THE DEMO PLAYBOOK

Good questions.
Connected answers.

Explore the tools, borrow a prompt and connect your agent. Every result belongs to a fictional business, with shared records across domains.

Machine-readable catalog ↗

EXPLORE THE POSSIBILITIES

Tool catalog

31 tools

Find a tool

Pack selection changes documentation examples. Your API key’s profile selects the data used by tool calls.

Sales

Turn account context into the next conversation.

Lead Enrichment

Read only

sales_lead_enrichment

Enriches a lead or prospect company with firmographics, technology in use, buying-intent signals and an ideal-customer fit score. Use when the user wants to research, qualify, score or enrich a lead, prospect or company.

Turns a bare lead into a qualified, prioritized opportunity, with no manual research. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`company_name`Required	string	Company name, for example Tailspin Toys.
`website`Optional	stringDefault: `""`	Website, for example https://example.com.
`contact_email`Optional	stringDefault: `""`	Contact email, for example demo@example.com.

TRY ASKING

Enrich the lead for Tailspin Toys and tell me if they're a good fit.

Research Bluewave Plastics. What do they use for ERP today, and what should my next step be?

Account 360

Read only

sales_account_360

Returns a 360-degree summary of a customer account across sales, service, orders and finance. Use before customer meetings or when the user asks how an account is doing.

Returns a 360-degree summary of a customer account across sales, service, orders and finance. Use before customer meetings or when the user asks how an account is doing. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.
`account_id`Optional	stringDefault: `""`	Account id, for example ACC-001.

TRY ASKING

Give me a 360 view of Northwind Traders before my call.

How healthy is the Adventure Works account? Any risks I should know about?

Opportunity Pipeline

Read only

sales_opportunity_pipeline

Lists and summarizes open sales opportunities with totals, weighted pipeline and stalled deals. Use for pipeline reviews, forecasting, or questions about deals by owner, stage, account or close date.

Lists and summarizes open sales opportunities with totals, weighted pipeline and stalled deals. Use for pipeline reviews, forecasting, or questions about deals by owner, stage, account or close date. All output is fictional demo data.

Inputs 4 parameters

Parameter	Type / default	Description
`owner`Optional	stringDefault: `""`	Owner, for example Alex Morgan.
`stage`Optional	stringDefault: `"all"`qualify · develop · propose · close · all	Stage, for example all.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.
`closing_within_days`Optional	integerDefault: `90`	Closing within days, for example 90.

TRY ASKING

What deals are closing in the next 30 days?

Show me stalled opportunities over $50K.

Price & Quote Lookup

Read only

sales_price_quote_lookup

Looks up product pricing for a quantity and optional customer, including tier and volume discounts and any existing open quotes. Use for pricing, quoting or discount questions.

Looks up product pricing for a quantity and optional customer, including tier and volume discounts and any existing open quotes. Use for pricing, quoting or discount questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`product`Optional	stringDefault: `""`	Product, for example CT-X200.
`quantity`Optional	integerDefault: `1`	Quantity, for example 1.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.

TRY ASKING

What's the price for 30 X-200 pumps for Northwind Traders?

Does Northwind have any open quotes?

Competitor Intel

Read only

sales_competitor_intel

Provides competitive intelligence and a recommended talk track against a named competitor, optionally for a specific account. Use when the user asks how to win against or position versus a competitor.

Inputs 2 parameters

Parameter	Type / default	Description
`competitor_name`Required	string	Competitor name, for example Globex.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.

TRY ASKING

We're up against Globex at Northwind. How do we win?

Give me a talk track against Initech.

Customer Service

Follow a customer issue from order to resolution.

Case Lookup

Read only

service_case_lookup

Finds customer service cases by case number, account or contact, with status, priority and SLA details. Use when the user asks about support tickets or case history.

Finds customer service cases by case number, account or contact, with status, priority and SLA details. Use when the user asks about support tickets or case history. All output is fictional demo data.

Inputs 4 parameters

Parameter	Type / default	Description
`case_number`Optional	stringDefault: `""`	Case number, for example CAS-01234.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.
`contact_email`Optional	stringDefault: `""`	Contact email, for example demo@example.com.
`status`Optional	stringDefault: `"open"`open · closed · all	Status, for example open.

