UX & Personalization: Next-Generation Workspace Experience

 UX & Personalization: Next-Generation Workspace Experience

Section	Content
Title	Build Your Dream Workspace: Advanced Personalization Features in D365
Body	D365 is moving towards a completely personalized user experience. The latest updates provide enhanced tools for end-users and administrators to create tailored workspaces. This goes beyond simple field hiding; users can now easily restructure forms, create personal tabs for frequently used data, and apply conditions to display or hide sections based on business context. A highly personalized workspace ensures users only see the information they need, reducing training time, improving data entry accuracy, and boosting overall productivity across the entire organization.
Technical Focus	This feature is part of the Next-Generation User Experience platform updates. Administrators should familiarize themselves with the advanced personalization settings and security implications, particularly how personalization layers interact with different user roles and security privileges. Look for features supporting saved views and custom form layouts.
Official Microsoft Reference	Advanced Personalization Capabilities in Dynamics 365
YouTube URL	New Features in D365 User Experience

Financial Control: Automating Invoice Matching with Copilot

 Financial Control: Automating Invoice Matching with Copilot

Section	Content
Title	The 3-Way Match Revolution: Copilot Automates Invoice Validation in D365 Finance
Body	Accounts Payable teams rejoice! The tedious process of three-way matching (Purchase Order, Product Receipt, and Vendor Invoice) is now getting an AI boost. Copilot in D365 Finance can analyze incoming vendor invoices, proactively flag discrepancies, and even suggest resolutions based on historical patterns and tolerance settings. This not only accelerates invoice processing but drastically reduces the risk of incorrect payments and fraudulent activity. The result is a faster, more accurate, and more compliant AP process that saves significant time during month-end closing.
Technical Focus	This feature utilizes AI within the Vendor Invoice Automation module. IT teams should verify the configurations for matching policies and tolerances in the Accounts Payable parameters. The AI suggestions are surfaced directly within the pending vendor invoices form.
Official Microsoft Reference	Automate Invoice Matching with Copilot in Dynamics 365 Finance
YouTube URL	Automate Accounts Payable with Dynamics 365

Platform Efficiency: The Power of Optimized Data Movement in D365

 Platform Efficiency: The Power of Optimized Data Movement in D365

Section	Content
Title	Stop the Lag! How D365 is Optimizing Data Movement for Faster Integrations
Body	The speed of your business often depends on the speed of your data. Microsoft is constantly enhancing the platform underlying D365 Finance & Operations to handle massive data volumes more efficiently. New features focus on optimized data movement between environments, especially during complex integrations and data migrations. This means faster data imports, smoother synchronizations with external systems, and less downtime during major updates or refreshes. If you rely on Data Management Framework (DMF) or near-real-time integrations, these platform updates mean immediate performance gains!
Technical Focus	Focus on features like Near Real-time Data Synchronization and the optimization of the Business Events framework. Developers should review the updated best practices for writing high-volume data entities and utilizing change tracking to minimize payload sizes during integrations.
Official Microsoft Reference	Optimized Data Movement in Dynamics 365 Finance and Operations
YouTube URL	Dynamics 365 F&O Integration Strategies

AI in HR: Smarter Employee Q&A with Dynamics 365 Human Resources

 AI in HR: Smarter Employee Q&A with Dynamics 365 Human Resources

Section	Content
Title	The End of HR Help Desk Overload? AI-Powered Employee Self-Service in D365 HR
Body	Dynamics 365 Human Resources is empowering employees and freeing up HR teams with intelligent self-service tools. Using AI, the system provides instant, accurate answers to common employee questions about policies, benefits, and time off. Why this matters: Instead of escalating simple inquiries (like "What is the policy for bereavement leave?"), the employee interacts with a smart chat interface that retrieves information directly from your organization’s documents and D365 HR data. This dramatically improves the employee experience and allows HR professionals to focus on strategic tasks rather than administrative queries.
Technical Focus	This capability relies on the underlying Dataverse and AI models trained on your specific policy documents. Integrators should look into how custom HR documents are indexed and connected to the Q&A service. The relevant component often lives within the embedded knowledge base solutions.
Official Microsoft Reference	Enable AI-Powered Employee Self-Service in Dynamics 365 Human Resources
YouTube URL	Enhance Employee Experience with D365 HR

Copilot for Project Management: Effortless Status Reporting in D365 Project Operations

 Copilot for Project Management: Effortless Status Reporting in D365 Project Operations

