The Copilot Cowork plugin for finance and operations apps 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
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 this means for customers
The value is not just accessing ERP data through AI. Copilot Cowork enables agentic workflows where it can reason over business context, gather relevant information, evaluate options, and generate recommended actions.
This reduces manual coordination across systems, accelerates decision-making, and improves consistency in how business processes are executed.
User experience shift
Users can interact with ERP through business intent rather than navigating complex application layers and disconnected tools. This creates a more natural way to work, where users focus on outcomes instead of system interactions.
Preview scope
Initial set of scenarios across finance and supply chain.
Limited action coverage for transactional workflows.
Available to selected preview customers.
Business Value:
Enable users to move from business intent to insight to execution faster by orchestrating work across ERP data, emails, documents, and collaboration tools. Reduce manual coordination, accelerate decision-making, improve workflow consistency, and shift user time from information gathering to applying business judgment.
Enabled for:
Enabled by admins/makers/marketers for end users
More info: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/copilot/enable-copilot-cowork-erp
GA date: June CY2026
Preview date: June CY2026