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Copilot and AI in Dynamics 365 Finance

A tour of Copilot and AI features in Dynamics 365 Finance: collections summaries, customer and workflow summaries, and the Account Reconciliation Agent.

Free

Free 2-minute video lesson. A tour of Copilot and AI features in Dynamics 365 Finance: collections summaries, customer and workflow summaries, and the Account Reconciliation Agent. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This silent slide video tours the Copilot and AI capabilities available in Dynamics 365 Finance. It covers the Collections coordinator summary and AI-drafted reminder emails, customer page and workflow history summaries, the Account Reconciliation Agent (production-ready preview), agent management, and how the Dynamics 365 ERP MCP server lets custom agents work with finance data. It closes with a practical adoption plan and governance checklist for finance leaders.

What you'll learn

  • The pattern
  • Collections coordinator summary
  • Other built-in summaries
  • Account Reconciliation Agent
  • How reconciliation works
  • Agent management
  • Build your own with MCP
  • Adoption plan
  • Governance checklist
  • Key takeaway

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.