Platform provider

Microsoft

Microsoft, a Nasdaq-listed company based in Redmond, Washington, sells Dynamics 365 Finance with Copilot features and a reconciliation agent in preview.

4 offerings in the directory Last verified October 12, 2026

Function

Ownership: Public
Common stock (MSFT) listed on Nasdaq, per the Form 10-K for fiscal 2026.
Headquarters: United States
SEC reporting: Yes
Audit firm: No
Website: microsoft.com
Subprocessor list: Not stated
Contract terms: Not stated

Offering · Software

Microsoft Copilot Studio

Directory recordLast verified October 21, 2026Compare with othersBuild questions for this vendor

Copilot Studio is Microsoft's low-code studio for building and managing AI agents and workflows that connect to company data and systems and publish to channels such as Microsoft Teams, Microsoft Copilot, websites and mobile apps.

Agents follow their instructions and use tools to take action, some can be given their own account to work proactively, and workflows include human-in-the-loop controls.

Admins govern authentication, knowledge sources, connectors and publishing through Power Platform data policies, can cap pay-as-you-go spend, and see maker activity in Microsoft Purview audit logs.

Usage is billed in Copilot Credits, by feature, and unused Copilot Credits do not carry over to the next month.

Where it fits

CoE analysis Fits IT and automation teams in Microsoft-centered organizations that want to build their own agents under tenant-level policies rather than buy a separate agent platform.

CoE analysis Because an agent can hold its own account and act on a schedule, its identity, connector permissions and credit consumption need the same review as a service account.

What it does

Offering type: Software
Workflow areas: Agent platform
Process automation
Customer size: Not stated

AI

Kind of AI: Agents and automated actions
General-purpose assistant
Suggests or acts: Suggests and acts
Availability: Generally available
Agents, workflows and agent flows are documented without a preview label; the app creation experience and building with natural language are labeled preview.
Models named: Not stated

Control

Who controls it: Customer IT

Commercial

Pricing model: Usage-based
Public price: Not stated

Evidence

Independent outcomes: None found in the sources read.
Sources read: Vendor-stated 12
Independent market evidence None read
Independently verified outcomes None read
Pricing None read
Known limitations 2
Coverage: Directory record
Last verified: October 21, 2026

Security and control

Single sign-on: Not stated
Not stated on the Copilot Studio pages read; the Microsoft Copilot values do not carry over.
User provisioning: Not stated
Not described on the Copilot and Copilot Studio pages read.
Role-based access: Supported
Administration covers agent inventory with role-based access and cost management.
Administrator controls for AI: Per feature
Power Platform data policies govern authentication, knowledge sources, connectors, HTTP requests, channels and triggers; admins can turn off publishing of agents that use generative AI and set pay-as-you-go credit caps. Security audit telemetry and Agent 365 governance events are outside Customer Lockbox coverage.
Audit logs: Covers AI actions: Yes
Maker audit logs in Microsoft Purview and agent activity alerts through Microsoft Sentinel; Copilot Studio apps are included in Audit Standard.
Certifications: Not stated
Data retention: Not stated
Data residency: Not stated
Admins can disable data movement across geographic locations for generative AI features outside the United States; the Product Terms and Data Protection Addendum govern the service; customer-managed keys are available.
Training on customer data: Not stated
Not stated on the Copilot Studio pages read; Microsoft's Copilot statement is scoped to Microsoft Copilot.

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

Agents
AI assistants that follow instructions, draw on connected knowledge and use tools to take action; some can be given their own account to work proactively on tasks.
Kind
Agents and automated actions, General-purpose assistant
Suggests or acts
Suggests and acts
Who controls it
Customer IT
Availability
Generally available
Control: Built by makers; admins govern capabilities through data policies and can turn off publishing of agents that use generative AI.
Workflows and agent flows
Automations built in a designer whose steps can reason and act, with built-in testing, human-in-the-loop controls and human review steps.
Kind
Agents and automated actions
Suggests or acts
Suggests and acts
Who controls it
Customer IT
Availability
Generally available
Control: Makers configure the flow and its review steps.
Build with natural language; app creation
Describe a business goal and Copilot Studio proposes the combination of agents and workflows; app creation inside Copilot Studio.
Kind
General-purpose assistant
Suggests or acts
Suggests
Who controls it
Customer IT
Availability
Preview
Control: Used by makers.