Section	Content
Title	Stop Wasting Hours on Project Status Updates! Copilot Drafts Them in D365 Project Operations
Body	Project Managers, listen up! The days of sifting through records to manually compile project status reports are over. Copilot in Dynamics 365 Project Operations (PO) can now automatically draft a comprehensive status report based on the project's actual progress, budget usage, risks, and milestones recorded in the system. How it works: Simply select the project and the reporting period, and Copilot provides an AI-generated narrative draft. You can then review, edit, and send it to stakeholders, saving hours every week. This is a game-changer for project governance and efficiency!
Technical Focus	This feature leverages the system’s deep integration with financial actuals, schedule tracking, and risk management. For reporting customization, look at the ProjStatusReport tables and corresponding Power BI views. Ensure your Project parameters are set to track progress accurately for the best AI output.
Official Microsoft Reference	Draft Project Status Reports with Copilot in Project Operations
YouTube URL	D365 Project Operations Overview

Talk to Your Data: Instant Insights with Copilot

Talk to Your Data: Instant Insights with Copilot

Why export to Excel just to answer a simple question?

The "Chat with Finance & Operations Data" feature allows users to interrogate their ERP data using natural language. Instead of building complex filters or running reports, you can simply ask Copilot questions about your data, and it retrieves the answer from the live system.

What it does:

A user can type a question into the sidecar, such as:

• "Show me all customers in the 'Wholesale' group who have invoices overdue by more than 30 days."

• "What is the total inventory value for item X001?"

Copilot interprets the intent, translates it into a query (using the underlying Dataverse Virtual Entities), and presents the results instantly in a card or grid view.

Key Benefits:

• Democratized Data: Users don't need to know table names or SQL logic to find information.

• Speed: Answers in seconds rather than minutes of navigation.

• Actionable: Users can click through from the chat response directly to the record.

Technical / Developer Input:

For Copilot to "see" your custom X++ tables, they must be exposed as Dataverse Virtual Entities.

X++ Snippet: If you are developing a custom entity and want to ensure it is visible to the Virtual Entity integration (and thus Copilot), ensure the DataManagementEnabled property is true and the Entity Key is correctly defined.

Code snippet

// In your X++ Data Entity property sheet:
// IsPublic: Yes
// DataManagementEnabled: Yes
// PrimaryKey: EntityKey

// To programmatically check if a specific Virtual Entity is available in Dataverse (pseudo-code logic):
if (Microsoft.Dynamics.Platform.Integration.DataEntity.VirtualEntityMetadata::isEntityAvailable("MyCustomEntity"))
{
    info("Entity is ready for Copilot consumption.");
}

Official Microsoft References:

• Feature Guide (Verified): Chat with finance and operations data

• Release Plan (Verified): Experience enhancements to chat with Copilot

Using Dynamics 365 Finance Data in Copilot Studio

This video demonstrates the technical foundation of connecting Dynamics 365 Finance data to Copilot Studio, which powers these conversational data experiences. 

Using Dynamics 365 Finance Data in Copilot Studio - YouTube

Scott Gaines · 5.5K views

Stop Searching, Start Asking: Copilot Generative Help

Stop Searching, Start Asking: Copilot Generative Help

Do your users struggle to find the right screen or process in D365?

The Copilot Sidecar in Finance & Operations applications changes the game for user training. Instead of digging through menus or reading 50-page PDFs, users can simply ask "How do I..." questions in plain English.

What it does:

Copilot analyzes the user's question (e.g., "How do I create a vendor payment journal?") and instantly searches Microsoft's public documentation to generate a precise, step-by-step guide directly within the application. It provides links to the exact forms needed.

Key Benefits:

• Reduced Support Tickets: Users solve their own "how-to" problems instantly.

• Faster Onboarding: New employees get guidance without needing a mentor constantly by their side.

• Context Aware: Copilot understands the current form and context to provide relevant answers.

Technical / Configuration Note:

This feature is controlled via Feature Management. For developers or admins, it is critical to ensure the SystemDefinedHelpPane infrastructure is active.

X++ Snippet: If you are building a workspace and want to check if the new Help Pane capabilities are active before rendering custom help buttons:

Code snippet

// Check if the Modern Help Pane feature is enabled
if (FeatureStateProvider::isFeatureEnabled(classStr(SysHelpPaneGenerativeHelpFeature)))
{
    // The system is using Copilot-powered help; suppress legacy help buttons
    this.visible(false); 
}

Official Microsoft References:

• Overview (Verified): Overview of Copilot capabilities in finance and operations apps

• Feature Guide (Verified): Enable Copilot capabilities in finance and operations apps

---

AI and Copilot for Dynamics 365 Finance & Operations ERP

This video provides a comprehensive demo of the Copilot capabilities across Finance and Supply Chain Management, including the sidecar experiences.

Excel + AI: The New Standard for Financial Reconciliation

 Excel + AI: The New Standard for Financial Reconciliation

Is your team still manually matching rows in Excel?

