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Discover store trends and patterns with Copilot report insights

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Commerce. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically Jun 20, 2024 Mar 7, 2025

Business value

Store insights using Copilot deliver streamlined smart summaries, offering an immediate overview of a store’s performance. Key metrics, such as sales, returns, discounts, and payment types that are summarized for the channel and store, are prominently featured. This equips store associates and managers with the data necessary for strategic decision making.

Feature details

This feature enables Dynamics 365 Commerce’s point-of-sale (POS) solution for Store Commerce to provide narrative summaries of channel sales and store performance reports. Using the capabilities of narrative visuals, the POS system delivers concise, human-readable summaries that highlight key metrics and trends from transactional data.

  • Efficiency: Quick and easy access to summarized reports saves time for store associates.
  • Accuracy: Automated summaries reduce the risk of human error in interpreting data.
  • Real-time Analysis: Immediate availability of summarized data after transactions allows for timely decision-making.

This feature includes the following capabilities:

  • Default availability: Summaries are accessible every time a channel report is loaded.
  • Compatibility with Highcharts reports: Summaries seamlessly integrate with existing Highcharts-based reports.
  • Localization: Summaries automatically adapt to the locale configuration of the POS app.
  • Data Access Control: Summaries are governed by data access control settings. For example, a store cashier can analyze or view reports related to their own POS activity, while a store manager has broader permissions to access reports for the entire store’s POS activity depending on the definition of underlying query powering reports.

Store insights can be disabled and reenabled using the functionality profile mapped to your store channels. This feature is available in the Dynamics 365 Commerce 10.0.41 release and is also included in the Commerce 10.0.38, 10.0.39, and 10.0.40 releases through proactive quality updates (PQUs) to facilitate adoption.

Screenshot of Copilot-generated store insights for store reports in Store Commerce

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • US GCC
  • US GCC High
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

Additional resources

Store report insights by Copilot (docs)