Let’s build my own secretary (AI Agent) Part 1 Ryota (Microsoft MVP) and Ryo (Microsoft MVP & Microsoft Regional Director) May 8th, 2025 

Ryo Dynamics Experiences 24 years 90 around Dynamics 100 Projects 34 counties Dynamics Pre Sales 750 times Dynamics travel the globe Technosoft Group COO Microsoft Regional Director Microsoft MVP for Business Applications Activity Memo: bit.ly/Dynamics365JP Blog: https://dx365jp.com Articles https://www.itmedia.co.jp/author/245905/ 90 Number of times participated in Directions EMEA/ASIA/NA ＞ 30 times 

Technosoft Automotive • 17 Locations in APAC & EMEA • 5 Global System Integrator (GSI) • 10+ Dynamics Partners • Global Coverage Network Specialized in Automotive Retail Solutions • Dealership Management System (DMS) • Customer Relationship Management (CRM) • Sales Force Automation (SFA) • Digital Service Engagement • Automotive Business Intelligence (BI) • Importer & Distributor Solutions • Enterprise Resource Planning (ERP) • Connectivity between OEM/Dealers Experience Snapshot ≒200 Teams in 12 Countries Singapore | Thailand | Indonesia | Philippines | Vietnam | Australia | Turkey | Lithuania | Morocco | Japan | Germany | Sweden | Technosoft Consulting ≒100 Teams Recognition Jakarta Singapore Manila Bangkok Hanoi Istanbul Bandung Vilnius Melbourne Casablanca Tokyo 17 Locations in APAC/EMEA Team Members are working in 12 Countries Malmö Munich Ho Chi Minh BSD Sydney Brisbane www.technosoftautomotive.com Microsoft Business Application Inner Circle 2024-2025 ASEAN Prestige Club 2024-2025 

Yana Automotive Solution Users 2300＋ Dealers 322K+ Combined Users 1.5M+ Vehicle Orders 6.7M+ Repair Orders #1 in Indonesia (25% Market Share) #1 in Philippines (50% Market Share) Vietnam (18% Market Share) 

Technosoft Automotive Data Model + Preconfigured Processes C u s t o m e r S p e c i f i c E x t e n s i o n Power Platform Dealers / Operations OEM NSC Systems (Parts Catalog, Warranty Claims, etc.) Enterprise BUS, Web Service Website, External Systems Connected Car AI Builder Telemetry Finance Customer Insights (CDP/MKTG) Customer Voice Customer Service Sales Power BI Power Apps Power Automate SPARE PARTS T e c h n o s o f t A u t o m o t i v e S o l u t i o n MyVehicle MARKETING MYSALES New Vehicle Used Vehicle After-Sales Service Customer Service Marketing MySales MyInspection Bot & RPA M i c r o s o f t D y n a m i c s 3 6 5 Guides Remote Assist Demand Forecast Commerce & Payment Gateway E-Commerce Power Pages Graph Dataverse One of the Best Platforms for Automotive Retail Industry Copilot Studio Copilot Field Service 

Ryota Dynamics size 194 cm 100 kg Development 100 Apps Development 300 Flows Dynamics size BizOptimars Co., Ltd. / CEO Microsoft MVP for Business Applications Blog: https://qiita.com/Rinatamu Supporting Community Members < 2,000 users 

Employees and companies (Internal) Workplace Reform Employee Satisfaction Digitization Knowledge Exploitation Products & Services (Outside) Process Transformation Disruptive of order Create Markets New Business Creation Defensive DX Offensive DX Productivity Up Value Added 「BizOptimars Co., Ltd.」helps「Low Code Communities」 

「BizOptimars Co., Ltd.」helps「Low Code Communities」 Employees and companies (internal) Workplace Reform Employee Satisfaction Digitization Knowledge Exploitation Products & Services (Outside) Process Transformation Disruptive of order Create Markets New Business Creation Defensive DX Offensive DX AI Agent 1 & 2 

「BizOptimars Co., Ltd.」helps「Low Code Communities」 Employees and companies (internal) Workplace Reform Employee Satisfaction Digitization Knowledge Exploitation Products & Services (Outside) Process Transformation Disruptive of order Create Markets New Business Creation Defensive DX Offensive DX Let’s Look Back 2023 and 2024 

This is The feedback from yesTerday’s session 

Let’s learn more and more Microsoft 365 Copilot Microsoft Copilot Studio Azure AI Foundry Productivity AI for your employees Business Process AI for your teams, department, and company AI Platform for your developers No Code No/Low Code Pro Code 

