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Copilot In Microsoft Dynamics 365 Finance and Operation: DCAI003 

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#d365 #dynamics #d365fo #d365 #microsoft #microsoftdynamics #microsoftdynamics365 #d365bc #ai #copilot #copiloto #microsoftai #copilotforfinance #dynamics365community #dynamics365 #collection #credit #creditandcollection
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Confused about Copilot in Microsoft Dynamics 365 finance and Copilot for Finance? Yes, both are different !!!
In this video, I'll be explaining the use case utilizing both features.
Welcome to the next video focusing on Copilot and AI capabilities within Microsoft Dynamics 365 Finance and Operations. In this session, we'll delve into Copilot support specifically within the finance area of Dynamics 365.
Our exploration will centre around a key feature where Copilot capabilities are available: the Collection Coordinator Summary workspace. Let's dive in and uncover the functionalities and benefits it offers.
Explore new collection coordinator summary workspace
Support of Copilot to view AI generated summary
Send email reminder using the generated text
Respond to Customer’s Email
View Customer invoices and aged balances from outlook directly
Update collection status directly from outlook and update to D365 F&O in real time
Yes, you heard it right, you can do all of this now using copilot In Microsoft dynamics 365 Finance and Copilor for finance

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15 окт 2024

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Комментарии : 8   
@sureshgladstone
@sureshgladstone 2 месяца назад
Love it..
@adenikie
@adenikie 5 месяцев назад
Thank you for the video
@Alesi1972
@Alesi1972 4 месяца назад
Thank you for that very cool and helpful video. Looks amazing and I will try this very soon... Best regards!
@feodala
@feodala 6 месяцев назад
Thanks a lot. I will try to get the hands on this ASAP :-)
@divyagoyal566
@divyagoyal566 5 месяцев назад
Sir, sorry to ask this question here. But I want to know something in budget planning. Can you please help??
@DynamicsClass
@DynamicsClass 5 месяцев назад
Please let me know what exactly you need on budget planning, feel free to message on LinkedIn
@TheWalrus_45
@TheWalrus_45 6 месяцев назад
Hi there, how do I get access to Dynamics to be able to learn this?
@DynamicsClass
@DynamicsClass 6 месяцев назад
You can use any sandbox which has power platform admin center connection
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