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My Top 10 Learning of Copilot for Dynamics 365 Finance & Supply Chain Management

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Hey Learners, 👏

It seems that Microsoft Copilot, the AI-powered assistant, is gaining popularity worldwide. Customers and partners are trying to understand the various features of Copilot to align them with their specific needs and set expectations for their business and IT strategies.

While trying to understand Copilot's architecture, learners like me are also exploring its pricing model and extensions to incorporate custom business processes.

To enable Copilot, there are numerous dependent components involved.

  • Availability of Azure Open AI service in specific region

  • Microsoft Power Platform integration in Microsoft Dynamics Lifecycle Services

  • Microsoft Power Apps solution for Copilot from AppSource

  • Dynamics 365 FO platform compatible version

  • Dynamics 365 FO Feature management (User Experience for Copilot in Finance & Operations Apps) specially for Sidecar functionality

Here is a list of links that will help you learn about features and availability in your area.

1) Copilot International Availability

https://dynamics.microsoft.com/en-us/availability-reports/copilotreport/

2) Installation & compatible version of Dynamics 365 finance and operations apps

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/enable-copilot#countryregion-and-language-availability

3) Microsoft AppSource (Preview Apps)

https://appsource.microsoft.com/en-US/product/dynamics-365/mscrm.d365-financeai-preview?flightCodes=9b882e82e59c4f35a1b0a5368d42ea92

https://appsource.microsoft.com/product/dynamics-365/mscrm.dynamicsscmai-preview?flightCodes=f42a7338c806438f8fca820c4ed82b7c&tab=Overview

4) Architecture of Copilot in finance and operations apps & large language models (LLMs)

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/copilot-architecture

https://learn.microsoft.com/en-us/training/modules/fundamentals-generative-ai/3-language%20models

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/m365-copilot/copilot-data-entities?source=recommendations

5) Overview of Copilot capabilities in finance and operations apps

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations

6) Enable generative help and guidance with Copilot (preview)

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/enable-copliot-generative-help

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copliot-generative-help

7) Dynamics 365 Finance - Collection Coordinator Summary

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/collectionscoordinatorsummary

8) Dynamics 365 Supply Chain Management - Review and accept changes to confirmed purchase orders

https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/purchase-order-changes-after-confirmation

9) Extend Copilot capabilities in finance and operations apps

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/extend-copilot?source=recommendations

10) Microsoft 365 Copilot for Dynamics 365 Finance and Operations data (preview)

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/m365-copilot/faq-for-chat-with-fno-data-on-m365copilot

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Rakesh Darge's Blog

Rakesh Darge's Blog

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