What problem does it solve? Operating Microsoft Dynamics 365 Finance & Operations through an AI agent is risky because routine actions like confirming a PO, posting a product receipt, or posting a vendor invoice commit money, move stock, and write audited ledger vouchers that cannot simply be undone. This Skill gives the agent the operator judgment to classify each action as read, reversible write, committing write, or destructive, and to know the recovery path before acting. ## Core Features & Use Cases - Action risk classification matrix: Maps every F&O operation family (PO confirmation, product receipt posting, vendor invoice matching, journal posting, inventory close, period reopening) to a gating level, from pass-through reads to named-approver destructive actions. - Edge-state and recovery playbooks: Covers 29 real gotchas (two independent PO status axes, GR/IR-style accrual clearing, closed/on-hold periods, continuous number sequences, WHS vs basic receiving) plus recovery patterns for cancellations, credit notes, storno reversals, and partial posting failures. - Use Case: When asked to post a vendor invoice that fails three-way matching, the agent recognizes the matching discrepancy hold, refuses to override it, and routes the price or quantity gap to a human instead of paying a mismatched bill. ## Quick Start Ask the agent to confirm a purchase order or post a product receipt in Dynamics 365 F&O and it will first read the PO status, period status, and matching state before proposing the committing action for approval.
