The Dyn365 ERP Analytics MCP translates natural language into DAX and queries BPA data directly from an agent in Copilot Studio. But having the tool is not enough: the prompt matters as much as the data. Each level of a financial organization has a different time horizon, accesses different information, and makes decisions of different scope.
In this blog I wanted to go a little further so we can see the potential of what we can achieve with real-life scenarios: I designed four prompts for four roles (Senior Analyst, Manager, Director, and CFO) and explain the logic behind each one: what agent capabilities can be used, how the model reasons over all the data it can access, and how to maximize the benefit of the MCP Analytics based on the hierarchical level and the type of decision that role needs to make, so that each person can deploy everything they have to offer. … More Dyn365 ERP ANALYTICS MCP: 4 FINANCIALS, 4 PROMPTS