Dynamics 365 Supply Chain Management
Category
Jan 26, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the incorporation of the AI Copilot in Dynamics 365 products and how it can assist purchasing managers in handling changes to confirmed purchase orders in Dynamics 365 Finance and Operations.
- The prerequisites for utilizing the AI Copilot include running Supply Chain Management 10.0.34 or later, enabling the feature management setting for reviewing changes to confirmed purchase orders, enabling SQL row version change tracking, upgrading the Finance and Operations Virtual Entity solution, and installing the Copilot application in Supply Chain Management on the PowerPlatform environment.
- The article also mentions the need to enable the required security roles in Dataverse, specifically the AIB Roles and Finance and Operations AI security roles.
- The Copilot application in Dynamics Finance and Operations App provides a workspace for reviewing confirmed purchase orders with changes.
- The workspace categorizes changes based on their impact, distinguishing between low and high impact changes on downstream orders.
- Low impact changes are those that have no known impact on downstream orders, while high impact changes have known impacts on pegged orders.
- The workspace also provides a summary of impacts on downstream orders, helping users review potential impacts based on the latest master planning run.
- The Copilot application allows users to easily communicate and disagree with vendors regarding the impact of changes by generating an email with the vendor's email address as the recipient.Complete content:The article titled "Microsoft is working hard to incorporate the AI Copilot in Dynamics 365 Products" discusses how the AI Copilot can be utilized to assist purchasing managers in handling changes to confirmed purchase orders in Dynamics 365 Finance and Operations. The article starts by outlining the prerequisites for utilizing the AI Copilot, which include running Supply Chain Management 10.0.34 or later, enabling the feature management setting for reviewing changes to confirmed purchase orders, enabling SQL row version change tracking, upgrading the Finance and Operations Virtual Entity solution, and installing the Copilot application in Supply Chain Management on the PowerPlatform environment. Additionally, the article mentions the need to enable the required security roles in Dataverse, specifically the AIB Roles and Finance and Operations AI security roles.The article then goes on to explain how the Copilot application in Dynamics Finance and Operations App provides a workspace for reviewing confirmed purchase orders with changes. This workspace categorizes changes based on their impact, distinguishing between low and high impact changes on downstream orders. Low impact changes are those that have no known impact on downstream orders, while high impact changes have known impacts on pegged orders. The workspace also provides a summary of impacts on downstream orders, helping users review potential impacts based on the latest master planning run.The Copilot application also allows users to easily communicate and disagree with vendors regarding the impact of changes. Users can generate an email with the vendor's email address as the recipient directly from the workspace. The email is auto-generated and includes a suggested format with the number of lines on the purchase order, which can be easily modified before sending out.In conclusion, the article highlights the benefits of incorporating the AI Copilot in Dynamics 365 Finance and Operations for purchasing managers. The Copilot application provides a comprehensive workspace for reviewing and managing changes to confirmed purchase orders, categorizing changes based on their impact, and facilitating communication with vendors. The article mentions that Dynamics Finance, which includes the Copilot feature, is set to be generally available in early 2024.
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