Canada Goose transforms global finance and builds an agentic future with Dynamics 365 and Microsoft Copilot

Canada Goose — The company migrated to Dynamics 365 Finance, automated workflows with Microsoft Power Platform, centralized data in Microsoft Fabric, and introduced AI agents with Microsoft Copilot Studio. Canada Goose achieved a five-business day close, runs continuous account reconciliations with a built-in Dynamics 365 Finance agent, and is rolling out a procurement agent to support finance processes across the organization. Canada Goose cuts its monthly close by 37% and deploys AI agents to modernize finance with Dynamics 365.

Agent or tool: Copilot Studio
Topic: Finance
Reported on: Case study (Microsoft)
Added: 2026-11-11

Why it matters

Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 156 sightings filed under Finance on Agent Sightings (number 48 by interest), and one of 116 involving Copilot Studio.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Copilot Studio or any similar agent and adjust the details to your situation.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

Saved

Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.

Source

Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/27526-canada-goose-dynamics-365-fi…. Our summary is a paraphrase; details are in the source.

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