Quote from bsdinsight on 17 June 2024, 07:20

Video sau đây trình bay Copilot hỗ trợ cho Dynamics 365 Finance & Supply Chain như thế nào

https://youtu.be/QQN7tZYr1jc?si=dUp9h5HhiXm5CMLD

Main Topics:

1. Copilot Capabilities in Dynamics 365 Finance and Supply Chain Management
2. Summarization Features in Finance and Supply Chain Management

1. Copilot Capabilities in Dynamics 365 Finance and Supply Chain Management

– Confirmed Purchase Orders Workspace: Provides enhanced decision-making procurement by consolidating all changes in one workspace, with options to focus on low/high impact changes or downstream order impacts.
– Warehouse Mobile App Insights: Provides insights into open work in the warehouse, including peak work lines, available workers, and common patterns in the open work.

2. Summarization Features in Finance and Supply Chain Management

A. Supply Chain Management:
– Product Hover Summary: Provides a summary of key product information when hovering over the product number.
– Product Details Summary: Summarizes key product information, including configuration, inventory, pricing, and sales details, at the top of the product details page.
– Vendor Summary: Provides a summary of key vendor information, including active contracts, rebates, open purchase orders, and potential risks or outliers.
– Purchase Order Summary: Summarizes the status of the purchase order, including number of lines, receipt and invoice status, and selected insights like overdue or missing confirmed receipt dates.
– Sales Order Summary: Summarizes the status of the sales order, including number of lines, confirmation, receipt, and invoice status, and selected insights like overdue or missing confirmed ship dates.

B. Finance:
– Collections Coordinator Summary: Summarizes the customer’s aging amounts, payment history, and remaining credit, and can generate an AI-written email to the customer.
– Workflow History Summary: Summarizes the most recent actions taken on a workflow, including who submitted it, when, and any comments.
– Customer Account Summary: Summarizes the customer’s posted invoices, payments, outstanding amounts, sales orders, sales agreements, and selected insights like overdue invoices or orders.

Key Points:
– These summarization features will be enabled by default in upcoming releases, to provide immediate value to users.
– They leverage existing transactional data and do not require user input, minimizing risk.
– Users can customize which summaries are enabled through feature management.
– The summaries are designed to be secure, inclusive, and give users more control and efficiency.