Overview
Microsoft continues to add Copilot capabilities directly to Dynamics 365 Finance and Supply Chain Management, from in-app chat to record summaries and assisted communications. We help you switch on the features that matter, configure them safely, and extend Copilot with your own business logic.
Capabilities
What our Copilot for Dynamics 365 F&O services include
Delivered by senior consultants and developers who work on Microsoft platforms every day.
Feature enablement
Turn on and configure Copilot features in Feature management and the Power Platform admin center.
In-app Copilot chat
Help users find information and navigate D365 using natural language.
Summaries & insights
Use Copilot-generated summaries for records such as customers, vendors and purchase orders.
Custom Copilot skills
Extend Copilot with X++ and Copilot Studio actions tailored to your processes.
Security alignment
Make sure Copilot respects D365 security roles and data boundaries.
User enablement
Role-based training for finance, procurement and warehouse teams.
Outcomes
What you can expect
- Faster answers inside the ERP
- Less time on routine reviews and follow-ups
- Copilot features configured safely
- Custom skills for your own processes
Technologies & tools
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FAQ
Copilot for Dynamics 365 F&O FAQs
Is Copilot included with Dynamics 365 Finance & Operations?
Many Copilot features in Dynamics 365 Finance and Supply Chain Management are included with eligible licenses and environments, while others depend on region, version and additional licensing. We confirm what is available for your tenant during the assessment.
Can Copilot in D365 be extended with our own logic?
Yes. Copilot can be extended with Copilot Studio and custom actions, including X++ code exposed as tools, so it can work with your own processes and data.
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Learn moreLet's talk about Copilot for Dynamics 365 F&O
Book a free 30-minute consultation. We'll review your goals and outline a practical plan, with no obligation.