Let’s learn more and more Which ones do you like? Name Descriptions Microsoft 365 Copilot AI assistant integrated into Microsoft 365 apps like Word, Excel, and Teams. It helps users by automating tasks, generating content, and providing insights from data. Copilot enhances productivity by simplifying complex tasks and offering real-time assistance within familiar applications Copilot Studio Allows users to create custom AI agents and automate business processes. It provides tools for building agents using natural language or graphical interfaces, and these agents can be deployed across various channels like Teams, SharePoint, and websites. Copilot Studio is designed to enhance business workflows and improve efficiency Azure AI Foundry Unified platform for building, testing, and deploying AI applications. It offers a range of tools and services, including generative AI models, APIs, and SDKs, to help developers create and manage AI-driven applications. It supports scalability and responsible AI practices, making it ideal for enterprise AI operations AI Builder Feature of Microsoft Power Platform that enables users to create and use AI models without coding. It integrates with Power Apps and Power Automate, allowing businesses to automate processes and gain insights from their data. AI Builder offers prebuilt models for common scenarios and supports custom model creation D365BC Agent The Sales Order Agent can autonomously handle sales orders received via email. It processes the email, identifies the customer and requested items, verifies item availability, creates a sales quote, and prepares an email response AP Payment Agent is designed to streamline and automate the accounts payable (AP) process within Dynamics 365 Business Central. Automated Invoice Processing/Payment Processing/Reconciliation 

There is no easy project at all We want to use our time for customers more, but admin work is very tough… 

We do need our own secretaries to do more with less How does an AI Agent help PJ admin work? We’re ready to assist you! 

We do need our own secretaries To do more with less 

Part 1 Project Schedule & Resource Allocation 

Pain Scenario 1 When facing a sudden project delay, how will we do resource allocation? CRONUS International Ltd. It is located in London, UK. Started overseas Manufacturing Project in Japan from January 2025. Project Organization for Proposal Time is below. Yoshimi (FC 3) is the subcontractor PM (Ryo) FC 1 (Hoshino) FC 2 (Hiroko) FC 3 (Yoshimi) TC 1 (Ryota) TC 2 (Kazukio) SE 1 (Gilbert) 

Pain Scenario 1 When facing a sudden project delay, how will we do resource allocation? Project Schedule Resource Allocations Proposed Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Step No Step Description 1 2 3 4 5 6 7 8 9 10 11 12 1 Project Planning 2 Concept Training 3 Requirement Hearing 4 Requirement Definition 5-A Database Setup 5-B-1 Function Design 5-B-2 Customization&Unit Test 5-B-3 Function Test 5-C Integration Test 6 Training 7 UAT 8 Data Migrations/ Opening Balance 9 Go Live Support 10-A Infra-Requirement Definition 10-B Infra-Design 10-C Infra-Deployment 10-D Infra-Go Live Support Project started in January, and now we are in the Step 4 Analysis step, end of March Japanese Summer Holiday Season (Mid-July to August end) 

Pain Scenario 1 When facing a sudden project delay, how will we do resource allocation? Project started in January, and now we are in the Step 4 Analysis step, end of March Proposed Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Step No Step Description 1 2 3 4 5 6 7 8 9 10 11 12 1 Project Planning 2 Concept Training 3 Requirement Hearing 4 Requirement Definition 5-A Database Setup 5-B-1 Function Design 5-B-2 Customization&Unit Test 5-B-3 Function Test 5-C Integration Test 6 Training 7 UAT 8 Data Migrations/Opening Balance 9 Go Live Support 10-A Infra-Requirement Definition 10-B Infra-Design 10-C Infra-Deployment 10-D Infra-Go Live Support PM Ryohei Yoshijima 50 50 50 50 50 50 50 50 50 50 50 50 FC1 Tsuyoshi Hoshino 100 100 100 100 100 100 100 100 100 100 100 100 FC2 Hiroko Ikeyama 100 100 100 100 100 100 100 100 100 100 100 100 FC3 Yoshimi Ichikawa 50 50 50 50 50 50 50 50 50 50 50 50 TC1 Ryota Nakamura 50 ５０ ５０ 100 100 TC2 Kazukio Kawachi 100 100 SE1 Gilbert Wong 20 20 20 20 20 20 20 20 20 20 20 20 

Pain Scenario 1 When facing a sudden project delay, how will we do resource allocation? The consultants have informed the PM that Step 4 Analysis tasks are not expected to be completed in March, and that Sep4 will be extended by one month due to the situation. In other words, it is expected to take time to define requirements until the end of April, the project may be delayed 1 month. However, this customer does not want to extend the Go-Live Date. The target is still December 2025. Cannot change the schedule yet. The consultants said that they want TC1 (Ryota) to be up and running 100% of the time due to high customer demand and increased customization volume. The manpower other than TC1 will be manageable with the same manpower as in March, the project team reported to the PM. MAJI? Really? 

Aru Aru (That kind of thing happens all the time.) 

