Build AI Agents on Dynamics 365 Finance and Operations (AX

Peliqan is an all-in-one data platform with 250+ data connectors (ERP, CRM, Accounting, ATS/HRM, cloud storage etc.) – including Dynamics 365 Finance and Operations (AX – and a built-in data warehouse. Peliqan allows you to unleash, prepare and combine your Dynamics 365 Finance and Operations (AX data for AI, including relational & non-relational data. Peliqan turns your Dynamics 365 Finance and Operations (AX data into 360° views that can be used in AI Agents built in n8n, Make, langChain, langGraph or any other framework. Use Peliqan to create embeddings, store them in a vector store so that your AI chatbots can use RAG and Graph RAG, combined with Text-to-SQL for analytical reasoning. Peliqan is the only platform that allows your AI Agents to combine RAG and Text-to-SQL to apply deep reasoning on your Dynamics 365 Finance and Operations (AX data. Use Peliqan to expose any Dynamics 365 Finance and Operations (AX as an MCP server to query data and to take actions.

There are different ways to build an AI agent that can query data in Dynamics 365 Finance and Operations (AX and take actions in Dynamics 365 Finance and Operations (AX. For example you can build an AI agent in n8n and use Peliqan as the data foundation. Peliqan will sync your Dynamics 365 Finance and Operations (AX data to its built-in data warehouse and allow the AI Agent to perform “Text to SQL” and RAG to answer questions and to perform reasoning on Dynamics 365 Finance and Operations (AX data, combined with data from 250+ other sources.

First sign up for a free trial on Peliqan.io, next connect Dynamics 365 Finance and Operations (AX in Peliqan. Once that is done, create an AI agent in n8n and use the Peliqan n8n node in your worflow. Add Peliqan as a “tool” to your AI Agent node, so that the AI agent can query your Dynamics 365 Finance and Operations (AX data using Text to SQL.

There are different options to use RAG (retrieval augmented generation) in your AI Agent with Dynamics 365 Finance and Operations (AX data. One option is to create a workflow in n8n that fetches all Dynamics 365 Finance and Operations (AX data from Peliqan and stores it in Supabase as a vector store, with embeddings created using e.g. OpenAI.

In Peliqan, you can set up API endpoints and expose them as MCP Server. In the API endpoint handler script, you can configure actions to be taken in Dynamics 365 Finance and Operations (AX such as querying data, doing lookups, adding new items or performing updates.

n8n is a great tool to build AI chatbots that use Text to SQL, to answer any analytical question on your Dynamics 365 Finance and Operations (AX data. Any question will be converted by the AI agent into an SQL query, which is executed by Peliqan on the Dynamics 365 Finance and Operations (AX data in the data warehouse.

In order to prepare your Dynamics 365 Finance and Operations (AX data for RAG, you need to create embeddings and store them in a vector store. This can be done by creating a workflow in n8n that fetches all Dynamics 365 Finance and Operations (AX data from Peliqan and stores it in Supabase as a vector store, with embeddings created using e.g. OpenAI.