Copilot is GA with 10.0.40 release, Give it a Try!

The latest innovation in Dynamics 365 Finance and Operations is here, and it’s designed to revolutionize how you interact with your data and processes. Microsoft Copilot, with its foundational sidecar experience, brings the power of AI and generative help directly into your hands, enhancing your productivity and simplifying your workflows. With the 10.0.40 release, Copilot is more accessible than ever, and it’s about to change the way you work.

Seamless Integration with the 10.0.40 Release

Starting with the 10.0.40 release of Finance and Operations apps, the foundational Copilot sidecar experience, along with Generative Help and Guidance, will be generally available and switched on by default. This means no more manual steps to enable these powerful tools—they’ll be ready to use as soon as you update your system. For those still on 10.0.38 or 10.0.39, don’t worry—these capabilities will be backported and included in future quality updates.

This seamless integration removes the complications previously associated with enabling Copilot, making advanced AI capabilities more accessible to everyone using Finance and Operations apps.

The Architecture Behind Microsoft Copilot

Microsoft Copilot in Finance and Operations apps is built on a robust architecture that combines user experience components, application code, and AI services. These AI services, including large language models (LLMs) hosted on Azure, are connected through Dataverse, facilitated by Power Platform Integration. This architecture ensures that Copilot delivers reliable, real-time assistance tailored to your needs.

Here’s a breakdown of Copilot features in Finance and Operations apps:

1. Sidecar Features: These open in a pane on the right side of your screen, offering natural-language chat features like Generative Help and Guidance. This allows you to interact with the system using conversational language, simplifying complex tasks.
2. Summary and Content-Generation Features: Embedded within relevant parts of each application, these features provide summaries and insights directly where you need them. Examples include the “Confirmed purchase orders with changes” workspace and various Copilot summaries across different modules.

Microsoft Power Platform Requirements

To unlock the full potential of Copilot, ensure that Power Platform Integration is enabled in your Dynamics 365 environment. While dual-write is not necessary unless specifically required, enabling this integration will automatically deploy all the necessary Copilot features.

In case you encounter issues, ensure that the required Dynamics 365 apps are installed in your environment. For example, the Generative Help and Guidance feature requires Copilot for Finance and Operations apps, while Copilot summaries in Supply Chain Management and Commerce require their respective apps.

Conclusion

Microsoft Copilot in Dynamics 365 Finance and Operations is not just a tool—it’s a game-changer. By embedding AI-driven assistance directly into your workflows, Copilot empowers you to work smarter, not harder. With the 10.0.40 release, these capabilities are now more accessible and easier to use than ever before, marking a significant step forward in the evolution of business applications. Don’t miss out on the opportunity to transform your operations with Microsoft Copilot.

If you encounter any issues validating that Copilot is enabled in your environment or if you want to ensure your system is fully prepared for this powerful tool, don’t hesitate to shoot us a message. We're here to help you get the most out of Microsoft Copilot. Turnkey Technologies, Inc.