What is the Arineo Data Consistency Agent?
Our agent is an intelligent tool that performs four key tasks within Microsoft Dynamics 365 Finance & Operations.
- Detect: The agent automatically identifies incomplete or inconsistent master data, such as missing delivery terms or payment information.
- Requests: It generates emails to request missing information from suppliers or internal contacts, either after manual review or fully automated. An integrated Copilot creates the texts according to predefined parameters for tone and style (formal/casual, urgent/informative), allowing users to keep full control over tone and style without having to formulate every message themselves.
- Extract: If the requested information is returned by email, the agent extracts the relevant details and suggests an entry in D365 FO.
- Apply: After manual confirmation, the agent inserts the new information into the master data.
The agent is visible in the Immersive Home, the newly rolled-out start page in Dynamics 365, and can be configured there with just a few clicks. Draft requests and update suggestions also appear there and can be edited seamlessly.
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Detecting missing master data in D365 FO
The setup is simple and flexible: users define the validation criteria (e.g., delivery type, payment terms, quality attributes) and decide who should receive the email: a supplier contact, a functional mailbox, or internal colleagues. The tone can also be adjusted from informal to formal, informative to urgent.
Once activated, the agent checks new data records every hour and automatically generates draft emails as required. These are initially saved as drafts for manual review. Once the processes are established, fully automated dispatch is also possible.
Completing missing master data in D365 FO
The Arineo Data Consistency Agent not only automates the outbound process but also ensures data consistency. The underlying AI also processes incoming responses: it recognizes relevant information from free-text emails, assigns it to the correct company, and suggests updates to the master data. These can be manually adjusted or approved before the agent updates the master data in Microsoft Dynamics 365. This creates a semi-automated to fully-automated cycle that sustainably improves data quality in D365 FO.
A technical look behind the scenes: Copilot Studio & Power Automate
The Arineo Data Consistency Agent is based on Copilot Studio and Power Automate. The two fundamental agents were created in Copilot Studio: on the one hand, the AI for the outbound process, which generates emails according to the parameters entered in Dynamics 365 FO; on the other hand, the AI for the inbound process, which extracts relevant information from incoming emails.
Additionally, two Power Automate flows manage the processes in the background. The flow that orchestrates the outbound process checks hourly whether new supplier data is incomplete and triggers the Copilot agent to create an email. The inbound flow reacts to incoming emails, calls the AI, and writes the detected information back into D365 FO.
This architecture ensures a high level of user-friendliness: everything is configured in the familiar Dynamics interface – from the validation rules to the email tone of voice.
Benefits of the Data Consistency Agent
Higher data quality
in D365 FO through a closed request/response loop
Less manual rework
and less email ping-pong
Faster processes
through strategically placed automation
Flexible configuration
criteria, recipients, tone of voice, frequency
Seamless user experience
in the Immersive Home of Dynamics 365
