Are you ready to empower your finance and AR teams with instant, real-time access to JD Edwards data – right inside Microsoft Teams? In this session, we’ll demonstrate how we built a conversational Assistant Bot that connects JD Edwards (via Orchestrator) to Microsoft Teams using OpenAI technology. With this bot, users simply ask questions in natural language (“What’s our current AR balance?”, “Who are our top overdue customers?”), and receive accurate, up-to-date answers – no technical skills or JDE navigation required.
We’ll share the full lifecycle of the project: from business needs and technical architecture to real-world outcomes and lessons learned. Attendees will see a live demo and explore how the bot interprets user requests, retrieves AR data through Orchestrator, and responds in plain English. We’ll also dive into key challenges, including Teams integration, secure authentication, and persistent conversation memory, as well as future roadmap features like multi-module support and advanced reporting.

Who should attend?
Anyone involved in JD Edwards administration, financial operations, IT, or business analysis – especially those seeking to streamline user access to JDE data, reduce manual reporting, and accelerate decision-making. Whether you’re a technical developer, business analyst, or functional user, you’ll walk away with practical insights and actionable steps for bringing conversational AI to your own JDE environment.

Key Takeaways:
1. How to leverage OpenAI, Microsoft Teams, and JDE Orchestrator to automate real-time data delivery
2. Real-world benefits for AR and Finance teams
3. Tips for integration, security, and scaling your own JDE bot