How to Use Copilot and Agents in D365 Finance for Better Supply Chain Management
You can change how your supply chain works in d365 finance with copilot and agents. These tools help with quality checks, planning, and giving useful information about logistics. Many companies now get benefits like fewer times without stock, quicker order delivery, and less waiting for suppliers. New features have better AI summaries, easier workflows, and simple interfaces. Copilot also helps keep AI safe and private. You will see real examples and answers to common problems with this technology.
Key Takeaways
Use Copilot and Agents in D365 Finance to make supply chain jobs easier. This helps save time and lowers mistakes.
Use AI tools like smart demand forecasting and inventory optimization. These tools help you make better choices and work faster.
Automate buying steps to find details fast, see problems early, and talk to vendors. This helps give better service.
Set up automatic order updates so customers know what is happening. This means less work for people to check orders.
Work on change management and training so your team learns new tools and ways to work. This helps everyone use them well.
Copilot and Agents in D365 Finance
You can use Copilot and Copilot Agent in d365 finance to help with your work. These tools make jobs easier and help you work smarter. They help you finish tasks, find answers fast, and do many supply chain steps for you. Copilot gives you AI help while you work each day. Copilot Agent does even more. It can make choices and do jobs for you in different parts of your business.
Copilot Features
Copilot in d365 finance helps you save time and do better work. It gives you AI-made summaries about customer accounts, late bills, and payment history. You can send custom emails to customers with just a few clicks. Copilot can show up as a chat, a side panel, or a helper in other apps.
Here are some main things Copilot can do for finance and supply chain teams:
You can use these features now, and more are coming soon. Some are out already, and others are being tested. Here is a quick list:
Note: Microsoft will add more features soon. These include better support for collections calls in Teams and smarter tools for tax and rules tasks.
Copilot Agent Capabilities
Copilot Agent in d365 finance gives you even more help. It does not just help you; it acts for you. You can trust Copilot Agent to do jobs, watch for big events, and tell you what to do next.
Copilot Agent uses AI to find problems and suggest what to do before you ask.
It can do jobs across teams and apps, so everyone has the right info.
You can talk to Copilot Agent in simple words, and it will help you.
Copilot Agent gives you tips in real time using numbers and how people work.
In the warehouse, Copilot Agent shows key numbers and helps you use things better.
It can give you short product details, so you always have the info you need.
Copilot Agent works in places like the Confirmed Purchase Orders Workspace, where it helps you fix order problems fast.
It keeps learning and gets better at helping you over time.
Copilot Agent is different from old tools because it works alone, reacts to business events, and learns from what happens.
Here is what is coming next for Copilot Agent and Copilot in d365 finance:
Tip: Copilot Agent helps you make better choices, saves you time, and lets you focus on what matters most.
Supply Chain Management Use Cases
Order Status Automation
Copilot and Agents in D365 Finance can update order status for you. This lets you see every order from start to finish. You do not need to check each order yourself. The system sends updates to your team and customers fast. This makes supply chain management quicker and more trustworthy.
Here is how Copilot helps with order status automation:
Automated order status updates mean fewer mistakes and faster shipping. Customers get updates right away, so they know when their orders will arrive. Your team does less manual work and can solve bigger problems. This makes your supply chain stronger and works better.
Tip: Automated order tracking helps you stop delays and keeps customers happy.
Procurement Process Automation
Procurement is a big part of supply chain management. Copilot and Agents in Dynamics 365 Supply Chain Management help you automate many procurement steps. You can find order info fast, spot problems, and send updates to vendors.
Here is what you can do with procurement process automation:
Spot problems faster.
Send updates to vendors fast.
You can also use these features:
When you automate procurement, you fix problems faster. Your team gets more done, and customers get better service. You can spend time on important choices, not just simple tasks.
Here are some efficiency gains you can expect:
You fix procurement problems faster.
Your team works better and customers are happier.
Routine tasks get done automatically, so your finance team can focus on big things.
Vendor Management
Vendor management is also key for supply chain management. Copilot and Agents in Dynamics 365 Supply Chain Management help you work better with vendors. You can add new vendors fast, check how they do, and make smart buying choices.
Automating vendor management makes your job easier. You can check rules, see how vendors do, and get alerts for contract renewals. This means you make better choices and decide faster. You avoid mistakes and delays that slow down your supply chain.
For example, many companies use automation for vendor onboarding and rule checks. The system reminds you about contract renewals and tracks vendor performance. This helps you make smart choices and keeps your supply chain working well.
Note: Automated vendor management helps you work better with suppliers and keeps your supply chain running smoothly.
Setup Guide for Copilot Agent
Prerequisites
Before you use Copilot Agent in d365 finance, check a few things first. You need the right user account and permissions. Your system must meet some requirements. Look at the table to see what you need:
Tip: Get your system ready before you turn on Copilot Agent. This helps you avoid problems when setting up.