Questions to ask

For this offering

Which harness will each of our agents run on, and how does that choice change the Copilot Credits it consumes?
Which of our agents will run under their own account rather than the user's, and who approves the permissions of that account?
If pay-as-you-go credit caps are reached mid-month, which agents stop and how are users told?
Which agent telemetry falls outside Customer Lockbox coverage, and does that matter for our regulatory commitments?
Can we block agents from moving generative AI processing outside our geography, and which features stop working if we do?

From the diligence question set

Build questions for this vendor

Offering · Platform module

Microsoft Dynamics 365 Finance (Copilot and finance agents)

Directory recordLast verified October 12, 2026Compare with othersBuild questions for this vendor

Dynamics 365 Finance belongs to Microsoft Dynamics, which Microsoft's 10-K describes as providing financial management and ERP solutions to small and medium businesses, large organizations and divisions of global enterprises.

Its Account Reconciliation Agent, documented as a production ready preview, evaluates reconciliation exceptions and recommends an action for each, which a user can accept or replace; the product page describes it as matching and clearing transactions autonomously.

Microsoft also describes Copilot features for invoice capture and collections, a Finance Agent in Microsoft 365 Copilot in preview, and custom agents built with Copilot Studio.

Microsoft's published pricing, October 2026, lists Dynamics 365 Finance at $210.00 and the Premium plan at $300.00 per user per month, paid yearly, and says agents run on Copilot Credits and require an Azure subscription.

Where it fits

CoE analysis Fits organizations on Dynamics 365 Finance that want reconciliation exception handling inside the ERP.

CoE analysis The reconciliation agent is in preview, Microsoft states a goal of making it a fully autonomous orchestrator, and the model in use may differ from the one shown in the interface, so release tracking belongs in the control set.

Evidence

Independent outcomes: None found in the sources read.
Sources read: Vendor-stated 8
Independent market evidence 1
Independently verified outcomes None read
Pricing 3
Known limitations None read
Coverage: Directory record
Last verified: October 12, 2026

Security and control

Single sign-on: Not stated
Copilot experiences are protected by Enterprise Data Protection when users sign in with Microsoft Entra accounts; that is not a statement of single sign-on or federation, and neither is described on the pages read.
User provisioning: Not stated
Not described on the Copilot and Copilot Studio pages read.
Role-based access: Supported
An AI Administrator role gives least-privilege access to manage Copilot and AI features without Global Administrator permissions; Copilot surfaces only data a user has at least view permission for.
Administrator controls for AI: Per feature
Copilot controls manage image generation, agent creation and use, web search grounding and access to Copilot Chat; admins choose which agents are allowed and whether to use Anthropic and OpenAI models.
Audit logs: Covers AI actions: Yes
Exportable: Yes
When the organization has auditing enabled, Copilot interactions are logged in Audit (Standard) with the user, time, location and resources accessed, plus model provider and model name (not yet for Cowork); records can be exported and kept under audit retention policies. Audit logs for non-Microsoft AI apps are pay-as-you-go and kept 180 days.
Certifications: ISO 27001
Stated for Microsoft Copilot on its privacy page; the certificate scope and period are not given there.
ISO 42001
Stated for Microsoft Copilot (AI management systems); scope and period not given on the page.
Other
GDPR and HIPAA listed among Microsoft Copilot's compliance offerings.
Data retention: Prompts and outputs: Prompts and responses are stored as Copilot activity history under the same contractual commitments as other Microsoft 365 content; admins can set Microsoft Purview retention policies.
Logs: Audit records kept under audit log retention policies.
Users can delete their own Copilot activity history from the My Account portal.
Data residency: Regions: EU Data Boundary
LLM calls go to the closest data centers but can be routed to other regions at high utilization; EU traffic stays within the EU Data Boundary. Copilot is a covered workload in the data residency commitments in the Microsoft Product Terms from March 1, 2024.
Models provided by Anthropic as a subprocessor are excluded from the EU Data Boundary.
Training on customer data: Not used
Scope: Vendor models
Where stated: Documentation
Prompts, responses and data accessed through Microsoft Graph are not used to train foundation LLMs, including those used by Copilot; optional feedback may be used to improve the service but not to train those LLMs.