TRY ASKING

What open cases does Northwind Traders have?

What's the status of case CAS-01234?

Order Status

Read only

service_order_status

Checks the status of a customer sales order, including line items, ship and delivery dates and tracking numbers. Use for 'where is my order' questions.

Checks the status of a customer sales order, including line items, ship and delivery dates and tracking numbers. Use for 'where is my order' questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`order_number`Optional	stringDefault: `""`	Order number, for example SO-001234.
`customer_po`Optional	stringDefault: `""`	Customer po, for example 77812.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.

TRY ASKING

Where is Northwind's latest order?

Status of customer PO 77812?

Warranty Lookup

Read only

service_warranty_lookup

Checks warranty coverage for a product or serial number, including expiration, what's covered and extended-warranty eligibility. Use for warranty, coverage or 'is this covered' questions.

Checks warranty coverage for a product or serial number, including expiration, what's covered and extended-warranty eligibility. Use for warranty, coverage or 'is this covered' questions. All output is fictional demo data.

Inputs 4 parameters

Parameter	Type / default	Description
`serial_number`Optional	stringDefault: `""`	Serial number, for example X200-77841.
`asset_id`Optional	stringDefault: `""`	Asset id, for example AST-001.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.
`product`Optional	stringDefault: `""`	Product, for example CT-X200.

TRY ASKING

Is serial X200-77841 still under warranty?

Which of Adventure Works' assets have warranties expiring in the next 60 days?

Entitlement / SLA Check

Read only

service_entitlement_check

Returns a customer's support entitlement and SLA, including remaining incidents or hours and response targets. Use to check what support a customer is entitled to.

Returns a customer's support entitlement and SLA, including remaining incidents or hours and response targets. Use to check what support a customer is entitled to. All output is fictional demo data.

Inputs 1 parameters

Parameter	Type / default	Description
`account_name`Required	string	Account name, for example Northwind Traders.

TRY ASKING

What support entitlement does Northwind have left?

What's our SLA for a high-priority case at Adventure Works?

Knowledge Search

Read only

service_knowledge_search

Searches the knowledge base for troubleshooting and how-to articles. Use when the user describes a product issue or asks how to fix or do something.

Searches the knowledge base for troubleshooting and how-to articles. Use when the user describes a product issue or asks how to fix or do something. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`query`Required	string	Query, for example pump vibration.
`product`Optional	stringDefault: `""`	Product, for example CT-X200.

TRY ASKING

How do I fix high vibration on an X-200 pump?

Find an article on resetting the C-500 controller.

Create Case

Demo write

service_create_case

Creates a new customer service case for an account and returns the case number and SLA due time. Use only when the user explicitly asks to open, create or log a case or ticket.

Creates a new customer service case for an account and returns the case number and SLA due time. Use only when the user explicitly asks to open, create or log a case or ticket. All output is fictional demo data.

Inputs 6 parameters

Parameter	Type / default	Description
`account_name`Required	string	Account name, for example Northwind Traders.
`title`Required	string	Title, for example Pump leaking.
`description`Required	string	Description, for example Demo pump leaking at Plant 2.
`priority`Optional	stringDefault: `"normal"`low · normal · high · urgent	Priority, for example normal.
`serial_number`Optional	stringDefault: `""`	Serial number, for example X200-77841.
`contact_email`Optional	stringDefault: `""`	Contact email, for example demo@example.com.

TRY ASKING

Open a high-priority case for Northwind: X-200 pump leaking at Plant 2, serial X200-77841.

Log a case for the late shipment.

Field Service

Connect assets, parts and the right technician.

Asset / Install Base Lookup

Read only

field_asset_lookup

Looks up installed customer equipment (install base), including location, service history, firmware and active IoT alerts. Use for questions about a customer's equipment or asset health.

Looks up installed customer equipment (install base), including location, service history, firmware and active IoT alerts. Use for questions about a customer's equipment or asset health. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`serial_number`Optional	stringDefault: `""`	Serial number, for example X200-77841.
`asset_id`Optional	stringDefault: `""`	Asset id, for example AST-001.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.