Enabling Copilot
You can turn on Copilot in dynamics 365 finance & operations by following these steps:
Check your system version. You need version 10.0.38 or higher for d365 finance & operations.
Go to the Feature Management Workspace. Turn on Copilot features.
Set up AI services and connect Dataverse.
Assign security roles to users who will use Copilot.
Customize Copilot with Power Automate or prompts if you want extra features.
Note: Plan well to get the most from Copilot. Start by checking what you need and set clear goals. Train your team and test Copilot with a small group before using it everywhere.
Configuring Agents
You can set up ai agent apps in dynamics 365 finance & operations to match your supply chain needs. Follow these steps for the best results:
Decide your goals for ai agent apps.
Pick the right AI solutions for your business.
Test with a small group first.
Train users and set up workflows and permissions.
Connect Copilot Agent with your current software.
Watch how it works and change settings if needed.
Use more ai agent apps when you see good results.
You can choose declarative agents for simple jobs or custom engine agents for harder tasks. The table below shows how they are different:
Tip: Keep checking your agents and make them better. This helps you get better results in supply chain management.
Best Practices and Challenges
Change Management
When you use microsoft copilot and ai-powered agents, you need a good plan for change management. First, talk to the main people in your company. Ask how these changes will affect them. Use data tools to check the impact. Next, make a plan to keep everyone interested. Share your plan with your team. Set up meetings and events to help everyone stay focused. Send updates and reminders about your plan often.
Here is an easy step-by-step guide:
Meet with important people and learn the impact.
Use data tools to study the effects.
Think of ways to keep everyone involved.
Make and show your plan for engagement.
Plan meetings and events that matter.
Write and send clear messages.
Help your team use new tools by checking if they are ready, finding quick wins, and giving training. Keep talking with your team and use live data to see how things are going. This helps you build a strong ai plan and makes your work better.
Scalability
Making microsoft copilot and ai insights work for your whole business helps you do things faster and brings new ideas. You can turn on Copilot Chat for everyone. Pick which jobs should use automation. Focus on projects that give fast results and help in the long run. Try new ideas with a small group before using them everywhere. Check the results and grow what works best.
A smart ai plan for scaling includes:
Turn on Copilot Chat for all users.
Pick main jobs for automation.
Choose projects with quick wins and big value.
Test ideas in a safe place first.
Check results and grow good ideas.
Watch your progress with numbers and feedback. Use things like how fast problems get solved, time saved, fewer mistakes, and how many people use it. Ask your team how these changes help their work and how they feel. This helps you make better workflows and supports your smart erp system.
Security and Ethics
When you use ai insights in finance and operations, you must keep your data safe and follow the rules. Watch out for risks like too many permissions, model attacks, and data leaks. Set strong controls for who can see what. Check permissions often. Use data labels to protect important info.
You also need clear rules for ai ethics. Make rules for how you collect and use data. Make sure ai choices are easy to understand. Pick someone to watch over your ai agents and make sure they follow the rules. Work to stop bias and keep privacy safe. Build guides that help your ai work well and protect people’s rights.
Tip: Check your ai plan often to keep your finance and operations safe and fair. This helps you build trust and make workflows that help your business goals.
You can make your supply chain better with Copilot and Agents in microsoft dynamics 365. Try a small project first to see how daily summaries and smart predictions help planning. Track your progress by checking time saved, money saved, and how much people use it. Use tools that spot problems early and send messages automatically to stop issues. Watch for new features and see how many people start using them. Keep making your processes better so your work stays safe, fast, and easy to grow.
FAQ
How do agents help with purchase order management in Microsoft Dynamics 365 Finance?
Agents in Microsoft Dynamics 365 Finance do many steps for you. They can track orders and send updates. Agents also make a summary of your purchase orders. This helps you finish purchase orders faster and with less work.
What is Copilot Studio and how does it improve purchase workflows?
Copilot Studio in Microsoft Dynamics 365 lets you build agents for purchase tasks. You can set up agents to handle purchase orders and send reminders. Agents can check order status for you. Copilot Studio saves you time and helps you avoid mistakes.
Can agents in Microsoft Dynamics 365 Finance work with vendors during the purchase process?
Yes, agents in Microsoft Dynamics 365 Finance help you talk to vendors. You can use agents to send requests and get updates from vendors. Agents also help you manage vendor replies. This makes buying things easier and helps you make good choices.
How does Microsoft Copilot Studio support agents in purchase automation?
Microsoft Copilot Studio gives you tools to make agents for purchase automation. Agents can check purchase details and send alerts. They can update records for you. Copilot Studio helps keep your purchase data safe and easy to find.
What are the benefits of using agents and Copilot Studio for purchase order summaries?
Agents and Copilot Studio in Microsoft Dynamics 365 help you make clear purchase order summaries. Agents collect data and organize information for you. They share updates so you know what is happening. This helps you understand your purchase history and plan better.
Tip: Use agents in Microsoft Copilot Studio to make your purchase tasks easy and fast.