Pain Scenario 1 If Analysis will take 1 more month, and needs TC1 (Ryota) to allocate 100% in April End of March, realized that Analysis Step 4 will be delayed by 1 month. TC 1 is required to join 100% in April. Proposed Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Step No Step Description 1 2 3 4 5 6 7 8 9 10 11 12 1 Project Planning 2 Concept Training 3 Requirement Hearing 4 Requirement Definition Extend 5-A Database Setup 5-B-1 Function Design 5-B-2 Customization&Unit Test 5-B-3 Function Test 5-C Integration Test 6 Training 7 UAT 8 Data Migrations/Opening Balance 9 Go Live Support 10-A Infra-Requirement Definition Extend 10-B Infra-Design 10-C Infra-Deployment 10-D Infra-Go Live Support PM Ryohei Yoshijima 50 50 50 50 50 50 50 50 50 50 50 50 FC1 Tsuyoshi Hoshino 100 100 100 100 100 100 100 100 100 100 100 100 FC2 Hiroko Ikeyama 100 100 100 100 100 100 100 100 100 100 100 100 FC3 Yoshimi Ichikawa 50 50 50 50 50 50 50 50 50 50 50 50 TC1 Ryota Nakamura 50 100 ５０ 100 100 TC2 Kazukio Kawachi 100 100 SE1 Gilbert Wong 20 20 20 20 20 20 20 20 20 20 20 20 

Pain Scenario 1 Wait! Ryota needs time to prepare Directions Asia 2025! Let’s Check resource plan for Directions Asia 2025. Planned Schedule Feb Mar Apr May Step No Step Name 2 3 4 5 10 Event Planning 20 Presentation Scenario Thinking 30 Demo Preparations 40 Material Preparations 50 Rehearsal 60 Traveling 70 Event Presentation 80 Follow Up PM Ryohei Yoshijima 10 10 50 50 TC1 Ryota Nakamura 10 10 50 50 TC2 Kazukio Kawachi 0 0 50 0 Ow, No. Ryota has 50% tasks in April. Checked other Resource Group TC, it may be possible to ask Kazukio to spend his 50% time on the MFG Project in April. MAJI? Really? 

Resource Allocation for Step 4 extension How will Agent support you? Resource Allocation Service Agent Hi ! Ryota san and Kazukio san must spend 50% their time for Directions Asia 2025 in April, but Kazukio san may be able to support the remaining 50% for Japan MFG project to fulfill the requirement. WoW! My secretary is amazing! We cannot survive without her 

Demonstration 1 

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Pain Scenario 1 If Analysis will take 1 more month, and needs TC1 to allocate 100% in April End of March, Assign TC 2 Kazukio for 50% his time for this Japan MFG project. Ryota can prepare Directions Asia 2025 for his 50% April time. Proposed Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Step No Step Description 1 2 3 4 5 6 7 8 9 10 11 12 1 Project Planning 2 Concept Training 3 Requirement Hearing 4 Requirement Definition Extend 5-A Database Setup 5-B-1 Function Design 5-B-2 Customization&Unit Test 5-B-3 Function Test 5-C Integration Test 6 Training 7 UAT 8 Data Migrations/Opening Balance 9 Go Live Support 10-A Infra-Requirement Definition Extend 10-B Infra-Design 10-C Infra-Deployment 10-D Infra-Go Live Support PM Ryohei Yoshijima 50 50 50 50 50 50 50 50 50 50 50 50 FC1 Tsuyoshi Hoshino 100 100 100 100 100 100 100 100 100 100 100 100 FC2 Hiroko Ikeyama 100 100 100 100 100 100 100 100 100 100 100 100 FC3 Yoshimi Ichikawa 50 50 50 50 50 50 50 50 50 50 50 50 TC1 Ryota Nakamura 50 50 ５０ 100 100 TC2 Kazukio Kawachi 50 100 100 SE1 Gilbert Wong 20 20 20 20 20 20 20 20 20 20 20 20 

Scenario 1 If Analysis will take 1 more month, and needs TC1 to allocate 100% in April This is the process flow. Hi ! Ryota san has to spend 50% of his time on Directions Asia 2025, but Kazukio san can support the remaining 50% for the Japan MFG project. Archive Project Master Update Project Planning Line Check Project Planning Line & Resource Master Suggestion Ask Resource Availability Update Project Planning Line Instruct Update Project Planning Line PM or Resource MGR Secretary 

Copilot Agent in Teams 

Capacity Over 150% 100 % Assigned 50 % Assigned Can work 50% more 

100 % Assigned 100 % Assigned 100 % Assigned 

Pain Scenario 2 Analysis ends at April, PJ Team finally understood the remaining efforts for this project. This is the updated schedule based on the Requirement Definition at Step 4. Proposed Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Step No Step Description 1 2 3 4 5 6 7 8 9 10 11 12 1 Project Planning 2 Concept Training 3 Requirement Hearing 4 Requirement Definition Extend 5-A Database Setup 5-B-1 Function Design 5-B-2 Customization&Unit Test 5-B-3 Function Test 5-C Integration Test 6 Training 7 UAT 8 Data Migrations/Opening Balance 9 Go Live Support 10-A Infra-Requirement Definition Extend 10-B Infra-Design 10-C Infra-Deployment 10-D Infra-Go Live Support PM Ryohei Yoshijima 50 50 50 50 50 50 50 50 50 50 50 50 FC1 Tsuyoshi Hoshino 100 100 100 100 100 100 100 100 100 100 100 100 FC2 Hiroko Ikeyama 100 100 100 100 100 100 100 100 100 100 100 100 FC3 Yoshimi Ichikawa 50 50 50 50 50 50 50 50 50 50 50 50 TC1 Ryota Nakamura 50 50 ５０ 100 100 TC2 Kazukio Kawachi 50 100 100 SE1 Gilbert Wong 20 20 20 20 20 20 20 20 20 20 20 20 

