Artificial intelligence has arrived in everyday ERP work. With Copilot in Dynamics 365 Finance & SCM, businesses are experiencing how AI actively shapes…
Artificial intelligence (AI) has long since arrived in everyday ERP work. With Copilot in Dynamics 365 Finance & Supply Chain Management, businesses are experiencing how AI not only assists but actively shapes processes – a milestone on the way to Agentic ERP. Types of Copilots Copilot appears in various roles: as a Sidecar, it accompanies users directly within the application and answers questions in chat, retrieves data or navigates to relevant forms. Embedded Copilot features go one step further: for example, they analyse purchase order changes directly in the workspace and provide context-based recommendations. External agents, in turn, orchestrate processes across system boundaries – for instance, by answering questions about financial data from different sources. Sidecar Chat-based support directly within the application Quick information on data, navigation, screenshots (from version 10.0.45) Extensible with your own knowledge (e.g. SharePoint) Example: Generative help and guidance with Copilot Embedded AI features integrated directly into forms Context-based analyses Example: Review and accept changes to confirmed purchase orders External Agents Orchestration of processes across different apps Integration into Copilot Studio with Model Context Protocol Example: Ask questions about financial data from other systems Cross-Features & Process Support Immersive Home AI-powered, adaptive home page focused on relevant tasks and less navigation https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/immersive-home https://learn.microsoft.com/de-de/dynamics365/fin-ops-core/fin-ops/copilot/faq-immersive-home AI summaries on forms Automatic summaries for products, purchase orders, vendors, customers, invoices, etc. https://learn.microsoft.com/en-us/dynamics365/supply-chain/get-started/copilot-summaries-overview Batch Telemetry Agent Monitors job execution, detects anomalies, delivers root-cause analyses and dashboards https://community.dynami