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

Account Reconciliation Agent
Evaluates reconciliation exceptions and recommends an action for each (for example, create journal entry), which a user can accept or replace; every exception is logged and reconciliations can be undone.
Kind
Agents and automated actions
Suggests or acts
Suggests and acts
Who controls it
Not stated
Availability
Preview
Control: Enabled in Feature management, with start date, modules and exception limits set before activation; the role or function that does this is not named. The user accepts or replaces each recommendation.
Copilot in Dynamics 365 Finance (Invoice Capture, collections)
Invoice Capture accelerates invoice processing; rules- and prediction-based collections automation using Copilot.
Kind
Built into the platform, Established machine learning and rules
Suggests or acts
Not stated
Who controls it
Not stated
Availability
Not stated
Control: Not stated.
Finance Agent in Microsoft 365 Copilot
Delivers insights and enables action in the flow of work.
Kind
General-purpose assistant
Suggests or acts
Not stated
Who controls it
Not stated
Availability
Preview
Control: Not stated.
Custom agents (Copilot Studio)
Customers build agents for finance workflows and data in Copilot Studio.
Kind
Agents and automated actions
Suggests or acts
Not stated
Who controls it
Not stated
Availability
Not stated
Control: Built by the customer; the role or function is not stated.

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

Whether the Account Reconciliation Agent recommends or acts

Statement A

Product page: the agents carousel describes the Account Reconciliation Agent as "Match and clear transactions between ledgers autonomously to help finance teams close their books with less manual work. Now in preview."

microsoft.com/en-us/dynamics-365/products/finance

Statement B

Documentation (production ready preview; prerelease): the agent evaluates exceptions and provides a recommended action for each, which the user can accept or replace.

learn.microsoft.com/en-us/dynamics365/finance/general-ledger/acct-rec-agent

Recorded under D-143; not resolved.

Both statements are published as found; CoE draws no inference about which governs.

Questions to ask

For this offering

Is the Account Reconciliation Agent still in preview in our region, and what preview terms apply if we use it in production?
How many Copilot Credits does the reconciliation agent consume per exception, and what happens when prepaid credits run out?
When Microsoft updates the model behind the agent, how are we notified, and can we test before the change reaches production?
What do the daily or monthly exception limits do when reached during the close?
Which user identity is recorded when an agent recommendation is accepted and a journal entry created?

From the diligence question set

Build questions for this vendor

Offering · AI agent

LinkedIn Recruiter with Hiring Assistant

Directory recordLast verified October 21, 2026Compare with othersBuild questions for this vendor

LinkedIn, part of Microsoft's Productivity and Business Processes segment, sells Hiring Assistant as an add-on to LinkedIn Recruiter.

LinkedIn describes it as an agent that turns a recruiter's intake into searches, sources candidates across LinkedIn, drafts outreach and evaluates applicants from LinkedIn and the customer's applicant tracking system against the hiring criteria.

Its white paper says it categorizes applicants against user-defined thresholds of requirements met but does not move them into the pipeline or screen them out, leaving those decisions to recruiters.

Where it fits

CoE analysis Fits recruiting teams already on LinkedIn Recruiter that want an agent to run sourcing and first-pass applicant review.

CoE analysis LinkedIn describes internal per-model bias reviews but publishes no audit results, and its two documents describe the models differently, so buyers should ask for both before relying on the applicant categories.

What it does

Offering type: AI agent
Workflow areas: Recruiting and sourcing
Screening and ranking
Customer size: Not stated

AI

Kind of AI: Agents and automated actions
Built into the platform
Suggests or acts: Suggests and acts
Availability: Generally available
Sold as an add-on to LinkedIn Recruiter. LinkedIn's page says Hiring Assistant 2 will begin rolling out to customers in early November; the page does not give a year.
Models named: OpenAI
LinkedIn in-house models

Control

Who controls it: Customer HR team
Recruiters choose which projects Hiring Assistant works on, can adjust the role details, edit the suggested qualifications and hiring plan, and categorize candidates against user-defined thresholds (the white paper's wording). Administrator controls are not described in the sources read.

