Dynamics 365 Finance and Operations cross-app: Boost productivity with Copilot - Use Copilot Cowork to orchestrate insights and actions across Dynamics 365 ERP

The Copilot Cowork plugin for finance and operations apps enables users to move from business intent to insight to execution in a single experience. Copilot orchestrates work across ERP data, emails, documents, spreadsheets, collaboration tools, and downstream business processes.

Key capabilities

Orchestrate workflows across ERP and Microsoft 365 data sources.

Analyze business data and generate contextual insights.

Reason across finance, operations, and supply chain domains.

Generate recommendations and prepare next steps.

Execute actions while keeping humans in the loop.

What this means for customers

The value is not just accessing ERP data through AI. Copilot Cowork enables agentic workflows where it can reason over business context, gather relevant information, evaluate options, and generate recommended actions.

This reduces manual coordination across systems, accelerates decision-making, and improves consistency in how business processes are executed.

User experience shift

Users can interact with ERP through business intent rather than navigating complex application layers and disconnected tools. This creates a more natural way to work, where users focus on outcomes instead of…