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### YamlMime:ModuleUnit
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uid: learn.wwl.insights-sap-use-unified-analytics-ai-platform.introduction
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title: Introduction
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metadata:
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title: Introduction
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description: "Introduction"
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ms.date: 03/20/2025
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author: wwlpublish
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ms.author: bradj
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ms.topic: unit
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durationInMinutes: 3
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content: |
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[!include[](includes/1-introduction.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.insights-sap-use-unified-analytics-ai-platform.unlock-business-transformation-microsoft-ai-sap
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title: Unlock business transformation with Microsoft AI and RISE with SAP
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metadata:
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title: Unlock business transformation with Microsoft AI and RISE with SAP
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description: "Unlock business transformation with Microsoft AI and RISE with SAP"
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ms.date: 03/20/2025
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author: wwlpublish
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ms.author: bradj
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ms.topic: unit
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durationInMinutes: 8
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content: |
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[!include[](includes/2-unlock-business-transformation-microsoft-ai-sap.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.insights-sap-use-unified-analytics-ai-platform.streamline-sap-processes-power-platform
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title: Streamline SAP processes with Microsoft Copilot Studio and Power Platform
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metadata:
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title: Streamline SAP processes with Microsoft Copilot Studio and Power Platform
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description: "Streamline SAP processes with Microsoft Copilot Studio and Power Platform"
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ms.date: 03/20/2025
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author: wwlpublish
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ms.author: bradj
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ms.topic: unit
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durationInMinutes: 10
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content: |
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[!include[](includes/3-streamline-sap-processes-power-platform.md)]
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### YamlMime:ModuleUnit
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uid: learn.wwl.insights-sap-use-unified-analytics-ai-platform.knowledge-check
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title: Knowledge check
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metadata:
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title: Knowledge check
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description: "Knowledge check"
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ms.date: 03/20/2025
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author: wwlpublish
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ms.author: bradj
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ms.topic: unit
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durationInMinutes: 5
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quiz:
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title: "Check your knowledge"
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questions:
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- content: "What is the main benefit of integrating Joule and Microsoft 365 Copilot?"
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choices:
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- content: "It enables seamless access to information from business applications in SAP and Microsoft 365 without leaving the platform they're already in."
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isCorrect: true
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explanation: "Correct. The integration of Joule and Microsoft 365 Copilot allows users to find information faster and execute tasks without context switching."
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- content: "It allows users to switch between different platforms to access information."
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isCorrect: false
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explanation: "Incorrect. The integration is designed to prevent the need for context switching, not encourage it."
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- content: "It restricts the AI assistants to only access data from their respective systems."
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isCorrect: false
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explanation: "Incorrect. The integration enables AI assistants to access data regardless of its location or the system it's stored in."
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- content: "What is the role of Azure OpenAI in the scenario of streamlining a business process?"
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choices:
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- content: "Azure OpenAI provides the platform for email and Teams chat communication."
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isCorrect: false
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explanation: "Incorrect. While Azure OpenAI does interact with various data sources, it does not directly provide the platform for email and Teams chat communication."
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- content: "Azure OpenAI provides the foundation for developing and training the bot that generates responses."
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isCorrect: true
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explanation: "Correct. Azure OpenAI is used to develop and train the AI models that generate responses in the scenario."
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- content: "Azure OpenAI is used to establish a connection between the Power Platform and the SAP system."
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isCorrect: false
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explanation: "Incorrect. Azure OpenAI is not responsible for establishing connections between systems, but rather for developing and training AI models."
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### YamlMime:ModuleUnit
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uid: learn.wwl.insights-sap-use-unified-analytics-ai-platform.summary
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title: Summary
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metadata:
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title: Summary
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description: "Summary"
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ms.date: 03/20/2025
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author: wwlpublish
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ms.author: bradj
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ms.topic: unit
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durationInMinutes: 4
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content: |
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[!include[](includes/5-summary.md)]
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Artificial Intelligence (AI) is revolutionizing the way businesses operate, and leading tech companies like Microsoft and SAP are at the forefront of this transformation. By integrating AI solutions into their platforms, these companies are enabling businesses to streamline processes, enhance productivity, and improve security.
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Imagine you're a business owner in the retail industry. Your company has been growing rapidly, but with growth comes complexity. You're struggling to manage the increasing volume of data from various sources, and your employees are spending too much time on repetitive tasks. You're also concerned about the potential security threats that could compromise your business data. You've heard about the benefits of AI, but you're not sure how to implement it in your business. You're looking for a solution that can integrate AI into your existing systems, automate repetitive tasks, enhance productivity, and improve security.
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The topics covered in this module include:
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- Accelerating Business Transformation with Microsoft AI and SAP Integration.
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- Enhancing Business Processes with Microsoft Copilot Studio, Power Platform and SAP.
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After completing this module, you’ll be able to:
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- Understand the partnership between Microsoft and SAP in integrating AI solutions into their platforms.
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- Recognize how Microsoft 365 Copilot and SAP Joule can enhance user productivity.
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- Identify how Azure OpenAI Service can be used to build custom AI capabilities.