TRY ASKING

What equipment does Adventure Works have installed, and are there any alerts?

Show the service history for compressor C500-10293.

Technician Availability

Read only

field_technician_availability

Shows field technician availability by skill, territory and date range. Use when the user asks who is available or qualified for a job.

Shows field technician availability by skill, territory and date range. Use when the user asks who is available or qualified for a job. All output is fictional demo data.

Inputs 4 parameters

Parameter	Type / default	Description
`skill`Optional	stringDefault: `""`	Skill, for example compressors.
`territory`Optional	stringDefault: `""`	Territory, for example Denver.
`date`Optional	stringDefault: `"@today"`	Date, for example @today.
`days`Optional	integerDefault: `5`	Days, for example 5.

TRY ASKING

Which technicians certified on compressors are available this week in Denver?

Who's free tomorrow?

Work Order Status

Read only

field_work_order_status

Returns the status of field service work orders, including technician, ETA, tasks and parts used. Use when the user asks about a service visit or work order.

Returns the status of field service work orders, including technician, ETA, tasks and parts used. Use when the user asks about a service visit or work order. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`work_order_number`Optional	stringDefault: `""`	Work order number, for example WO-001234.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.

TRY ASKING

When is the technician arriving at Adventure Works?

What was done on work order WO-001187?

Parts Availability

Read only

field_parts_availability

Checks spare-part availability in technician vans and warehouses, with the nearest stock and replenishment date. Use when the user asks if a part is available for a repair.

Checks spare-part availability in technician vans and warehouses, with the nearest stock and replenishment date. Use when the user asks if a part is available for a repair. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`part`Required	string	Part, for example X-200 seal kit.
`location`Optional	stringDefault: `""`	Location, for example Denver.

TRY ASKING

Do we have a C-500 bearing kit near Denver?

Which techs carry X-200 seal kits?

Visit Slot Finder

Read only

field_visit_slot_finder

Recommends the best upcoming service visit slots for a customer issue, matching technician skills, travel time and parts. Use when the user wants to schedule or find time for a service visit. Does not book the visit.

Inputs 4 parameters

Parameter	Type / default	Description
`account_name`Required	string	Account name, for example Northwind Traders.
`issue_type`Optional	stringDefault: `""`	Issue type, for example vibration.
`priority`Optional	stringDefault: `"normal"`low · normal · high · urgent	Priority, for example normal.
`preferred_date`Optional	stringDefault: `""`	Preferred date, for example @today+1bd.

TRY ASKING

Find the soonest visit for the vibration alert at Adventure Works.

What are the best slots next week for Northwind's pump repair?

Project Operations

See delivery, capacity and margin together.

Project Status

Read only

project_status

Summarizes project health, progress, milestones and key dates. Use for project status updates or questions about how a project is going.

Summarizes project health, progress, milestones and key dates. Use for project status updates or questions about how a project is going. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`project`Optional	stringDefault: `""`	Project, for example Litware Plant 4.
`customer`Optional	stringDefault: `""`	Customer, for example Northwind Traders.

TRY ASKING

What's the status of the Litware Plant 4 automation project?

Which projects are red or amber?

Resource Utilization

Read only

project_resource_utilization

Reports resource utilization, billable percentage and available capacity by person or role. Use for staffing, capacity or utilization questions.

Reports resource utilization, billable percentage and available capacity by person or role. Use for staffing, capacity or utilization questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`resource`Optional	stringDefault: `""`	Resource, for example Alex Morgan.
`role`Optional	stringDefault: `""`	Role, for example Controls Engineer.
`period`Optional	stringDefault: `"this_month"`this_week · last_week · this_month · last_month	Reporting period, for example this_month.

TRY ASKING

Who's under-utilized this month?

Do we have controls-engineer capacity next month?

Timesheet Summary

Read only

project_timesheet_summary

Summarizes timesheet submissions and approvals by project or resource, including missing timesheets. Use for timesheet compliance or hours questions.

