Exploring Microsoft Copilot Finance

1. Introduction - Copilot for Finance

Copilot in SCM brings AI-powered assistance into Dynamics 365 Supply Chain Management modules. These are delivered under the broader umbrella of:

• AI-powered insights
• Demand planning Copilot
• Procurement Copilot
• Copilot for Order Management (included in the Order Management add-in)

2. Key Capabilities Natural Language Interaction

• Ask Copilot questions in plain English (e.g., “What are my top overdue customers?”).
• Get instant answers from real-time finance data without writing queries.

Email & Communication Assistance

• Drafts collections emails based on AR data.
• Summarizes customer payment history or disputes directly in Outlook.
• Suggests follow-up actions with links back to D365 FO.

Financial Insights & Analysis

• Analyzes large datasets (e.g., customer aging reports, trial balance).
• Highlights anomalies, trends, and actionable insights.

Process Automation

• Helps with repetitive tasks like matching payments to invoices.
• Can automate journal suggestions, error identification, and correction flows (future updates).

Integration with Excel

• Use Copilot inside Excel to analyze exported finance data.
• Ask Copilot to summarize key figures, variances, or exceptions.

3. Bring Copilot to Life in Your D365 EnvironmentSetup: Enabling Copilot in D365 FO

1. Activate from Power Platform Admin Center Install the latest Copilot apps for: CoPilot for finance and operations for apps CoPilot for Microsoft Dynamics 365 Finance CoPilot in Microsoft Dynamics 365 Supply Chain Management

2. Turn on Copilot for Finance (Preview) in Feature Management.

3. Pre-equisites - Ensure users have proper licenses & roles Link: https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/enable-copilot-in-finance

4. Prerequisites

5. How Copilot for Finance Supports SCM Areas in D365 FO

6. Demo - CoPilot Example module integrated Collections coordinator workspace

This feature displays an AI-generated summary and an option to create an AI-generated draft email on the collections coordinator workspace. The AI-generated summary includes information about a customer’s payment history, outstanding debt amount and revenue. An AI-generated draft email, formatted like a reminder letter, allows the collections coordinator to quickly view and edit an email before sending to customers.

Link: https://daxonet-demo.sandbox.operations.dynamics.com/?cmp=usmf&mi=CustCollectionsCoordinatorWorkspaceLanding