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I will integrate microsoft copilot studio with d365 finance and operations
Saad Sultan
Level 1
About this gig
Microsoft Copilot Studio Integration with D365 Finance & Operations
I help businesses bring AI-powered automation into their Dynamics 365 Finance and Operations (F&O) environment by integrating Copilot Studio agents with D365 F&O using MCP servers, Power Platform, and Microsoft Fabric.
What I Offer:
- Copilot Studio agent setup & configuration
- Integration with D365 F&O (real-time data access)
- MCP server setup for secure connectivity
- Custom topics & conversational flows
- Power Automate flows for D365 entities
- Customer, sales order & inventory automation
- Azure AD / Entra ID authentication setup
- Microsoft Fabric integration (on request)
- Troubleshooting existing integrations
- Documentation & handover walkthrough
Best For:
- D365 F&O businesses wanting AI automation
- Microsoft partners/consultants
- Companies reducing manual data entry
- Teams exploring Fabric for unified reporting
Skills: Copilot Studio | D365 F&O | Microsoft Fabric | Power Platform | MCP | Azure AD
Message me with your use case before ordering so I can confirm scope and timeline.
Get to know Saad Sultan
Saad Sultan
"Success usually comes to those who are too busy to be looking for it"
Level 1
- FromPakistan
- Member sinceApr 2019
- Avg. response time1 hour
- Last delivery5 months
Languages
English, Urdu, Hindi
Greetings! I'm Saad, a Senior Techno-Functional Consultant with 10 years of experience specializing in the Microsoft Dynamics 365 ecosystem. I bridge the gap between complex business needs and technical execution.
My Expertise:
D365 F&O & Business Central: Expert implementation, customization, and workflow optimization.
Power BI: Advanced data modeling, complex reporting, and interactive dashboarding.
Power Platform: Automating business processes with custom apps and seamless integrations.
My Portfolio
FAQ
Do you need access to my D365 F&O environment to start the work?
Yes, I'll need access to a sandbox or test environment along with Azure AD app registration details to set up a secure integration. If you don't have these ready, I can guide you on how to create them.
Can you help if I already have a partial Copilot Studio setup?
Yes, absolutely. I can review your existing configuration, identify what's missing or broken, and complete the integration.
Does this service include Microsoft Fabric integration?
Basic D365 F&O + Copilot Studio integration is included in the standard package. Fabric integration (data pipelines, reporting) is available as an add-on or in the premium package — just message me with your requirements.
How long does the integration usually take?
For a standard setup with 2–3 D365 entities, delivery is typically 5–7 days. More complex, multi-module integrations may take longer — I'll confirm the exact timeline after reviewing your requirements.
Do you provide support after delivery?
Yes, I include basic post-delivery support for bug fixes related to the delivered work. Extended support can be arranged separately if needed.
