Welcome to a deep dive into extending Copilot capabilities within Dynamics 365 Finance and Operations applications. This exploration is led by Phillip Seaton, a Senior Solutions Architect, alongside a team of Microsoft experts including Jared Hall, Principal Product Manager, Christian Abeln, Senior Product Manager, and Jeff Anderson, Partner Software Engineer. Our journey begins with an overview of the session, aimed at enhancing customer and partner experiences through the innovative use of generative AI and Copilot functionalities.

Dynamics 365 and the Advent of Copilot

The integration of Copilot in Dynamics 365 marks a pivotal shift towards more intuitive, AI-driven operations within finance and ERP systems. This change is emblematic of the broader transformation in how we interact with digital applications, leveraging large language models and GPTs for natural language processing. Copilot stands as a testament to Microsoft's commitment to revolutionizing application interaction, offering a natural language interface that significantly enriches user experience.

Key Features and Differentiators

Copilot in Dynamics 365 is not just an AI tool; it is a comprehensive assistant designed to streamline tasks, generate insights, and facilitate faster content creation across the Dynamics 365 suite. Using Azure OpenAI Service, it ensures security and efficiency within the dynamic environment of Dynamics 365 applications.

Extensibility for Customization

One of the core discussions focuses on the extensibility of Copilot. This aspect is crucial for partners and customers looking to tailor the Copilot experience to meet their specific organizational needs. By enabling customization, Dynamics 365 allows for a more personalized interaction pattern, enhancing the functionality and applicability of Copilot across different operational scenarios.

The Architecture of Innovation

Understanding the architecture behind Copilot's extension is fundamental. The system consists of two main components: the AI Copilot control embedded within the application and the Microsoft Copilot Studio, which serves as the AI orchestration layer. This setup facilitates a seamless exchange between user prompts in the finance and operations client and the execution of corresponding actions or data retrieval processes.

Plugins and Generative Answers

Plugins play a crucial role in extending Copilot's capabilities. They are essentially reusable code blocks that can perform specific tasks or functionalities. The development and integration of plugins into Copilot Studio underscore the system's flexibility and the potential for continuous enhancement based on user prompts and interaction patterns.

Furthermore, the session delves into the use of generative answers for documentation and unstructured data analysis. This feature significantly boosts Copilot's ability to provide contextual and relevant responses to user queries, thereby improving the overall efficiency and user experience.

Deep Dives and Demonstrations

The article provides an in-depth look at various demonstrations and practical examples of extending Copilot, from basic functionalities like translating texts or summarizing course descriptions to more complex operations involving currency conversions and client actions. These examples illustrate the power of Copilot in automating tasks, interpreting natural language queries, and providing actionable insights, all within the Dynamics 365 environment.

The Future of Copilot Extensions

Looking ahead, the roadmap for Copilot in Dynamics 365 includes expanding the availability of these advanced features globally, further integrating generative AI capabilities, and enhancing the development environment for even more sophisticated customizations. The focus on solution management, coupled with the alignment with standard ALM practices, ensures that the evolution of Copilot will continue to meet the growing and changing needs of Dynamics 365 users.


The extension of Copilot in Dynamics 365 Finance and Operations apps represents a significant leap forward in how businesses can leverage AI and natural language processing to enhance operational efficiency and user interaction. Through detailed examples and discussions, this guide has highlighted the potential for customization and the impact of Copilot on future business processes. As Dynamics 365 continues to evolve, the integration of Copilot stands as a beacon of innovation, driving forward a new era of intelligent, user-centric application experiences.

Learn more information here:

Talent as a Service (TaaS): is it a possible way to have an extended team?

Lana Beloš
April 25, 2024

Extending Copilot in Dynamics 365 Finance and Operations: A Guide to Next-Level Automation and Efficiency

Lana Beloš
April 15, 2024

Revolutionary Enhancements in Dynamics 365 Finance: Advanced Bank Reconciliation Features

Lana Beloš
April 11, 2024