proMX 365 PO Change Order Management AI Agent
proMX AG · Logistics & Supply Chain
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
The agent fills a critical gap in Dynamics 365 Project Operations, where change order management is not part of the standard business process.
Instead of custom forms, training-heavy processes, or manual execution, users simply describe the change they need — the agent handles the rest.
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Key Capabilities
Conversational change order creation
Create or update change requests using natural language — for example:
“Add a 10‑day testing phase to Project X”
The agent captures missing details automatically and guides users through completion.
Automated impact evaluation
The agent evaluates scope, budget, and timeline impact based on your data and environment-specific policies — before anything is executed.
Approval-first execution
Users can review forecasts and explicitly approve or reject changes.
Only approved changes are executed — ensuring control and auditability.
Intelligent execution across Project Operations
Once approved, the agent orchestrates the right actions automatically:
- Create or update project tasks
- Extend existing orders
- Create or update quotes and sales orders
- Copy and align order lines
All handled via Dataverse actions and Power Automate — no manual steps. Policy-aware and future-proof
The data model and agent design support phased expansion — including automated impact analysis, risk scoring, cost overrun detection, and scheduling adjustments in later versions.
Benefits
- Eliminates manual change order handling
- Reduces process errors and training effort
- Ensures consistent execution aligned with project and sales data
- Improves decision-making with clear impact forecasts
- Keeps teams working inside Tools they already useWhere you can use the Agent
- As an AI Copilot on top of Microsoft Dynamics 365 Project Operations
- In Microsoft Teams — initiate, review, and approve change orders via chat
- Via Copilot in Microsoft 365 — conversational project control
- Integrated with Power Automate and Dataverse MCPs — for governed executionGet Started
Bring structure, automation, and intelligence to one of the most critical — and error-prone — project processes.
Add the proMX 365 Change Order Management Agent to your Dynamics 365 Project Operations environment and turn change orders from manual overhead into a controlled, AI‑driven workflow.
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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