Pain Scenario 2 Analysis ends in April, let’s compared to the original proposal. Proposed Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Step No Step Description 1 2 3 4 5 6 7 8 9 10 11 12 1 1 Project Planning 2 Concept Training 3 Requirement Hearing 4 Requirement Definition End 5-A Database Setup 5-B-1 Function Design 5-B-2 Customization&Unit Test 5-B-3 Function Test 5-C Integration Test 6 Training 7 UAT 8 Data Migrations/Opening Balance 9 Go Live Support 10-A Infra-Requirement Definition End 10-B Infra-Design 10-C Infra-Deployment 10-D Infra-Go Live Support PM Ryohei Yoshijima 50 50 50 50 50 50 50 50 50 50 50 50 50 FC1 Tsuyoshi Hoshino 100 100 100 100 100 100 100 100 100 100 100 100 100 FC2 Hiroko Ikeyama 100 100 100 100 100 100 100 100 100 100 100 100 100 FC3 Yoshimi Ichikawa 50 50 50 50 50 50 50 50 50 50 50 50 50 TC1 Ryota Nakamura 50 50 ５０ 100 100 100 TC2 Kazukio Kawachi 50 50 100 100 100 TC3 Quial Marlon 100 100 100 SE1 Gilbert Wong 20 20 20 20 20 20 20 20 20 20 20 20 20 This is the updated schedule based on the Requirement Definition at Step 4. Still Customer does not give up December Go-Live, PJ Implementation Team suggested to extend Go-Live support 1 more month. Need to check resource availabilities. 

Pain Scenario 2 Let’s see resource plan again. Ow, No. Ryota has 50% tasks in April. Checked the other Resource Group TC, it may be possible to ask Kazukio to spend his 50% time in April. Proposed Schedule May Jun Jul Aug Step No Step Description 5 6 7 8 5-A Database Setup 5-B-1 Function Design 5-B-2 Customization&Unit Test 5-B-3 Function Test 5-C Integration Test 10-B Infra-Design 10-C Infra-Deployment PM Ryohei Yoshijima 50 50 50 50 FC1 Tsuyoshi Hoshino 100 100 100 100 FC2 Hiroko Ikeyama 100 100 100 100 FC3 Yoshimi Ichikawa 50 50 50 50 TC1 Ryota Nakamura ５０ 100 100 100 TC2 Kazukio Kawachi 50 100 100 100 TC3 Quial Marlon 100 100 100 TCs schedule has been changed. Requested TC 3 Marlon from June to August. TC 1 Ryota needs to extend 1 month in August for the Japan MFG project. TC2 Kazukio was originaly planned to attend 100% in May, but because of Project delay, he just needs to contribute 50% of his time. (-50% load). But he will have to work July–August 100%. No Summer Holidays! MAJI? Really? 

Pain Scenario 2 Now end of April, how’s preparations status about Directions Asia? Again Let’s Check resource plan for Directions Asia 2025. Planned Schedule Feb Mar Apr May Step No Step Name 2 3 4 5 10 Event Planning 20 Presentation Scenario Thinking 30 Demo Preparations 40 Material Preparations 50 Rehearsal 60 Traveling 70 Event Presentation 80 Follow Up PM Ryohei Yoshijima 10 10 50 50 TC1 Ryota Nakamura 10 10 50 50 TC2 Kazukio Kawachi 0 0 50 25 Because of Directions Asia 2025 scenario delay….Ryo’s bad Kazukio needs to work for Directions Asia 2025 for his 25%(5 days) time in May. MAJI? Really? 

Resource Allocation later than step 4 How will Agent support you? Resource Allocation Service Agent Hi ! Kazukio san can join 50% for the Japan MFG project, as he has 25% extended tasks for Directions Asia in May, so should take his 25% for his vacation in May. But unfortunately, Ryota san and Marlon san cannot have holidays in this summer. They should work until the end of August. WoW! My secretary is amazing! We cannot survive without her 

Demonstration 2 

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Scenario 2 If Analysis will take 1 more month, and needs TC1 to allocate 100% in April This is the process flow. Hi ! Kazukio san can join 50% for Japan MFG project and take his 25% for his vacation in May. But unfortunately, Ryota san and Marlon san cannot have holidays in this summer. They should work until the end of August. Archive Project Master Update Project Planning Line Check Project Planning Line & Resource Master Suggestion Ask Resource Availability Update Project Planning Line Instruct Update Project Planning Line PM or Resource MGR Secretary 

Copilot Agent in Teams 

Originally assigned 100% for MFG Project 100 % Assigned 100 % Assigned 

MFG PJ requires 50%.Need to attend Directions Asia 5 days and take 5 days of annual leave 100 % Assigned 100 % Assigned 

TC1, TC2, TC3. No Summer Holidays, Sorry! 

