Mastering Copilot Features In Microsoft Dynamics 365 F&O

Learn Copilot Features in Microsoft Dynamics 365 Finance & Operations

What you'll learn

Master the Copilot features in Microsoft Dynamics 365 Finance & Operations

Proficient in utilizing Copilot in Dynamics 365 F&O

Detail Understanding of Summary Copilot with explanation

Submitting Feedback to Microsoft with Contextual data

Requirements

Everyone can take this course

No Coding experience reuired

Description

This comprehensive course is designed to empower students and professionals with the knowledge and skills needed to harness the full potential of Copilot in Dynamics 365 F&O. Through a series of detailed modules, you will explore the powerful capabilities of Copilot and learn how to apply them across various critical areas of your business operations.Course Highlights:Accounts Receivable: Automate and optimize your receivables process to ensure timely collections and improved cash flow.Accounts Payable: Streamline your payables, reduce errors, and enhance vendor relationships.Purchase Orders: Master the creation, management, and tracking of purchase orders for efficient procurement.Sales Orders: Manage sales orders effectively from order entry to fulfillment, enhancing customer satisfaction.Collections: Gain insights into managing collections, reducing outstanding receivables, and improving financial health.Supply Chain Management: Optimize your supply chain operations, from inventory management to logistics, ensuring smooth and efficient workflows.Vendor Summary Copilot: Quickly access and interpret key vendor information for better decision-making.Customer Summary Copilot: Efficiently manage customer data and relationships.Purchase Order Summary Copilot: Handle purchase order data effectively.Sales Order Summary Copilot: Manage sales order information proficiently.Released Product Summary Copilot: Handle product data with expertise.Product Hover Summary Copilot: Quickly access product information by hovering over product IDs.Workflow Copilot Summary: Manage workflows more effectively with context-aware summaries.Employee Self-Service Summary: Access and manage leave details efficiently.Collection Coordinator Summary: Oversee customer credit health, invoice, and payment details with ease.Confirmed Purchase Order with Changes Copilot: Assess and manage changes to confirmed purchase orders, understanding their downstream impacts.By the end of this course, you will be proficient in utilizing Copilot to transform your Dynamics 365 F&O experience, making you more efficient and effective in your role. Join us and take the first step towards mastering Copilot in Dynamics 365 Finance & Operations!Enroll now and start your journey to becoming a Dynamics 365 F&O Copilot expert!

Overview

Section 1: Introduction

Lecture 1 Course Introduction

Section 2: Side Car Copilot Chat

Lecture 2 Learn to use Side Car Copilot Chat

Section 3: Learn to Submit Feedback to Copilot in D365 F&O

Lecture 3 Learn to Submit Feedback to Copilot in D365 F&O

Section 4: Learn to Analyze Vendor Summary and Insights by Copilot

Lecture 4 Learn to see Vendor Summary and Insights by Copilot

Section 5: Learn to Analyze Customer Summary and Insights by Copilot

Lecture 5 Learn to Analyze Customer Summary and Insights by Copilot

Section 6: Learn to Analyze Purchase Order Summary and Insights by Copilot

Lecture 6 Learn to Analyze Purchase Order Summary and Insights by Copilot

Section 7: Learn to Analyze Sales Order Summary and Insights by Copilot

Lecture 7 Learn to Analyze Sales Order Summary and Insights by Copilot

Section 8: Learn to Analyze Product Summary and Insights by Copilot

Lecture 8 Learn to Analyze Product Summary and Insights by Copilot

Section 9: Learn to Analyze Product Hover Summary and Insights by Copilot

Lecture 9 Learn to Analyze Product Hover Summary and Insights by Copilot

Section 10: Learn to Analyze Workflow Summary and Insights by Copilot

Lecture 10 Learn to Analyze Workflow Summary and Insights by Copilot

Section 11: Learn to Analyze Employee Self Service Summary and Insights by Copilot

Lecture 11 Learn to Analyze Employee Self Service Summary and Insights by Copilot

Section 12: Learn to Analyze Collections Agent using Copilot

Lecture 12 Learn to Analyze Collections Agent using Copilot

Section 13: Learn Confirmed Purchase Order with Changes with Copilot

Lecture 13 Learn Confirmed Purchase Order with Changes with Copilot

ERP User, Consultants, Architects, Developers, Project Managers