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

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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.