Empowering Users: How Copilot’s Generative Help is Changing D365 Training
Introduction
We have all been there. You are working in a complex form in Dynamics 365 Finance & Operations, you encounter a field you don't recognize, and you have to stop. You open a new tab, search through Microsoft Learn (or a dusty PDF manual), and try to find the answer.
In Part 2 of our AI series, we look at Generative Help and Guidance—a feature that aims to make those interruptions a thing of the past by bringing the answers directly to you.
Caption: Transforming confusion into clarity with in-app AI assistance.
What is Generative Help?
Generative Help uses the power of AI to ingest public documentation (like Microsoft Learn) and potentially your organization's own process guides. When a user asks a question like "How do I release a product to a specific legal entity?" inside the Copilot sidecar, the AI generates a concise, step-by-step answer right then and there.
How It Works Under the Hood
It isn't just searching for keywords. Copilot understands the context of the form you are currently viewing.
Context Awareness: If you are on the "All Vendors" form, Copilot knows your questions are likely about procurement or vendor management.
Summarization: Instead of giving you a link to a 10-page article, it reads the article for you and summarizes the exact steps needed.
Navigation: In some advanced scenarios, Copilot can even guide you to the specific menu item you need.
Caption: Instant answers without leaving the workflow.
The Benefit for Businesses
For organizations, the ROI here is clear:
Reduced Onboarding Time: New employees spend less time reading manuals and more time working.
Fewer Support Tickets: Users can solve simple "how-to" problems themselves.
Standardization: Everyone gets consistent answers based on the official documentation.
A Note for Developers
While this feature is largely "out of the box," developers and admins play a crucial role in enabling it. You must ensure that the feature is enabled in Feature Management and that your users have the correct security privileges to access the Copilot pane.
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