Increasingly, people are turning to AI to assist them in their day-to-day tasks. Microsoft Dynamics 365 Business Central stands at the forefront, supporting over 30,000 small and medium-sized enterprises (SMEs) to thrive. With next-generation AI, Microsoft Copilot in Business Central is revolutionising workflows, enhancing productivity, and unlocking creativity.
Research shows nine out of ten people seek simpler ways to automate daily tasks, and Copilot helps get that time back, allowing you to focus on the important stuff!
Copilot in Business Central: Your AI-Powered Productivity Partner
Copilot acts as an intelligent assistant, accelerating tasks and improving efficiency. Here’s how it transforms business operations:
✔ Get instant answers using natural language
✔Spark creativity with AI-generated content ideas
✔Automate repetitive tasks to save time
✔Anticipate challenges and optimise decision-making
Let’s explore how Copilot enhances key business functions.
1. Reclaim Time for Important Work
SMEs often juggle multiple responsibilities with limited resources. Tasks like document retrieval, onboarding, and training can drain productivity.
With Copilot’s conversational chat, you can:
✔ Quickly locate records using natural language
✔ Simplify navigation without traditional menus
✔ Accelerate employee onboarding with instant answers
This means less time on administrative work and more time on strategic growth.
2. Unlock Creativity with AI-Generated Marketing Content
Struggling with writer’s block? Copilot helps product managers generate compelling marketing text in seconds.
By leveraging existing product data (like colour, material, and specs), Copilot can:
✔ Generate SEO-friendly product descriptions
✔ Adjust tone, format, and length to match brand voice
✔ Publish directly to Shopify and other e-commerce platforms with a few clicks
Now, crafting engaging product listings is faster than ever.
3. Simplify Sales Order Processing
Manually entering sales orders is tedious. Copilot streamlines this by:
✔ Adding items to quotes/orders via natural language prompts
✔ Pulling details from past orders or customer emails
✔ Reducing time spent searching through product catalogues
This allows sales teams to focus on customer relationships rather than data entry.
4. Automate Workflows with Power Automate & AI
Creating automated workflows is now as easy as describing them. With Copilot, you can:
✔ Generate Power Automate flows using plain English
✔ Refine workflows with AI-guided suggestions
✔ Implement best-practice automations without coding
Since 90% of professionals want simpler task automation, this is a game-changer for efficiency!
5. Streamline Month-End with AI-Powered Bank Reconciliation
Bank reconciliation is notoriously time-consuming, especially with complex transactions. Copilot simplifies this by:
✔ Auto-matching transactions from imported statements
✔ Proposing entries for unmatched items
✔ Improving accuracy by analysing amounts, dates, and patterns
Now, financial close is faster and more accurate!
6. Organise Finances with E-Invoice Matching
Manually matching e-invoices to purchase orders is a thing of the past. Copilot enables:
✔ Rule-based invoice-to-order matching
✔ Faster accounts payable processing
✔ Stronger supplier relationships with timely payments
7. Make Data-Driven Decisions with AI Analysis
Business Central’s built-in analytics are powerful, but setting them up manually takes skill. Copilot helps by:
✔ Transforming raw data into pivot tables, charts, and summaries via text prompts
✔ Highlighting trends and anomalies
✔ Enabling faster, more intelligent business decisions
8. Boost Customer Service with AI Inventory Forecasting
Balancing inventory levels is critical for customer satisfaction. Copilot assists by:
✔ Predicting demand using historical sales data
✔ Preventing stockouts with automated replenishment requests
✔ Optimising working capital while ensuring product availability
9. Reduce Risk with Late Payment Predictions
Cash flow issues often stem from late payments. With AI-driven insights, you can:
✔ Forecast delayed payments before they happen
✔ Adjust payment terms proactively
✔ Minimise bad debt risk
10. Improve Financial Stability with Cash Flow Analysis
AI-powered cash flow forecasting helps businesses:
✔ Monitor liquidity in real-time
✔ Plan for shortfalls or surpluses
✔ Make proactive financial adjustments
Transform Your Business with AI Today
Microsoft Copilot in Dynamics 365 Business Central isn’t just about efficiency but redefining what’s possible. By integrating AI into daily operations, SMEs can:
✔ Work smarter, not harder
✔ Enhance decision-making with real-time insights
✔ Stay agile in a competitive market
The future of business is AI-driven. Are you ready to embrace it?
Discover how Copilot in Business Central can accelerate your growth. Get started today!
