Microsoft 365 Copilot Capabilities for Microsoft Dynamics 365 Supply Chain Management: Part 3 of 3

Posted on: November 29, 2023 | By: Fred Liu | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

In the dynamic world of business operations, organizations frequently turn to Microsoft Dynamics 365 Supply Chain Management (D365) as a reliable tool to optimize their processes. Recently, Microsoft launched Copilot which is designed to enhance the user experience significantly. In this 3-part series we are exploring Copilot capabilities for D365. This is part 3 out of 3. Read part 1 here, and part 2 here.

Exploring Copilot’s In-App Help and Guidance Feature:
Copilot integrates AI-driven features into D365. A notable feature is its in-app contextual help and guidance, which is now in public preview. This feature leverages the extensive D365 documentation to provide accurate, AI-generated answers to user inquiries.

Microsoft Copilot Capabilities:

  1. Public Documentation: Copilot’s help feature is based on D365’s comprehensive public documentation, using generative AI to craft specific answers to user questions.
  2. Contextual Interaction: Users can interact with Copilot within the application in a conversational manner, asking questions relevant to their current tasks. Copilot, equipped with detailed documentation, offers context-specific advice. In the future, it will also suggest direct navigation and actions within the app.

Practical Use Cases for Copilot:

  1. Onboarding New Users: Newcomers to D365 can use Copilot for queries like navigating procurement processes or understanding inventory management steps.
  2. Immediate Problem Resolution: Users can seek quick solutions to issues encountered while using the platform, from configuration to troubleshooting.
  3. Reducing Training Costs: For small and medium businesses, Copilot’s in-app guidance can significantly cut down on training expenses by helping users quickly learn the system.

There are many benefits of using Copilot’s in-app help feature within D365:

  1. Cost Savings: Organizations can notably decrease their training expenditures, as Copilot lessens the need for comprehensive user training.
  2. User Experience Enhancement: With Copilot, users have instant access to precise information, which substantially improves their interaction with D365.
  3. Boosted Productivity: Copilot provides immediate responses to queries, enabling users to work more productively and effectively.

Commitment to Responsible AI Usage

  • Data Privacy and Security: Copilot adheres to stringent protocols for data encryption and secure storage, ensuring the protection of user data.
  • Content Moderation: Copilot’s responses undergo multiple checks to guarantee their relevance and to prevent the dissemination of inappropriate content.
  • Adherence to AI Ethics: Microsoft’s approach is anchored in core principles such as fairness, dependability, privacy, transparency, and accountability, ensuring responsible use of AI.

Next Steps:

If you want to learn more about Microsoft 365 Copilot Capabilities in Microsoft Dynamics 365 Supply Chain Management, contact us here to learn how we can help you grow your business. You can also email us at or call (312) 345-8817.

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