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D365 F&O: Grounding Copilot and Custom Agents with Work IQ

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Copilot and AI in D365 F&O · 10 min read TL;DR: Work IQ grounds Microsoft Copilot and custom agents in core Dynamics 365 F&O business context using Dataverse Virtual Entities and semantic indexing, eliminating data duplication while preserving ERP security. D365 F&O Copilot & AI Dataverse Architecture Power Platform When enterprise users ask Microsoft Copilot operational questions like "Which customer shipments are stalled due to vendor backorders?", generic large language models fail because they lack business context and transactional relationships. With the introduction of Work IQ, Microsoft provides an intelligence layer that translates raw schema tables into structured business concepts across Microsoft Dynamics 365 and Microsoft Power Platform. In this guide, you will learn how to architect, configure, and ground Copilot Studio agents and Microsoft Copilot directly in Dynamics 365 Finance and Supply Chain Management transactional data. 📖 In thi...
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D365 SCM: Planning Optimization October 2026 Deep Dive

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New features, release waves and version/service updates · 12 min read TL;DR: The October 2026 Planning Optimization release delivers critical customer bug fixes for D365 SCM, correcting item coverage order type overrides, shelf-life substitution, project quotation routing, and timeout errors on confirmed demand. Supply Chain Release Updates Troubleshooting Architecture Master planning in Dynamics 365 Supply Chain Management relies on the Planning Optimization cloud microservice to crunch high-volume supply and demand matrices within minutes rather than hours. However, edge-case interactions between batch shelf-life calculations, project quotation routes, and coverage overrides can quietly disrupt production schedules and warehouse replenishment. In this architectural review, you will explore the critical fixes shipped in the October 2026 Planning Optimization service update, evaluate how these changes modify master planning logic under the hood, and follow practical validation ...
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D365 F&O: AI Relocation & Expense Architecture with Copilot

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Real business use cases and end-to-end solution designs combining D365 F&O with Power Platform and AI · 11 min read TL;DR: Automate cross-border employee relocation and expense reimbursement by unifying Dynamics 365 Finance, Copilot Studio conversational agents, AI Builder receipt extraction, and Dataverse Virtual Entities. D365 F&O Finance Copilot & AI Power Platform Architecture Global relocation and workforce mobility programs face complex financial logistics, including multi-currency expense validation, cross-border tax gross-ups, and distributed vendor disbursements. When enterprise mobility providers manage thousands of relocating transferees, handling these transactions through traditional batch entry in Dynamics 365 Finance creates processing bottlenecks and compliance risks. By coupling D365 Finance with Copilot Studio, AI Builder, and Dataverse virtual entities, you can build an event-driven expense and relocation management pipeline that validates receipt...
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