Copilot Studio for Dynamics 365 Finance & Operations – Fundamentals
Copilot Studio is rapidly becoming the orchestration layer behind AI experiences in Microsoft's business applications — and Finance & Operations is no exception.
This 1-day workshop gives you the foundation you need to understand, enable, and extend Copilot in a D365 F&O environment, without the guesswork.
You'll start with the architecture: how Copilot Studio connects to Finance & Operations, what role Dataverse and Power Platform play, and how the in-app Copilot sidecar actually works. From there, the workshop walks you through environment prerequisites, enabling built-in Copilot experiences, security considerations, and the basics of extending Copilot Studio with your own knowledge sources and low-code integration patterns.
By the end of the day, you'll have a clear, end-to-end picture of the Copilot Studio foundation in a D365 F&O context — and know exactly where to go next.
1. Concepts & Capabilities
- Scope, learning goals and workshop overview
- The three types of Copilot experiences: sidecar, embedded, and standalone
- Overview of built-in Copilot capabilities in Finance & Operations
2. Architecture Fundamentals
- How Copilot Studio orchestrates prompts, topics, tools, and responses in F&O
- Role of Dataverse and Power Platform integration
3. Environment prerequisites & setup
- Power Platform integration requirements
- Requiered Dynamics 365 apps in Dataverse
- Publishing copilots with AI features enabled
4. Enabling Copilot in F&O
- How to enable and verify generative help and guidance
- Security considerations
- Common deployment and configuration checks
5. Navigating Copilot Studio
- Agent, tools, topics, knowledge, and channels
- Analytics and publishing basics
- Understanding the F&O Copilot agent structure
6. Knowledge and Grounding
- How generative help and guidance work
- Grounding in Microsoft documentation
- Adding and managing custom knowledge sources
7. Basic Extension Patterns
- What tools are conceptually in Copilot Studio
- Where basic customization starts
- Low-code integration patterns
8. Demo & guided exercise
- End-to-end scenario walkthrough
- Lessons learned and recommended next steps
Calendar
| Webinar | Price | Actions |
|---|---|---|
| 22/06/2026 (09:00 - 16:30 CET/CEST) | € 450,00 | Register |
Enjoy a discount and leverage your Companial Service Funds.
This course is part of the following learning journeys:
- AI Learning Journey
- Finance and SCM Developer Learning Journey
- Finance and SCM Functional Consultant Learning Journey
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Who is this course for?
Developers, consultants, and solution architects who work with Dynamics 365 Finance & Operations and want to understand how to enable, configure, and begin extending Copilot Studio in a real-world F&O environment.
What will you learn?
- How Copilot Studio acts as the orchestration layer behind Copilot experiences in D365 F&O
- The architecture of sidecar, embedded, and standalone Copilot experiences
- Environment prerequisites, Power Platform integration, and Dataverse setup
- How to enable and verify generative help and guidance in Finance & Operations
- Security considerations and common deployment and configuration checks
- How to navigate Copilot Studio: agents, topics, tools, knowledge, channels, and publishing
- Knowledge grounding: using Microsoft documentation and adding custom knowledge sources
- Basic extension patterns and low-code integration approaches
- A guided end-to-end scenario walkthrough with practical lessons learned