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Copilot gives users access to AI capabilities that augment the application experiences and functionality of finance and operations apps.
Types of Copilot experiences
Copilot brings a growing set of skills that help users complete various tasks. It can appear in many different user experiences. Here are some examples:
- Sidecar: Copilot sits alongside the application as a sidecar and provides conversational support to the user. The sidecar is the primary Copilot interface in finance and operations apps. It provides a natural language chat experience that helps users work with application functionality and data. For example, the generative help and guidance with Copilot feature is provided as a sidecar.
- Embedded: These Copilot features add intelligent capabilities to the application itself. In this way, they bring AI to the center of the application experience. For example, in the Confirmed purchase orders with changes workspace, AI capabilities that are built into the page help users understand and react to changes in confirmed purchase orders.
- Outside: External agents help orchestrate across different apps and tasks. For example, users can use Copilot to ask questions about finance and operations data. For more information, go to Chat with finance and operations data.
Available Copilot features in all finance and operations apps
You can add Copilot to solutions with finance and operations apps. The finance and operations apps in Dynamics 365 share Copilot capabilities, and there are also app-specific agentive features. This section provides an overview of Copilot and AI agent capabilities in the finance and operations apps.
The following Copilot experiences are available in all finance and operations apps.
| Feature | Description | Learn more |
|---|---|---|
| Generative help and guidance | Copilot transforms the support experience with a conversational sidecar in finance and operations apps. Users can enter questions or express their needs directly in the app. | Generative help and guidance with Copilot |
| Workflow history summary | Users can get an AI-generated summary of the workflow history that they're viewing on the Workflow history page. | Workflow history summary |
| Enhanced user feedback for Copilot and related experiences | Users can provide product feedback to Microsoft by selecting thumbs-up or thumbs-down buttons. | Enhanced user feedback for Copilot and related experiences |
| Chat with finance and operations data | Users can ask questions of an agent that derives the answers from the structured finance and operations data that the user has access to. | Chat with finance and operations data |
| Immersive Home (production ready preview) | There's a new workspace that helps users work hand in hand with AI agents and focus on the most important work items. | Immersive Home (production ready preview) |
| Use Model Context Protocol for finance and operations apps | The Dynamics 365 ERP MCP server provides a dynamic framework for agents to perform data operations and access the business logic of finance and operations apps. Developers can build agents that work with data and perform nearly any function that's available to a user through the application interface, without the need for custom code, connectors, or APIs. | Use Model Context Protocol for finance and operations apps |
| Build an agent with Dynamics 365 ERP MCP | The Dynamics 365 ERP MCP server provides a dynamic framework for agents to perform data operations and access the business logic of finance and operations apps. Developers can build agents that work with data and perform nearly any function that's available to a user through the application interface, without the need for custom code, connectors, or APIs. | Build an agent with Dynamics 365 ERP MCP (production ready preview) |
Dynamics 365 Commerce
Dynamics 365 Commerce offers the following Copilot experiences.
