How to Use Microsoft Copilot in D365 F&O: The 2026 Training Guide
How to Use Microsoft Copilot in D365 F&O: The 2026 Training Guide Introduction Microsoft Copilot in D365 F&O allows finance and operations professionals to interact with ERP data using natural language. Instead of digging through reports or complex dashboards, users can ask questions and receive contextual, role-aware insights instantly. This AI-driven approach is becoming essential in 2026, as businesses seek faster decision-making while maintaining compliance and accuracy. Understanding Copilot’s capabilities and limitations is now a critical skill for ERP users. How to Use Microsoft Copilot in D365 F&O: The 2026 Training Guide What Is Microsoft Copilot in D365 F&O? Microsoft Copilot is an AI-powered assistant embedded directly in Dynamics 365 Finance and Operations . It helps users summarize data, generate actionable insights, and retrieve contextual information through simple language prompts. Copilot respects security and role-ba...