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According to a recent Microsoft Business Trends study, nearly 9 out of 10 employees want to use AI to reduce repetitive tasks in their jobs. But until recently, AI was a commodity that only a few small and medium-sized businesses could truly invest in. This article describes some of the Copilot features integrated into Business Central and how organizations can leverage the power of intuitive AI tools to accomplish more with less, without having to become a data scientist. can.
Learning how to use Business Central has never been easier. Copilot empowers in-house professionals to handle day-to-day tasks with the support of cutting-edge AI, increasing productivity across a wide range of SMB roles.
Let's take a closer look at some of the latest features brought to you by AI and Copilot in Microsoft Dynamics 365 Business Central.
- chat with co-pilot
At work, we often chat with colleagues to gain insights and solve problems. Chat with Copilot allows users to seamlessly move conversations into her Business Central and leverage AI-powered chat alongside their data.
Copilot transforms the user experience by enabling natural language interactions and making it easy for employees to express their opinions. Whether you're searching for a specific page or retrieving records based on a variety of criteria, Copilot simplifies data retrieval. For example, just tell Copilot, “Show me Adatum's latest sales order.”
Copilot not only makes it easier than ever to capture data, but it also makes learning easier than ever thanks to chat with Copilot's Guide and Explain features. Using Microsoft's extensive online documentation, Copilot quickly explains concepts and provides step-by-step instructions on how to perform various tasks within the platform.
- Get insights faster with analytics tabs created by Copilot Content is king, and so is data. Copilot's analytics tab creation feature in Business Central makes it easy to gain insights. Simply state your analysis needs in plain language, such as “Display vendors by location, sorted by number of purchases,” and Copilot will do the heavy lifting for you, eliminating tedious clicks and keystrokes. This helps you and your team quickly spot trends and anomalies, make informed decisions, and take action.
The main features are:
- create: You write your analysis requirements from a list in Business Central, and Copilot generates customized analysis tabs.
- Update (coming soon): Easily modify existing analysis tabs using natural language commands.
- Let me explain (coming soon): Copilot provides a concise overview of the analysis tabs for easy reference.
- Easily create sales lines with Copilot
Business Central's Copilot brings an innovative boost to sales document creation. It speeds up processes and reduces repetitive tasks and searches. By accelerating processes and minimizing repetitive tasks and searches, Copilot becomes an essential ally in optimizing operational workflows. It can adapt to a variety of input methods, including free text, files, and pre-built prompts, ensuring a smooth and intuitive user experience.
One of my favorite main features of Copilot for Business Central is its ability to suggest and assist in the creation of sales lines for documents such as sales quotations, purchase orders, and invoices. This feature not only simplifies the process but also saves Business Central users valuable time. By leveraging advanced AI, Copilot accurately understands user input, significantly reducing manual data entry and minimizing errors. Additionally, sales lines can be recommended based on a customer's sales history, increasing personalization and sales effectiveness. By facilitating quick access to relevant information and insights, Copilot helps businesses deliver superior customer experiences while potentially increasing revenue.
- Map electronic documents to purchase order lines using Copilot
As companies move to digital procurement, Business Central's electronic document capabilities become essential for automating vendor invoice processing. Copilot enhances this process by streamlining the mapping and matching of vendor invoices to purchase orders. This eliminates time-consuming tasks such as extensive searches and manual data entry.Advanced co-pilot matching This feature is especially beneficial for small and medium-sized businesses Organizations that require efficient document tracking of purchase order lines.
The main features of this function are:
- Enhanced mapping: Copilot improves the way you manage electronic documents in your purchasing process, especially purchase orders. You can specify the type of purchasing document to create for each vendor when receiving electronic invoices.
- Update an existing purchase order. You can now update existing purchase orders in Business Central using the information you receive in your e-invoice.
- Automatic identification: Copilot automatically identifies purchase orders that can be matched.
- Line mapping: New mapping functionality automatically matches electronic invoice lines to purchase order lines, improving matching accuracy.
- Receipt information: Business Central updates matching purchase orders with relevant receipt information to ensure the correct quantity is received.
- Get started creating Power Automate flows using Copilot
Creating Power Automate flows from scratch can be difficult for developers. But with Copilot in Power Automate, the process is seamless. Just provide your natural language input and Copilot will help you build a flow tailored to your needs. The main features are:
- Integrated experience: Copilot seamlessly integrates with Power Automate and Business Central,
Automation flows using natural language.
- Conversation support: Copilot provides a free conversational experience while creating flows. You can easily ask questions, get support, and make changes.
- Chat-based interface: Copilot is always there to support you throughout the flow creation process, providing documentation, links, and answers in a comfortable chat interface.
- Adaptation structure: Copilot adjusts the structure of your flow based on natural language descriptions, making the process intuitive and efficient.
To learn more, watch this short video about Microsoft Dynamics 365 Business Central.
If you want to learn more about the various AI and Copilot features, join us at an upcoming SOCO.Breaking through the hype around AI &co-pilot” seminar will be held at Microsoft Sydney on May 14th. Experience first-hand how these innovative capabilities can transform your organization's operations and drive success in the digital age. Don't miss this opportunity to work directly with the tools, discover endless possibilities, and unleash the full potential of modern ERP solutions integrated with AI and Copilot capabilities.