Summary What’s learning in this session? ➢ Tune your knowledge sources (Preview). Need patience to get appropriate answers from the AI Agent. ➢ Even getting help from the Agent, it is vital to check Power BI to see the overall resource load. ➢ It is tough to update the Project Planning Line for the Project Manager. ➢ It is better to archive Project Master before updating the project planning line. Always forget. ➢ It would be wonderful if Copilot could directly help with resource planning at the Project card. ➢ It is also necessary to set up the company calendar. ➢ It is important to set up the Resource Group and Resource Capacity to find available resources. ➢ It is also necessary to have a time zone feature to allocate global resources efficiently, like D365PO. ➢ The summer vacation plan does not always work. Busy people are always busy. ➢ It is important to find a 75% allocation month for consultants to take several days off. ➢ New Japanese words. MAJI? (Really?) ARU ARU (Always happen) 

LeT‘s do more wiTh Less TogeTher wiTh our ai agenTs！ 

and help us improve! Please rate my session in the Conference App! and leave a constructive comment. Give us Feedback! 

Let’s build my own secretary (AI Agent) Part 2 Ryota (Microsoft MVP) and Ryo (Microsoft MVP & Microsoft Regional Director) May 8th, 2025 

Ryo Dynamics Experiences 24 years 90 around Dynamics 100 Projects 34 counties Dynamics Pre Sales 750 times Dynamics travel the globe Technosoft Group COO Microsoft Regional Director Microsoft MVP for Business Applications Activity Memo: bit.ly/Dynamics365JP Blog: https://dx365jp.com Articles https://www.itmedia.co.jp/author/245905/ 90 Number of times participated in Directions EMEA/ASIA/NA ＞ 30 times 

Technosoft Automotive • 17 Locations in APAC & EMEA • 5 Global System Integrator (GSI) • 10+ Dynamics Partners • Global Coverage Network Specialized in Automotive Retail Solutions • Dealership Management System (DMS) • Customer Relationship Management (CRM) • Sales Force Automation (SFA) • Digital Service Engagement • Automotive Business Intelligence (BI) • Importer & Distributor Solutions • Enterprise Resource Planning (ERP) • Connectivity between OEM/Dealers Experience Snapshot ≒200 Teams in 12 Countries Singapore | Thailand | Indonesia | Philippines | Vietnam | Australia | Turkey | Lithuania | Morocco | Japan | Germany | Sweden | Technosoft Consulting ≒100 Teams Recognition Jakarta Singapore Manila Bangkok Hanoi Istanbul Bandung Vilnius Melbourne Casablanca Tokyo 17 Locations in APAC/EMEA Team Members are working in 12 Countries Malmö Munich Ho Chi Minh BSD Sydney Brisbane www.technosoftautomotive.com Microsoft Business Application Inner Circle 2024-2025 ASEAN Prestige Club 2024-2025 

Yana Automotive Solution Users 2300＋ Dealers 322K+ Combined Users 1.5M+ Vehicle Orders 6.7M+ Repair Orders #1 in Indonesia (25% Market Share) #1 in Philippines (50% Market Share) Vietnam (18% Market Share) 

Technosoft Automotive Data Model + Preconfigured Processes C u s t o m e r S p e c i f i c E x t e n s i o n Power Platform Dealers / Operations OEM NSC Systems (Parts Catalog, Warranty Claims, etc.) Enterprise BUS, Web Service Website, External Systems Connected Car AI Builder Telemetry Finance Customer Insights (CDP/MKTG) Customer Voice Customer Service Sales Power BI Power Apps Power Automate SPARE PARTS T e c h n o s o f t A u t o m o t i v e S o l u t i o n MyVehicle MARKETING MYSALES New Vehicle Used Vehicle After-Sales Service Customer Service Marketing MySales MyInspection Bot & RPA M i c r o s o f t D y n a m i c s 3 6 5 Guides Remote Assist Demand Forecast Commerce & Payment Gateway E-Commerce Power Pages Graph Dataverse One of the Best Platforms for Automotive Retail Industry Copilot Studio Copilot Field Service 

Ryota Dynamics size 194 cm 100 kg Development 100 Apps Development 300 Flows Dynamics size BizOptimars Co., Ltd. / CEO Microsoft MVP for Business Applications Blog: https://qiita.com/Rinatamu Supporting Community Members < 2,000 users 

Employees and companies (Internal) Workplace Reform Employee Satisfaction Digitization Knowledge Exploitation Products & Services (Outside) Process Transformation Disruptive of order Create Markets New Business Creation Defensive DX Offensive DX Productivity Up Value Added 「BizOptimars Co., Ltd.」helps「Low Code Communities」 

「BizOptimars Co., Ltd.」helps「Low Code Communities」 Employees and companies (internal) Workplace Reform Employee Satisfaction Digitization Knowledge Exploitation Products & Services (Outside) Process Transformation Disruptive of order Create Markets New Business Creation Defensive DX Offensive DX AI Agent 1 & 2 

