Microsoft Copilot for Dynamics 365 Finance and Operations will roll out many new features in phases during 2024
Automate and Streamline Tasks in Dynamics 365 Finance and Operations
Microsoft Copilot will assist Dynamics 365 Finance and Operations users to manage their daily tasks. This will reduce the mental load on users, and allow them to focus on the work that brings the most value.
Microsoft Copilot for Dynamics 365 Finance
Manage administrative tasks, find information, and create reports with AI
Use conversational language to automate and to complete tasks:
to manage security,
to search for data in your system,
to create and to manage reports. T
we expect public preview in February 2024.
AI-powered collections workspace timeline summary
A single page display of a customer’s credit rating, payment history, and communication history. Collection Agents can save time using AI to craft emails to clients.
Public preview for this feature started in June 2023 and it will be available in January 2024.
Copilot for Dynamics 365 Supply Chain Management
Add AI-powered chatbots to your apps or websites
The natural language search APIs Inventory Visiblity can enable customers to create a personalized copilot search experience on third-party platforms. This feature is particularly beneficial for businesses running e-commerce websites, and to enable the development of chatbots to enhance the conversational search experience for users.
Public preview for this feature began in November 2023.
Users can utilize conversational product help and guidance
Use AI to easily access role-specific guidance, ask plain-language queries about tasks and configurations, and obtain information on key concepts. This streamlines the learning process and adoption the system, and optimizes the ongoing use of Supply Chain Management functionalities.
This feature is in public preview,.
Make smarter purchasing decisions with Copilot
Purchasing employees can use Copilot’s conversational experience in procure-to-pay processes to make more informed decisions. Copilot helps users to filter and to organize changes Users can access the public preview for this feature in January 2024.
Purchase Order summarization
This feature is available since December 4, 2023. Use AI to summarize changes and to facilitate smarter decision-making with a clear overview of potential delays in sales, production, maintenance work orders, and more. This feature aims to mitigate the ripple effect caused by changes in the procurement process.
Check inventory with natural language capabilities
You will soon be able to search omnichannel inventory stock levels using natural language chat, that eliminates the need for specific details or navigation paths. This user-friendly feature gives you instant results without having to log into another app or memorize complex API interactions.
It is in public preview and is expected to be available sometime in 2024.
Copilot for Dynamics 365 Project Operations
These features i all went into the general availability stage on November 10, 2023:
Use project manager to assess issues and risks
Copilot assists your project managers by automating risk assessment and mitigation planning for all your projects. Approved users and project managers can view, change, and customize these plans and incorporate these into sales reports.
Project management automation
Copilot will automatically create work breakdown structures based on natural language descriptions of a project. Establish a task hierarchy amongst your team and easily configure it to meet specific project needs.
Automate status reports
To create, approve, and send status reports is time-consuming. Copilot automates this process and makes it easier to manage multiple projects and generate reports.
AI is constantly evolving and Microsoft wants to keep Copilot at the forefront of that field. Ask Synergy Software Systems to help you navigate these features and to learn how to use these to increase the productivity and profitability of your business.
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