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Discover store trends and patterns with Copilot report insights

Enabled for Public preview General availability
Users, automatically Jun 20, 2024 Mar 7, 2025

Business value

Store insights using Copilot deliver streamlined smart summaries that offer an immediate overview of a store’s performance. Key metrics, such as sales, returns, discounts, and payment types that the summary includes for the channel and store, are prominently featured. This data equips store associates and managers with the information necessary for strategic decision making.

Feature details

This feature enables Dynamics 365 Commerce’s point-of-sale (POS) solution for Store Commerce to provide narrative summaries of channel sales and store performance reports. Using the capabilities of narrative visuals, the POS system delivers concise, human-readable summaries that highlight key metrics and trends from transactional data.

  • Efficiency: Quick and easy access to summarized reports saves time for store associates.
  • Accuracy: Automated summaries reduce the risk of human error in interpreting data.
  • Real-time Analysis: Immediate availability of summarized data after transactions allows for timely decision-making.

The feature includes the following capabilities:

  • Default availability: Summaries are accessible every time a channel report loads.
  • Compatibility with Highcharts reports: Summaries seamlessly integrate with existing Highcharts-based reports.
  • Localization: Summaries automatically adapt to the locale configuration of the POS app.
  • Data Access Control: Summaries follow data access control settings. For example, a store cashier can analyze or view reports related to their own POS activity, while a store manager has broader permissions to access reports for the entire store’s POS activity depending on the definition of the underlying query that powers reports.

You can disable and reenable store insights by using the functionality profile that you map to your store channels. This feature is available in the Dynamics 365 Commerce 10.0.41 release. Proactive quality updates (PQUs) for Commerce 10.0.38, 10.0.39, and 10.0.40 releases also include this feature to facilitate adoption.

Screenshot of Copilot-generated store insights for store reports in Store Commerce

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Store report insights by Copilot (docs)