Overview of Copilot capabilities in finance and operations apps

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, see Chat with finance and operations data.

Available Copilot features in finance and operations apps

The following Copilot features are currently available in finance and operations apps:

• For all finance and operations apps:

  • Generative help and guidance with Copilot
  • Workflow history summary
  • Enhanced user feedback for Copilot and related experiences
  • Chat with finance and operations data

• For 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

• For Dynamics 365 Finance:

  • Collections coordinator summary
  • Customer page summary

• For Dynamics 365 Project Operations:

  • Copilot for project overview
  • Use Copilot in time entry

• For Dynamics 365 Supply Chain Management:

  • AI summaries with Copilot
  • Analyze demand plans with Copilot
  • Inquire into inventory with Copilot (preview)
  • Review and accept changes to confirmed purchase orders
  • Workload insights with Copilot in the Warehouse Management mobile app

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

Next steps

• Enable Copilot capabilities in finance and operations apps
• Extend Copilot capabilities in finance and operations apps