This is The feedback from yesTerday’s session 

Let’s learn more and more Microsoft 365 Copilot Microsoft Copilot Studio Azure AI Foundry Productivity AI for your employees Business Process AI for your teams, department, and company AI Platform for your developers No Code No/Low Code Pro Code 

Let’s learn more and more Which ones do you like? Name Descriptions Microsoft 365 Copilot AI assistant integrated into Microsoft 365 apps like Word, Excel, and Teams. It helps users by automating tasks, generating content, and providing insights from data. Copilot enhances productivity by simplifying complex tasks and offering real-time assistance within familiar applications Copilot Studio Allows users to create custom AI agents and automate business processes. It provides tools for building agents using natural language or graphical interfaces, and these agents can be deployed across various channels like Teams, SharePoint, and websites. Copilot Studio is designed to enhance business workflows and improve efficiency Azure AI Foundry Unified platform for building, testing, and deploying AI applications. It offers a range of tools and services, including generative AI models, APIs, and SDKs, to help developers create and manage AI-driven applications. It supports scalability and responsible AI practices, making it ideal for enterprise AI operations AI Builder Feature of Microsoft Power Platform that enables users to create and use AI models without coding. It integrates with Power Apps and Power Automate, allowing businesses to automate processes and gain insights from their data. AI Builder offers prebuilt models for common scenarios and supports custom model creation D365BC Agent The Sales Order Agent can autonomously handle sales orders received via email. It processes the email, identifies the customer and requested items, verifies item availability, creates a sales quote, and prepares an email response AP Payment Agent is designed to streamline and automate the accounts payable (AP) process within Dynamics 365 Business Central. Automated Invoice Processing/Payment Processing/Reconciliation 

There is no easy project at all I want to use my time for customer more, but admin works are very tough… 

We do need our own secretaries to do more with less How does an AI Agent help PJ admin work? We’re ready to assist you! 

We do need our own secretaries To do more with less 

Part 2 Expense Management & Invoice from Vendor & Invoice for Customer & Monthly Gross Margin 

Pain Scenario 3 Expense Claim takes time. It is tough to enter an expense claim, lots of different receipt formats. We need to issue invoice until due date. Form Preparation: Detailed records and receipts are required. For business trips, you need to itemize expenses like transportation and accommodation. Approval Process: Multiple approvers are often involved, and each one needs time to review the submission. If there are any issues, the form may need to be revised and resubmitted. Verification Tasks: Approvers need to check many details, which can be time-consuming. This is especially true near deadlines when many submissions are received. Submitting from Remote Locations: Paper-based systems can make it difficult to submit expenses from remote locations, requiring employees to wait until they return to the office. MAJI? Really? 

Aru Aru (That kind of thing happens all the time.) 

Pain Scenario 3 An Expense Claim takes time. 

Expense Claim How will Agent support you? Expense Claim Service Agent Thank you very much for saving the receipt at the predefined SharePoint path! I will create a general journal with it and post it after accounting approval. WoW! My secretary is amazing! We cannot survive without her 

Demonstration 3 

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Scenario 3 How can we make it faster and accurate? This is the process flow. Read Receipt and createApproval Request Create General Journal PM Secretary Consultants Receipt Data Approve Approve Post General Journal Receipt Receipt Receipt Accountant Yes Yes No No 

AI Builder + Power Automate 

D365BC General Journal >>>>> Posting 

Pain Scenario 4 Vendor Management It is also tough to manage vendors such as Purchase Order, Timesheet Entry, Service Report, Vendor Invoice Check, Payment Request. Purchase Orders: Creating and managing purchase orders involves multiple steps, including verifying requirements, selecting vendors, negotiating terms, and ensuring compliance with company policies. Each step requires careful attention to detail to avoid errors and ensure timely delivery. Timesheet Entry: This process involves collecting, verifying, and recording the hours worked by vendors. It can be time-consuming due to the need for accuracy and the potential for discrepancies that require resolution. Service Reports: Reviewing service reports involves documenting the services provided, assessing their quality, and ensuring they meet contractual obligations. This often requires coordination with multiple stakeholders and can be labor-intensive. Vendor Invoice Check: Verifying vendor invoices involves cross-checking the billed amounts against purchase orders, delivery receipts, and service reports. This process is crucial to prevent overpayments or discrepancies but can be tedious and time-consuming. Payment Requests: Processing payment requests involves ensuring all necessary approvals are obtained, verifying the accuracy of payment details, and coordinating with the finance department. Delays or errors in this process can impact vendor relationships and financial planning. MAJI? Really? 

Aru Aru (That kind of thing happens all the time.) 