Summarizes timesheet submissions and approvals by project or resource, including missing timesheets. Use for timesheet compliance or hours questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`project`Optional	stringDefault: `""`	Project, for example Litware Plant 4.
`resource`Optional	stringDefault: `""`	Resource, for example Alex Morgan.
`period`Optional	stringDefault: `"last_week"`this_week · last_week · this_month · last_month	Reporting period, for example last_week.

TRY ASKING

Who hasn't submitted timesheets for last week?

How many hours were logged on the Litware project this month?

Budget vs. Actuals

Read only

project_budget_vs_actuals

Compares a project's budget to actual and committed costs with estimate at completion and variance. Use for project financials, overruns or burn-rate questions.

Compares a project's budget to actual and committed costs with estimate at completion and variance. Use for project financials, overruns or burn-rate questions. All output is fictional demo data.

Inputs 1 parameters

Parameter	Type / default	Description
`project`Required	string	Project, for example Litware Plant 4.

TRY ASKING

Is the Litware project over budget?

What's the EAC and variance on Plant 4 automation?

Risks, Issues & Change Requests

Read only

project_risk_register

Lists open risks, issues and change requests for a project with severity, owner and impact. Use when the user asks what could derail a project or what changes are pending.

Lists open risks, issues and change requests for a project with severity, owner and impact. Use when the user asks what could derail a project or what changes are pending. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`project`Required	string	Project, for example Litware Plant 4.
`type`Optional	stringDefault: `"all"`risk · issue · change_request · all	Type, for example all.

TRY ASKING

What are the top risks on the Litware project?

Any pending change requests that affect budget?

Finance

Explain balances, payments and close blockers.

Month-End Close Status

Read only

finance_month_end_close_status

Shows month-end close progress, including the task checklist, owners, blockers and projected close date. Use for questions about the financial close.

Shows month-end close progress, including the task checklist, owners, blockers and projected close date. Use for questions about the financial close. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`period`Optional	stringDefault: `"previous"`current · previous	Reporting period, for example previous.
`legal_entity`Optional	stringDefault: `""`	Legal entity, for example USMF.

TRY ASKING

Where are we on month-end close?

What's blocking the close, and who owns it?

AR Aging

Read only

finance_ar_aging

Returns accounts-receivable aging by bucket with DSO and the largest overdue balances, overall or for one customer. Use for collections, overdue or receivables questions.

Returns accounts-receivable aging by bucket with DSO and the largest overdue balances, overall or for one customer. Use for collections, overdue or receivables questions. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`customer`Optional	stringDefault: `""`	Customer, for example Northwind Traders.
`min_days_overdue`Optional	integerDefault: `0`	Min days overdue, for example 0.

TRY ASKING

Show me AR aging and our top overdue customers.

How much does Northwind owe us, and how late is it?

Invoice Lookup

Read only

finance_invoice_lookup

Looks up customer invoices by number, customer or PO, with due dates, payments and balance. Use for invoice, billing or payment-status questions.

Looks up customer invoices by number, customer or PO, with due dates, payments and balance. Use for invoice, billing or payment-status questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`invoice_number`Optional	stringDefault: `""`	Invoice number, for example CIV-001234.
`customer`Optional	stringDefault: `""`	Customer, for example Northwind Traders.
`customer_po`Optional	stringDefault: `""`	Customer po, for example 77812.

TRY ASKING

Has Northwind paid invoice CIV-004512?

List open invoices for Adventure Works.

Vendor Payment Status

Read only

finance_vendor_payment_status

Checks the payment status of vendor (supplier) invoices, including the scheduled payment date, method and any holds. Use when a supplier asks when they will be paid.

Checks the payment status of vendor (supplier) invoices, including the scheduled payment date, method and any holds. Use when a supplier asks when they will be paid. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`vendor`Optional	stringDefault: `""`	Vendor, for example Proseware.
`vendor_invoice`Optional	stringDefault: `""`	Vendor invoice, for example PW-8821.

TRY ASKING

When will Proseware be paid for invoice PW-8821?

Which vendor payments are on hold?

Journal Entry Lookup

Read only

finance_journal_entry_lookup

Looks up general ledger journal entries by number, period or account with lines, posting status and approver. Use for journal entry or GL posting questions.

