Data Assistant
por Sonata Software Ltd.
AI assistant enabling secure real-time D365 insights via natural language queries
Overview
Data Assistant for D365 is a conversational AI-powered agent built using Microsoft Copilot Studio to enable secure, role-based, real-time access to Dynamics 365 Finance & Operations data. The solution helps business users retrieve operational and analytical insights using natural language queries, reducing dependency on static reports and improving decision-making.
Challenges
Data discoverability: Users struggle to locate required business data in Dynamics 365.
Static reporting dependency: Business teams depend heavily on IT-generated reports.
Slow decision making: Manual data extraction delays operational decisions.
Role-based complexity: Users often lack clarity on accessible data.
Low analytics adoption: Advanced analytics tools are underutilized.
Key capabilities
Natural language query processing
Role-based data access validation
Real-time transactional data retrieval
Analytical insights generation
Context-aware conversation management
Multi-domain data support
Drill-down navigation into D365
Conversational follow-up support
Tabular and KPI-based responses
Extensible integration framework
How it works
Initiate data query: User asks a question in natural language to retrieve business data
Context recognition and role validation: Understands user role and validates data access permissions
Data source identification and routing: Determines correct system and dataset for query execution
Data retrieval and processing: Fetches relevant, real-time data with applied filters
Insight generation and response formatting: Transforms raw data into meaningful Insights
User review and follow-up interaction: User reviews response and refines query if needed
Business impact
Productivity: Faster access to business insights
Reporting: Reduced dependency on custom reports
Decision making: Improved operational responsiveness
User adoption: Higher engagement with D365 analytics
Operational visibility: Unified access to cross-functional data
Who benefits
Sales associates
Store managers
Territory consultants (TCs)
Parts and inventory teams
Finance analysts
Procurement users
Operations managers
Customer service representatives
Executives/leadership
IT/system administrators
Sales inquiry: Write to us: partnerupdates@sonata-software.com