Discover retail statement insights using Copilot summaries
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Jun 20, 2024 |
Nov 2024 |
Business value
Physical stores regularly send cash and carry transactions to Dynamics 365 Commerce headquarters for processing, which updates inventory and financial records. However, frequent processing failures can lead to significant time and effort spent troubleshooting by the operations team. Delayed identification of these issues complicates resolution, especially when compounded by time-sensitive constraints like financial year closure or discontinuation of items. The statement posting summary and insights by Copilot feature aims to deliver actionable insights on failed transactions, enabling you to prioritize and address issues effectively.
Feature details
The statement posting summary and insights by Copilot feature uses Copilot to offer a comprehensive summary of insights derived from posted and unposted statements. The summary includes insights like the count of transactions affected, total sales amount of these statements, and risks such as transactions with returns without receipts, expense transactions, price overrides, and more. Additionally, for each failed statement, the system presents a synopsis of the error to help users easily understand the issue.
The statement posting summary and insights feature is enabled automatically, but administrators can enable or disable it using the Commerce headquarters feature management workspace. This feature is available in the Dynamics 365 Commerce 10.0.41 release, and is also included in the Commerce 10.0.38, 10.0.39, and 10.0.40 releases through proactive quality updates (PQUs) to facilitate adoption.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Germany
- Norway
- Singapore
- South Africa
- Switzerland
- United Arab Emirates
- US GCC
- US GCC High
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France
- Korea