Purchase Requisition Agent
MAZIK GLOBAL LIMITED · Logistics & Supply Chain
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 6 captures on record
What the publisher says
As described on Microsoft Marketplace.
AI Purchase Requisition Agent for D365
F&O
Show the rest of the publisher’s description (95 more lines)
Create validated purchase requisitions in
D365 F&O from Teams or email with policy checks, approvals and full audit.
Overview
The AI Purchase Requisition Agent for D365
F&O enables employees to create purchase requisitions directly from
Microsoft Teams or Outlook. It captures item or service details, quantities,
estimated costs, dates and financial dimensions, then validates the information
against procurement policies, budget rules and category restrictions in
Dynamics 365 Finance and Operations.
The agent creates the requisition in draft
status, submits it to your existing approval workflow and provides real time
updates in Teams. Requesters and approvers benefit from a faster, more accurate
and fully audited procurement process.
This solution supports long tail
organisational needs, including Dynamics 365 Finance purchase requisition
automation, budget check and policy validation for purchase requisitions, and
teams notifications for requisition approvals.
Key Capabilities
- Create
purchase requisitions from Microsoft Teams or Outlook email
- Capture
descriptions, quantities, costs and dates
- Validate
budgets, procurement policies and categories
- Create
draft requisitions in Dynamics 365 Finance and Operations
- Route
requests through existing approval workflows
- Provide
real time Teams notifications for requesters and approvers
- Automate
reminders and escalation alerts
- Maintain
a complete audit trail stored in Dataverse
- Optional
PDF or form extraction using AI Prompt builderHow It Works
Teams or Email → Input and Validation →
Draft Requisition in D365 F&O → Approvals → Status Updates and Escalations
The solution uses natural language input,
structured prompts and your procurement configuration to ensure every
requisition is complete and compliant before submission.
Business Benefits
- Faster
requisition creation and approval
- Fewer
errors and less manual rework
- Stronger
spend control through automated validation
- Better
visibility for requesters and approvers
- Full
audit readiness with centralised logging
- Improved
compliance with financial and procurement policiesTechnology Stack
- Copilot
Studio
- Agent
Flows
- Dynamics
365 Finance and Operations
- Dataverse
- Connectors
for Microsoft Teams & Outlook Email
- AI
Prompt builder for form or PDF extractionWhat Is Included
- Requirements
discovery and process design
- Copilot
Studio agent configuration
- Teams
and email integration
- Validation
rules, policy checks and budget controls
- Draft
requisition creation in D365 F&O
- Approval
workflow routing
- Notifications,
reminders and escalation rules
- Test
scenarios, UAT support and documentationPerquisite
- Your
D365 Finance and Operations environment must be Tier 2 or above, or a Unified
Developer Environment (UDE)
- The
Dynamics 365 ERP Model Context Protocol (MCP) server feature must be enabled in
Feature Management
- A
Power Platform Sandbox environment must be available
- Power
Platform Integration must be enabled in Microsoft Dynamics Lifecycle Services
(LCS) for the Finance & Operations environment
- A
Dataverse environment must be configured with virtual tables for Finance &
Operations
Preview
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
3 linksLinked repositories
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