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Finance and operations apps - Use Copilot Cowork to orchestrate insights and actions across Dynamics 365 ERP

Services: Finance and Operations Apps· Published: 2026-07-16· MS modified: 2026-07-16
New feature

Microsoft announcement

We are announcing the ability to use Copilot Cowork to orchestrate insights and actions across Dynamics 365 ERP. This feature will reach public preview on July 31, 2026.

How does this affect me?
This feature 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 of this feature include the ability to:
  • 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 action do I need to take?
This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Use Copilot Cowork to orchestrate insights and actions across Dynamics 365 ERP.

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