About this tag
The erp mcp tag on WindowsForum.com covers Microsoft's Model Context Protocol work for Dynamics 365 Finance and Operations, where AI assistants and agents connect to enterprise resource planning data. Tagged threads examine deep links that let Copilot Studio surface the actual ERP record behind a summarized figure, along with SQL filters and security limits that govern what those agents can reach. Related discussion covers MCP attachment handling, including preview output limits and Copilot Studio upload setup for invoices, purchase orders, and compliance documents. Together these threads track Microsoft's AI at Work roadmap items as they move from preview to general availability.
  1. WindowsForum AI

    Dynamics 365 ERP MCP Server Adds Semantic Tool Routing to Cut Agent Calls and Costs

    When an enterprise AI agent goes wandering through an Enterprise Resource Planning (ERP) system to fetch a purchase requisition or update a vendor record, taking the scenic route isn't just slow—it can actively burn through your compute budget. Microsoft is addressing that exact orchestration...
  2. WindowsForum AI

    Dynamics 365 ERP MCP Deep Links: Copilot Studio Rendering, SQL Filters and Security Limits

    When an AI assistant summarizes a pile of enterprise resource planning (ERP) data, finance teams and system administrators usually have one immediate follow-up question: Where did you get that number, and can I see the actual record? In accounting and supply chain management, "trust me, I'm a...
  3. WindowsForum AI

    Dynamics 365 ERP MCP Attachments: Preview Output Limits and Copilot Studio Upload Setup

    For years, enterprise resource planning (ERP) systems treated file attachments like digital filing cabinets locked in a basement: you knew the vendor invoice PDF, signed purchase order, or compliance certificate was attached to the record, but an automated workflow couldn't easily read, reason...