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What will it take to integrate Acumatica with Microsoft's fabric platform and Copilot?

  • Dec 11, 2024 8:05 PM UTC
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Many Acumatica customers use Microsoft 365 collaboration platform (Teams, Outlook, PowerBi, Office, etc) together with Acumatica.  In this AI era, Microsoft has come up with Fabric, an Analyics platform, and Copilot as it’s AI engine.  What’s Acumatica’s strategy to facilitate these tools to its customers? 

Best answer by Glen Martin

Product idea created here: 

Adding details of a use case scenario, and how it is envisioned for the product to function is useful when our team is reviewing these ideas. Having your team upvote ideas will also help with exposure.

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      5 replies

      dzabinski15
      Freshman I
      • dzabinski15
      • Freshman I
      • Dec 15, 2024 2:25 PM UTC

      I am also interested in this topic, and the direction moving forward.  Peerless-AV runs 3 production tenants for our organization and we have a significant need for a platform to combine various key data elements to provide high-level reporting across all three organizations.  

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      Dan Zabinski
        Glen Martin
        Acumatica Moderator
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        • Glen Martin
        • Acumatica Moderator
        • Answer
        • Jul 28, 2025 1:44 PM UTC

        Product idea created here: 

        Adding details of a use case scenario, and how it is envisioned for the product to function is useful when our team is reviewing these ideas. Having your team upvote ideas will also help with exposure.

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        If a Community member helped you, please *Like* their post. If an answer was provided to your question, please mark it as *Best Answer*. Thank you!
          Freshman I

          I would like to have Copilot AI interact with the data to provide insights into our business and business plans.

           

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            toonsix
            Freshman II
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            • toonsix
            • Freshman II
            • Sep 9, 2025 12:38 AM UTC

            Hi
             I submitted the following CoPilot question:

            Is there a MS Copilot connector for the Acumatica Cloud ERP system?

            Part of the answer is as follows:

            How to Get Started

            If you're interested in using Copilot with Acumatica:

            1. Explore the Acumatica connector on Microsoft Learn
              1. https://learn.microsoft.com/en-us/connectors/acumatica/
              2. You can create and update a case, a customer and an opportunity. 
            2. Use Power Platform to build workflows or agents
            3. Join Acumatica’s community discussions to upvote integration ideas and share use cases
            4. Connect with Microsoft partners like xMonthly for tailored Copilot briefings

            Detailed documentation and training would be very welcome.

            Thanks for your support.

            ToonSix@intercs.com

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            Toon SIx, ToonSIx@intercs.com, c: 973 727 9665. MS Teams: toonsix@internetcs.onmicrosoft.com
              JSpikowski
              Jr Varsity II
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              • JSpikowski
              • Jr Varsity II
              • Sep 9, 2025 12:45 AM UTC

              AI for CRM would be nice.

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