Get started with agents for finance: Learnings from 2025 Gartner® CFO & Finance Executive Conference


The 2025 Gartner CFO & Finance Executive Conference highlighted the importance of AI in finance. Finance leaders should start by automating high-impact processes, establish a Center of Innovation to upskill their team, and work with IT to define human-agent operating models. Microsoft offers tools like Copilot Studio for building custom agents. Collaboration between humans and AI is key for success. To get started with Microsoft Dynamics 365 and autonomous agents, explore pre-built agents and the Model Context Protocol servers. Dynamics 365 Finance and Supply Chain Management offer significant ROI and productivity gains.


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