Process finance and supply chain data with Copilot

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Jul 2024 Sep 2024

Business value

With the help of Microsoft 365 Copilot, collections coordinators, sales managers, and purchasing agents can experience productivity gains in serving ad hoc inquiries on customers and products.

Feature details

Tune the Microsoft Dataverse infrastructure for copilot (contains a set of services working together with few shot learnings) to understand and support finance and operations table schema patterns and relationships, such that a collections coordinator or a sales manager can retrieve business information (residing in the form of structured and unstructured data) necessary to complete their job without deviating from their customer interactions. As a result, Microsoft 365 Copilot can respond to simple, medium, and complex instructions by processing multiple levels of business data stored inside finance and supply chain apps in structured and unstructured formats.