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“DynamicsPrint® with IMP is the heart of our planning estimations and imposition systems.
Estimating has become an important science. Our young estimators can deliver accurate plans just as an experienced estimator, with loads of experience, would.”
Angel Viveros, Estimation Manager
Foli De Mexico, Mexico
“The reason we chose DP was because it’s an industry solution which solves many of the problems we had in the standard Microsoft Dynamics setup. Also, there was demand from the management to have final costing, which was also a major challenge in the standard Dynamics solution.
DynamicsPrint® also helps us greatly with scheduling and shop floor management. The data gathered gives us great insights, and results in a much more cost-efficient production.”
Jochem Sants, Project Manager
Van der Most, Heerde, Netherlands
“The professional and highly skilled DynamicsPrint® team led the implementation to develop the expertise internally at DCM with a team of Subject Matter Experts from each of the specialized print production areas. DynamicsPrint’s expertise regarding the system and the industry was instrumental to ensuring the configurations were done properly. As this is a highly configurable solution, the approach and implementation was very well structured and ensured that the team worked from the basic setups to the more complex setups with a pace that was manageable and retainable.
DynamicsPrint® adjusted the resource requirements to accommodate both technical and functional areas of expertise as needed throughout the project, providing best practice directives to ensure that the proper approach was being followed.”
Karen Redfern, VP Operations Technology
DCM, Canada
“I just wanted to let you know how happy I am with DynamicsPrint® and the support you have given KP San Leandro since our launch. The seemingly endless set of tools available really help us run and improve our business.
The visibility into job statuses, P&L, and the ability to create and manage cues that give our team a personalized look into their own area of responsibility have become essential to our business model. I can’t even imagine going back to our old system. Thanks to the DynamicsPrint® team for all your help and support.”
Mark Floyd, Division Director
KP Corp. San Leandro, USA
The record to report (R2R) process has long been essential to maintaining financial transparency, accuracy, and compliance. Yet many organizations still rely on outdated, manual workflows for everything from reconciliations and journal entries to variance analysis and financial close. As a result, finance teams are burdened with long close cycles, reduced agility, and unnecessary complexity.
Enter AI-powered agents.
In this article, we explore how Microsoft’s Dynamics 365, Copilot, and Microsoft 365 Finance solutions are using first-party (1P), third-party (3P), and custom-built AI agents to transform every stage of the R2R lifecycle — from journal entry to audit.
Why Change Now?
According to the 2025 Microsoft Work Trends Index, 68% of finance leaders ranked automation as a top priority for improving speed and accuracy in the close process. And 72% reported a reduction in manual effort after adopting AI-powered solutions.
Instead of spending time collecting data, finance professionals can now focus on insights, analysis, and strategic planning.
Understanding the Agent Landscape
There are three types of agents reshaping finance today:
1P Agents – Built into Microsoft ERP solutions (like DynamicsPrint®). These handle high-complexity tasks like financial reconciliation, variance analysis, and expense management.
3P Agents – Created by partners and integrated into Microsoft platforms. They solve industry-specific needs, such as the Crowe Lease Agent or HSO’s PayFlow Agent.
Custom Agents – Built by organizations using Copilot Studio or Azure AI to connect to other systems, like the internal development at DynamicsPrint®.
Together, they form a flexible, powerful ecosystem that can be tailored to your needs.
Real-World Results
Organizations already using these agents report significant benefits:
U.S. AutoForce saved 80% of reconciliation time using Microsoft’s built-in agents.
Crowe’s Lease Agent automates lease accounting in Dynamics 365 Finance.
HSO’s PayFlow Agent auto-replies to vendor payment requests in seconds.
This is the beginning of a broader shift toward intelligent finance — one driven by AI, automation, and smart orchestration.
Ready to Transform?
The R2R process is evolving, and it’s clear that AI agents are key to building agile, strategic, and resilient financial operations.
Whether you’re just beginning your journey or scaling fast, these tools can help you unlock deeper insights, reduce friction, and future-proof your finance function.
Learn more about Microsoft’s ERP agent capabilities and how they can transform your R2R process.
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