Three Ways Dynamics 365 Contact Centre Transforms Customer Service with AI
Customer expectations have shifted. People want fast, personalised answers across every channel, and they do not want to repeat themselves.…
AI Purchase Order Automation
Manual purchase order processing is one of the most consistent sources of delay and error in organisations running Dynamics 365 Finance and Operations. Supplier requests arrive across multiple channels. Someone reads each one, re-enters the data, checks vendor codes, and creates a draft before the approval cycle can begin.
The Purchase Order Agent removes that manual step entirely. Built on Microsoft Copilot Studio, AI Builder, and Agent Flows, it reads incoming requests, extracts the data, validates every field against your ERP master data, and creates a draft purchase order inside your existing workflow. Nothing bypasses your controls.
Available now on the Microsoft Marketplace.
The Challenge
Manual Procurement Slows Your Business
Procurement teams in organisations running Dynamics 365 Finance and Operations face a daily problem. Supplier requests arrive by email, by Teams message, by PDF, and occasionally by Excel attachment. Someone on the team reads each one, re-enters the data into D365, checks vendor details against master data, and creates a draft PO before the approval cycle can even begin.
A single data mismatch, a wrong vendor code, or an incorrect item quantity sends a PO back through the cycle and delays a delivery. In high-volume environments, those delays compound. Meanwhile, your team is spending hours on tasks that should take minutes.
Manual PO creation from PDFs and emails
Unstructured requests require manual reading and re-entry, increasing administrative workload and the risk of transcription errors.
Data re-entry errors and master data mismatches
Vendor codes, item numbers, and pricing details entered manually rarely match ERP master data first time, generating rework and approval delays.
Delayed approvals and missed delivery dates
Every error in a PO pushes the approval timeline back, which in turn delays deliveries and creates supplier relationship issues.
No audit visibility across the process
When purchase requests travel by email and Teams, there is no centralised record of what was requested, by whom, and on what basis.
The Solution:
Intelligent Purchase Order Automation
The Purchase Order Agent acts as your intelligent procurement assistant. When a purchase request arrives, whether it comes through Microsoft Teams, an Outlook email, a vendor PDF, or an Excel file, the agent reads it, extracts the key data using AI Builder, validates every field against Dynamics 365 master data, and creates a draft purchase order inside your existing workflow.
Your approval hierarchy stays exactly as it is. Your financial controls remain in place.
Your team continues to work in Teams and Outlook. The agent adds intelligence at the point of intake, not a new interface on top of what you already have.
- Eliminates manual data entry and errors
- Ensures approvals and validations stay within Dynamics 365
- Accelerates the procure-to-pay process for faster, compliant operations
How Does it Work?
The Purchase Order Agent automates the entire purchase order lifecycle from request to delivery monitoring, using AI and native Dynamics 365 controls throughout.
Download the full PDF to explore all features, benefits, and implementation details.
1
Ingest Requests
Users submit purchase requests via Teams chat, Outlook email, uploaded PDFs, Excel files, or vendor portals. The agent monitors all configured channels simultaneously.
2
AI-Driven Extraction
AI Builder reads the full content of unstructured documents, including scanned PDFs and natural language messages, and extracts vendor, item, quantity, pricing, and delivery data without requiring OCR templates.
3
ERP Validation
Every extracted field is checked against Dynamics 365 master data. Vendor approval status, item codes, pricing agreements, financial dimensions, and quantities are all verified before a PO is created.
4
Draft PO Creation
A complete draft purchase order is generated inside D365 Finance and Operations, ready for your existing approval hierarchy. The agent creates draft-only POs, enforcing approval-first governance at every point.
5
Automated Monitoring
The agent tracks expected delivery dates, sends automated reminders to vendors when deadlines approach, and raises escalation alerts when SLA thresholds are breached. Dataverse logs every action.
Enterprise-Grade Validation and Control
The Purchase Order Agent enforces strict validation and approval controls directly within Dynamics 365 Finance & Operations, ensuring every purchase order is accurate, authorised, and fully auditable.
Built for the Microsoft Ecosystem
Designed to work seamlessly within your existing Microsoft environment, the PO Agent combines conversational simplicity with enterprise-grade security and governance.
Reduce purchase order creation and approval times through automation and streamlined workflows.
Minimise rework and errors with AI-driven data extraction and ERP validation.
Improve on-time delivery through proactive monitoring and automated follow-ups.
Maintain full visibility and traceability across all procurement activities.
Designed for Your Organisations
The Purchase Order Agent is designed for organisations looking to automate procurement while maintaining full control and compliance. It is ideal for teams that manage high volumes of purchase requests and want faster, more accurate purchase order processing.
- Organisations using Dynamics 365 Finance & Operations
- Procurement teams handling large volumes of emails, PDFs, and vendor documents
- Enterprises seeking AI-driven automation without ERP customisation
- Businesses aiming to improve accuracy, speed, and audit readiness
With the Purchase Order Agent, your procurement process becomes faster, more reliable, and fully auditable, giving teams the confidence to focus on strategic tasks rather than manual work.
Why Mazik Global for Purchase Order Agent?
As a Microsoft Solutions Partner, Mazik Global UK delivers intelligent procurement automation for Dynamics 365 Finance & Operations, helping organisations streamline purchasing while staying fully compliant and audit-ready.
Microsoft-Native Solutions
We evaluate your current procurement processes and design a roadmap to automate workflows, reduce errors, and accelerate approvals.
Custom Implementation and Integration
The PO Agent is tailored to your workflows and integrated with Teams, Outlook, and Dynamics 365 for a seamless procure-to-pay system.
Training and Change Management
Our training and adoption programs ensure your teams use the system effectively and leverage its AI-driven capabilities.
Ongoing Support and Optimisation
We provide continuous support, monitoring, and optimisation to ensure your procurement process stays efficient, accurate, and scalable.
