Foundry IQ with D365F&O and Fa... Note

Foundry IQ with D365F&O and Fabric IQ

A retail organization uses a Copilot Studio agent with Fabric IQ, Ontology, and ERP MCP to analyze past promotional sales data from third-party systems and D365 Finance and Operations. This system helps identify top-performing stores, successful sales events, and customer footprints by linking customers to stores by city and sales events to products and stores. The retailer now seeks to address new challenges: identifying procurement risks impacting promotional sales and determining optimal marketing spend allocation across cities. To meet these new needs, a Foundry agent is proposed, leveraging Foundry IQ, Fabric IQ, and Web IQ as knowledge sources. Foundry IQ acts as the reasoning and orchestration layer, connecting insights from various sources including Fabric IQ, Work IQ, Web IQ, SharePoint, and custom agents, backed by Azure AI Search for accurate results.The solution requires several prerequisites, including data sources from third-party systems (products, stores, sales events) and D365 F&O (customer data), with established relationships like customer-store city alignment and sales event-product-store associations. Country-specific marketing policies are stored in SharePoint, and Web IQ is set up for real-time information on supplier news, market disruptions, and geopolitical events. Finance and Operations data is connected to Fabric Lakehouse, and other data is ingested into the Lakehouse, which then forms a Fabric Ontology combining customer, store, product, and event data. An Azure Foundry project with an LLM deployment and appropriate authentication is also necessary.The architecture pattern involves integrating these components to facilitate the agent's reasoning. The configuration involves setting up an Azure Search service, creating an agent in the Azure Foundry portal with ERP MCP as a tool, and configuring Foundry IQ knowledge to include Fabric IQ, Web, and SharePoint. This integrated knowledge base is then used by the Retail Growth Intelligence agent. The agent can be published to various channels like M365, Teams, or Copilot Studio.The agent can answer complex questions like "Are there procurement timeline or any other risks impacting promotional sales?" by combining Fabric IQ for understanding entity relationships, D365 F&O via ERP MCP for operational procurement data, SharePoint for policy validation, and Foundry IQ/Web Intelligence for external market risks. This process involves sub-questions covering upcoming sales events, product stock availability via purchase orders and inventory data, and policy compliance. This approach transforms disparate information into unified decision support. It enables faster, higher-quality, and scalable AI-driven decisions, leading to proactive risk detection and improved business advantages by correlating operational facts with business context and external signals.