Get Your Free Copilot
Training for D365
Finance & Supply Chain
- Work smarter with AI
- Automate finance operations
- Accelerate supply decisions
If you are a current D365 customer, please request your free D365 Copilot training using the form below. You can also explore what’s included in the training and how the learning platform works further down the page.
Once your request has been approved, access will be granted for four weeks.
If you encounter any issues, please e-mail us at [email protected].
What is included in the Copilot Training
Copilot brings AI directly into the daily work of finance and supply chain teams—helping users move faster, reduce manual effort, and make better decisions using real-time business data. This free training is designed to show how Copilot actually works inside Dynamics 365, using short, focused lessons that map directly to real-world tasks in Finance and Supply Chain.
D365 Finance
These courses focus on using Copilot to streamline finance operations, improve visibility, and reduce manual work across customer communication, collections, and reconciliation.
- Copilot for finance
- Manage Copilot in Outlook
- Review customer AI summary
- Manage customer overdue invoices
- Review Copilot Excel reconciliation
- and more …
D365 Supply Chain
These courses demonstrate how Copilot supports faster decisions across the supply chain using AI summaries and automated supplier communication.
- Copilot in supply chain
- Review product AI summaries
- Review sales order AI summary
- Review purchase order AI summary
- Review Supplied Communication Agent
- and more …
How to use the learning platform
Once you successfully register for the platform, you will receive an email from IBI with your login information. You can access the learning platform anytime, anywhere, at your convenience during the training period.
After the introductory video, your learning path will be presented, with micro-courses arranged in sequential order to guide you through the content. You can track your progress, and some micro-courses include assessments to reinforce learning.
At the start of your learning path, you’ll find conceptual micro-courses that can be revisited as often as needed. These courses build foundational knowledge to help you familiarize yourself with the system before hands-on practice.
After the conceptual courses, you’ll progress to demonstration-based micro-courses. The best way to learn is through practice—keep a screen open next to the training video and follow the steps in your own environment.
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