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Analyze demand plans with Copilot (preview)

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[This article is prerelease documentation and is subject to change.]

Demand planning in Microsoft Dynamics 365 Supply Chain Management lets you use Copilot to analyze your demand plans. You can select from a set of predefined questions. The app then provides answers in real time by using natural language.

By using Copilot, you can quickly gain valuable insights across multiple dimensions. You can use these insights to improve operational efficiency, increase profitability, and improve customer satisfaction.

For example, a demand planner is interested in learning the most significant factors that contributed to a notable shift between two consecutive periods. The planner opens the relevant worksheet, selects a point of interest on the chart, and then selects a predefined question to ask Copilot. Copilot's response might resemble the following example:

The top 10 most significant changes contributing to the change in demand are:

  1. Car Audio Unit-500 in Distribution center increased by 31% or 208 units.
  2. Car Audio Unit-65-Black in Distribution center increased by 31% or 173 units.
  3. Car Audio Unit-65-Silver in Store 2 increased by 29% or 574 units.
  4. Mid-Range Speaker in Store 1 increased by 29% or 509 units.
  5. High End Speaker in Store 4 increased by 28% or 298 units.
  6. High End Speaker in Store 1 increased by 28% or 351 units.
  7. Car Audio Unit-65-Silver in Store 1 increased by 28% or 405 units.
  8. High End Cabinet-Oak in Distribution center increased by 28% or 190 units.
  9. Car Audio Unit-500 in Store 4 increased by 28% or 123 units.
  10. Car Audio Unit-200 in Store 1 increased by 27% or 240 units.

AI-generated content may be incorrect.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Prerequisites

To use Copilot to analyze demand plans, you must be running the general availability (GA) version of Demand planning in Microsoft Dynamics 365 Supply Chain Management.

Country/region availability and language support

The Analyze demand plans with Copilot feature is available in all regions.

The Analyze demand plans with Copilot feature is available only in English.

Ask Copilot to analyze your data

To ask Copilot to analyze your data, follow these steps.

  1. On the navigation pane, select Worksheets.
  2. Open the worksheet that you want to analyze.
  3. In the Timeline section, on the chart, select the point that represents the period that you want to analyze.
  4. The Copilot menu shows one or more questions that you can ask about the selected point. Select the question that you want to ask. (For more information about the types of questions that can be shown, see the next section.)

Copilot analyzes the data and provides its answer.

Chat with Copilot

The following table provides a quick reference to the predefined questions that you can select on the Copilot menu.

Example question Description
Largest shifts from Apr 24 to May 24

Compare two consecutive periods in the same year. The length of the period (day, week, or month) depends on the setup of the time series in your worksheet.

The example question that's shown here indicates that you selected a point that represents the one-month period of May 2024. Copilot will compare that period to the previous one-month period (April 2024).
Largest shifts from May 23 to May 24

Compare a selected period to the same period one year earlier. The length of the period (day, week, or month) depends on the setup of the time series in your worksheet.

The example question that's shown here indicates that you selected a point that represents the one-month period of May 2024. Copilot will compare that period to the one-month period of May 2023.

Turn the Analyze demand plans with Copilot feature on or off

The Analyze demand plans with Copilot feature is on by default. Follow these steps to turn the feature on or off for your system. A system administrator of the environment must complete this procedure.

  1. Sign in to the Power Apps maker portal.
  2. Use the selector in the upper right of the page to select the environment where you want to turn the feature on or off.
  3. Go to Solutions.
  4. In the Default Solution row, select the link in the Default name column.
  5. In the Objects list, select Settings.
  6. In the Copilot for demand planning row, select the link in the Display name column.
  7. In the Edit Copilot for demand planning dialog box, in the Setting environment value section, select Add existing value.
  8. In the dropdown list, select Yes to enable the feature for the current environment, or select No to disable it.
  9. Select Save.