dynamics 365 ERP · Boost
• Dynamics 365 Finance and Operations cross-app: Boost productivity with Copilot - Boost agent performance with optimal tool execution paths in Dynamics 365 ERP MCP · Boost
• Dynamics 365 Finance and Operations cross-app: One Dynamics One Platform - Enable parallel processing for Archive long‑term retention job execution · Enable
• Dynamics 365 Finance and Operations cross-app: Role-based access controls for ERP agents · Agents
• Dynamics 365 Finance: Optimized Customer data entities · Dynamics 365 Finance and Operations cross-app

Change history

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