Series
Grounding, plugins, MCP, and the production constraints of Copilot in Sales, Customer Service, and Finance.
8 articles
How to ground a Copilot Studio agent on Dataverse and other knowledge sources, keep answers cited and security-trimmed, test for hallucination, and choose tools vs knowledge.
Configure Copilot in Dynamics 365 Sales with practical guidance on summaries, email drafting, meeting prep, data readiness, and governance.
How to expose Dynamics 365 Finance and Operations to Claude through MCP — the architecture, the data entity choices, the auth model, and the operations that should never be one prompt away.
An introduction to the Model Context Protocol and how the Dataverse MCP server lets Claude read and write business data through natural language.
A hands-on example of using the Dataverse MCP server with Claude to query tables, create records, and update data in Dynamics 365 through natural language.
A hands-on tutorial for creating custom Copilot plugins in Dynamics 365 Sales — from defining a custom API to registering a plugin that Copilot can invoke, with real examples and permission gotchas.
A practical breakdown of the Sales Qualification Agent, Case Management Agent, and the governance framework you need before deploying them.
How the Accounting Rules Engine, multi-entity journals, flexible hierarchies, and Copilot in D365 Finance 10.0.46+ transform period close for multi-company environments.
