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#copilot

Dynamics 365 Finance

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Feb 26, 2024

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AI Summary

  • The article discusses the benefits of using AI tools like ChatGPT, Bing, or Google Bard in Microsoft business applications such as Dynamics 365 Finance and Dynamics 365 Sales.
  • Microsoft Copilot is introduced as an AI-based help tool that provides in-product assistance for D365 F&O users.
  • The article explains the setup process for using Copilot in D365 F&O, including the need for environment administrator privileges and the installation of the Copilot solution in LCS.
  • The author shares their experience of using Copilot in D365 F&O, highlighting its ability to provide answers to basic questions and assist with tasks like finding purchase orders.
  • However, the author also points out limitations in Copilot's performance, particularly in handling HR-related queries.
  • The article concludes that while Copilot shows potential, it is still in the public preview phase and should not be relied upon in a production environment.
  • The author mentions the importance of considering data security and clarifies that Copilot inherits the security roles and permissions of the D365 F&O system.
  • Overall, the article emphasizes the potential benefits of AI tools like Copilot in enhancing user experience and efficiency in Microsoft business applications.

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