Secure and Responsible AI Integration with Microsoft’s Copilot for Dynamics 365 Finance

Posted on: April 17, 2024 | By: Fred Liu | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

In today’s world, technology is breaking new ground all the time, making it important to use artificial intelligence (AI) in a safe and smart way. Microsoft focusing on trust-building with secure and responsible AI integration. With the introduction of Copilot for Microsoft Dynamics 365 (D365) and Power Platform, Microsoft ensures AI enhances business operations while maintaining safety, compliance, and privacy protection.

Understanding Copilot

Copilot changes how businesses interact with data. It begins with a user prompt within D365 or Power Platform, which could range from a query typed into a chat pane to an action like creating an email. This prompt then goes through a process called grounding—this means it pulls relevant data from Microsoft Dataverse, Microsoft Graph, or external sources to make sure the responses are both relevant and on point.

By tapping into Azure OpenAI Service, Copilot uses generative AI models trained to understand natural language and deliver precise, contextually relevant responses. Besides boosting productivity, Copilot also prioritizes user privacy by accessing only authorized data, following an organization’s security policies.

Protecting Data

A major strength of Copilot is its capability to provide responses that are not just relevant but tailored to the specific business context of the user. It uses the Retrieval Augmentation Generation (RAG) model to mix grounding data with language models, achieving responses that are both precise and personalized.

Microsoft commits to privacy by not training its AI models with customer data. This approach ensures that the insights Copilot generates are unique to your organization, keeping your proprietary information safe. Copilot is built to safeguard tenant, group, and individual data, effectively preventing data leaks. It controls data access within your organization through proper authentication and authorization, ensuring data is accessed responsibly.

Responsible AI 

Microsoft’s journey with Copilot is more than integrating AI into business processes; it’s about doing so responsibly, with the highest standards of security, privacy, and compliance. This commitment is essential for organizations that want to leverage AI while keeping their business and customer data safe. Copilot exemplifies the potential of combining innovation with trust, demonstrating how technology can not only advance business goals but also uphold trust and responsibility. We are stepping into a future where technology enhances business outcomes and fosters trust and responsibility at every step.

Next Steps:

If you want to learn more about secure AI integration Microsoft Dynamics 365 Finance, contact us here to learn how we can help you grow your business. You can also email us at info@loganconsulting.com or call (312) 345-8817.