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- Understand how Microsoft Security Copilot can enhance security in SAP systems.
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- Recognize the role of Microsoft Copilot Studio and Power Platform in transforming business processes.
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In this module, we explore the most recent developments from the Microsoft and SAP partnership and how they help customers accelerate their business transformation.
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## Joint AI integration between Microsoft 365 Copilot and SAP Joule
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Microsoft and SAP are expanding our partnership by bringing Joule together with Microsoft Copilot into a unified experience. The combination allows employees to get more done in the flow of their work through seamless access to information from business applications in SAP and Microsoft 365.
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Customers want AI assistants to carry out requests regardless of data location or the system that needs to be accessed. By integrating Joule and Microsoft 365 Copilot, the generative AI solutions interact intuitively so users can find information faster and execute tasks without leaving the platform they're already in.
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A user in Microsoft 365 Copilot utilizes SAP Joule to access information stored in SAP for example S/4HANA Cloud, SAP SuccessFactors, or SAP Concur. Similarly, someone using SAP Joule in an SAP application is able to use Microsoft 365 Copilot capabilities without context switching.
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## Business transformation with Microsoft AI and RISE with SAP
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SAP systems host mission-critical data powering core business processes and can greatly benefit from the insights, automation, and efficiencies unlocked by AI. Microsoft Cloud the most trusted, comprehensive, and integrated cloud is best positioned to help you achieve these benefits. You can extend RISE with SAP by using a broad set of Microsoft AI services to maximize business outcomes, catered to your business needs.
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### Unlocking joint AI innovation with SAP Business Technology Platform (BTP) and Microsoft Azure
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SAP BTP is a platform offering from SAP that maximizes the value of the RISE with SAP offering. Microsoft recently partnered with SAP to announce the availability of [SAP AI Core](https://community.sap.com/t5/technology-blogs-by-sap/unlock-innovation-and-transformation-with-expanded-sap-btp-and-sap-ai/ba-p/13714786), an integral part of BTP. The integration includes Generative AI Hub and Joule on Microsoft Azure in West Europe, US East, and Sydney.
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Customers that use BTP and want to embed more intelligence into their finance, supply chain, and order to cash business processes can now do so easily, on Azure. SAP customers can also take advantage of the most popular large language models like GPT-4o available in SAP Generative AI Hub offered only on Azure through the Azure OpenAI Service.
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### Unlocking end-user productivity with Microsoft Copilot
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SAP customers can use Microsoft 365 Copilot, available in Microsoft Word, PowerPoint, Excel, and Power BI for users to unlock insights, and perform tasks faster. You can go one step further by tailoring Copilot to work the way you need, with your data, processes and policies using the SAP plugin in [Microsoft Copilot Studio](https://www.microsoft.com/microsoft-copilot/microsoft-copilot-studio). You can now customize Copilot to connect to your SAP systems and retrieve the information you need such as expense information, inventory, and so on. All is made possible with new Copilot connectors and new agent capabilities.
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## Enabling AI transformation using Azure AI services
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SAP customers running their workloads on Azure can build their own AI capabilities using the [Azure OpenAI Service](https://azure.microsoft.com/products/ai-services/openai-service/?ef_id=_k_46594d0b2c3c1980ddda2b546d8f41a7_k_&OCID=AIDcmm5edswduu_SEM__k_46594d0b2c3c1980ddda2b546d8f41a7_k_&msclkid=46594d0b2c3c1980ddda2b546d8f41a7) with their SAP data to quickly develop generative AI applications. We offer over 1,600 frontier and open models in Azure AI, including the latest from OpenAI, Meta, and others providing you with the choice and flexibility to choose the model suited for your use case. More than 50,000 customers use Azure AI today, signaling the amazing momentum in this space.
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A powerful productivity enhancement use case is the combination of OpenAI, along with business process automation tools. Tools like Microsoft Power Platform with SAP connectors to help users interact with SAP data easily and complete tasks faster.
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RISE with SAP customers can also [consume OpenAI](https://github.com/SAP-samples/azure-openai-aicore-cap-api) services through Cloud Application Programming Model (CAP) and SAP BTP, AI Core.
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### Automatic attack disruption for SAP powered by AI
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Microsoft Security Copilot empowers all security and IT roles to detect and address cyber threats at machine speed, including issues arising from SAP systems. For customers using Microsoft Sentinel for SAP, which is certified for RISE with SAP, attack disruption automatically detects financial fraud techniques. As a result, fraud is disabled the native SAP and connected Microsoft Entra account to prevent the cyberattacker from transferring any funds–with no other intervention.
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In today’s fast-paced business environment, intelligent business processes and efficient collaboration are key to the success of organizations. A recent study by Microsoft on the business value of AI reveals 71% of organizations are already using AI to speed up business processes. For every $1 invested, organizations are seeing a return of 3.5 times their investments.
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SAP systems have data related to business processes while the Microsoft Graph has data related to collaboration such as emails, chats, and schedules. Combining both data forms together with AI transforms the business processes of many organizations.
