5 Interesting ways to use Copilot with Business Central

May 10, 2024

In the fast-paced world of business, time is a precious commodity. Every minute spent on repetitive tasks is a minute lost in strategic planning, customer engagement, and innovation. Enter Copilot, your AI co-pilot for navigating the complexity of Microsoft Dynamics 365 Business Central. In this article, we’ll explore how Copilot’s latest features are revolutionizing the way SMBs operate, making AI accessible, intuitive, and indispensable.

1) Conversations with Copilot:

In the course of a typical workday, we often engage in conversations with colleagues to gain insights and solve problems. With the "Chat with Copilot" feature, users can seamlessly transition these conversations into Business Central, combining AI-powered chat with their data. Copilot enhances the user experience by facilitating natural language interaction, allowing workers to express themselves effortlessly. Whether it's locating specific pages or retrieving records based on various criteria, Copilot simplifies data retrieval.

2) Simplifying E-document Mapping to Purchase Order Lines:

As businesses embrace digital procurement, Copilot enhances the e-documents feature in Business Central by streamlining the mapping and matching of vendor invoices to purchase orders. This eliminates time-consuming tasks like extensive search and manual data entry. Copilot's advanced matching capabilities are particularly beneficial for small and mid-sized organizations requiring efficient document tracking for purchase order lines.

3) Streamlining Sales Line Creation:

Copilot in Business Central revolutionizes the creation of sales documents by speeding up the process and minimizing repetitive tasks and searches. Its adaptability to various input methods ensures a smooth user experience. A standout feature is Copilot's ability to suggest and assist in creating sales lines for documents like Sales Quotes, Orders, and Invoices. Leveraging advanced AI, Copilot accurately comprehends user input, significantly reducing manual data entry and errors. Moreover, it can recommend sales lines based on customer sales history, enhancing personalization and sales effectiveness.

4) Effortless Power Automate Flow Creation:

Creating Power Automate flows from scratch can be daunting, but with Copilot in Power Automate, the process becomes seamless. By providing natural language input, developers can build tailored flows with Copilot's assistance. Integrated into Power Automate and Business Central, Copilot offers a conversational interface, providing documentation, links, and answers throughout the flow creation process, thereby making it intuitive and efficient.

5) Swift Insights with Copilot-created Analysis Tabs:

Data is crucial, and so is deriving insights from it. With Copilot's analysis tab creation feature, unlocking insights becomes effortless. Users can simply articulate their analysis needs in plain language, such as requesting to see vendors by location sorted by the number of purchases. Copilot handles the heavy lifting, eliminating tedious clicks and keystrokes, thus enabling teams to uncover trends and anomalies swiftly and make informed decisions.

Microsoft Dynamics 365 Business Central with Copilot isn’t just a software upgrade; it’s a mindset shift. Conversations become more meaningful, tasks more streamlined, and insights more actionable.

For further information on Microsoft Dynamics 365 Business Central. Don’t hesitate to get in touch with allonline365 at +27 (21) 205 3650, email us at or visit our website

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