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Copilot In Microsoft Dynamics 365 Finance and Operation: DCAI003 [Video]

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Marketing Platforms and CRM

Copilot In Microsoft Dynamics 365 Finance and Operation: DCAI003

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-Blog: https://exploredynamics365.home.blog/
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-LinkedIn: linkedin.com/in/saurabhbharati
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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