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Microsoft to add more Copilot features for daily ERP tasks in Dynamics 365 Finance, Supply Chain Management, Project Operations

by Jason Gumpert
[caption caption="Dynamics 365 Finance copilot for collections management"][/caption]

Microsoft plans to add more AI copilot capabilities to Dynamics 365 ERP applications aimed at boosting productivity by speeding up typical tasks and decisions.

The new Dynamics 365 Copilot features are coming to Project Operations, Finance, and Supply Chain Management, the company explained in a blog post, with five specific new capabilities across the applications.

"Complex and rigid processes within ERP create more work for people, and repetitive manual data entry overwhelms departments," Microsoft senior director of product marketing Stefanie Dart wrote. "Dynamics 365 Copilot promises to help finance managers, collections agents, project managers, and procurement professionals complete time-consuming tasks and get insights faster."

The aim of the new capabilities is to let AI-based tools look across worker activities, data, and communications when recommending communications or carrying out tasks. Dart stated:

Copilot enables quick collaboration with internal and external stakeholders that brings relevant information into Outlook and Teams using natural language. Users can also dig deeper with pointed questions to refine and approve changes so they can rapidly adapt their sourcing plans to meet customer and partner needs.

In Dynamics 365 Finance, collections managers will be able to use Copilot for quicker access to customers' credit and payment history to better inform their communications.

In Dynamics 365 Project Operations the new copilot AI capabilities will include:

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About Jason Gumpert

As the editor of, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at

Prior to co-founding, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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