Microsoft has released the Financial Reconciliation Agent (part of Copilot for Finance). It lives inside Excel but connects securely to your Dynamics 365 data. It automates the comparison of disparate datasets—like your Bank Ledger in D365 vs. a bank statement file.

What it does:

You connect Excel to your live ERP data. Copilot analyzes the two datasets (e.g., "Internal Ledger" and "External Statement") and automatically matches transactions based on amounts, dates, and descriptions. It then generates a reconciliation report for you to sign off.

Key Benefits:

• Flexibility: Works with any data you can load into Excel.

• Intelligence: AI suggests matches that standard rules miss (e.g., slightly different descriptions).

• Speed: Reduces hours of "stare and compare" work to minutes.

Technical / Developer Input:

To make sure your custom Finance tables are available for Copilot to read in Excel, you must expose them as Public Data Entities.

X++ Snippet: Ensure your entity is decorated correctly so OData can access it:

Code snippet

[
    DataEntityView(DataEntityView::Public), // Essential for external access
    DataEntityPublicName("MyCustomReconciliationEntity"),
    DataEntityLabel("Custom Reconciliation Data")
]
public class MyCustomReconciliationEntity extends Common
{
    // Define your fields and keys here
}

Official Microsoft References:

• Learn Docs (Verified): Reconcile data with the Financial Reconciliation agent

• Release Plan (Verified): Use Copilot extended reconciliation parametrization

---

Get started with the Financial Reconciliation Agent

This video demonstrates the Financial Reconciliation Agent in action within Excel, showing how to connect to data and run the automated matching process.

Stop Drowning in PO Changes: Let Copilot Manage the Risk

 Stop Drowning in PO Changes: Let Copilot Manage the Risk

Are your procurement managers overwhelmed by vendors changing dates and quantities after orders are confirmed?

In the latest Dynamics 365 Supply Chain Management updates, Copilot acts as an intelligent risk assessor. It doesn't just list changes; it analyzes them to tell you which ones actually matter.

What it does:

The "Confirmed purchase orders with changes" workspace uses Copilot to scan all incoming changes from vendors. It automatically categorizes them into:

1. Low Impact: Changes that don't affect downstream sales or production orders.

2. High Impact: Changes that will cause delays to customers or manufacturing lines.

Copilot then provides a natural language summary of the low-impact changes, allowing you to bulk-approve them with confidence, while flagging the high-risk items for manual review.

Key Benefits:

• Risk Mitigation: Instantly spot changes that threaten your production schedule.

• Mass Approval: safely approve hundreds of minor date slips in one click based on AI analysis.

• Communication: Copilot can draft emails to vendors to negotiate the high-impact changes.

Technical / Configuration Note:

To enable this, you must have the specific feature flags turned on in Feature Management.

• Feature Name: Confirmed purchase orders with changes

• Copilot Feature: Purchase order changes after confirmation

If you are a developer looking to check if this feature is enabled in X++ before running custom logic, you can use the standard FeatureStateProvider:

Code snippet

// Example: Check if the feature is enabled in X++
if (FeatureStateProvider::isFeatureEnabled(classStr(PurchCoordPurchaseOrderChangesAfterConfirmationFeature)))
{
    // Execute logic relevant to the new workspace
    info("PO Changes Workspace is active.");
}

Official Microsoft References:

• Feature Guide (Verified): Review and accept changes to confirmed purchase orders

• FAQ (Verified): Responsible AI FAQ for purchase order changes

Supercharge D365 Finance Collections with Copilot AI

 Supercharge D365 Finance Collections with Copilot AI

Is your finance team spending too much time chasing payments and drafting reminder emails?

Microsoft Dynamics 365 Finance has integrated Copilot to transform the collections process. Instead of manually digging through transaction history, collections agents can now leverage generative AI to get instant summaries and take action faster.

What it does:

Copilot sits right within the Collections coordinator workspace. It reviews the customer's account—aging balances, payment history, and recent activities—and generates a concise, natural language summary of their current status.

More impressively, it can automatically draft personalized reminder emails based on that data. The agent can review, tweak, and send the email in seconds, rather than minutes.

Key Benefits:

• Reduced Prep Time: Instant account overviews without navigating multiple screens.

• Faster Communication: AI-generated emails speed up customer outreach.

• Improved Cash Flow: More efficient collections lead to faster payments.

How to Enable It:

This is generally managed via Feature Management in D365 FO. Look for features related to "Collections coordinator summary" or "Copilot for Finance."

Note: Ensure your environment meets the geographical and licensing requirements for Azure OpenAI services utilized by Copilot.

Official Microsoft References:

• Release Plan (Verified): Speed results with collections coordinator summary

• FAQ & Overview (Verified): Collections coordinator summary FAQ