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How to make use of Microsoft Co-pilot in Microsoft Dynamics 365 Finance and Operations

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Posted on by Naveena Reddy

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Hi Experts!

I would like to start learning, how Microsoft Co-pilot in Microsoft Dynamics 365 Finance and Operations.

Kindly let me know if there are any videos/blogs which I can refer for a step-step guide for learning.

Much appreciated for your help.

Thanks,

Naveena G.

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Dynamics 365 Finance

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André Arnaud de Cal... 305,465 Super User 2026 Season 1 on at

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Hi Naveena,

Your question is very broad. Do you want to know what features are available, or how to extend or create your own agents?

You can start by reading the documentation: Overview of Copilot capabilities in finance and operations apps - Finance & Operations | Dynamics 365 | Microsoft Learn

In case you want to extend the features or add use cases yourself, you can start here: Extend Copilot in finance and operations apps - Finance & Operations | Dynamics 365 | Microsoft Learn

There are also a lot of blogs and videos available online. You can find them by using a search engine.

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Adis 6,797 Super User 2026 Season 1 on at

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Hi,

I saved some posts from LinkedIn for starting with Copilot. Lots of them are like "How to start with Copilot\MCP". I havent checked them out yet, since I am waiting for 10.0.46 update in our organisation, however, they all seem very promising.

https://www.linkedin.com/feed/update/urn:li:activity:7419336664746979328?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7419336664746979328%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7422835971571863552?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7422835971571863552%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7415240945983471616?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7415240945983471616%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7408808651487985664?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7408808651487985664%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7414938970851078144?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7414938970851078144%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7414531228160245760?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7414531228160245760%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7407473272499474433?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7407473272499474433%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7406906032234389504?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7406906032234389504%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7406558742093271040?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7406558742093271040%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

https://www.linkedin.com/feed/update/urn:li:activity:7403725183540269057?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7403725183540269057%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

Kind regards, Adis

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Sagar121 1,187 Super User 2026 Season 1 on at

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Hi Naveen,

By Copilot, you mean Copilot Studio I Hope. Copilot Studio is a very powerful tool, and there are multiple ways to integrate it with F&O. Some common integration are ERP MCP Server, Data Entities, and Virtual Entities. We can create AI Tools.
If you want to learn the basics of Copilot Studio, you can check out my videos.

https://www.youtube.com/playlist?list=PLstKwQQDs5sBiB4dqJNsxST6waoCB9lB_

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