Copilots and generative AI in Dynamics 365

Meet Microsoft Copilot

Get Started

• Microsoft Copilot learning hub
• Get started with AI
• Responsible AI FAQs for Dynamics 365

Training

• Boost sales performance with Copilot for Sales
• Configure Copilot in Dynamics 365 Customer Service
• Get started with Microsoft Copilot for Service
• Get started with Microsoft Copilot in Dynamics 365 Project Operations
• Find training for functional consultants

Copilot in Business Central

Overview

• Copilot in Dynamics 365 Business Central
• Copilot data movement across geographies
• Marketing text suggestions with Copilot

Copilot in Dynamics 365 Customer Insights

Overview

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

Copilot in Customer Service

Overview

• Copilot in Dynamics 365 Customer Service
• Configure Copilot in Dynamics 365 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

Overview

• Use Copilot in the Dynamics 365 Field Service web application
• Summarize records with Copilot in Field Service
• AI-powered work order update

Copilot in finance and operations apps

Overview

• Copilot in Dynamics 365 finance and operations apps
• Enable Copilot capabilities in finance and operations
• Generative help and guidance with Copilot
• Create client plugins for Copilot in finance and operations apps

Copilot in Project Operations

Overview

• Get started with Microsoft Copilot in Dynamics 365 Project Operations
• Use Copilot in time entry
• Copilot for project overview

Copilot in Sales

Overview

• Copilot in Dynamics 365 Sales
• View and copy email summary
• Boost sales performance with Copilot for 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

Copilot for industries

Overview

• Copilot for Finance
• Copilot for Sales
• Copilot for Service

Responsible AI

Overview

• Overview
• FAQ for Copilot data security and privacy