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AI Summary in Dynamics 365 Finance and Operations (Copilot - D365FO)

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Dynamics 365 Finance

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Dec 6, 2024

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AI Summary

  • Microsoft is expanding Copilot's feature set in Dynamics 365 Finance and Operations to simplify complex processes, improve decision-making, and boost operational efficiency.
  • Upcoming features include the supplier communications agent for procurement tasks and the subledger to general ledger reconciliation agent for finance tasks.
  • AI Summary, also known as Context-aware summarization, provides tailored insights across products, vendors, purchase orders, customers, sales orders, workflow history, and collections.
  • Detailed summaries are available for released products, vendors, purchase orders, customers, sales orders, workflows, and collections in Dynamics 365 Finance and Operations.
  • Copilot aims to streamline data interpretation, provide actionable insights, and automate tasks to help users save time and focus on critical business activities.
  • Features like smart notifications, automated processes, and tailored summaries make Copilot a valuable tool for improving efficiency and decision-making in daily tasks.
  • Copilot leverages Azure OpenAI to generate context-driven insights and summaries tailored to the user's security role, ensuring access to relevant information.
  • By utilizing Copilot, businesses can work smarter, improve accuracy, and adapt quickly to changing needs in today's fast-paced business environment.

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