How Partners Can Leverage MCP to Streamline Dynamics 365 Workflows


Introduction
Microsoft’s MCP (Microsoft Copilot Platform) is opening a new frontier for partners in the Dynamics 365 ecosystem, one where AI agents, automation, and system-wide connectivity are no longer nice-to-haves, but the foundation of a more agile, productive business model.
At Volt Technologies, we’ve been at the forefront of testing and advising on MCP, and as Mason Whitaker, our President, recently shared in his Cloud Wars AI Agent & Copilot Podcast conversation, this innovation is far more than a feature update. It’s a strategic shift in how businesses and their technology partners can deliver value.
As Mason Whitaker, President of Volt Technologies, explains:
“MCP unlocks new capabilities in Dynamics 365 applications, allowing for application actions across various platforms. This is a significant opportunity for partners to leverage a new wave of innovation.”
From Concept to Impact: Understanding MCP’s Role in the Future of Work
MCP is Microsoft’s new framework that allows agents to take action across Dynamics 365 applications and beyond, connecting multiple systems in a way that removes the friction from everyday workflows. It acts as a unified layer between users and their business applications, making tasks feel seamless and context aware.
As Mason explained, “MCP unlocks new capabilities in Dynamics 365 applications, allowing for application actions across various platforms. This is a significant opportunity for partners to leverage a new wave of innovation.”
What makes this moment so pivotal is Microsoft’s clear commitment to MCP. This isn’t a side project, it’s a core pillar in the company’s AI and automation strategy, with early adoption already showing measurable benefits for ROI, security, and operational agility.
Simplifying Complex Workflows with AI Agents
One of the most exciting features of MCP is its ability to abstract the surface area of work. In plain terms, this means users don’t need to understand the underlying system or where the data is stored. MCP-enabled agents can fetch the right information, process it, and trigger actions in real time.
Think of it like a well-equipped tool belt: rather than switching between different applications and interfaces, MCP teaches AI agents how to select the right “tool” for the job, whether that’s pulling a sales report, initiating a customer refund, or updating inventory records.
This has enormous implications for productivity. Businesses can now focus on outcomes instead of processes, while partners can design MCP workflows that save time, reduce errors, and improve adoption across teams.
The Partner’s New Advisory Role
MCP doesn’t just change how businesses use technology, it changes the role of Microsoft partners.
Partners now have the opportunity to become strategic advisors in designing and implementing MCP architectures. From selecting the right agent workflows to advising on integration best practices, this shift demands a mix of technical expertise and business acumen.
As Mason highlighted in the podcast, there’s a need for early-stage R&D to vet MCP server configurations, test security controls, and ensure that the architecture aligns with customer goals. Early adopters will need guidance not just in deployment, but in change management to ensure teams embrace this new way of working.
Addressing Security and ROI Concerns
While MCP’s potential is massive, it’s natural for customers to have questions, especially around security and return on investment.
The good news is that Microsoft has built robust protections into tools like Copilot Studio, giving businesses confidence that their data remains secure while AI agents execute workflows.
In early customer conversations, we’ve seen security framed not as a blocker, but as an enabler the more consistent and governed the workflow, the less room there is for human error.
ROI is another major driver. By reducing repetitive tasks, enabling faster decision-making, and integrating across systems, MCP can deliver measurable efficiency gains in a matter of months. In Mason’s words, “Customers are excited about MCP, particularly its potential for ROI and security.”
Moving from R&D to Production Readiness
As of now, MCP is still in an emerging phase for most organizations. Many use cases are in proof-of-concept or pilot stages, but progress is rapid.
Microsoft’s full embrace of MCP, especially for Business Central, signals that we’re approaching a tipping point. Once early adopters validate production use cases, MCP will shift from an experimental tool to a core business capability.
At Volt, we expect production-ready MCP deployments to gain momentum towards the end of the year, with cross-industry applicability in manufacturing, distribution, life sciences, and professional services.
Whitaker is confident about the timeline and impact:
“We’re on track to see real production scenarios by year’s end, and the gains in productivity will be hard to ignore.”
Real-World Scenarios: MCP in Action
While the technology is still maturing, here are a few examples of how MCP can transform Dynamics 365 workflows today:
- Automated Sales Approvals: MCP agents can check customer credit, review pricing rules, and trigger sales order approvals without manual input.
- Unified Customer Support: Agents can retrieve order histories, create return authorizations, and schedule replacements without the customer ever waiting on hold.
- Inventory Optimization: MCP can connect warehouse data with sales forecasts, automatically triggering restocks or reassigning stock between locations.
- Financial Close Automation: Agents can prepare reconciliations, detect anomalies, and alert finance teams of exceptions before month-end.
Why Volt Technologies is All In on MCP
For us, MCP is not just another Microsoft release, it’s a strategic accelerator for our clients. Our role is to help businesses:
- Identify high-impact workflows where MCP can deliver quick wins.
- Design secure, scalable MCP architectures that integrate seamlessly with existing Dynamics 365 environments.
- Train teams to fully adopt MCP-enabled processes.
- Measure and optimize ROI over time.
The businesses that embrace MCP early will gain a competitive edge, not just in efficiency, but in how quickly they can respond to changing market conditions.
The Road Ahead
As Microsoft prepares MCP for broader release, one thing is clear: this is not a passing trend. The combination of AI agents, seamless workflow automation, and cross-platform integration will redefine how Dynamics 365 ecosystems operate.
For partners, this is a rare moment to shape the future of business processes and for customers, a chance to leap ahead of competitors.
If you’re ready to explore how MCP can streamline your Dynamics 365 workflows, Volt Technologies is here to help you design, deploy, and scale your MCP strategy.
For a deeper dive into MCP and partner opportunities, listen to the full podcast with Mason Whitaker here:
https://cloudwars.com/ai/ai-copilot-podcast-volt-technologies-mason-whitaker-on-partner-opportunities-with-mcp/