Copilot & AI in Dynamics 365

From the Copilot landscape to building your own agents — what ships in the apps, the AI Builder toolbox, prompts, and Copilot Studio.

For: Admins, makers, and consultants who need to separate Microsoft's AI story from what actually works today.

11 guides in this path

  1. 1
    Copilot across Dynamics 365How Copilot works across every Dynamics 365 app — Sales, Service, Field Service, Finance, Supply Chain, Business Central, Project Operations — and where the boundaries between them actually are.
  2. 2
    Microsoft 365 Copilot for Dynamics 365How Microsoft 365 Copilot reaches into Dynamics 365 — graph connectors, agents, and the licensing layers that determine what users actually get.
  3. 3
    Copilot for Sales featuresWhat Microsoft Copilot for Sales does inside Outlook, Teams, and Dynamics 365 Sales — email assistance, meeting prep, summaries, and CRM updates.
  4. 4
    Conversation Intelligence in Dynamics 365 SalesHow Conversation Intelligence records, transcribes, and analyses sales calls — meeting platforms supported, the analytics surfaced, and the rollout discipline that makes it stick.
  5. 5
    AI Builder explainedMicrosoft's no-code AI model library inside the Power Platform — pre-built models, custom training, and what AI Builder is good at.
  6. 6
    AI Builder document automation, in depthHow AI Builder's document automation works — pre-built models, custom training, output structure, and the right way to integrate it with Dynamics 365.
  7. 7
    Lead scoring with AI BuilderHow AI Builder lead scoring works in Dynamics 365 Sales — model training, features, scoring inputs, and operating the model in production.
  8. 8
    AI prompts in Power PlatformHow AI Builder and Copilot Studio promote prompts as a first-class artefact — prompt design, parameters, grounding, and the operational patterns that make AI prompts reliable in business apps.
  9. 9
    Copilot agents vs Copilot StudioHow Microsoft's agent strategy splits — Copilot Studio for building custom agents, declarative agents in Microsoft 365 Copilot, autonomous agents — and how the pieces fit together.
  10. 10
    Copilot Studio for Dynamics 365Building AI agents on top of Dynamics 365 with Copilot Studio — topics, knowledge sources, generative answers, and Dataverse integration.
  11. 11
    Building agents with Copilot StudioHow to design Copilot Studio agents — topics vs generative answers, knowledge grounding, actions, multi-turn dialogs, and operational patterns.
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