Copilots and generative AI in Dynamics 365

Meet Microsoft Copilot

Get Started

• Microsoft Copilot learning hub
• Get started with AI
• Responsible AI FAQ for Dynamics 365
• Copilot for Finance
• Copilot for Sales
• Copilot for Service

Training

• Boost sales performance with Copilot in Sales
• Configure Copilot in Customer Service
• Get started with Microsoft Copilot for Service
• Get started with Copilot in Project Operations
• Find training for functional consultants

Copilot in Dynamics 365 Business Central

Concept

• Copilot in Business Central
• Copilot data movement across geographies
• Marketing text suggestions with Copilot

Copilot in Dynamics 365 Customer Insights

Concept

• Get answers to questions about capabilities from Copilot
• Create segments with Copilot in Customer Insights - Data
• Have a dialog with data using Copilot in Customer Insights - Data

Copilot in Dynamics 365 Customer Service

Concept

• Copilot in Customer Service
• Configure Copilot in Customer Service
• Get started with Microsoft Copilot for Service
• Enable copilots and generative AI features in non-US regions

Copilot in Dynamics 365 Field Service

Concept

• Use Copilot in the Field Service web app
• Summarize records with Copilot in Field Service
• AI-powered work order update

Copilot in Dynamics 365 finance and operations apps

Overview

• Copilot in finance and operations apps
• Enable Copilot capabilities in finance and operations
• Generative help and guidance with Copilot
• Create client plug-ins for Copilot in finance and operations apps

Copilot in Dynamics 365 Project Operations

Concept

• Get started with Copilot in Project Operations
• Use Copilot in time entry
• Copilot for project overview

Copilot in Dynamics 365 Sales

Concept

• Copilot in Sales
• View and copy email summary
• Boost sales performance with Copilot in Sales
• Enable copilots and generative AI features in non-US regions

Extend or customize Copilot

Overview

• Microsoft Copilot learning hub
• Microsoft Copilot Studio
• Extend Copilot capabilities in finance and operations apps
• Developer tools for Copilot in Business Central
• Learn more as a functional consultant

Responsible AI

Get Started

• Overview
• FAQ about Copilot data security and privacy