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Copilot gives users access to AI capabilities that augment the application experiences and functionality of finance and operations apps.
Types of Copilot experiences
Copilot brings a growing set of skills that help users complete various tasks. It can appear in many different user experiences. Here are some examples:
- 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. For example, the generative help and guidance with Copilot feature is provided as a sidecar.
- 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. For more information, go to Chat with finance and operations data.
Available Copilot features in finance and operations apps
You can add Copilot to solutions with finance and operations apps. The finance and operations apps in Dynamics 365 share Copilot capabilities, and there are also app-specific agentive features. This section provides an overview of Copilot and AI agent capabilities in the finance and operations apps.
The following Copilot experiences are available in all finance and operations apps.
| Feature | Description | Learn more |
|---|---|---|
| Generative help and guidance | Copilot transforms the support experience with a conversational sidecar in finance and operations apps. Users can enter questions or express their needs directly in the app. | Generative help and guidance with Copilot |
| Workflow history summary | Users can get an AI-generated summary of the workflow history that they're viewing on the Workflow history page. | Workflow history summary |
| Enhanced user feedback for Copilot and related experiences | Users can provide product feedback to Microsoft by selecting thumbs-up or thumbs-down buttons. | Enhanced user feedback for Copilot and related experiences |
| Chat with finance and operations data | Users can ask questions of an agent that derives the answers from the structured finance and operations data that the user has access to. | Chat with finance and operations data |
| Immersive Home (production ready preview) | There's a new workspace that helps users work hand in hand with AI agents and focus on the most important work items. | Immersive Home (production ready preview) |
| Use Model Context Protocol for finance and operations apps | The Dynamics 365 ERP MCP server provides a dynamic framework for agents to perform data operations and access the business logic of finance and operations apps. Developers can build agents that work with data and perform nearly any function that's available to a user through the application interface, without the need for custom code, connectors, or APIs. | Use Model Context Protocol for finance and operations apps |
| Build an agent with Dynamics 365 ERP MCP | The Dynamics 365 ERP MCP server provides a dynamic framework for agents to perform data operations and access the business logic of finance and operations apps. Developers can build agents that work with data and perform nearly any function that's available to a user through the application interface, without the need for custom code, connectors, or APIs. | Build an agent with Dynamics 365 ERP MCP (production ready preview) |
Dynamics 365 Commerce
- Customer insights by Copilot
- Store report insights by Copilot
- Enable Copilot statement posting summaries
- Streamline your merchandising process with Copilot-based insights
- Use Copilot in site builder to enrich product detail pages
Dynamics 365 Finance
Dynamics 365 Project Operations
Dynamics 365 Supply Chain Management
- AI summaries with Copilot
- Analyze demand plans with Copilot
- Review and accept changes to confirmed purchase orders
- Workload insights with Copilot in the Warehouse Management mobile app
- Supplier Communications Agent overview (production ready preview)
- Generative insights for Demand planning (production ready preview)
Responsible AI
Microsoft is committed to applying responsible AI practices with Copilot. We ensure user privacy through stringent data protection measures and oversee content generation to maintain relevance and safety. To learn more about responsible AI practices in Microsoft finance and operations apps, read the following articles:
- Responsible AI FAQs for the Microsoft Dynamics 365 finance and operations platform
- Responsible AI FAQs for Dynamics 365 Supply Chain Management
- Responsible AI FAQs for Dynamics 365 Finance
- Responsible AI FAQs for Dynamics 365 Human Resources
- Responsible AI FAQs for Microsoft Dynamics 365 Commerce
- Responsible AI FAQs for Microsoft Dynamics 365 Project Operations