S-KNIGHTASIA
DYNAMICS 365 FINANCE & OPERATIONSBring finance, supply chain and retail operations together. Put Copilot to work on account summaries, reconciliation and customer conversations—with your people guiding the decisions.
Summarise. Assist. Recommend.
COPILOT IN FINANCE & OPERATIONS
Practical assistance across Dynamics 365 Finance, Supply Chain Management and Commerce, focused on the work your teams already do.
Review ledger and subledger differences in one workspace. With the Account Reconciliation Agent enabled, see suggested actions and the reasoning behind them.
Summarise overdue invoices, payment history and remaining credit. Draft a reminder email for your collections team to review and send.
Summarise changes to confirmed purchase orders and their direct downstream impact. Prepare a supplier message in email or Teams for review.
DYNAMICS 365 COMMERCE · STORE COMMERCE APP
Put customer and product knowledge in the hands of your store associates, with Copilot insights directly in the point-of-sale experience.
Give store associates a quick view of purchase patterns, preferences and past interactions—so they can pick up the conversation and suggest relevant products.
Bring product benefits, stock availability, current offers and related items into the point-of-sale conversation. Help associates give useful answers without searching across screens.
These features run in Dynamics 365 Commerce’s Store Commerce app and require a supported version and Copilot configuration.
DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
AI summaries with Copilot bring key information into everyday operational pages, tailored to the user’s context and limited by their permissions.
See fulfilment progress and overdue lines at a glance.
Bring purchasing, invoice and payment context together.
View useful item information in context.
Understand open work and prepare for the next shift.
See open picking, receiving and other warehouse work in one overview. Read Copilot’s workload summary, then open a work type for the detail.
HELP, RIGHT WHERE YOU WORK
Ask how to complete a task without leaving your application. Copilot draws on Microsoft’s product documentation to explain the steps, with links to its sources.
Microsoft generative help & guidance ↗
YOUR COPILOT & AGENT JOURNEY
We help you choose the right capabilities, prepare your environment and shape automation around your industry.
Review Finance, Supply Chain and Commerce processes, data, permissions and the Microsoft Power Platform connection.
Pilot finance assistance, operational summaries or retail insights. Agree who reviews each result.
Scope tailored Copilot Studio agents and connected workflows around your policies, applications and industry needs.
Follow Microsoft’s evolving AI roadmap, then select the capabilities that fit your deployment.
Feature documentation reviewed 13 October 2026. Availability depends on the application, version, region, language, licensing and configuration. Tailored agents are scoped separately. This is an adoption journey, not a Microsoft release commitment. Microsoft prerequisites ↗
CUSTOMER EXPERIENCE
A Dynamics-connected internal order-management solution supporting 600+ end users.
LET’S START THE CONVERSATION
Let’s connect your operational priorities with a practical plan for Dynamics, Copilot and agents.