AI Purchase Order Automation
Manual purchase order processing is slow, error-prone and costly. The Purchase Order Agent for Dynamics 365 Finance & Operations removes friction from procurement by automating PO creation directly from Teams, Outlook and vendor documents, without ERP customisations.
Built on Microsoft Power Platform, Microsoft Copilot Studio and AI Builder, PO Agent streamlines the procure-to-pay cycle while controlling, complying and ensuring auditability within Dynamics 365.
Available now on the Microsoft Marketplace.
The Solution:
Intelligent Purchase Order Automation
PO Agent acts as your intelligent procurement assistant. It allows users to request, approve, and track purchase orders directly from Microsoft Teams or Outlook.
By automating the process, it:
- 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 monitoring, using AI and native Dynamics 365 controls. It captures data from everyday tools, validates it against ERP master data, and ensures every PO follows approved governance.
Download the full PDF to explore all features, benefits, and implementation details.
Ingest Requests
Users submit purchase requests via Teams chat, Outlook email, PDFs, Excel files, EDI, or vendor portals.
AI-Driven Extraction
AI Builder prompts extract data from unstructured documents such as invoices, quotes, and order forms.
ERP Validation
Data is checked against Dynamics 365 master data, including vendors, items, pricing, and quantities.
Draft PO Creation
Capture purchase requests via Teams, Outlook, PDFs, Excel, EDI, or vendor portals.
Automated Monitoring
Track delivery dates automatically, send reminders to vendors, and trigger alerts for SLA breaches.
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.
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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.
