D365FOAdviceTips

Tag: Teams

Utilizing Copilot for D365 Finance Inventory in Teams

Apr 6, 2025

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by

Sebastien Manjony

in Integration

The recent release allows users to view D365 Finance inventory directly within Microsoft Teams, utilizing the Copilot Studio for enhanced inventory visibility. Users can integrate data via Dataverse and create custom agents for inventory management. Key steps include enabling specific Dataverse entities, creating an agent, adding relevant knowledge tables, and publishing the agent in Teams.…
Creating Sales Orders with Copilot & Teams in D365 Finance

Mar 16, 2025

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by

Sebastien Manjony

in Data, Performance

The content discusses creating sales orders and lines in D365 Finance using PowerApps and Copilot Studio. It details step-by-step prompts, the usage of JSON for data formatting, and the integration of AAD tokens for authentication. It also covers creating sales orders via Microsoft Teams, allowing users to streamline order processing effectively.