D365 AI Data Manager

Browse D365 entities and build live Copilot dashboards and widgets.

Explore, analyze and ask questions about your Dynamics 365 and Power Platform data, read only, with your own sign-in. A two-minute setup video is linked inside the extension. NEW IN THIS VERSION • Dataverse tables: open the Power Apps or Power Automate maker portal and that environment's tables appear. Thousands of tables load in about a second, and each table's columns load when you open it. • The tables of the app you are looking at are shown on top, for model-driven and canvas apps. • Clear folders for Dataverse: your own tables by publisher, core tables, sales, service, Microsoft apps, virtual tables and system tables. • Lookups and choices show readable names next to their values, and parent and child tables are one click away. • Switch environments from the badge at the top. Every environment you use is listed, grouped and renamable, and the panel follows the tab you are on. • Compare a table across two environments, such as production and test: changed rows, rows found in only one of them, and changed cells highlighted, with export. • Read your Microsoft 365 mail, chats and lists through your own Power App connections. • Get widget alerts in your own chat or mailbox. • A built-in setup guide, and a short note about what changed after each update. EXPLORER • Browse every Finance and Operations data entity you can read, with search, favorites and recent tables, full page or in the side panel. • Pick columns, sort, search, and filter with AND and OR conditions, in a grid or card view. • Save views, open related data, join tables by key and expand related records. • Load every row, and export a page, a selection or every row to CSV, Excel, JSON or SQL. • Coloured environment badges, dark mode, accent colours and chart palettes. ANALYZE AND DASHBOARDS • Select several tables and ask one question. Dashboards are computed across every matching row, not a sample. • Analyze the current view, or a local CSV, spreadsheet or PDF file, read on your device. • Plain summaries of what the numbers mean. Save and reopen dashboards. WIDGETS AND ALERTS • Describe a widget and it builds itself. Change it by describing the change. • Pin widgets to the side panel or pop them out over your work. • Alerts when a number goes above or below a value, changes, or new records appear, checked about hourly. AI OF YOUR CHOICE • Use your company's own Copilot Studio agent through a small Power App, so data stays inside Microsoft. Open the app once and the extension connects by itself. A ready-made package makes setup quick. • Or use your own key from a supported AI provider. • An AI assistant in the explorer, AI columns such as topic, sentiment and urgency for messages, and reply tracking for mail. • AI stays off until you turn it on. LOCAL AI APPS • Pair a local AI coding assistant with a one-time code so it can query tables, compute totals, build widgets, set alerts and export views, read only, through this browser. YOUR DATA, YOUR SESSION • Read-only requests with your own browser sign-in and your own permissions. • Settings, saved views and dashboards stay in your browser profile. No publisher servers, analytics or tracking. Independent software, not affiliated with or endorsed by Microsoft. Microsoft and Dynamics 365 are trademarks of the Microsoft group of companies.