InstantInsights

InstantInsights streamlines access to financial, procurement and inventory data for users of Microsoft Dynamics 365 Finance and Supply Chain Management (FSCM). Built on Microsoft Copilot Studio, this intelligent agent empowers finance, procurement and operations teams to use natural language queries to retrieve information quickly and securely.

Access customer and vendor details, analyze sales and purchase orders, track invoice payment statuses and check inventory availability. Surface insights directly from Microsoft Teams, Microsoft Outlook, or Microsoft 365 Copilot, eliminating the need to navigate complex ERP interfaces.

Whether you're reviewing a customer’s overdue balance, checking inventory across warehouses, or analyzing line-level purchase order details, InstantInsights delivers answers that accelerate decision-making across order-to-cash and procure-to-pay processes.

Key Features Include:

• Customer Financial Overview: Instantly view customer balances, overdue amounts and financial details with currency formatting and overdue detection.
• Sales & Purchase Order Insights: Retrieve header and line-level details for sales and purchase orders, including status, amounts, delivery dates and payment terms.
• Vendor Information Access: Quickly access vendor account details, credit limits, contact info and payment terms.
• Invoice Payment Tracking: Check vendor invoice statuses with clear indicators for fully paid, unpaid or partially paid invoices.
• Inventory Availability Lookup: Instantly check available inventory for specific items across sites and warehouses. Responses include Site ID, Warehouse ID, and Available Physical quantities.
• Natural Language Support: Ask normal questions like “What’s the balance for customer 4001?” or “Do we have inventory of item M0003?”
• Formatted Responses: Data is returned in clean, sectioned layouts or tables with short labels, currency formatting and date formatting for easy readability.
• Security Compliance: Adheres to existing Microsoft security roles and permissions to ensure secure data access.

Initial Functionality Covers:

• Customer Balance & Financials
• Vendor Account Details
• Sales Order Header & Line Details
• Purchase Order Header & Line Details
• Vendor Invoice Payment Status
• Inventory Availability by Item Number
• Site and Warehouse-Level Inventory Quantities

What's Your Value?

• Faster Response Times: Empower users to answer finance, procurement, and inventory questions instantly — no ERP login required.
• Reduced Training Time: Simplifies fast access to ERP data, minimizing the need for system training.
• Process Optimization: Helps teams make faster, data-driven decisions across finance, procurement, and operations.
• Secure and Scalable: Built on Microsoft's security model and ready to grow with your business.

Why Choose InstantInsights? InstantInsights is more than a data lookup tool — it’s a productivity booster for your entire team. By integrating seamlessly with other other Microsoft solutions, it delivers real-time ERP insights where your users already work. Whether you're in finance, procurement, operations or customer service, InstantInsights helps you move faster, respond smarter and serve better.

Pricing Note: InstantInsights is free for customers who bring their Microsoft 365 Copilot and Microsoft Dynamics 365 FSCM licenses to Boyer & Associates. Customers who keep their licenses elsewhere incur a $5,000 fee.