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32 changes: 16 additions & 16 deletions Agents/AI ERP Agents/Inventory Fulfillment Agent/README.md
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1. **Set up a Microsoft Entra app registration for Inventory Visibility.**
Create the app registration and client secret used by Inventory Visibility. Save the Application/client ID, client secret value, and tenant ID. Use a separate app registration for each IVS environment.
References: [Register an application](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app) · [Add app credentials](https://learn.microsoft.com/en-us/entra/identity-platform/how-to-add-credentials)
References: [Register an application](https://learn.microsoft.com/entra/identity-platform/quickstart-register-app) · [Add app credentials](https://learn.microsoft.com/entra/identity-platform/how-to-add-credentials)

2. **Install and set up Inventory Visibility.**
Install the Dynamics 365 Inventory Visibility add-in and complete the Supply Chain Management setup. Confirm Inventory Visibility is installed, the integration is enabled, and inventory data is syncing.
Reference: [Install and set up Inventory Visibility](https://learn.microsoft.com/en-us/dynamics365/supply-chain/inventory/inventory-visibility-setup)
Reference: [Install and set up Inventory Visibility](https://learn.microsoft.com/dynamics365/supply-chain/inventory/inventory-visibility-setup)

3. **Set up Product Search for Inventory Visibility.**
Product search must be installed and configured before the agent can search for products. Confirm the required product data has synced and the product search API can return results.
Reference: [Set up product search for Inventory Visibility](https://learn.microsoft.com/en-us/dynamics365/supply-chain/inventory/inventory-visibility-product-search)
Reference: [Set up product search for Inventory Visibility](https://learn.microsoft.com/dynamics365/supply-chain/inventory/inventory-visibility-product-search)

4. **Optional: set up ATP.**
If users need Available-to-Promise responses, configure Inventory Visibility ATP. If ATP is not needed, disable the ATP tool after import and adjust the agent instructions.
Reference: [Inventory Visibility on-hand change schedules and ATP](https://learn.microsoft.com/en-us/dynamics365/supply-chain/inventory/inventory-visibility-available-to-promise)
Reference: [Inventory Visibility on-hand change schedules and ATP](https://learn.microsoft.com/dynamics365/supply-chain/inventory/inventory-visibility-available-to-promise)

5. **Enable the Finance and Operations MCP (required for transfer orders and sales orders).**
The transfer order and sales order child agents call Dynamics 365 F&O through the Model Context Protocol (MCP). Make sure the F&O MCP is enabled before testing these workflows.
Reference: [Dynamics 365 F&O Model Context Protocol](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-mcp)
Reference: [Dynamics 365 F&O Model Context Protocol](https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-mcp)

## Download the Solution

Download the Inventory Fulfillment Agent solution ZIP from the FastTrack implementation assets repository.
Download the latest version of Inventory Fulfillment Agent solution ZIP from the FastTrack implementation assets repository.

[Inventory Fulfillment Agent on GitHub](https://github.com/microsoft/Dynamics-365-FastTrack-Implementation-Assets/tree/master/Agents/AI%20ERP%20Agents/Inventory%20Fulfillment%20Agent)
[Inventory Fulfillment Agent on GitHub](Solutions/)

Download the solution `.zip` file. **Do not extract it before importing.**

Expand All @@ -49,7 +49,7 @@ Download the solution `.zip` file. **Do not extract it before importing.**
8. Enter the environment variable values listed below.
9. Select **Import**.

Reference: [Import solutions in Power Platform](https://learn.microsoft.com/en-us/power-apps/maker/data-platform/import-update-export-solutions)
Reference: [Import solutions in Power Platform](https://learn.microsoft.com/power-apps/maker/data-platform/import-update-export-solutions)

## Environment Variables

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| Area | Reference |
| --- | --- |
| Copilot Studio licensing and access | https://learn.microsoft.com/en-us/microsoft-copilot-studio/requirements-licensing-subscriptions |
| Power Platform solution import | https://learn.microsoft.com/en-us/power-apps/maker/data-platform/import-update-export-solutions |
| Environment variables | https://learn.microsoft.com/en-us/power-apps/maker/data-platform/environmentvariables |
| Connection references | https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-connection-reference |
| Inventory Visibility setup | https://learn.microsoft.com/en-us/dynamics365/supply-chain/inventory/inventory-visibility-setup |
| Microsoft Entra app registration | https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app |
| Microsoft Entra app credentials | https://learn.microsoft.com/en-us/entra/identity-platform/how-to-add-credentials |
| Dynamics 365 F&O MCP | https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-mcp |
| Copilot Studio licensing and access | https://learn.microsoft.com/microsoft-copilot-studio/requirements-licensing-subscriptions |
| Power Platform solution import | https://learn.microsoft.com/power-apps/maker/data-platform/import-update-export-solutions |
| Environment variables | https://learn.microsoft.com/power-apps/maker/data-platform/environmentvariables |
| Connection references | https://learn.microsoft.com/power-apps/maker/data-platform/create-connection-reference |
| Inventory Visibility setup | https://learn.microsoft.com/dynamics365/supply-chain/inventory/inventory-visibility-setup |
| Microsoft Entra app registration | https://learn.microsoft.com/entra/identity-platform/quickstart-register-app |
| Microsoft Entra app credentials | https://learn.microsoft.com/entra/identity-platform/how-to-add-credentials |
| Dynamics 365 F&O MCP | https://learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-mcp |
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Welcome to the Inventory Fulfillment Agent template. To get started, follow the instructions as described [here.](../README.md)

## Download

The Solution is made available as a compressed (zip) file on the Git repository. Click the file name and use the "Download raw file" button or click "View raw".

## Support

This solution is provided as-is. Bugs, feature addition/modification requests, and other changes are the responsibility of the end-user.
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