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What is Copilot in Business Central?

Microsoft Copilot is an AI-powered assistant that encourages creativity, increases productivity, and eliminates stressful activities. Copilot for Dynamics 365 Business Central is the world's first AI-powered assistant for all types of businesses. Small and medium-sized businesses can use Copilot in Business Central to provide their employees with simple AI tools that enhance innovation while saving time.Here's how Copilot's functionalities can transform your business operations:

1. Intelligent recommendations

Intelligent recommendations are one of the highlights of Copilot's capabilities. Business Central can make individualized suggestions based on historical data and user behavior. For example, in inventory management, the system can recommend ideal stock levels based on historical sales data, seasonal trends, and planned promotions. These tips assist firms in maintaining proper inventory levels, lowering carrying costs and reducing stockouts.

2.Automated Routine Tasks

Copilot functionalities excel at automating repetitive operations, freeing up significant time for staff to devote to strategic initiatives. Data entry, invoice processing, and order fulfillment are all tasks that can be automated with minimal human participation. For example, while processing bills, Business Central may automatically extract essential information from scanned documents, link it to purchase orders, and prepare payment schedules. This automation lowers errors, speeds up processes, and boosts overall efficiency.

3. Predictive Insights

Predictive insights are another valuable part of Copilot capabilities. By analyzing massive amounts of data, Business Central can find patterns and trends that human users may not see immediately. For example, in sales forecasting, the system can project future sales volumes using historical data, market conditions, and client behavior. These insights help organizations make proactive decisions, optimize their sales strategies, and remain ahead of the competition.

4. Improved Supply Chain Efficiency

Efficient supply chain management is critical for corporate success, and the Copilot capabilities in corporate Central can help optimize supply chain management. The system can track inventory levels in real time, forecast demand fluctuations, and recommend appropriate reorder points. It can also automate procurement operations to ensure that stocks are replenished on time. These features enable firms to shorten lead times, reduce stockouts, and increase overall supply chain efficiency.

Copilot Features in Business Central

  • Analysis Assist
  • Chat

  • 1.Analysis Assist

    Analysis assist serves as a Copilot for the analysis mode on Business Central list pages. The analysis mode offers an interactive and versatile method for calculating, summarizing, and examining data.To examine data in the analysis mode, create an analysis tab and edit the data to display the required aggregations and summaries. For example, you can organize fields in rows and columns, define filters, sort columns, and pivot on fields. Instead of conducting this process manually, analysis help allows you to accomplish much of the same—or at least in part—by utilizing words. By explaining the desired structure in natural language, such as "sort on quantity from smallest to largest" or "show average cost per category", analysis assist employs AI to provide a proposed layout on an analysis tab.

    Analysis Assist:How to use analysis assist?

    • For example to work with posted sales invoices, to analyze the total sales/ total sales per salesperson
    • In the Analyze with Copilot window, provide a description of the desired layout. This description is referred to as a prompt
    • To analyze the total sales enter the prompt as mentioned in the below screenshot.

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    The generated amount is highlighted in the below screenshot

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    Analysis assist:

    To analyze total sales per salesperson:

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    The generated amount is highlighted below:

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    The following are some prompts that we can write:
    1.Group by sales person then country
    2.Show the average cost per category
    3.Filter by amount greater than 2K

    Copilot Feature in Business Central


    Microsoft Copilot is an AI-powered assistant that encourages creativity, increases productivity, and eliminates tiresome activities. You may use Copilot in Business Central to ask inquiries and find business data by expressing your search in natural language.You can use chat to:

  • Use Business Central to look up business data for the company with which you are working. Such include consumers, vendors, sales orders, and items.
  • Get clarification on an idea or activity.
  • Understand the purpose and useof specific fields.

  • Chat:

    For example to find the latest invoices enter the prompt “show me the latest invoices”

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    Copilot finds the latest invoices, Click the document to open.


    These are some of the prompts that we can ask often in chat:

  • Lookup purchase invoice 1000
  • Go to page 17
  • Do we have items in stock under price 1000
  • How do I post a sales order
  • Where do I setup inventory
  • Conclusion

    Copilot capabilities in Microsoft Dynamics 365 corporate Central are transforming corporate operations by using AI and machine learning to provide intelligent recommendations, automate regular tasks, and deliver predictive insights. These features boost efficiency, improve decision-making, and propel growth across a variety of industries. Businesses that embrace Copilot capabilities can maximize their potential, remain ahead of the competition, and achieve long-term success in today's dynamic business world. Whether you work in retail, manufacturing, banking, or another industry, incorporating Copilot features into your Business Central system can be a game changer for your company.