No doubt, Microsoft Dynamics 365 Business Central is a game-changer in the world of business technology. Introducing Copilot to its platform was one of the most exciting updates to the 2023 release. It enabled to reduction of the tediousness of tasks and improved creativity and productivity thanks to its AI-powered assistant. This post delves into the benefits, capabilities, and features of Copilot in Business Central. With that, it provides interesting insights about this innovative tool and how it is capable of transforming the way businesses operate.

• Copilot is an AI assistant innovated by Microsoft which for its best integration into Business Central was specifically redesigned. Its goal is to empower small and medium-sized enterprises with intuitive AI tools to save their valuable time at work. Even though, Copilot was primarily used for marketing and creating texts, like product descriptions. It has now grown for more responsibilities. So, another purpose of Copilot for Business Central, as a versatile tool, is also to analyze and adjust to the needs of different roles and tasks within a specific company.

Copilot is a non-stop developing tool that constantly expands its set of tools. They are built to help users in different ways. For example, it can simplify quite complicated data analysis, but also automate repetitive tasks. Some Copilot key features:

• Chat with Copilot: In case a user needs help with finding records, getting answers to questions, etc.
• Content generation: Helps product managers generate engaging marketing text for products.
• Data analysis: The analysis helps to provide an interactive way to calculate, summarize, and examine data.
• Reconcile bank accounts: Improves matching of transactions with ledger entries and suggests general ledger accounts.

The recent Business Central Tech Days 2024 conference in Antwerp was a special moment for Business Central users, especially those utilizing Copilot. It presented the latest updates and innovations in Business Central, with a particular accent on Copilot’s features. Some of them were about:

1. Improved Chat Functionality: The chat feature with Copilot has been greatly upgraded, enabling more efficient ways for users to interact with the AI assistant. This includes easier access to records and answers to queries, streamlining communication and support within Business Central.

2. Sales Line Creation: A new feature allows users to create sales lines easily with using Copilot. This updates makes the whole process simpler, minimizing manual work and potential errors.

3. AI-Powered Extensions for Business Central: Microsoft announced the development of AI-powered extensions for Business Central. Their aim is to provide deeper insights across various business platforms, integrating AI into everyday tasks as an ideal scenario in the future.

4. Copilot Analysis Tabs: Copilot now offers the ability to generate insightful analysis tabs in as much as possible fast way. This functionality allows users to get to critical business insights faster, supporting data-driven decision-making with minimal effort.

Unfortunately, none of them are available for general publicity, but Microsoft works on making it accessible to everyone as soon as possible.

One of the beneficial aspects of Copilot is that users possessing a Business Central license can use it at no extra cost. Perhaps, any additional expenses, pricing, or quotas might be added later in the future. But for now, companies, especially small ones, have an opportunity to benefit from this tool with no obstacle. Particularly it is very nice to utilize it when they know that Copilot is safe, and sensitivity resisted. This is because Microsoft puts a strong emphasis on AI safety, by making sure that their product aligns with all the responsible AI principles.

Copilot in Business Central performs a remarkable step forward in business technology. It especially plays a crucial role for small and medium businesses. Its expanding set of features helps them to improve their work and slowly becomes an essential instrument for any company organization in Business Central.

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Sources:
About Copilot in Business Central – Business Central | Microsoft Learn
Get started with a Business Central preview version for Copilot – Business Central | Microsoft Learn
Introducing Microsoft Dynamics 365 Copilot, the world’s first copilot in both CRM and ERP, that brings next-generation AI to every line of business – The Official Microsoft Blog
Marketing text suggestions with Copilot overview – Business Central | Microsoft Learn
Analyze data in lists with help from Copilot (preview) – Business Central | Microsoft Learn
Chat with Copilot (preview) – Business Central | Microsoft Learn
Reconcile bank accounts using reconciliation assist – Business Central | Microsoft Learn
New and planned features for Dynamics 365 Business Central, 2024 release wave 1 | Microsoft Learn