Enterprise AI Digest #13 - PODCAST on Spotify and Apple
Topics:
Copilot Refreshed: A More Intuitive Companion
D365 Finance & Copilot (Preview)
Power Automate - Business Process Flow
Events
Copilot Refreshed: A More Intuitive Companion
On October 1, 2024, Microsoft introduced a refreshed version of Copilot, designed for faster, more intuitive interactions with clear, concise responses. With new Voice and Vision capabilities, Copilot adjusts to your unique style, providing personalized advice and support for everyday tasks. Whether planning trips or handling complex challenges, Copilot is revolutionizing the way we interact with AI.
Copilot Voice: Copilot Voice lets users interact using natural speech, making tasks like brainstorming and asking questions easier. With four voice options, it adapts to your communication style and personalizes responses, providing an intuitive and flexible AI experience.
Copilot Daily: Copilot Daily gives a daily summary of news, weather, and reminders, all in your preferred voice. It simplifies information overload by pulling from trusted sources, ensuring clarity and ease in staying informed.
Personalized Discover: Personalized Discover guides users through Copilot’s features, offering tailored suggestions based on previous interactions. It helps users explore Copilot effectively with relevant recommendations.
Copilot in Microsoft Edge: Seamlessly integrated into the Edge browser, Copilot simplifies tasks like summarizing pages and translating text. It allows for quick insights and streamlined web navigation, boosting productivity.
Copilot Labs: Copilot Labs offers experimental features, such as Copilot Vision for real-time insights on text and images, and Think Deeper for complex queries. It gives users early access and shapes future AI capabilities.
D365 Finance & Copilot(Preview)
Dynamics 365 Finance is a robust financial management solution that helps businesses automate, optimize, and gain control over their financial operations. With built-in AI capabilities, it provides actionable insights for smarter decision-making, enabling companies to streamline processes, enhance productivity, and maintain compliance with international standards.
Core Features:
General Ledger Dynamics 365 Finance automates ledger transactions, journal entries, and financial reporting. Businesses gain real-time insights into their financial health, simplifying tracking for income, expenses, assets, and liabilities.
Accounts Payable/Receivable This feature automates invoicing, payment processing, and cash flow management. Companies can efficiently track debts, manage payments, and generate invoices for faster collections and payment cycles.
Budgeting and Forecasting AI-powered budgeting tools in Dynamics 365 Finance allow companies to create accurate financial forecasts, enabling better resource planning and proactive financial management to ensure business stability and growth.
Expense Management The platform streamlines employee expense tracking, ensuring easy categorization, faster approvals, and policy compliance. This reduces manual errors and improves transparency in expense management.
Financial Reporting and Analytics With Power BI integration, users can create custom reports, dashboards, and visualizations to monitor key financial metrics. This feature supports data-driven decision-making by offering comprehensive insights into profitability, cash flow, and other critical KPIs.
Compliance and Globalization Dynamics 365 Finance supports multi-currency, multi-language, and global regulatory compliance, including tax reporting and financial standards. It’s built to ensure seamless international operations with localization capabilities for different regions.
Automated Workflows Automation within the platform speeds up bank reconciliations, approvals, and other routine tasks, reducing human errors and increasing operational efficiency.
Integration with Dynamics 365 Seamless integration with other Dynamics 365 applications, such as Supply Chain Management and Human Resources, helps businesses achieve a unified view of their entire operation for improved collaboration and decision-making.
Copilot for Finance: Currently in preview, is designed to improve efficiency for finance professionals by automating routine tasks and providing real-time insights. Integrated with Microsoft Outlook and Excel, it reduces manual work and supports better decision-making.
Power Automate - Business Process Flow
Overview of Business Process Flows Power Automate's Business Process Flows ensure consistent data entry and process adherence by guiding users through a defined sequence of steps. This feature is useful for handling customer interactions, sales processes, or service requests, ensuring a streamlined workflow.
Key Features
Stage-Gating: Users must complete required steps before advancing to the next stage, maintaining consistency.
Visual Progress Tracking: Provides a visual indicator for tracking the process flow.
Customizable Flows: Tailor flows for different security roles and business processes.
Integration with Customizations Business process flows seamlessly integrate with other customizations like workflows and scripts, automating actions and ensuring real-time updates during data entry. They also support multiple concurrent flows, allowing users to switch between processes as needed.
Concurrent and System Business Process Flows Power Automate supports concurrent flows, where users can switch between multiple processes. Additionally, predefined flows like the Lead to Opportunity process are included, ensuring quick adoption.
Multiple Tables in Business Process Flows Business process flows can span up to five tables, enabling a more comprehensive approach by linking various processes across sales, customer service, and more.
Copilot Integration for Business Process Flows Copilot enhances business process flows by automating data entry, offering intelligent recommendations, and reducing manual efforts. It ensures real-time insights and accelerates decision-making.
Events
Community Summit NA (10/2024): Summit North America is the largest independent gathering of Microsoft users, partners, and ISVs. It will take place from October 13-17 in San Antonio, TX. More details @ https://www.summitna.com/