AI features via Copilot in Business Central

Your daily AI companion for better decisions, higher quality and creative solutions

All modules are even more powerful and intelligent

The combination of Microsoft Dynamics 365 Business Central with the AI-powered Microsoft Copilot is transforming business process management in companies. Business Central is enhanced by AI, enabling innovative features that benefit all modules.

Copilot uses advanced AI to provide recommendations, perform analyses, improve decision-making, and automate processes. As an everyday AI assistant, it helps accelerate workflows and improve their quality. Together, Business Central and Copilot offer a future-proof solution for competitive operations.

An overview of Copilot highlights in Business Central

AI assists with and completes tasks
  • Copilot helps optimize processes, speed up tasks, and make better decisions.
  • Every employee can automate time-consuming, repetitive tasks in new and creative ways.
Creativity comes to the ERP system
  • For the first time in the history of ERP systems, you can interact directly with your ERP system using voice commands or the chat feature.
  • This is how you can unlock your employees' full potential and boost creativity and efficiency in ways that were previously unimaginable.
Performance of all BC modules is increasing
  • Next-generation AI enhances the performance and capabilities of all the modules you use.
  • Copilot helps you customize the modules to suit your individual needs and integrate external data sources.

Features that make life easier with Copilot in Business Central - a few examples

  • Financial management
  • Customer relationship management
  • Project management
  • Supply chain management
  • Human resources management
  • Warehouse location management
  • Service management
  • Production

Optimize your business processes with AI and Dynamics 365

Microsoft Copilot in Dynamics 365 Business Central brings your finance, sales, service, and operations teams together. The AI-powered cloud technology enables more efficient processes, improved collaboration, and faster achievement of goals.

Product descriptions and sales copy

Using master data (or images) already available in Business Central, Copilot can generate product descriptions and sales copy in seconds—either according to your specifications or creatively on its own. You can easily publish this sales copy to Shopify or other e-commerce platforms with just a few clicks.

Customer orders

Copilot helps you create or update customer orders. You don’t have to navigate through extensive product catalogs yourself; instead, simply describe the customer’s requests to Copilot—feel free to refer to previous orders and past customer emails. Based on your input, Copilot then suggests items from your product catalog and helps you create the order.

Automate workflows

Users can automate their workflows by specifying their requirements directly in Business Central—using natural language or via chat. Copilot creates an initial automation flow in Power Automate. You can then further refine the flow in Power Automate with Copilot’s assistance, allowing you to optimize and automate your workflows on your own.

Bank reconciliation

Copilot simplifies bank reconciliation by analyzing imported bank statements, matching transactions, and suggesting journal entries for transactions that aren't automatically matched. By comparing and interpreting transaction descriptions, amounts, dates, and patterns across various fields, Copilot can help you improve the accuracy of your financial data and reduce the manual effort involved in month-end closing.

E-invoices

With rule-based matching and Copilot support, you can quickly compare and match incoming e-invoices with your open purchase orders. You’ll save time, keep your accounts payable up to date, and always pay on time.

Analytical charts and reports

Copilot simplifies the creation of analytical charts and reports by using AI to transform raw data into clear visualizations with totals, groupings, pivot tables, and filters. All of this works with simple text inputs, and you don’t have to leave Business Central to do it. With just a simple phrase, Copilot can identify trends and anomalies in your data and help you make data-driven decisions that drive your business forward.

Cash flow analysis

Powered by AI, Business Central can generate a comprehensive cash flow analysis that helps you monitor your company’s liquidity. You can use these insights to respond quickly and safeguard your company’s financial health—for example, by taking out loans to cover liquidity shortfalls or reducing debt when there is excess cash.


Would you like to find out more about Business Central?

All modules, all functions

Would you like to find out more about the features and functions Business Central has to offer?  Then find out here about all the modules and functions this ERP system has to offer. 

WHAT CAN BUSINESS CENTRAL DO?

Help with Business Central

Informative blog posts, helpful videos, free workshops for beginners, modular and expert workshops, trial versions, a free initial consultation and much, much more:

We have an extremely comprehensive range of support packages for Business Central. These provide self-help resources for implementation, support you in your day-to-day work and help you reach your goals faster. And best of all: much of it is free!

You are also welcome to use the contact form below and send us any specific questions you may have.

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