Commercial

Pricing model: Quote only
Public price: Not stated

Evidence

Independent outcomes: None found in the sources read.
Sources read: Vendor-stated 12
Independent market evidence None read
Independently verified outcomes None read
Pricing 1
Known limitations None read
Coverage: Directory record
Last verified: October 21, 2026

Decisions about people

Decision use: Ranks or scores
Recommends
Categorizes applicants by thresholds of requirements met and surfaces top candidates; LinkedIn states it will not screen out applicants or make hiring decisions.
Bias audit published: Not stated
LinkedIn describes per-model fairness and bias reviews; no audit report or summary is linked from the sources read.
Traits the tool infers: Not stated
Evaluation draws on the LinkedIn profile, resume, screening-question responses and recruiting notes; trait inference is not described. Hiring Assistant 2's new fit measures and voice prescreening are not described in detail.
Configurable thresholds: Yes
Applicants are categorized against user-defined thresholds of requirements met; recruiters can edit the suggested qualifications.
Candidate notice support: Not stated
Not stated in the sources read.
Accommodation route: Not stated
Not stated in the sources read.
Human review: Recruiters review each categorized applicant with a summary of fit and decide whom to contact and advance.

Security and control

Single sign-on: Not stated
Copilot experiences are protected by Enterprise Data Protection when users sign in with Microsoft Entra accounts; that is not a statement of single sign-on or federation, and neither is described on the pages read.
User provisioning: Not stated
Not described on the Copilot and Copilot Studio pages read.
Role-based access: Supported
An AI Administrator role gives least-privilege access to manage Copilot and AI features without Global Administrator permissions; Copilot surfaces only data a user has at least view permission for.
Administrator controls for AI: Per feature
Copilot controls manage image generation, agent creation and use, web search grounding and access to Copilot Chat; admins choose which agents are allowed and whether to use Anthropic and OpenAI models.
Audit logs: Covers AI actions: Yes
Exportable: Yes
When the organization has auditing enabled, Copilot interactions are logged in Audit (Standard) with the user, time, location and resources accessed, plus model provider and model name (not yet for Cowork); records can be exported and kept under audit retention policies. Audit logs for non-Microsoft AI apps are pay-as-you-go and kept 180 days.
Certifications: ISO 27001
Stated for Microsoft Copilot on its privacy page; the certificate scope and period are not given there.
ISO 42001
Stated for Microsoft Copilot (AI management systems); scope and period not given on the page.
Other
GDPR and HIPAA listed among Microsoft Copilot's compliance offerings.
Data retention: Prompts and outputs: Prompts and responses are stored as Copilot activity history under the same contractual commitments as other Microsoft 365 content; admins can set Microsoft Purview retention policies.
Logs: Audit records kept under audit log retention policies.
Users can delete their own Copilot activity history from the My Account portal.
Data residency: Regions: EU Data Boundary
LLM calls go to the closest data centers but can be routed to other regions at high utilization; EU traffic stays within the EU Data Boundary. Copilot is a covered workload in the data residency commitments in the Microsoft Product Terms from March 1, 2024.
Models provided by Anthropic as a subprocessor are excluded from the EU Data Boundary.
Training on customer data: Not used
Scope: Vendor models
Where stated: Documentation
Prompts, responses and data accessed through Microsoft Graph are not used to train foundation LLMs, including those used by Copilot; optional feedback may be used to improve the service but not to train those LLMs.

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

Intake and sourcing
Builds a sourcing strategy from the recruiter's intake and past Recruiter activity, suggests required and desired qualifications and runs searches across LinkedIn, learning from recruiter feedback.
Kind
Agents and automated actions
Suggests or acts
Acts
Who controls it
Customer HR team
Availability
Generally available
Control: Recruiters can edit role details, qualifications and the hiring plan.
Applicant evaluation
Evaluates applicants from LinkedIn and the customer's ATS against the hiring criteria, categorizes them by user-defined thresholds of requirements met and summarizes why each may be a fit; it does not move applicants into the pipeline or screen them out.
Kind
Agents and automated actions
Suggests or acts
Suggests
Who controls it
Customer HR team
Availability
Generally available
Control: Recruiters set the thresholds and decide whom to advance.
Outreach and pre-screening
Drafts personalized outreach messages and pre-screens interested candidates.
Kind
Agents and automated actions
Suggests or acts
Suggests
Who controls it
Customer HR team
Availability
Generally available
Control: Recruiters edit and send draft messages.
Hiring Assistant 2
Adds new LinkedIn fit measures that go beyond stated qualifications, enhanced outreach, voice prescreening and interview scheduling.
Kind
Agents and automated actions
Suggests or acts
Not stated
Who controls it
Not stated
Availability
Announced
Control: Not stated.