- Time/Resource Management - Customer Sales Person PJ MGR PJ members New PJ Orders PJ Budget WBS Registration Resource budget man- hour allocation Projects Internal Preparation MTG PJ Start PJ Daily Timesheet Entry Line MGR Approval PM-PJ man- hour approval Real-time sharing of PJ man-hours with clients Scenarios Power Apps プロジェクト 日報入力アプリ Timesheet Data Entry in Power Apps Daily Timesheet input reminder Business Process → ↓Stakeholders↓ Start new PJ, knowledge transfer on quotation conditions to PJ- MGR in charge Import Excel- WBS into D365BC PJ Member Line MGR Daily Timesheet Approval in Power Apps Daily Timesheet approval reminder Power Apps Timesheet Entry Apps Approval of PJ Timesheet Power Apps Daily Timesheet approval reminder PJ MTG Share budget vs. actual PBI of operations to MS Teams shared with customers Create Project Card PJ Planning Line On the accounting side, work in progress is posted to the general ledger. I N V O I C E Month-end closing processing PJ journal entries are generated and posted, and WIP calculations Times heet Check Times heet Check PJ Journal Post Expenses are only for travel time Incorporate into cost WIP calculation of labor and travel time in purchase order posting process Gantt chart Full utilization of Teams 

Employee/Time sheet Entry Phone PC/Tablet 

Image of the Timesheet Entry Approval Process Timesheet （Employee） Save SR to SharePoint Line MGR Approval PM Approval Service Report Check Line MGR Rejection PM Rejection Send Service Report To customer When the project and time period are specified in Power BI, SR is generated in the target SharePoint and the PM is notified in Outlook and Teams. PJ Members Check notice of rejection Notification of Approval Request notice of rejection Post to Timesheet BC Entry・Approve Reminder Purchase Invoice Posting BP Invoice PM Check Received SR from BP (partner company) WIP Calculation PM Rejection Planned vs. actual results can be checked on a Gantt chart Entry・Approve Reminder Notification of Approval Request Notification of Approval Request Notification of Approval Request Service Report Update 

Pain Scenario 4 Vendor Invoice Purchase Order Service Report Vendor Invoice 

Vendor Invoice How will Agent support you? Vendor Management Service Agent Thank you very much for saving 3 documents (Purchase Order, Service Report, Vendor Invoice) in the predefined SharePoint, I will check the D365BC data and create a Purchase Invoice in D365BC and post it after accounting approval. WoW! My secretary is amazing! We cannot survive without her 

Demonstration 4 

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Scenario 4 How can we make it faster and accurate? This is the process flow. This is the process flow. Vendor Management Create Purchase Invoice Ask Resource Availability PM Secretary Purchase Order Service Report Vendor Invoice D365BC Purchase Order D365BC Project Planning Line D365BC Project Ledger Entries OK Accountant OK Post Purchase Invoice Yes No Yes No Purchase Order Service Report Vendor Invoice 

Microsoft 365 Copilot 

AI Builder >>>>>> Purchase Invoice >>>>> Posting 

Pain Scenario 5 Generate an Invoice takes time. It is tough to create an invoice and pressure, as the Service Report is always delayed. We need to issue an invoice until the due date. Delayed Service Reports: When service reports are delayed, it becomes challenging to gather all the necessary information to accurately reflect the services provided. This delay can cause a bottleneck in the invoicing process. Data Verification: Ensuring that all data on the invoice is correct requires cross-checking with purchase orders, service reports, and timesheets. This verification process is crucial to avoid errors but can be labor-intensive. Approval Processes: Invoices often need to go through multiple levels of approval before they can be issued. Coordinating these approvals can be time-consuming, especially if there are discrepancies or additional questions. Formatting and Compliance: Invoices must be formatted correctly and comply with both company policies and legal requirements. Ensuring compliance can involve detailed checks and adjustments. Communication with Vendors: Clarifying any issues or discrepancies with vendors can take time, especially if there are misunderstandings or disputes that need to be resolved. Software and Systems: Using invoicing software or systems can sometimes be complex, requiring training and familiarity to use efficiently. Any technical issues can further delay the process. MAJI? Really? 

Aru Aru (That kind of thing happens all the time.) 

Pain Scenario 5 Generating an Invoice always takes time. Service Report Project Expense Invoice Purchase Order 

Invoice to Customer How will Agent support you? Invoice Creation Service Agent Shall I create January invoice referring to D365BC? Please let me know when you are ready! I can create a sales invoice and post it after accounting approval, and send it to the client after your confirmation. WoW! My secretary is amazing! We cannot survive without her 

Demonstration 5 

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Scenario 5 How can we make invoices faster & accurate? This is the process flow. PM Secretary Consultants Accountant Expense Claim Finished Expense Claim Finished Timesheet Entry Finished Timesheet Entry Finished Vendor MGMT Finished Expense Posting Finished Vendor Invoice Posting Finished D365BC Project Planning Line D365BC Project Ledger Entries D365BC Posted Purchase Invoice D365BC General Ledger Entries Customer Purchase Order OK Create Sales Invoice OK Post Sales Invoice Yes No Yes No Project Planning Line Create Project Journal Planning Actual 

