Dynamics 365 Finance & Operations + Memtro

What you can do with Dynamics 365 Finance & Operations in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Dynamics 365 Finance & Operations tool, reads what it needs, and answers with the source cited.

• The entity collections this finance and operations environment publishes at /data/, from its own service root…
• Customers from the CustomersV3 entity for one legal entity: account number, name, customer group, sales currency, payment terms and address.
• Vendors (suppliers) from the VendorsV2 entity for one legal entity: account number, name, vendor group, currency…
• Sales order headers from SalesOrderHeadersV2 for one legal entity: order number, ordering and invoice customer accounts, currency…
• Purchase order headers for one legal entity: order number, ordering and invoice vendor accounts, purchase order status, approval status, currency…
• Posted customer (sales) invoices for one legal entity: invoice number and date, the customer account billed, total invoice, tax…
• Released products from ReleasedProductsV2 for one legal entity: item number, the shared product number it was released from, search name, item group…
• Read any entity collection this environment exposes, for the questions the specific tools above do not cover…
• Hourly sync of recent records into memory

Where it fits

Teams that get the most from Dynamics 365 Finance & Operations in Memtro, with the rest of their stack attached.

• FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in Dynamics 365 Finance & Operations?

Only when you ask, and only what it has been granted: create a customer in a named legal entity; create a vendor in a named legal entity. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Dynamics 365 Finance & Operations connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Dynamics 365 Finance & Operations data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Dynamics 365 Finance & Operations records into memory as entities.

How do I connect Dynamics 365 Finance & Operations?

Environment URL, Microsoft Entra tenant id, application (client) id and client secret. In Dynamics 365 Finance & Operations, get environment URL (The address somebody opens finance and operations at, with no path and no trailing slash. It is also the token scope, so a sandbox and a production environme…), microsoft Entra tenant id (The directory (tenant) id, or the tenant domain, from the app registration's overview.), application (client) id (An Entra app registration with a client secret, granted the Dynamics ERP (Microsoft.ERP) permission.) and client secret.