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?
Answer
What will it take to integrate Acumatica with Microsoft's fabric platform and Copilot?
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.
Dan Zabinski
+1Product idea created here:
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I would like to have Copilot AI interact with the data to provide insights into our business and business plans.
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:
- Explore the Acumatica connector on Microsoft Learn
- https://learn.microsoft.com/en-us/connectors/acumatica/
- You can create and update a case, a customer and an opportunity.
- Use Power Platform to build workflows or agents
- Join Acumatica’s community discussions to upvote integration ideas and share use cases
- 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
Toon SIx, ToonSIx@intercs.com, c: 973 727 9665. MS Teams: toonsix@internetcs.onmicrosoft.com
AI for CRM would be nice.
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