| Feature | Description | Learn more |
|---|---|---|
| Customer insights by Copilot | Store associates can use Microsoft Copilot to enhance customer interactions and create personalized shopping experiences in Dynamics 365 Commerce. | Customer insights by Copilot |
| Product insights by Copilot | Store associates can use Microsoft Copilot-generated product insights to quickly understand product information and deliver informed shopping assistance in the Microsoft Dynamics 365 Commerce Store Commerce app. | Product insights by Copilot |
| Store report insights by Copilot | This feature uses AI to generate natural language summaries of store reports in the Dynamics 365 Commerce Store Commerce app. | Store report insights by Copilot |
| Copilot AI-generated summaries that are relevant to statement posting on two pages: the Store financials workspace page and the Statements page. | The Enable Copilot based summary and insights for Calculated and Posted statements feature uses Copilot to offer a comprehensive summary of insights that are derived from posted and unposted statements and transactions from the last seven days. The summary has two sections: Status and Risks. | Enable Copilot statement posting summaries |
| Use Copilot in site builder to enrich product detail pages | Copilot in site builder works seamlessly with Dynamics 365 Commerce site builder to help you quickly create product enrichment and marketing content customized for your target audience and brand tone. | Use Copilot in site builder to enrich product detail pages |
| Streamline your merchandising process with Copilot-based insights | Copilot can help you get a comprehensive summary of insights for the merchandising configurations of your retail channels. Use this summary of insights to simplify your merchandising workflows in Dynamics 365 Commerce. | Streamline your merchandising process with Copilot-based insights |
Dynamics 365 Finance
The following Copilot experiences are available in Dynamics 365 Finance
| Feature | Description | Learn more |
|---|---|---|
| Collections coordinator summary | Collections coordinator summary is a feature of Dynamics 365 Finance that shows AI-generated summary text in the Collections coordinator workspace and generates a reminder letter that contains AI-generated text. | Collections coodinator sumary |
| Customer page summary | Customer page summary is a feature in Dynamics 365 Finance that is powered by Azure OpenAI Service's large language model. It shows AI-generated summary text at the top of the customer page when a user opens it. | Customer page summary |
| Workflow history summary | Workflow history summary is a feature in Dynamics 365 Finance that is powered by Azure OpenAI Service's large language model. It shows AI-generated summary text on the existing Workflow history page for all workflow document types. | Workflow history summary |
| Agent management (production ready preview) | Agent management is a preview feature in Microsoft Dynamics 365 finance and operations apps that enables autonomous AI-powered agents. The feature lets users discover, configure, and manage those agents. | Enable agent management (production ready preview) |
The following AI agent experiences are available in all Dynamics 365 Finance apps.
| Feature | Description | Learn more |
|---|---|---|
| Account Reconciliation Agent (production ready preview) | Reconciliation of data is a time-consuming process that you often defer until the end of a period. This deferral adds time and headaches to the completion of period end tasks. The subledger to general ledger reconciliation feature changes this process to be proactive rather than reactive when a difference is identified. Use Copilot to notify you of a difference between the subledger and the general ledger, provide options for how to resolve the issue, and eventually resolve the issue on your behalf. Reconciliation is no longer a bottleneck but is always in a continuous state of readiness. | Account Reconciliation Agent (production ready preview) |
Dynamics 365 Project Operations
The following Copilot experiences are available in Dynamics 365 Project Operations
| Feature | Description | Learn more |
|---|---|---|
| Copilot in time entry | Copilot in time entry gives project team members a new, streamlined way to complete all activities that are related to logging weekly time entries. The goal is to make the time entry process less tedious for team members. | Use Copilot in time entry |
| Copilot for project | Copilot for project is a suite of features that streamline project management tasks in the system through plain English. Based on a project name and description that are provided as input, Copilot for project can generate a preliminary work breakdown structure (WBS) and therefore simplify the task planning process. | Copilot for project overview |
| Microsoft 365 Copilot chat (preview) | Helps you get summaries, suggestions, and guided actions within your app. It streamlines tasks and boosts productivity by providing contextual assistance based on your organization's data. | Microsoft 365 Copilot chat (preview) |
| Agent feed (preview) | Lets you manage and work with agents directly within your apps. It makes the app a central place for human‑agent collaboration by providing a complete activity feed that shows everything agents do for you, wherever you are in the app. | Supervise agents in model-driven apps with agent feed (preview) |
| Form fill assistance | Helps you complete forms more efficiently by suggesting relevant values based on context. It analyzes available data to autopopulate fields and reduce manual input. This helps you to fill forms faster and with fewer errors. | Use Copilot's form fill assistance feature in model-driven apps |
| Find data in a view | Helps you quickly locate and narrow down your data using natural language, without relying on complex filtering options. The feature analyzes intent and context to surface the most accurate results, reducing the need for manual searches. | Find data in a view with AI (preview) |
| Visualize data in a view | Visualizes the data in your view as an interactive chart to help you understand trends, patterns, and relationships easily. The chart is based on the visible columns and can be personalized to support deeper exploration. | Visualize data in a view with Copilot (preview) |
| Row summary | Provides you quick, concise, AI‑generated summaries of selected records so you can understand key details without opening each item. It highlights important fields and recent updates, helping you review information faster and act with context. | Use row summaries in model-driven apps |
| Timeline highlights | Creates an AI-generated, bulleted list that appears at the top of the timeline. These highlights summarize key activities—such as user interactions, reported issues, and steps taken—so you can understand the record's status at a glance. | Use timeline highlights powered by generative AI |
The following AI agent experiences are available in Dynamics 365 Project Operations.