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As every organization is different, apart from using out-of-the-box solutions, organizations are looking for the convenience of being able to build their own customs solutions when they need it and as they want it. Microsoft offers powerful AI and low code development tools that are easily connected to SAP systems. The combination enables organizations to develop their own intelligent copilots to enhance business processes and workflows.
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Microsoft is helping customers and partners apply SAP with AI in three areas:
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- Working with SAP to provide a fantastic out-of-the-box experience to customers and partners. The [SAP Joule & Microsoft Copilot announcement](https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/) at Sapphire and also the SAP S/4HANA Public Cloud & Microsoft Copilot integration are the first tangible results of our collaboration.
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- Our functional Copilots (Copilot for Sales, Copilot for Finance, and Copilot for Services) provide a similar out-of-the-box experience but focusing on Microsoft 365 applications. [Copilot for Finance](/copilot/finance/) accelerates time-to-impact for finance professionals by surfacing insights that support strategic decision-making and reduce the time spent on manual, repetitive work. It comes with an out-of-the-box integration in Outlook and Excel and allows customers and partners to extend the integration to other systems using a custom connector.
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- Joint solutions using SAP and Microsoft can't address all customer requirements. [Copilot Studio](https://www.microsoft.com/microsoft-copilot/microsoft-copilot-studio) offers powerful AI and low code development tools connected to SAP systems for developing intelligent copilots and bots for stronger business processes and workflows.
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To demonstrate how seamless and easy it's to utilize AI using Microsoft AI tools, let's explore a scenario that demonstrates how SAP data, along with Copilot Studio, Azure OpenAI, Microsoft Teams, and the Microsoft Power Platform.
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Below is a scenario that demonstrates how a salesperson can use AI to streamline a business process:
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1. **Customer Inquiry and Complaint**: A customer reaches out to the salesperson with a complaint regarding a delayed order.
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2. **Order Investigation**: The salesperson investigates the customer's orders via a chatbot deployed on Teams delving deep into the delayed order with AI-summarized insights. The insights are in the context from Outlook emails, Teams' messages and data directly from the SAP system.
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3. **Generated Report**: The salesperson figures out the issue and has AI generate a report summarizing the conversation and the cause of the delay. The report is then sent via email to the customer through chat with the bot on Teams.
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The salesperson has utilized AI to understand and summarize order-related data from various sources (SAP and Microsoft Graph), convert data from one format to another, and identifying the root cause of a problem. Additionally, provides updates to the customer using email and Teams chat.
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Azure OpenAI provides the foundation for developing and training the bot that provides access to the AI models that generate responses. The Power Platform, particularly Power Automate, integrates various services, including SAP systems and the Microsoft 365 Graph enabling data flow and automation. The SAP Enterprise Resource Planning (ERP) connector ensures real-time data retrieval and updates from SAP systems, enhancing the bot’s ability to interact with enterprise data. Copilot Studio allows for the customization and deployment of AI copilots, making the bot adaptable to specific business needs, in this case, deploying it on Teams.
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Explore how to build this scenario on this GitHub link which has detailed step by step instructions on how to build it from scratch. The link also contains the exported Power Platform flows that one can import into their own environment to refer to and use.
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Let's walk through an overview of the steps to build this scenario:
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1. **Set up a bot on Azure AI Studio**: Azure AI Studio allows you to create and test bots using the Chat Playground. You can get access to Azure AI Studio here.
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2. **Set up Microsoft Power Platform**: By creating a Microsoft 365 developer account, you gain access to the Power Platform, which includes Power Automate among others. Create a Microsoft 365 Developer account and get access to the Power Platform here.
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3. **Set up SAP connection in Power Automate**: To connect Power Automate to your SAP system and use SAP ERP connector, you establish a connection between the Power Platform and your SAP system.
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4. **Set up / Sign up for Copilot Studio**: Copilot Studio enables you to create and customize AI copilots. You can build and deploy copilots that use generative AI, enhancing the capabilities of your bot. You can learn more about it and get access to it here.
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This scenario is just an example of how these technologies can transform and make business processes more efficient by harnessing the power of AI and Automation. With the Microsoft tools an easy connectivity to SAP systems and the Microsoft Graph, you have all the tools in your arsenal to make a task/business process AI powered.
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In this module, you have learned about the expanded partnership between Microsoft and SAP to accelerate business transformation. The integration of Microsoft 365 Copilot and SAP Joule creates a unified experience, enabling seamless access to information from both platforms. This partnership also includes the availability of SAP AI Core on Microsoft Azure, allowing businesses to embed more intelligence into their processes. Microsoft AI and RISE with SAP can enhance business processes by unlocking insights, automation, and efficiencies. Additionally, SAP customers can customize Microsoft Copilot to connect to their SAP systems and retrieve necessary information.
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The main takeaways from this module are the benefits of integrating AI with SAP systems using Microsoft's tools.
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Integration of SAP systems with Microsoft Graph data has revolutionized business operations. Microsoft collaborates with SAP in three areas: providing out-of-the-box experiences, functional copilots for specific applications, and the Copilot Studio for developing intelligent bots. An example scenario demonstrates how a salesperson can use AI to streamline a business process involving a customer complaint about a delayed order.

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