Copilot and generative AI in Dynamics 365

Get an overview of where to find documentation and training for Copilot and generative AI in Dynamics 365 apps. Some links are to training modules. Other links point at product-specific documentation.

Meet Microsoft Copilot

Get started

• Microsoft Copilot learning hub
• Get started with AI
• Generative language models used in Dynamics 365 and Power Platform
• Responsible AI FAQ for Dynamics 365
• Finance agents
• Copilot for Sales
• Copilot for Service

Copilot in Dynamics 365 Business Central

Concept

• Copilot in Business Central
• Copilot data movement across geographies
• Marketing text suggestions with Copilot

Copilot in Dynamics 365 Customer Insights

Concept

• Get answers to questions about capabilities from Copilot
• Create segments with Copilot in Customer Insights - Data
• Have a dialog with data using Copilot in Customer Insights - Data

Copilot in Dynamics 365 Customer Service

Concept

• Copilot in Customer Service
• Configure Copilot in Customer Service
• Get started with Microsoft Copilot for Service
• Enable copilots and generative AI features in non-US regions

Copilot in Dynamics 365 Field Service

Concept

• Use Copilot in the Field Service web app
• Summarize records with Copilot in Field Service
• AI-powered work order update

Copilot in Dynamics 365 finance and operations apps

Overview

• Copilot in finance and operations apps
• Enable Copilot capabilities in finance and operations
• Generative help and guidance with Copilot
• Create client plug-ins for Copilot in finance and operations apps

Copilot in Dynamics 365 Project Operations

Concept

• Get started with Copilot in Project Operations
• Use Copilot in time entry
• Copilot for project overview

Copilot in Dynamics 365 Sales

Concept

• Copilot in Sales
• View and copy email summary
• Boost sales performance with Copilot in Sales
• Enable copilots and generative AI features in non-US regions

Extend Copilot and create agents

Overview

• Microsoft Copilot Studio
• Extend Copilot capabilities in finance and operations apps
• Developer tools for Copilot in Business Central
• Learn more as a functional consultant

Responsible AI

Get started

• Overview
• FAQ about Copilot data security and privacy

Find training modules

Training

• Boost sales performance with Copilot in Sales
• Configure Copilot in Customer Service
• Get started with Microsoft Copilot for Service
• Get started with Copilot in Project Operations
• Find training for functional consultants