Looks up general ledger journal entries by number, period or account with lines, posting status and approver. Use for journal entry or GL posting questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`journal_number`Optional	stringDefault: `""`	Journal number, for example GJ-000331.
`period`Optional	stringDefault: `"current"`current · previous	Reporting period, for example current.
`account`Optional	stringDefault: `""`	Account, for example 400100.

TRY ASKING

Which journal entries are pending approval for this close?

Show me journal GJ-000331.

Supply Chain

Trace availability, shipments and supplier risk.

Inventory Lookup

Read only

scm_inventory_lookup

Checks inventory levels for a product across warehouses, including available, allocated and on-order quantities with the next receipt date. Use for stock and availability questions.

Checks inventory levels for a product across warehouses, including available, allocated and on-order quantities with the next receipt date. Use for stock and availability questions. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`product`Required	string	Product, for example CT-X200.
`warehouse`Optional	stringDefault: `""`	Warehouse, for example Denver.

TRY ASKING

Do we have 30 X-200 pumps available?

What's on hand for CT-C500 in the Denver warehouse?

Shipping & Tracking

Read only

scm_shipment_tracking

Tracks outbound shipments by tracking number, order or customer, with carrier, ship date, delivery estimate and event history. Use for shipping, delivery or delay questions.

Tracks outbound shipments by tracking number, order or customer, with carrier, ship date, delivery estimate and event history. Use for shipping, delivery or delay questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`tracking_number`Optional	stringDefault: `""`	Tracking number, for example DEMO-TRACK-001.
`order_number`Optional	stringDefault: `""`	Order number, for example SO-001234.
`account_name`Optional	stringDefault: `""`	Account name, for example Northwind Traders.

TRY ASKING

When will Northwind's pumps arrive?

Why is Northwind's shipment delayed?

Purchase Order Status

Read only

scm_purchase_order_status

Returns purchase order status with vendor confirmation, expected receipt dates and late lines. Use for inbound supply or purchase order questions.

Returns purchase order status with vendor confirmation, expected receipt dates and late lines. Use for inbound supply or purchase order questions. All output is fictional demo data.

Inputs 3 parameters

Parameter	Type / default	Description
`po_number`Optional	stringDefault: `""`	Po number, for example PO-002291.
`vendor`Optional	stringDefault: `""`	Vendor, for example Proseware.
`product`Optional	stringDefault: `""`	Product, for example CT-X200.

TRY ASKING

Are any POs for bearing kits late?

Status of PO-002291?

Supplier Lead Times

Read only

scm_supplier_lead_times

Compares quoted and actual supplier lead times with on-time performance, risk rating and alternate suppliers. Use for supplier performance or sourcing-risk questions.

Compares quoted and actual supplier lead times with on-time performance, risk rating and alternate suppliers. Use for supplier performance or sourcing-risk questions. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`vendor`Optional	stringDefault: `""`	Vendor, for example Proseware.
`product`Optional	stringDefault: `""`	Product, for example CT-X200.

TRY ASKING

Which suppliers are slipping on lead times?

Who else can supply X-200 seal kits faster?

Reorder Recommendation

Read only

scm_reorder_recommendation

Recommends what and how much to reorder based on demand, days of supply, safety stock and supplier lead time. Use for replenishment or 'what should we order' questions.

Recommends what and how much to reorder based on demand, days of supply, safety stock and supplier lead time. Use for replenishment or 'what should we order' questions. All output is fictional demo data.

Inputs 2 parameters

Parameter	Type / default	Description
`product`Optional	stringDefault: `""`	Product, for example CT-X200.
`warehouse`Optional	stringDefault: `""`	Warehouse, for example Denver.

TRY ASKING

What should we reorder this week at the Denver warehouse?

Do we need to reorder C-500 bearing kits?

PICK A FOCUSED TOOLSET

Endpoints

Start with two or three domain endpoints per agent. Combined endpoints share the same tools; your profile’s allowed domains still apply.

