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Dynamics 365 Community / Blogs / Dynamics 365 ERP Applications in Digital Transf... / Enhancing Dynamics 365 Fina...

Enhancing Dynamics 365 Finance and Operations with Copilot - PART 1 Introduction

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Dogan Adiyaman Profile Picture Dogan Adiyaman 690 User Group Leader
 
This article series provides an overview of Copilot usage in Dynamics 365 Finance and Operations apps.
Copilot will be explained in 3 posts:
 
PART 1: Introduction to Copilot
PART 2: Install Copilot and connect to an Dynamics 365 ERP
PART 3: Copilot applications in Dynamics 365 ERP
 
Let's get started with PART 1
 
INTRODUCTION TO COPILOT
 
Microsoft Copilot in Dynamics 365 Finance and Operations uses AI to enhance ERP functionality, providing a blend of conversational AI, embedded insights, and integration across applications. This innovative approach aims to streamline operations, boost productivity, and facilitate smarter decision-making. 
 
Before going further, let's talk about the some of new terminologies:
 
  • 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.
  • 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.
  • Responsible AI â€“ An AI system includes not only the technology but also the people who use it, the people who are affected by it, and the environment where it's deployed. Microsoft's Responsible AI FAQs are intended to help you understand how AI technology works, the choices that system owners and users can make that influence system performance and behavior, and the importance of thinking about the whole system, including the technology, the people, and the environment. You can use Responsible AI FAQs to better understand specific AI systems and features that Microsoft develops. Responsible AI FAQs are part of a broader effort to put Microsoft's AI principles into practice. To learn more, see Microsoft AI principles.
Next is the application areas. Copilot features include:
 
  • Conversational AI Support: A sidecar where Copilot provides natural language interactions to help users navigate and perform tasks within the finance and operations applications, simplifying complex processes.
  • Embedded Intelligence: AI can be directly integrated into Dynamics 365 business processes. Application example: Copilot helps users manage changes in confirmed purchase orders and other critical financial operations, embedding insights where they're most needed​​. More to come in the near future.
  • Cross-Application Orchestration: Copilot extends beyond Dynamics 365, leveraging AI to interact with data across Microsoft's ecosystem, enhancing efficiency and providing seamless access to information​​. Application example: Microsoft Dynamics 365 Supply Chain Center is an enterprise-grade solution that integrates data from ERPs and supply chain systems into Microsoft Dataverse to enhance supply chain resiliency. It provides actionable insights, end-to-end visibility, and potential disruption prediction.
 
... Read the full post HERE.

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