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Join Elaiza Benitez and special guest, Kasun Pathirana, Dynamics 365 Finance and Operations Solution Lead at Duco Consultancy in New Zealand, where Kasun shares a practical guide in getting started with AI for Dynamics 365 Finance and Operations. Kasun will showcase several of the built-in Copilot capabilities of Dynamics 365 Finance and Operations and what you can do with Copilot Studio.
Copilot capabilities in ERP systems like Dynamics 365 Supply Chain Management help streamline operations, enhance productivity, and support smarter, data-driven decisions. Microsoft has introduced several copilot features that help users leverage the out-of-the-box copilot and Agentic capabilities with Dynamics 365 Supply Chain Management.
Learn more about Copilot Studio at https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-what-is-copilot-studio
Learn more about Copilot capabilities in Dynamics 365 Finance and Operations apps at https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations
Links on Kasun’s last slide:
– Overview of Copilot capabilities in finance and operations apps – https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/copilot/copilot-for-finance-operations
– Get started with the Financial Reconciliation Agent for Copilot for Finance – https://www.youtube.com/watch?v=0G2HO5dSVoM
– Get started with the Supplier Communications Agent for Dynamics 365 Supply Chain Management – https://www.youtube.com/watch?v=oEY8k09fmaE&t=57s
– How to use workspace confirmed purchase orders with changes (Preview)? – https://d365bits.com/2023/09/05/how-to-use-workspace-confirmed-purchase-orders-with-changes-preview/
– Responsible AI FAQs for Dynamics 365 Supply Chain Management – https://learn.microsoft.com/en-us/dynamics365/supply-chain/responsible-ai-overview
– Responsible AI at Microsoft – https://www.microsoft.com/en-us/ai/responsible-ai
– What is Responsible AI, and what’s Microsoft’s approach? – https://d365bits.com/2023/09/10/what-is-responsible-ai-and-whats-microsofts-approach/
✅ Chapters:
00:00 Introduction
01:51 AI evolution timeline for ERP
05:18 Copilot features in Dynamics 365 Finance and Operations apps
12:18 Demo – Warehouse worker insights
13:27 Demo – Workflow insights
14:32 Demo – Generative help and guidance with Copilot
16:02 Extend Copilot capabilities
18:51 Demo – Extend generative help and guidance with Copilot
20:18 Demo – build your own custom agent
26:07 Autonomous agents in Dynamics 365 Finance and Operations apps
28:47 Learning resources
29:28 Outro
✅ Speakers:
Kasun Pathirana LinkedIn profile – https://www.linkedin.com/in/kasunpathirana/
Blog – https://d365bits.com/
YouTube Channel – https://www.youtube.com/@D365BITS Read More Microsoft Developer