Endpoint	Tools	Server URL
sales	5	`https://mcp.d365videos.com/mcp/sales`
service	6	`https://mcp.d365videos.com/mcp/service`
field_service	5	`https://mcp.d365videos.com/mcp/field_service`
project_ops	5	`https://mcp.d365videos.com/mcp/project_ops`
erp_finance	5	`https://mcp.d365videos.com/mcp/erp_finance`
erp_supply_chain	5	`https://mcp.d365videos.com/mcp/erp_supply_chain`
crm	16	`https://mcp.d365videos.com/mcp/crm`
erp	15	`https://mcp.d365videos.com/mcp/erp`
all	31	`https://mcp.d365videos.com/mcp/all`

FROM LIBRARY TO CONVERSATION

Connect your Copilot

01 · COPILOT STUDIO

Add a domain MCP server

Open your agent, then Tools → Add a tool → New tool → Model Context Protocol.
Give the server a name and description. Paste a domain URL from the endpoints table.
Choose API key → Header. Set the header name to X-API-Key.
Create a connection, enter your private profile key and add the tool to your agent.
Test with a sample prompt. Only create a demo case when the user explicitly asks.

Your profile must allow the requested domain. Open the admin live call log to see tool calls during a demo. A solution-aware custom connector is the alternative for ALM or custom headers.

Recommended descriptions & agent instructions

Sales

Server description

Fictional Sales demo tools. Turn account context into the next conversation.

Agent instructions

Use the Sales tools for relevant business questions. All results are fictional demo data. Preserve returned record IDs and follow connected records. If found is false, ask for clarification using suggestions; do not invent records. Use read tools to answer questions and suggest the next useful follow-up.

Customer Service

Server description

Fictional Customer Service demo tools. Follow a customer issue from order to resolution.

Agent instructions

Use the Customer Service tools for relevant business questions. All results are fictional demo data. Preserve returned record IDs and follow connected records. If found is false, ask for clarification using suggestions; do not invent records. Create temporary demo cases only on an explicit user request; use the returned case number to look them up.

Field Service

Server description

Fictional Field Service demo tools. Connect assets, parts and the right technician.

Agent instructions

Use the Field Service tools for relevant business questions. All results are fictional demo data. Preserve returned record IDs and follow connected records. If found is false, ask for clarification using suggestions; do not invent records. Use read tools to answer questions and suggest the next useful follow-up.

Project Operations

Server description

Fictional Project Operations demo tools. See delivery, capacity and margin together.

Agent instructions

Use the Project Operations tools for relevant business questions. All results are fictional demo data. Preserve returned record IDs and follow connected records. If found is false, ask for clarification using suggestions; do not invent records. Use read tools to answer questions and suggest the next useful follow-up.

Finance

Server description

Fictional Finance demo tools. Explain balances, payments and close blockers.

Agent instructions

Use the Finance tools for relevant business questions. All results are fictional demo data. Preserve returned record IDs and follow connected records. If found is false, ask for clarification using suggestions; do not invent records. Use read tools to answer questions and suggest the next useful follow-up.

Supply Chain

Server description

Fictional Supply Chain demo tools. Trace availability, shipments and supplier risk.

Agent instructions

Use the Supply Chain tools for relevant business questions. All results are fictional demo data. Preserve returned record IDs and follow connected records. If found is false, ask for clarification using suggestions; do not invent records. Use read tools to answer questions and suggest the next useful follow-up.

02 · MICROSOFT 365 COPILOT

Use a declarative agent

In Microsoft 365 Agents Toolkit for VS Code, create a Declarative Agent. Choose Add Action → Start with an MCP server.
Use a dedicated, revocable profile with the URL pattern https://mcp.d365videos.com/k/<m365-profile-key>/mcp/service.
Select Authentication: None; the private path key authenticates the request.
Select tools, provision, sideload and test in your environment.

Keep the full keyed URL private. Before production path-key use, verify that upstream hosting logs redact credentials; that verification is still pending for this deployment. Header authentication is the verified route.

FOLLOW THE GOLDEN THREAD

Scenarios & storylines

Shared records carry a conversation across teams. Select a prompt pack above to explore another available scenario.

Contoso Manufacturing

Late order → service recovery

Northwind: delayed pumps, leaking asset, expiring warranty, overdue invoice and expansion opportunity.

