Data Assistant for D365 is a conversational AI-powered agent built using Microsoft Copilot Studio to enable secure, role-based, real-time access to Dynamics 365 Finance & Operations data. The solution helps business users retrieve operational and analytical insights using natural language queries, reducing dependency on static reports and improving decision-making.

• Data discoverability: Users struggle to locate required business data in Dynamics 365.
• Static reporting dependency: Business teams depend heavily on IT-generated reports.
• Slow decision making: Manual data extraction delays operational decisions.
• Role-based complexity: Users often lack clarity on accessible data.
• Low analytics adoption: Advanced analytics tools are underutilized.

• Natural language query processing
• Role-based data access validation
• Real-time transactional data retrieval
• Analytical insights generation
• Context-aware conversation management
• Multi-domain data support
• Drill-down navigation into D365
• Conversational follow-up support
• Tabular and KPI-based responses
• Extensible integration framework

• Initiate data query: User asks a question in natural language to retrieve business data
• Context recognition and role validation: Understands user role and validates data access permissions
• Data source identification and routing: Determines correct system and dataset for query execution
• Data retrieval and processing: Fetches relevant, real-time data with applied filters
• Insight generation and response formatting: Transforms raw data into meaningful Insights
• User review and follow-up interaction: User reviews response and refines query if needed

• Productivity: Faster access to business insights
• Reporting: Reduced dependency on custom reports
• Decision making: Improved operational responsiveness
• User adoption: Higher engagement with D365 analytics
• Operational visibility: Unified access to cross-functional data

• Sales associates
• Store managers
• Territory consultants (TCs)
• Parts and inventory teams
• Finance analysts
• Procurement users
• Operations managers
• Customer service representatives
• Executives/leadership
• IT/system administrators

Write to us: partnerupdates@sonata-software.com