# Microsoft Dynamics 365 Finance & Supply Chain MCP server

Source: https://agentic-cmms.klementine.xyz/integrations/microsoft-dynamics-365-finance-supply-chain

> Connect Dynamics 365 Finance and Supply Chain Management to Claude and ChatGPT. Ask about work orders, production, procurement and ledgers in plain words.

Microsoft Dynamics 365 Finance and Supply Chain Management run larger manufacturers, distributors and asset-heavy organisations that need many legal entities, warehouses and production sites. The suite covers general ledger, procurement and sourcing, production control, warehouse management, and asset management for the equipment that keeps it all moving. It is powerful and detailed, which is why answering a simple question can involve several workspaces and a call to the Dynamics team.

Agentic CMMS connects Dynamics 365 Finance & Supply Chain to the agents your teams prefer, from Claude to ChatGPT. A plant manager or a buyer just asks, and the agent collects the right records across modules. They get an answer with the source data, without building another inquiry form.

## What your AI agent can do with Dynamics 365 Finance & Supply Chain

- **Review maintenance work orders.** "Which work orders for the extrusion line assets are scheduled this week, and which are waiting for spare parts?"
- **Read maintenance requests.** "Summarise the maintenance requests raised on the packing hall assets in the past month."
- **Check production orders.** "Which production orders at the Bristol site are started but behind schedule?"
- **Follow procurement.** "Which purchase orders for motor spares are confirmed but not yet received?"
- **Look up on-hand inventory.** "How much of item M-4410 is on hand per warehouse, and how much is reserved?"
- **Explain a cost.** "Why did the maintenance cost on the cooling plant exceed its budget in Q3?"
- **Compare legal entities.** "How do open vendor invoices compare between our UK and German companies?"
- **Raise a request.** "Create a maintenance request for a noisy gearbox on conveyor C-12." With write access, the agent adds it for the planner.

## Dynamics 365 Finance & Supply Chain with your other systems

Large Microsoft estates have many moving parts. With them connected, one question can travel across all of them:

- Compare telemetry from [Azure IoT Hub](/integrations/azure-iot-hub) with the work order history of the same asset before you plan an overhaul.
- Find the latest operating procedure in [Microsoft SharePoint](/integrations/microsoft-sharepoint) for every work order on an asset.
- See which spare parts each visit in [Dynamics 365 Field Service](/integrations/dynamics-365-field-service) consumed from your warehouse.
- Ask why a number moved on a [Microsoft Power BI](/integrations/microsoft-power-bi) dashboard, and let the agent find the transactions behind it.

## Control for a complex ERP

Dynamics 365 Finance & Supply Chain often holds data for many companies and many teams. Start with a connected user that sees only what agents should use. Agents are approved person by person, owners and admins restrict each tool to the roles that need it, and the activity log records every call, so your internal audit team can follow what an agent read or changed.

## Questions and answers

### Can an AI agent read Asset Management work orders in Dynamics 365?

Yes. An approved agent can read maintenance requests, work orders and maintenance plans for your assets, and summarise them by asset, functional location or job type.

### Does Claude respect legal entities in Dynamics 365 Finance?

The agent sees the legal entities and records that the connected user may see. Choose that user with care, and the agent stays within the same boundary.

### Can ChatGPT create a maintenance request in Dynamics 365 Supply Chain Management?

With write access and a tool your admins allow, yes. The agent creates the request with the details you give, and your team handles it as usual.