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

How the models behind Hiring Assistant are described

Statement A

White paper: the generative AI models for intake and search were developed by OpenAI and are used through Microsoft's Azure AI services; messaging uses an in-house model for English and GPT for other languages; candidate summaries use an in-house LLM.

business.linkedin.com/content/dam/lem/business/en/hire/ai-transparency/liha-white-paper.pdf
p. 10; p. 16

Statement B

Data flow diagram: intake, sourcing, evaluation and outreach sub-agents each run inference on Microsoft Azure and a LinkedIn in-house model, footnoted as a fine-tuned open-source model with LinkedIn Economic Graph data.

business.linkedin.com/content/dam/lem/business/en/hire/ai-transparency/liha-data-flow-diagram.pdf
diagram boxes; footnote *

Recorded under D-143, not resolved. Both documents are linked from LinkedIn's AI transparency page; the PDF files carry creation dates of March 18 and March 24, 2026.

Unresolved · Both statements are published as found; CoE draws no inference about which governs.

Questions to ask

For this offering

Which model, from which provider, produces the applicant categories and fit summaries today, and how will we be told when that changes, including with Hiring Assistant 2?
Can we see the results of LinkedIn's fairness reviews for the evaluation model, including the groups tested and the data used?
Can we export Hiring Assistant's applicant categories and our recruiters' actions by requisition to monitor adverse impact ourselves?
Who in our organization can set the requirement thresholds, are changes logged, and can administrators restrict Hiring Assistant by team or region?
What notice or explanation can candidates receive about Hiring Assistant's evaluation, and how is an applicant's request for human review handled?
What do Hiring Assistant 2's new fit measures and voice prescreening use as inputs, and can each be switched off?

From the diligence question set

Build questions for this vendor

Offering · Platform module

Microsoft Copilot

Directory recordLast verified October 21, 2026Compare with othersBuild questions for this vendor

Microsoft Copilot, formerly Microsoft 365 Copilot, coordinates large language models with Microsoft Graph content and the Microsoft 365 apps, and surfaces only data a user already has permission to view.

The Premium add-on license grounds answers in emails, files, meetings and calendars, while Copilot Chat (Basic) is included with eligible Microsoft 365 licenses and mainly uses web data.

Copilot Cowork, which carries out tasks across Microsoft 365 on the user's behalf, is billed by usage through Copilot Credits on top of the per-user license.

Microsoft says prompts, responses and Graph data are not used to train foundation models, and that Copilot interactions and admin activities are logged automatically in Purview Audit (Standard) when auditing is enabled, with references to the files accessed.

Where it fits

CoE analysis Fits organizations already standardized on Microsoft 365 that want an assistant grounded in their own email, documents and meetings.

CoE analysis Because Copilot answers from whatever a user can open, the quality of SharePoint and Teams permissions becomes a control for this tool, and the move to usage-billed agents such as Cowork turns part of the cost into a metered line.

What it does

Offering type: Platform module
Workflow areas: Enterprise assistant
Enterprise search
Customer size: Not stated

AI

Kind of AI: General-purpose assistant
Built into the platform
Agents and automated actions
Suggests or acts: Suggests and acts
Availability: Generally available
Microsoft documents Copilot Chat (Basic), Microsoft 365 Copilot (Basic) and (Premium) as licensed experiences; Copilot Cowork is billed by usage and Copilot Code is in Frontier, Microsoft's preview program. Copilot might not be accessible in certain markets.
Models named: OpenAI
Anthropic

Control

Who controls it: Customer IT
Individual user

Commercial

Pricing model: Per user
Public price: Not stated

Evidence

Independent outcomes: None found in the sources read.
Sources read: Vendor-stated 16
Independent market evidence 1
Independently verified outcomes None read
Pricing None read
Known limitations 1
Coverage: Directory record
Last verified: October 21, 2026

