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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Linking D365 to copilot
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Linking D365 to copilot

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Posted on by MM-05062202-0 10

Hello,

 

I am trying to connect D365 to copilot to extract routine reports run thru D365.Can you please provide the correct server to pick thru Tools.

Thanks

Categories:
Dynamics 365 general
  • Suggested answer
    CU-1234529-002 Profile Picture
    CU-1234529-002 527 on at

    Hi please use Dynamics 365 ERP MCP

  • Suggested answer
    Anthony Blake Profile Picture
    Anthony Blake 3,259 Super User 2026 Season 2 on at

    Hi @MM-05062202-0 

     

    Dynamics 365 ERP MCP - Try this one out, this provides extensive Finance and Operations functionality.

    Dynamics 365 ERP Analytics MCP (Preview) - this can give you analytics data within your agent, rather than running specific reports inside or outside of Finance and Operations.

    Dynamics 365 ERP MCP 1 - This just looks like another instance of Dynamics 365 ERP MCP, so you don't need it.

     

    The best tip I can give is to try them out!

     

    Anthony

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,684 Super User 2026 Season 2 on at

    You posted the question in a general group. Can you tell us what exact Dynamics 365 application you are using? There are several different solutions in the Dynamics 365 family, like: Sales, Finance, Supply Chain Management, Project Operations, and Customer Insights. If you can clarify the product, we can answer the question or move it to the correct forum.

     

    If you are using Dynamics 365 F&O, then use the Dynamics 365 ERP MCP. The Analytics MCP is used in combination with Business Performance Analytics (BPA). 

  • Anthony Blake Profile Picture
    Anthony Blake 3,259 Super User 2026 Season 2 on at

    good point @André Arnaud de Cal…, thanks. @MM-05062202-0  my answer assumes Finance and Operations based on the MCP connectors in your screenshot, let us know if it's not that.

     

    Anthony

  • Suggested answer
    MM-05062202-0 Profile Picture
    MM-05062202-0 10 on at

    Thanks all.I will try and check whether I got access rights.

  • Suggested answer
    Assisted by AI
    rajeshjamrodh Profile Picture
    rajeshjamrodh 96 on at

    Hi @MM-05062202-0 ,

    The Ans is Dynamics 365 ERP MCP.

    Microsoft's current guidance says Copilot Studio can connect to the Dataverse MCP Server and then use it to query Dataverse data, such as tables and records

     

  • FaiqaK Profile Picture
    FaiqaK 6 on at

    Hi,

    View the attached image. 

    copilot.png

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