AI summaries with Copilot

AI summaries with Microsoft Copilot are available on many of the most-used pages in Dynamics 365 Supply Chain Management. These summaries provide a quick overview of the most important information that's related to the page, personalized for the current user. Summaries can include information such as the number of lines on a purchase order, the number of items in a warehouse, or the number of overdue invoices for a vendor.

The information that Copilot provides depends on the current page and user context. For example, the information can vary based on the other pages that the user works with the most, and it's limited based on the user's security roles and permissions.

I. Collections coordinator summary

A. Turn on copilot support for the collections coordinator workspace:

The collections coordinator workspace and collections coordinator summary feature are on by default in Microsoft D365 FO (In Dynamics 365 Finance version 10.0.40 and later, and in the proactive quality update (PQU) for version 10.0.39)

This feature has three purposes:

▪ Provide customer account information.

▪ Help you make better decisions about your customers.

▪ Increase effiency by drafting reminder emails that you can edit and then send your customers.

B. Summary by copilot:

Go to Credit and collections > Workspaces > Collections coordinator to open the Collections coordinator workspace,

The page shows an overview of the activities that are assigned to a collections coordinator (collections agent), the customers who have the highest balances, and the customers who have the most overdue amounts.

When a Customer account is selected at the top of the page, select View customer details. The Collections coordinator details page includes the Summary by Copilot field.

Note:

Azure OpenAI is used to generate the results in Balances and payment history, based on data in Finance and the provided prompts. All calculations are done in Finance. The summary is based on the amounts for the selected customer's payment history for the past year, outstanding debt amount, and invoices for the last six months.

II. Vendor summary

The All vendors details page includes a Summary by Copilot FastTab that shows status information and insights for the selected vendor. The information that's provided can include the vendor currency, accounting currency, vendor hold status, number of purchase orders, posted vendor invoices, payment status, and more. It can also include the number of overdue vendor invoices, purchasing agreements, and active rebates agreements.

Navigate to Accounts Payable > Vendors > All vendors

Select vendor account, and the vendor details page includes the summary by copilot field.

III. Released product details summary

The released product details page includes a summary by Copilot fasttab tat shows a product summary based on the current user's most-used pages and context,

IV. Product hover summary

On most pages that show an item number, users can hover over the item number to view a Copilot-generated summary of the item.

V. Sales summary

The Sales order details page includes a Summary by Copilot FastTab that shows an overview of the selected sales order's status. For example, it shows the number of partially or fully confirmed, received, and invoiced order lines. The FastTab also shows other selected insights, such as a summary of order lines that are overdue or nearly overdue.

Status summary for sales orders

For sales orders that aren't canceled or invoiced, the Status section of the Summary by Copilot FastTab for sales orders provides status details that apply across all order lines. The section provides insights into the progression of order lines in each of the following categories:

▪ Not fully picked – Lines where the quantity hasn't been fully picked.

▪ Not fully shipped – Lines where the quantity has been picked (or doesn't require picking) but not fully shipped.

▪ Not fully invoiced – Lines where the quantity has been completely shipped but not yet fully invoiced.

The Status section provides a quick overview of the progression of all sales order lines. Unlike purchase order status summaries, sales order status summaries groups order lines into categories that are forward looking. In other words, instead of focusing on what already happened, the categories focus on what is expected to happen from a fulfillment perspective.

As appropriate, the Insights section provides buttons that let you filter the order lines according to their status. Use the filters to quickly find relevant order lines so that you can take appropriate action. Each filter is shown only when at least one order line has the indicated status. The following filter buttons might be shown:

▪ Filter to lines not fully picked – Show only order lines that haven't been fully picked.

▪ Filter to lines not fully shipped – Show only order lines that have been picked (or don't require picking) but not fully shipped.

Insight summary for sales orders

For sales orders that aren't canceled, delivered, or invoiced, the Insights section of the Summary by Copilot FastTab for sales orders provides two more insights that apply across all order lines:

▪ Overdue or nearly overdue lines – The number of order lines that waiting to be shipped (packing slip posted) and have an expected ship date (requested or confirmed) that's after the current date.

▪ Lines without confirmed ship dates – The number of order lines that aren't fully shipped (packing slip posted) and don't have a confirmed ship date.

▪ Overdue or nearly overdue lines – Show only order lines that are overdue or nearly overdue.

▪ Lines without confirmed ship dates – Show only order lines that aren't fully shipped (packing slip posted) and don't have a confirmed ship date.

VI. Purchase order summary

The All purchase orders details page includes a Summary by Copilot FastTab that shows an overview of the selected purchase order's status. For example, it shows the number of partially or fully confirmed, received, and invoiced lines. The FastTab also shows other selected insights, such as a summary of order lines that are overdue or nearly overdue

Status summary for purchase orders

For purchase orders that aren't canceled, invoiced, or finalized, the Status section of the Summary by Copilot FastTab for purchase orders provides status details that apply across all order lines. The section provides insights into the progression of order lines in each of the following categories:

▪ Not fully received – Lines where the quantity hasn't been fully registered or received.

▪ Fully received, not fully invoiced – Lines where the quantity has been fully registered or received, but not yet fully invoiced.

▪ Fully invoiced – Lines where the quantity has been received and fully invoiced.

As appropriate, the Status section provides buttons that let you filter the order lines according to their status. Use the filters to quickly find relevant order lines so that you can take appropriate action. Each filter is shown only when at least one order line has the indicated status. The following filter buttons might be shown:

▪ Not fully received – Show only order lines where the quantity hasn't been fully registered or received.

▪ Fully received, not fully invoiced – Show only order lines where the quantity has been fully registered or received, but not yet fully invoiced.

Insight summary for purchase orders

For purchase orders that aren't canceled, received, invoiced, or finalized, the Insights section of the Summary by Copilot FastTab for purchase orders provides two more insights that apply across all order lines:

▪ Overdue or nearly overdue lines – The number of order lines that are awaiting receipt and have an expected receipt date (requested or confirmed) that's after the current date.

▪ Lines without confirmed receipt dates – The number order lines that are awaiting receipt or haven't been fully received, and don't have a confirmed receipt date.

▪ Overdue or nearly overdue lines – Show only order lines that are overdue or nearly overdue.

▪ Lines without confirmed receipt dates – Show only order lines that are awaiting receipt or haven't been fully received, and don't have a confirmed receipt date.

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