| Feature | Description | Learn more |
|---|---|---|
| Time Entry Agent (production ready preview) | The Time Entry Agent streamlines time capture by automatically generating draft entries based on project assignments, resource bookings, and historical patterns. This reduces manual effort, eliminates missed submissions, and enhances compliance, enabling organizations to accelerate invoicing cycles and free consultants to focus on higher-value work. | Time Entry Agent |
| Expense Agent (production ready preview) | Streamlines Expense Management by automatically extracting receipt data, generating expense entries, itemizing complex receipts and grouping them to create reports based on a trip or project. End-users can forward receipts to a designated mailbox or click a picture using the mobile app or simply upload them directly into finance and operations apps for the agent to take care of the rest. | Expense Agent |
| Approvals Agent (production ready preview) | The purpose of the Approvals Agent is to streamline the approval process for time, expense, and material transactions. The Time and Expense Agent uses a Microsoft Copilot Studio agent to do an initial review of incoming time, expense, and material entries against policy documents that the customer uploaded for each type of entry. If a record meets the criteria that are outlined in the policy document, it's marked as Ready for approval. Otherwise, it's marked as Needs review. This initial review makes the approval process more efficient for project managers. It also helps them avoid time-consuming corrections by reducing mistaken approvals. | Approvals Agent |
Dynamics 365 Supply Chain Management
The following Copilot experiences are available in Dynamics 365 Supply Chain Management
| Feature | Description | Learn more |
|---|---|---|
| AI summaries with Copilot | These summaries provide a quick overview of the most important information that's related to the page, personalized for the current user. Summaries can include information such as the number of lines on a purchase order, the number of items in a warehouse, or the number of overdue invoices for a vendor. | AI summaries with Copilot |
| Analyze demand plans with Copilot | Demand planning in Supply Chain Management lets you use Copilot to analyze your demand plans. You can select from a set of predefined questions to analyze data for shifts, trends, anomalies, and accuracy. The results are delivered as a summary using natural language and visualizations. | Analyze demand plans with Copilot |
| Workload insights with Copilot | The Workload insights with Copilot feature provides insights into available work headers, pick lines, and receiving lines. It also provides information about available workforce and Copilot-generated insights into pending warehouse work. | Workload insights with Copilot in the Warehouse Management mobile app |
The following AI agent experience is available in Dynamics 365 Supply Chain Management
| Feature | Description | Learn more |
|---|---|---|
| Supplier Communications Agent (production ready preview) | For many businesses, a large part of the procurement process is still manual. This process includes collaborating and following up with vendors, manually updating purchase orders, and managing change requests. The supplier communications agent helps purchasers save time by automating manual and repetitive tasks based on user-defined rules. The agent helps you achieve a resilient and efficient supply chain and increase procurement productivity. | Automate procure-to-pay tasks with supplier communications agent |
Responsible AI
Microsoft is committed to applying responsible AI practices with Copilot. We ensure user privacy through stringent data protection measures and oversee content generation to maintain relevance and safety. To learn more about responsible AI practices in Microsoft finance and operations apps, read the following articles:
- Responsible AI FAQs for the Microsoft Dynamics 365 finance and operations platform
- Responsible AI FAQs for Dynamics 365 Supply Chain Management
- Responsible AI FAQs for Dynamics 365 Finance
- Responsible AI FAQs for Dynamics 365 Human Resources
- Responsible AI FAQs for Microsoft Dynamics 365 Commerce
- Responsible AI FAQs for Microsoft Dynamics 365 Project Operations