AI‑Driven Purchase Requisitions for D365
Unlike other manual processes that might require email, spreadsheets, and corrections, the AI Purchase Requisition Agent guides users to create compliant requisitions using Microsoft tools via the Power Platform, Copilot Studio, and built-in Dynamics 365 Finance controls․
Built on Microsoft Power Platform, Copilot Studio, and native Dynamics 365 Finance controls, the solution improves accuracy and speed, while enforcing governance, without requiring any customisation to the ERP․
Available now on the Microsoft Marketplace.
The Challenge
Eliminate Requisition Errors & Shadow Procurement
Organisations depend on emails, chats, and spreadsheets to initiate requisitions. Finance departments dedicate time to rectifying errors, enforcing budgets, and pursuing approvals. Consequently, this leads to rework, delays, and restricted visibility throughout the procurement lifecycle.
The Solution
Intelligent, Policy-Driven Requisition Automation
Integrated with Microsoft Teams and Outlook, the AI Purchase Requisition Agent guides employees in creating purchase requisitions that comply with internal guidelines by checking them against rules defined in Dynamics 365 Finance․ Automating this workflow enables:
- Eliminates manual data entry and errors
- Provides stronger spending control and budget compliance
- Better visibility for requesters/approvers & audit-ready procurement processes
How Does it Work?
A structured and integrated process aligned with your ERP configuration. From conversational request capture to ERP validation and workflow routing, the AI Purchase Requisition Agent ensures accuracy and compliance at every stage.
Download the full PDF to explore all features, benefits, and implementation details.
Conversational Request Capture
Employees submit details and attachments through Teams or Outlook.
AI-Driven Validation
The agents perform real-time checks for budgets, financial dimensions, and procurement policies.
Draft Requisition Creation
Structured draft requisitions are generated in Dynamics 365 Finance & Operations automatically.
Automated Approval Routing
The requisition flows through your existing approval hierarchy. No custom workflow rebuild is needed
Real-Time Monitoring
The agent sends Teams notifications, reminders and audit logging in Dataverse.
Built-In Policy, Budget, and
Compliance Control
Governance and compliance are built into every transaction. The agent applies procurement logic before submission.
Automated policy enforcement reduces financial risk and strengthens procurement control.
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.
Streamlines requests from submission to approval, eliminating manual delays. Speeds up procurement and helps teams meet operational deadlines.
Validates requisitions before submission, reducing errors and rejected requests. Ensures correct budget, category, and financial dimensions for reliable reporting.
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Automatically enforces policies and procurement rules, preventing violations before they happen. Maintains compliance and tighter budget control across departments.
Records all actions and approvals in Dataverse, creating a centralised audit trail. The agent simplifies audit, reporting and ensures full transparency and accountability.
Designed for Your Organisations
The AI Purchase Requisition Agent is built for organisations keen to modernise their procurement function and retain financial control to satisfy their governance requirements in a high-volume environment without disrupting their ERP․
- Organisations using Dynamics 365 Finance & Operations
- Procurement teams managing high volumes of requisitions
- Enterprises seeking AI-driven automation without ERP customisation
- Businesses aiming to improve accuracy, speed, and audit readiness
- Field or cross-departmental teams submitting service or indirect spend requests
With the AI Purchase Requisition Agent, procurement becomes faster, controlled, and fully auditable across the enterprise.
Why Mazik Global for Purchase Requisition Agent?
Mazik Global UK is a Microsoft solution partner for outcome-driven enterprise solutions, specialising in Microsoft Dynamics 365, Power Platform and AI-led transformation․ We drive concrete operational improvements, rather than just implementing technology․
Microsoft-Native Solutions
Mazik Global UK is a Microsoft-certified partner and has experience implementing Dynamics 365 Finance․
Custom Implementation and Integration
The Purchase Requisition Agent can be deployed within 2–6 weeks with minimal disruption to existing ERP operations. Quick implementation reduces downtime and avoids operational bottlenecks.
Outcome-Focused Delivery
We prioritises measurable results, not just technology installation. The solution improves procurement efficiency, strengthens governance, and enhances spending control.
Ongoing Support and Optimisation
We provide continuous support, monitoring, and optimisation to ensure your procurement process stays efficient, accurate, and scalable.
