How to Setup Cowork with F&O Plugin Enables

1. Enable Microsoft 365 Frontier (Preview)

Cowork only works if Frontier is enabled.

Steps:

1. Go to Microsoft 365 Admin Center


2. Navigate to:
   
   Settings → Org Settings → Microsoft 365 Frontier (Preview)


3. Enable:
   
   
   • ✔ Frontier platform
   
   
   • ✔ Cowork
   
   
   • ✔ Anthropic model access
   
   
   


4. Save and wait for propagation (usually 15–30 minutes)

2. Assign Required Licenses

Cowork requires:

• Microsoft 365 Copilot license


• Frontier access (automatically added for eligible tenants)


• Dynamics 365 license (Finance, SCM, or relevant app)

Steps:

1. Go to Admin Center → Users → Active Users


2. Select the user


3. Assign:
   
   
   • ✔ Microsoft 365 Copilot
   
   
   • ✔ Dynamics 365 Finance / SCM / Project Ops
   
   
   • ✔ Frontier (if visible)
   
   
   

3. Enable Copilot in Dynamics 365

Steps:

1. Go to Dynamics 365 F&O


2. Navigate to:
   
   System Administration → Setup → Copilot


3. Enable:
   
   
   • ✔ Copilot panel
   
   
   • ✔ Cowork actions
   
   
   • ✔ Data access for Work IQ
   
   
   


4. Save and refresh the environment

4. Configure Work IQ (Required for Cowork)

Cowork uses Work IQ signals to act.

Steps:

1. Go to Microsoft 365 Admin Center


2. Navigate to:
   
   Settings → Search & Intelligence → Work IQ


3. Enable:
   
   
   • ✔ Email signals
   
   
   • ✔ Calendar signals
   
   
   • ✔ Teams signals
   
   
   • ✔ OneDrive/SharePoint signals
   
   
   


4. Save

5. Register Cowork App in Entra ID

The video references “plugin ready” — this requires app registration.

Steps:

1. Go to Entra ID → App Registrations


2. Find the app named:
   
   Copilot Cowork


3. Copy:
   
   
   • ✔ Application (client) ID
   
   
   • ✔ Directory (tenant) ID
   
   
   


4. Ensure API permissions:
   
   
   • ✔ Microsoft Graph
   
   
   • ✔ Dynamics ERP APIs
   
   
   • ✔ Files.ReadWrite
   
   
   • ✔ Mail.Send
   
   
   • ✔ Calendars.ReadWrite
   
   
   


5. Grant admin consent

6. Configure Cowork in Dynamics 365 (Plugin Mode)

This is the “plugin ready” part shown in the video.

Steps:

1. Go to Dynamics 365 → System Administration


2. Navigate to:
   
   Copilot Cowork Setup


3. Enter:
   
   
   • ✔ Client ID (you already have: 6ab48b67-cd74-4ad4-81af-5932984589be)
   
   
   • ✔ Tenant ID
   
   
   


4. Select:
   
   
   • ✔ Allowed actions (email, tasks, data lookup, workflows)
   
   
   • ✔ Allowed modules (Finance, SCM, etc.)
   
   
   


5. Save

7. Enable Cowork Actions in Workspaces

In the video, they show Cowork buttons appearing in workspaces.

Steps:

1. Go to Feature Management


2. Enable:
   
   
   • ✔ Copilot Cowork workspace actions
   
   
   • ✔ Copilot task pane
   
   
   • ✔ Copilot contextual suggestions
   
   
   


3. Refresh the workspace

8. Test Cowork

The presenters always show a test scenario.

Test steps:

1. Open Collections, Vendors, or General Ledger


2. Click the Copilot Cowork button


3. Try:
   
   
   • “Summarize this customer”
   
   
   • “Prepare a credit memo”
   
   
   • “Show overdue invoices”
   
   
   • “Draft an email to the vendor”
   
   
   

If Cowork responds with contextual data → setup is correct.