Copilot Cowork For Dynamics 365 ERP

What Is Copilot Cowork?

Copilot Cowork is an intelligent agentic orchestrator designed to help organizations accomplish complex business tasks by connecting and coordinating data across multiple systems. Built within the Microsoft ecosystem, Copilot Cowork enables users to work seamlessly with ERP data, emails, documents, meetings, and other Microsoft 365 services through a single conversational experience.

When integrated with the Dynamics 365 ERP apps plugin, Copilot Cowork connects directly to finance and operations environments using the Dynamics 365 ERP MCP server. This allows users to access and interact with business data alongside tools such as Outlook, Teams, Excel, and SharePoint without switching between applications.

Copilot Cowork simplifies task delegation by allowing users to describe the outcome they want to achieve. The platform then automatically grounds the request using contextual information from emails, meetings, messages, files, and organizational data to complete tasks more efficiently.

Powered by Microsoft Work IQ, Copilot Cowork understands business context by drawing insights and signals from Microsoft 365 applications. This enables it to act with the same awareness and understanding that employees use in their daily work, helping organizations improve productivity, automate processes, and accelerate decision-making across departments.

Is Copilot Cowork safe to use?

Copilot Cowork runs within Microsoft 365’s security and governance boundaries with enterprise data protection and DPA. Identity, permissions, and compliance policies apply by default, and actions and outputs are auditable.

Cowork runs in a protected, sandboxed cloud environment, so tasks can keep progressing safely as you move across devices. This is what makes execution durable at enterprise scale.

When is Cowork available?

Copilot Cowork is in Frontier Public worldwide and It will be generally available (GA) in Q3 CY2026

What can Cowork do for you?

How to use Copilot Cowork with Dynamics 365 ERP?

Available Cowork Plugins

You can extend Microsoft Copilot Cowork by building custom plugins that integrate your unique systems and processes using the same format as Microsoft and partner plugins, including skills and connectors.

Prerequisites

Before you can use Copilot Cowork with Dynamics 365 ERP, an administrator must enable the plugin for your organization.

You need to be part of the Frontier preview program to get early access to Microsoft 365 Copilot Cowork.

Step by step installation

Step 1: Turn on Frontier in your tenant.

Set Frontier access to All users (or Specific users). Changes can take up to 3 hours to propagate

Step 2: Enable the Copilot Dataverse setting

The Dynamics 365 ERP apps plugin requires that the Dataverse integration setting is enabled in the Microsoft 365 Admin Center. To enable it:

Go to the Microsoft 365 Admin Center.
Navigate to Copilot > Settings.
Enable Dataverse data available in Microsoft 365 Copilot.

Step 3: Dataverse user role requirement

Each user who uses the Dynamics 365 ERP apps plugin must have at least one role assigned in Dataverse. To assign the required role:

Open the Power Platform Admin Center.
Go to Environment Management and select your environment.
Go to Settings > Users.
Find the user and ensure that the Finance and Operations Basic User role is assigned. This role is available as part of the Finance and Operations Virtual Entities Dataverse package.

Step 4: Allow the Cowork client to access your MCP server

To allow the Cowork client to access your MCP server, follow these steps:

Go to your finance and operations environment.
Confirm that the Dynamics 365 ERP MCP server is enabled. Learn more in Use Model Context Protocol for finance and operations apps.
Open the Allowed MCP Clients page.
Add the Cowork Client App ID: 6ab48b67-cd74-4ad4-81af-5932984589be.

Step 5: Enable the Dynamics 365 ERP apps plugin and connect to your environment in Copilot Cowork

To enable the Dynamics 365 ERP apps plugin and connect to your environment in Copilot Cowork, follow these steps:

Open Copilot Cowork.
Open the Browse plugins dialog. Learn more about browsing and managing plugins in Use plugins with Copilot Cowork.
In All Plugins, locate the Dynamics 365 ERP Apps plugin.
Select Add to Cowork to acquire the plugin.
After you acquire the plugin, open the connector settings (the gear icon next to the Dynamics 365 ERP Apps plugin).
Select your finance and operations environment from the list of available environments.
Complete the sign-in or consent flow if prompted.

After you connect the environment, the plugin’s tools become available in your conversations.

Conclusion

Copilot Cowork for Dynamics 365 ERP brings a new way of working by combining ERP data with Microsoft 365 applications in a single AI-powered experience. It helps users complete tasks faster, improve productivity, and simplify business processes through conversational AI and intelligent automation.

With secure integration across Dynamics 365 and Microsoft 365, Copilot Cowork has the potential to transform how organizations interact with business applications and manage day-to-day operations.

Parag Chapre

Parag Chapre is a Microsoft MVP in the fields of Dynamics 365 Finance & Operations, Human Resources, and Power Platform, recognized for his outstanding contributions to the Microsoft Dynamics community.

With over 15 years of hands-on expertise in various Microsoft Dynamics 365 areas, Parag has designed and delivered complex, innovative solutions for customers across industries and geographies. He has also provided leadership and technical guidance to project teams, managed offshore and onshore resources, and worked closely with Microsoft Product teams. Parag is passionate about sharing his knowledge and insights through his personal website, blog posts, articles, and community events. He is a member of the Microsoft Biz Apps Community Advisory Board, a Dynamics 365 Human Resource Community star, a Dynamics 365 Community contributor, and a Dynamics 365 Community Spotlight honoree.