MS Learn Highlights – 6/12/2025

Creating AI Plugins for Copilots

This article provides guidance on creating AI plugins that utilize finance and operations business logic, specifically for enhancing copilot experiences within Microsoft Dynamics 365.

Key Steps for Creating AI Plugins

1. Understand the Plugin Requirements:

   • Ensure the plugin can interface with Dataverse by being registered in the Dataverse plugin registry.

2. Define Business Logic:

   • Identify the specific finance and operations business logic that your AI plugin will utilize.

3. Set Up Development Environment:

   • Prepare your development environment using necessary tools and SDKs as outlined in the documentation.

4. Develop the Plugin:

   • Code the plugin using C# and implement the required interfaces specific to AI functionality.

5. Testing:

   • Thoroughly test the plugin to ensure compatibility with Dataverse and maintain expected performance metrics.

6. Register the Plugin:

   • Follow the steps to register your plugin in the Dataverse plugin registry, allowing it to be accessible for copilot usage.

7. Deployment:

   • Deploy the plugin to the relevant environment ensuring proper configuration.

8. Monitor Performance:

   • After deployment, monitor the plugin’s performance and user interactions to identify potential improvements and issues.

Additional Information

• This is a preview feature intended for developers looking to enhance their applications with AI capabilities.

What’s New: Introduction of the ability to create AI plugins tailored for copilot experiences in Dynamics 365.

Impact: Developers can now implement custom AI functionalities directly linked to finance and operations logic enhancing user interactions.

Steps to Enable: Follow the development and registration process detailed in the article.

For further details and full guidance, please refer to the original article: Create AI plugins for copilots with finance and operations business logic (preview).

Setting Up and Configuring the Supplier Communications Agent

The Supplier Communications Agent in Microsoft Dynamics 365 Supply Chain Management facilitates streamlined vendor communications. This article provides comprehensive steps for setup and configuration to optimize these communications.

Setup Steps

1. Prerequisites:

   • Ensure you have the necessary permissions to access and configure the Supplier Communications Agent.
   • Confirm that your environment is updated to the required version of Dynamics 365.

2. Access the Module:

   • Navigate to the Supply Chain Management module in Dynamics 365.

3. Branch Configuration:

   • Define the branches that will utilize the Supplier Communications Agent.
   • Set up necessary configurations for email preferences.

4. Communication Templates:

   • Create and customize email templates for vendor communications.
   • Ensure templates comply with organizational branding standards.

5. Testing:

   • Conduct tests by sending communication samples to verify that emails are correctly formatted and delivered to vendors.

6. Deployment:

   • Once testing is satisfactory, deploy the Supplier Communications Agent across the designated branches.

7. Monitoring and Adjustments:

   • Continuously monitor the communication processes.
   • Make adjustments to templates, branch configurations, or permissions as necessary based on feedback.

Key Features

• Streamlined vendor communication.
• Customizable email templates to match branding.
• Integrated testing phase to ensure reliability.

For further details, refer to the full article here: Set up and configure the Supplier Communications Agent.

Install the Warehouse Management Mobile App

This article provides a detailed guide on how to install and configure the Warehouse Management mobile app on mobile devices for Dynamics 365 Supply Chain Management.

Installation Steps

1. Download the App:

   • Locate the Warehouse Management mobile app on your device's app store (available for iOS and Android).

2. Install the App:

   • Follow the prompts to install the app on your mobile device.

3. Open the App:

   • Launch the Warehouse Management app once the installation is complete.

4. Configure the App:

   • Enter the necessary configuration settings to connect to your Dynamics 365 environment, including:
     • Tenant URL: The URL of your Dynamics 365 instance.
     • Credentials: User account details for logging into the system.

5. Test Connectivity:

   • After entering your configuration details, test the connectivity to ensure the app can communicate with your Dynamics 365 environment.

6. User Permissions:

   • Ensure that users have the appropriate roles assigned in Dynamics 365 to access warehouse management features through the mobile app.

Additional Configuration (if necessary)

• Work Configuration: Set up work templates and user preferences based on your operational needs.
• Notifications: Enable notifications for important updates and alerts within the app.

Troubleshooting

• If you encounter issues during installation or configuration, check your connectivity settings and permissions, or refer to the help section of the app.

For further detailed steps, refer to the original article: Install the Warehouse Management mobile app - Supply Chain Management | Dynamics 365 | Microsoft Learn

What's New in Dynamics 365 Supply Chain Management 10.0.35 (August 2023)

This update includes significant improvements and new features in Dynamics 365 Supply Chain Management aimed at enhancing user experience and operational efficiency. Below is a summary of the key changes.

New Features and Enhancements

Impact

These updates are designed for application users and business stakeholders, providing improved functionalities that can lead to better decision-making, reduced operational costs, and enhanced productivity across supply chain processes.

Steps to Enable

1. Check Configuration: Ensure your environment is updated to version 10.0.35.
2. Review New Features: Familiarize yourself with new functionalities and how they may impact your current processes.
3. Training and Adoption: Provide training for team members on the new features to maximize utilization and benefits.

For complete details and guidelines, you can refer to the original article here.

Print labels using the Loftware label service solution

This article provides a detailed guide on how to set up and utilize the Loftware label service solution to print labels in Dynamics 365 Supply Chain Management.

Key Steps to Set Up and Print Labels

1. Prerequisites

   • Ensure that the Loftware label service is installed.
   • Required APIs must be configured and accessible.

2. Configure Loftware in Dynamics 365

   • Navigate to the Label Services settings.
   • Input necessary configuration values, including service endpoints and authentication details.

3. Create a Label Layout

   • Go to WHSLabelLayout in Dynamics 365.
   • Define label specifications such as dimensions, fonts, and graphics.
   • Save the layout and ensure it is correctly associated with the appropriate data sources.

4. Testing the Setup

   • Use test labels to verify that the integration works correctly.
   • Check for any errors or misconfigurations in printing.

5. Printing Labels

   • Access the label printing feature within the relevant application area.
   • Select the desired label layout and relevant data.
   • Send the print job to Loftware for processing.

Additional Features

• Integration with other systems for automated label printing.
• Custom code examples provided within the documentation to aid development.

Reference Links

For more detail, please refer to the full documentation: Print labels using the Loftware label service solution.