Copilot: Less Effort, More Results in Business Central

In the dynamic world of artificial intelligence, Microsoft Dynamics 365 Business Central is transforming business management, driving the success of more than 30,000 small and medium-sized businesses. Thanks to next-generation AI technology, Copilot: less effort, more results in Business Central offers new ways to streamline workflows, increase productivity, and unlock creativity. In an era where 90% of people are looking to automate daily tasks more easily, Copilot frees up valuable time so employees can focus on what really matters.

Copilot in Business Central is that everyday artificial intelligence companion that lets you speed up tasks, build momentum, and improve the way work gets done. With Copilot, you can:

• Get answers quickly and easily using natural language.
• Spark creativity with fresh content ideas.
• Save time by automating tedious, repetitive tasks.
• Anticipate and overcome business challenges.

Win back time for the work that matters

In a small or medium-sized business, there is usually plenty of work and limited resources. Daily tasks, such as managing documents and onboarding new employees, can consume valuable time and take focus away from strategic activities.

Copilot in Business Central makes these tasks easier with its conversational chat, letting you answer questions quickly, find records efficiently, and pick up new skills through natural language. With this tool, you will save time navigating documents without relying on traditional menus, and you will speed up onboarding for new users with precise answers about key processes.

Give your creativity free rein with marketing text suggestions

Copilot in Business Central helps product managers overcome writer's block and drive sales with compelling AI-generated marketing text suggestions. Using key attributes already in Business Central, such as color and material, Copilot can create product descriptions in seconds tailored to your preferred tone, format, and length. Once you have made your adjustments, you can easily publish to Shopify or other e-commerce platforms with just a few clicks.

Simplify the sales order process

Creating or updating customer orders can be a tedious task, with repetitive searches and navigation through extensive product catalogs. To speed up this process, Copilot lets you describe the products or services you need, paste relevant details from an email, or reference a previous order.

Based on your prompts, Copilot will suggest order lines directly from your product catalog. By streamlining order taking, this tool frees up valuable time so sales teams can focus on strengthening relationships and delivering exceptional customer experiences.

Automate workflows quickly and easily

Optimizing business processes is easier than ever, as Copilot helps create Microsoft Power Automate flows using natural language. Users can simply express their needs directly in Business Central, and Copilot drafts an initial automation flow for you. You can keep refining the flow in Power Automate alongside Copilot, which simplifies the process of adapting best-practice workflows to your business.

Nine out of ten people want simpler ways to automate daily tasks so they can focus on the work that matters.

Speed up month-end with improved bank reconciliation

Copilot in Business Central speeds up bank reconciliation by analyzing imported statements, identifying matches, and suggesting entries for unrecognized transactions. Thanks to its ability to interpret descriptions, amounts, dates, and patterns, it improves financial accuracy and reduces manual effort.

Keep your finances organized with e-invoice matching

You can say goodbye to hours spent manually merging incoming e-invoices with open purchase orders. With rules-based matching and Copilot assistance, you can quickly compare and map incoming e-invoices to your open orders. Make the most of your time and make sure your accounts payable are always up to date, strengthening supplier relationships through on-time payments.

Make data-driven decisions with analysis assistance

Business Central lets you create very detailed data analyses, but doing so manually can take time and requires a certain level of expertise. Copilot simplifies analysis by turning raw data into clear views with totals, groupings, pivots, and filters, all from simple text instructions and without leaving Business Central. Copilot identifies trends and anomalies in your data with a simple sentence, making it easier to take informed decisions for your business.

Improve customer service with inventory forecasting

Managing inventory well is key to the success of any company and to customer satisfaction. It is about striking the balance between having enough products available and keeping costs under control. If inventory is too low, the company saves money, but it risks running out of stock and losing sales.

Thanks to artificial intelligence, the sales and inventory forecast tool analyzes past sales data to anticipate demand and avoid product shortages. When it detects a shortfall, Business Central makes replenishment easier by automatically generating requests to vendors, making sure orders arrive on time and customers stay satisfied.

Reduce risk with late payment prediction

Managing accounts receivable effectively is vital to a company's financial health. With the late payment prediction extension, you can reduce outstanding receivables and refine your collections approach by forecasting whether outstanding sales invoices are likely to be paid on time. For example, if you anticipate a delay in a payment, you can adjust the terms or the payment method for that customer. By taking preventive measures and adapting to the situation, you will be able to reduce overdue receivables, minimize the risk of nonpayment, and improve your financial results.

Improve financial stability with cash flow analysis

Thanks to artificial intelligence, Business Central lets you analyze your company's cash flow and monitor your financial position. This indicator is key to assessing your business's solvency and planning strategically. With this data, you can take proactive decisions to keep financial control and meet your commitments. For example, you can manage shortfalls by applying for loans, or adjust credit when you have surplus cash.

Transform the way work gets done with Copilot in Business Central

Copilot brings you AI innovations that unlock your human potential, foster your creativity, and drive your efficiency. Integrating AI not only helps you stay at the forefront of the market, it redefines what is possible in your workplace. With Dynamics 365 Business Central, you can navigate the business environment with agility, precision, and renewed focus on what is essential.