This week, we explore Copilot Studio security, discover D365 Finance updates, and see how Power Automate Copilot transforms workflows. Plus, stay informed on upcoming D365 events!

Topics:

  1. Copilot Studio Security
  2. D365 Finance updates
  3. Power Automate Copilot
  4. Events

Copilot Studio Security:

Microsoft Copilot Studio follows the Security Development Lifecycle (SDL). The SDL is a set of strict practices that support security assurance and compliance requirements. The Copilot Studio service is governed by your commercial license agreements, including the Microsoft Product Terms and the Data Protection Addendum.

  • Security and Governance: Microsoft Copilot Studio integrates security through the Security Development Lifecycle (SDL), enabling admins to control copilot publishing and enforce data loss prevention (DLP) policies. Governance tools in the Microsoft 365 admin center allow organizations to restrict AI capabilities, ensuring alignment with corporate security and compliance standards. This control is crucial for maintaining organizational security and preventing unauthorized actions.
  • Security Content: Microsoft Copilot Studio prioritizes data protection through advanced encryption, both at rest and in transit, meeting global compliance standards. It ensures secure AI data handling, safeguarding customer information without compromising integrity or confidentiality. By implementing stringent data protection measures and secure data access protocols, Microsoft builds trust, maintaining high standards of security and privacy in AI-driven processes.
  • Sensitivity Labels(Preview): Sensitivity labels in Microsoft Copilot Studio classify and secure data, integrating with Microsoft Information Protection. These labels control access based on organizational policies, applied automatically or manually, ensuring data protection throughout its lifecycle. They prevent data leakage by restricting sharing and downloading, thereby securing sensitive information even when accessed within Copilot Studio. This reinforces Microsoft’s commitment to comprehensive data management and security. Visit official page.

D365 Finance updates

The Dynamics 365 Finance version 10.0.40 (6/2024) update introduces several significant features that enhance financial management, following are our top 3 features:

  • Bank Account Lifecycle Management: This feature introduces approval workflows and a detailed change history for bank accounts, ensuring that all modifications are tracked and audited for compliance and transparency.
  • Customer and Vendor Netting: Simplifying transaction settlements, this feature enables the creation of netting journals, streamlining the process by consolidating payments into a single entry, reducing manual effort.
  • Consolidation Templates: This addition to the general ledger module streamlines the consolidation of financial data across multiple entities, particularly beneficial for organizations with complex structures, ensuring more efficient financial reporting.

These updates collectively aim to improve financial operations, ensuring efficiency and compliance across various processes in Dynamics 365 Finance. For more details, visit the official page.

Power Automate Copilot:

Power Automate introduces AI-driven enhancements that simplify and improve automation. With the addition of Copilot, users can create and modify workflows effortlessly, using natural language input to generate automation flows. Copilot also offers contextual suggestions, making the process more accessible to users of all skill levels.

Copilot in the context of cloud flows offers several key benefits:

  • Simplified Workflow Creation: Users can describe their processes in plain language, and Copilot automatically generates cloud flows, reducing the need for technical expertise.
  • Increased Efficiency: Copilot speeds up the automation process by providing intelligent suggestions and pre-built flow templates, saving time and effort.
  • Customization Flexibility: Users can easily modify the generated flows to meet specific business needs, ensuring tailored solutions without extensive manual configuration.
  • Accessibility: Even non-technical users can automate complex workflows, making cloud flow creation more inclusive.
  • Enhanced Productivity: By automating routine tasks quickly and accurately, Copilot allows teams to focus on higher-value activities, driving overall business efficiency.

Events

  • TechCon365 Microsoft 365 Power Platform Conference (8/2024): Microsoft TechCon365, a premier training conference for Microsoft 365, Power Platform, Azure, and AI, happening in Washington, D.C. from August 12-16, 2024. For more details, visit TechCon365.
  • Power Platform Community Conference (9/2024): The third annual Power Platform Community Conference, held from September 18-20, 2024, at MGM Grand, Las Vegas, showcases the latest AI/Copilot innovations. More details @ https://powerplatformconf.com/
  • Community Summit NA (10/2024): Summit North America is the largest independent gathering of Microsoft users, partners, and ISVs. It will take place from October 13-17 in San Antonio, TX. More details @ https://www.summitna.com/

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