Security and control

Single sign-on: Not stated
Copilot experiences are protected by Enterprise Data Protection when users sign in with Microsoft Entra accounts; that is not a statement of single sign-on or federation, and neither is described on the pages read.
User provisioning: Not stated
Not described on the Copilot and Copilot Studio pages read.
Role-based access: Supported
An AI Administrator role gives least-privilege access to manage Copilot and AI features without Global Administrator permissions; Copilot surfaces only data a user has at least view permission for.
Administrator controls for AI: Per feature
Copilot controls manage image generation, agent creation and use, web search grounding and access to Copilot Chat; admins choose which agents are allowed and whether to use Anthropic and OpenAI models.
Audit logs: Covers AI actions: Yes
Exportable: Yes
When the organization has auditing enabled, Copilot interactions are logged in Audit (Standard) with the user, time, location and resources accessed, plus model provider and model name (not yet for Cowork); records can be exported and kept under audit retention policies. Audit logs for non-Microsoft AI apps are pay-as-you-go and kept 180 days.
Certifications: ISO 27001
Stated for Microsoft Copilot on its privacy page; the certificate scope and period are not given there.
ISO 42001
Stated for Microsoft Copilot (AI management systems); scope and period not given on the page.
Other
GDPR and HIPAA listed among Microsoft Copilot's compliance offerings.
Data retention: Prompts and outputs: Prompts and responses are stored as Copilot activity history under the same contractual commitments as other Microsoft 365 content; admins can set Microsoft Purview retention policies.
Logs: Audit records kept under audit log retention policies.
Users can delete their own Copilot activity history from the My Account portal.
Data residency: Regions: EU Data Boundary
LLM calls go to the closest data centers but can be routed to other regions at high utilization; EU traffic stays within the EU Data Boundary. Copilot is a covered workload in the data residency commitments in the Microsoft Product Terms from March 1, 2024.
Models provided by Anthropic as a subprocessor are excluded from the EU Data Boundary.
Training on customer data: Not used
Scope: Vendor models
Where stated: Documentation
Prompts, responses and data accessed through Microsoft Graph are not used to train foundation LLMs, including those used by Copilot; optional feedback may be used to improve the service but not to train those LLMs.

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

Copilot Chat and Copilot in Microsoft 365 apps
Chat grounded in web data (Basic) or in Microsoft Graph and Work IQ organizational data (Premium); in-app drafting and summarizing in Word, Excel, Outlook, PowerPoint and Teams.
Kind
General-purpose assistant, Built into the platform
Suggests or acts
Suggests
Who controls it
Customer IT, Individual user
Availability
Generally available
Control: Admins manage access, image generation, web search grounding and agents in Copilot controls; users choose a model or leave the default Auto router.
Copilot Cowork
Carries out tasks across the Microsoft 365 environment on the user's behalf.
Kind
Agents and automated actions
Suggests or acts
Acts
Who controls it
Customer IT
Availability
Generally available
Control: Requires a Microsoft 365 Copilot (Premium) license and usage-based billing; usage monitoring and cost management controls are described for admins.
Agents in Microsoft Copilot
Agents, including third-party agents, that Copilot can call on the user's behalf; admins select which agents are allowed.
Kind
Agents and automated actions
Suggests or acts
Not stated
Who controls it
Customer IT
Availability
Not stated
Control: Admins view each agent's permissions and data access in Integrated apps and choose which agents are allowed.

Questions to ask

For this offering

Which Copilot experiences and agents in our tenant run on Anthropic or OpenAI models, and how do we see that in the audit log for each request?
Which of our users' Copilot activity would fall outside the EU Data Boundary, given that Anthropic-hosted models are excluded from it?
How do we keep Copilot Cowork usage billed through Copilot Credits within budget, and what happens when the monthly credits run out?
Before rollout, how will we find content that is overshared in SharePoint and Teams, since Copilot can surface anything a user is able to open?
What protections and monitoring apply to prompt-injection attacks of the EchoLeak kind, and how would we learn of a new one affecting our tenant?

From the diligence question set

Build questions for this vendor

Microsoft Copilot Studio

What it does

AI

Control

Commercial

Evidence

Security and control

AI features

Agents

Workflows and agent flows

Build with natural language; app creation

Questions to ask

Microsoft Dynamics 365 Finance (Copilot and finance agents)

What it does

AI

Control

Commercial

Evidence

Security and control

AI features

Account Reconciliation Agent

Copilot in Dynamics 365 Finance (Invoice Capture, collections)

Finance Agent in Microsoft 365 Copilot

Custom agents (Copilot Studio)

Unclear or conflicting statements

Questions to ask

LinkedIn Recruiter with Hiring Assistant

What it does

AI

Control

Commercial

Evidence

Decisions about people

Security and control

AI features

Intake and sourcing

Applicant evaluation

Outreach and pre-screening

Hiring Assistant 2

Unclear or conflicting statements

Questions to ask

Microsoft Copilot

What it does

AI

Control

Commercial

Evidence

Security and control

AI features

Copilot Chat and Copilot in Microsoft 365 apps

Copilot Cowork

Agents in Microsoft Copilot

Questions to ask