Microsoft 365 Copilot 

Power Automate >>>>>> Sales Invoice >>>>> Posting 

Pain Scenario 6 Why Gross Margin takes time? It is tough to visualize Gross Margin in a timely manner, as there are many factors such as Service Report, Invoice Generation delay, Vendor Invoice Delay etc. Delayed Service Reports: When service reports are delayed, it becomes difficult to gather accurate data on the services provided, which is essential for invoicing and profit analysis. Customer Signature Delays: Delays in obtaining customer signatures can postpone invoice issuance, affecting the timely recognition of revenue. Expense Reconciliation Delays: Delays in reconciling travel, transportation, and accommodation expenses can hinder the accurate calculation of project costs. Vendor Invoice Acceptance Delays: Late acceptance of vendor invoices can disrupt the tracking of project expenses and overall cost management. System Challenges: Issues with the systems used for tracking and managing project data can lead to inefficiencies and delays in data collection and analysis. Operational Challenges: Operational inefficiencies, such as lack of coordination between departments, can further delay the collection and processing of necessary data. MAJI? Really? 

Aru Aru (That kind of thing happens all the time.) 

Pain Scenario 6 Visualizing Gross Margin always takes time. Resource Cost including Subcon Project Expense Gross Margin Sales Invoice 

Gross Margin Check How will Agent support you? Project GM Check Service Agent Seems monthly closing has finished, shall I provide Project Gross Margin in January for you? WoW! My secretary is amazing! We cannot survive without her 

Demonstration 6 

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Scenario 6 How can we get gross margin faster and accurately? This is the process flow. PM Secretary Consultants Accountant Expense Claim Finished Expense Claim Finished Timesheet Entry Finished Timesheet Entry Finished Vendor MGMT Finished Expense Posting Finished Vendor Invoice Posting Finished D365BC Analysis By Dimensions D365BC Posted Purchase Invoice D365BC General Ledger Entries D365BC Project Journal Entries D365BC Posted Sales Invoice GM Report Sales Invoice Posting Finished 

Analysis by Dimensions 

Analysis by Dimensions 

Analysis by Dimensions 

Microsoft 365 Copilot 

Summary What’s learning in this session? ➢ It is helpful to use AI Agent to check data on behalf of the Project Manager, Consultant. ➢ It is also helpful for Sales Assistants and Accountants to use AI Agent to generate invoices/journals ➢ It is important to generate the file layout/definition from D365BC to M365 Copilot. ➢ It is wonderful D365BC will provide native AI agents to act like a secretary for all project members. ➢ MAJI? (Really?) ARU ARU (Always happen) 

Let’s build my own secretary (AI Agent) Part 1 & 2 Ryota (Microsoft MVP) and Ryo (Microsoft MVP & Microsoft Regional Director) May 8th, 2025 

Sessions Takeaways for Vendors Let’s build our own secretary Part 1 & 2 ➢ Response speed and quality are the major factors in achieving customer satisfaction to meet these requirements, AI Agents must be utilized to reduce the communication between PJ members and management tasks. Do more with less is vital. ➢ Project management requires the cooperation of consultants and developers, but each consultant and developer also take time to input time sheets and share information with PMs. These admin works need to be reduced, and more time used for the client. For consultants and developers, there are huge benefits to using AI Agents. ➢ Project managers should attend project meetings as much as possible to get a sense of what is happening. Need time to learn the D365BC. If a project manager who does not know the latest status of the project and product itself loses credibility with the client. AI Agents have a great advantage in managing service reports, vendors, expenses, resources, and invoices speedily and accurately to have more time to attend PJ mtg and learn the product itself. ➢ IT vendor systems are usually not good. This is because the customer comes first. However, vendors that do not invest in internal IT, including AI, will see an increase in employee turnover. If they create secretaries with AI Agents, and if those secretaries are excellent, employees will have extra power and be able to spend their days in a richer way. Empowering employees is the most important issue for management right now. 

Sessions Takeaways for Microsoft Let’s build our own secretary Part 1 & 2 ➢ D365BC and Dynamics 365 Field Service now have more integration capabilities. Will D365BC integrate with Dynamics 365 Project Operations in the future? There is no doubt that D365BC is the best ERP for SMB companies. On behalf of all D365 vendors, I would like to thank the Microsoft R&D team for bringing the product to this level. This is an amazing journey. ➢ D365BC vendors should be the first to utilize D365BC for their internal IT systems and to implement the project module. Because if the reputation of D365BC's project module is very good, other IT vendors will also implement D365BC and create new partners. In addition, if the full use of D365BC's project module and AI can reduce the vendor's project management man-hours and help increase project quality, gross profit, and the vendor will hire more consultants and developers. In addition, the fast implementation will make more license revenue for Microsoft. ➢ For vendors, improving the quality of professional services is a top priority. Increasing the number of cases utilizing the project module, like integration with Microsoft Project, with more and more Copilot standard features, will greatly contribute to the expansion of D365BC's business. 

LeT‘s do more wiTh Less TogeTher wiTh our ai agenTs！ 

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