Give me a 360 view of Northwind Traders.
Where is customer PO 77812?
When will Northwind pumps arrive?
Is X200-77841 under warranty?
What open cases does Northwind have?
How overdue is invoice CIV-004512?
Show Northwind opportunities.
Do we have 30 CT-X200 available?
Status of PO-002291?

Predictive maintenance

Adventure Works: high vibration, expired coverage, van-stock bearing kit and certified visit recommendation.

Show Adventure Works equipment alerts.
Check C500-10293 warranty.
Find the C-500 high vibration KB.
Find C-500 bearing kits in Denver.
Who is certified on compressors in Denver?
Find the best visit slot for Adventure Works vibration.

Month-end close

Contoso close day 3 of 5; intercompany and accrual blockers, journal approval and Proseware hold.

Where are we on month-end close?
Show journal GJ-000331.
When will Proseware invoice PW-8821 be paid?

Project at risk

Litware Plant 4: amber, 92% budget burned at 70% complete, two missing timesheets, capacity conflict and pending change.

Status of Litware Plant 4 automation?
Show its budget versus actuals.
Who has missing timesheets on Litware?
Show Alex Morgan utilization.
What risks and changes affect Litware?

SAME STORY, DIFFERENT SYSTEM

System flavors

A profile selects CRM and ERP flavors. Labels, displayed IDs and source system change; canonical JSON fields and record relationships stay consistent. Project Operations uses Dynamics 365 when the CRM flavor is Dynamics 365; otherwise it uses the ERP flavor.

Concept	Dynamics 365	Salesforce	SAP	Oracle	Generic
Sales	Dynamics 365 Sales	Salesforce Sales Cloud	CRM	CRM	CRM
Customer Service	Dynamics 365 Customer Service	Salesforce Service Cloud	Service Desk	Service Desk	Service Desk
Field Service	Dynamics 365 Field Service	Salesforce Field Service	Field Service	Field Service	Field Service
Project Operations	Dynamics 365 Project Operations	PSA	SAP S/4HANA Project System	Oracle Fusion Cloud Project Management	PSA
Finance	Dynamics 365 Finance	ERP Finance	SAP S/4HANA Finance	Oracle Fusion Cloud ERP	ERP Finance
Supply Chain	Dynamics 365 Supply Chain Management	ERP Supply Chain	SAP S/4HANA	Oracle Fusion Cloud SCM	ERP Supply Chain
Case ID	`CAS-01234-440330`	`00001234`	`TCK-1234`	`TCK-1234`	`TCK-1234`
Order ID	`SO-001234`	`00012340`	`0000001234`	`SO-001234`	`ORD-1234`
Invoice ID	`CIV-001234`	`INV-1234`	`9000001234`	`INV-001234`	`INV-1234`
Purchase order ID	`PO-001234`	`PO-1234`	`4500001234`	`PO-001234`	`PO-1234`
Work order ID	`WO-001234`	`WO-00001234`	`WO-1234`	`WO-1234`	`WO-1234`

Good questions.Connected answers.

Tool catalog

Sales

Lead Enrichment

Account 360

Opportunity Pipeline

Price & Quote Lookup

Competitor Intel

Customer Service

Case Lookup

Order Status

Warranty Lookup

Entitlement / SLA Check

Knowledge Search

Create Case

Field Service

Asset / Install Base Lookup

Technician Availability

Work Order Status

Parts Availability

Visit Slot Finder

Project Operations

Project Status

Resource Utilization

Timesheet Summary

Budget vs. Actuals

Risks, Issues & Change Requests

Finance

Month-End Close Status

AR Aging

Invoice Lookup

Vendor Payment Status

Journal Entry Lookup

Supply Chain

Inventory Lookup

Shipping & Tracking

Purchase Order Status

Supplier Lead Times

Reorder Recommendation

Endpoints

Connect your Copilot

Add a domain MCP server

Sales

Customer Service

Field Service

Project Operations

Finance

Supply Chain

Use a declarative agent

Scenarios & storylines

Late order → service recovery

Predictive maintenance

Month-end close

Project at risk

System flavors

Good questions.
Connected answers.