Install Copilot in your finance and operations apps environment
To install the Copilot application in your finance and operations apps environment, follow these steps:
Go to Copilot in Microsoft Dynamics 365 Supply Chain Management and select Get it now.
Power Platform admin center opens to continue the deployment process.
Select the Microsoft Dataverse environment that's connected to your finance and operations apps environment to install the Copilot application.
In the Resource field, select Dynamics 365 apps. By opening the detail view of the environment, you can follow the progress of installation. After the application installs, the status changes to Installed.
Note
If an error occurs and the installation fails, you can view details about the error by selecting the Notifications field.
Turn on the required security roles
If your organization wants certain users to have access to Copilot functionality, make sure that you assign them with the AIB Roles and Finance and Operations AI security role in Dataverse. To do so, select Users or Teams in the Access field in the detail view of the environment. Select the users or teams that you want to grant access to and then assign the AIB Roles and Finance and Operations AI security role.