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Extending the Immersive Home with Agent Feeds in Dynamics 365 Finance & Operations

Microsoft’s ongoing integration of AI into its ecosystem has significantly transformed the user experience in Dynamics 365 Finance and Operations (D365 F&O). A major highlight is the introduction of the Immersive Home—a new AI-featured landing page that replaces the static Default dashboard. While it ships with out-of-the-box agents (like the Supplier Communication and Account Reconciliation agents), organizations quickly saw the value and wanted more.

With the release of D365 F&O version 10.0.47 (in preview), Microsoft answered that call by introducing the Agent Feed feature. This allows developers to post custom AI-driven work items directly to users on the Immersive Home page.

Here is a look at how this feature works, illustrated by a practical data-quality use case, and some current challenges in the preview.

The Power of the Immersive Home and Agent Feeds

The Immersive Home presents users with actionable cards. AI logic determines what is most important and ranks these cards so the highest-priority tasks appear on top.

The Agent Feed API allows external applications and custom Copilot Studio Agent Flows to post their own cards into this ranked feed. Whether an agent sends an email or generates a Teams message, it can now post an actionable card into D365 F&O, blending seamlessly with standard workflow items.

A Practical Use Case: Data Quality Validation

To demonstrate the capability, the author created a custom Copilot Studio Agent Flow designed to validate master data—specifically, checking if email addresses and URLs entered for global address book parties (customers, vendors, etc.) are valid.

How it works:

  1. The Trigger: The Agent Flow is triggered whenever a record is added or modified in the “Communication details” table within D365 (via Dataverse virtual tables).

  2. The Validation: If a user enters an empty email address or a malformed URL, the flow uses an AI prompt to validate the entry. (e.g., The AI instantly recognizes a fake URL).

  3. The API Call: Using the Dataverse connector’s “Perform an unbound action,” the flow calls the API msdyn_CreateAgentFeedItemCustomApi.

  4. The Output: The API call feeds parameters to the Immersive Home, such as the title (“Data validation error”), a summary of the error, a correlation ID, and an AI context string that dictates priority. For instance, a totally broken URL is given “High” priority, while an empty field might be “Medium.”

The result? The next time the user logs into D365 F&O, a beautifully formatted card sits at the top of their Immersive Home feed, alerting them to the data entry error.

Current Challenges and Limitations (Preview)

Because Agent Feeds are currently in preview, there are some rough edges and missing functionalities that developers should be aware of:

  • No User Context (Yet): Currently, Agent Feed cards do not have a specific user context. If you post a card, any user who has the necessary menu item permissions (defined in the permissionscheck parameter) will see it. You cannot yet assign a feed item to one specific user.

  • Navigation Limitations: The DefaultAgentFeedCardProvider does not include a button to navigate directly from the card to the relevant record in D365.

  • Extension Lockouts: While it is possible to develop custom card providers to solve the navigation issue, the necessary classes and methods are currently marked as internal by Microsoft. This means you cannot currently build custom cards using a standard extension development model (though you can overlayer code in a dev environment for prototyping).

  • Status Updates: Updating a card’s status (e.g., from “Not Started” to “Completed” once the data is fixed) requires calling a separate API (msdyn_UpdateAgentFeedItemCustomApi) and using correlation IDs to find the existing card.

Conclusion

The Agent Feed feature represents a massive leap forward in how users interact with D365 F&O. Instead of hunting for exceptions or waiting for standard batch jobs to fail, AI agents can proactively surface critical tasks and validations directly on the user’s home screen.

While the preview lacks a few key features like direct record navigation and specific user assignments, it provides a powerful glimpse into the future of “Agentic ERP.” Organizations should start experimenting with these APIs now to prepare for a more proactive, AI-driven operational flow.

https://dynamicspedia.com/2026/03/extend-the-immersive-home-with-agent-feeds/

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