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The latest hype around AI & Copilot in Microsoft Dynamics 365 Business Central

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According to Microsoft’s recent survey on business trends, nearly 9 out of 10 workers hope to use AI to reduce repetitive tasks in their jobs. But  until recently, AI has been a commodity that few SMBs could truly invest in. In  this article, we will introduce you to some of the Copilot features integrated  into Business Central and how it can help your organisation harness the  power of intuitive AI tools to accomplish more with less effort, all without  needing to become data scientists. 

Learning how to use Business Central has never been easier. Copilot empowers professionals in the organisation to handle day-to-day tasks with  the support of cutting-edge AI, enhancing productivity across a wide range of  SMB roles. 

Let’s delve into some of the latest features that AI and Copilot in Microsoft  Dynamics 365 Business Central bring to the table: 

  1. Chat with Copilot 

During our workday, we will often chat with our coworkers to gain  insights and solve problems. With Chat with Copilot, users can  seamlessly transition their conversations into Business Central,  harnessing AI-powered chat alongside their data. 

Copilot transforms the user experience by enabling natural language  interaction, empowering workers to express themselves effortlessly.  Whether it’s finding specific pages or retrieving records based on  various criteria, Copilot simplifies data retrieval. For instance, simply  instruct Copilot: “Show me the latest sales order for Adatum.”

Not only is data retrieval easier than ever with Copilot, but learning has  also become easier than ever with Chat with Copilot’s “Guide” and  “Explain” capabilities. Using Microsoft’s extensive online documentation, Copilot can quickly help explain concepts and provide step-by-step  instructions on how to accomplish various tasks within the platform.  

  1. Get to insights faster with Copilot-created analysis tab Content is king, and so is data! With Copilot’s analysis tab creation  feature in Business Central, unlocking insights becomes effortless. All  you need to do is simply express your analysis needs in plain language,  like “show me vendors by location sorted by number of purchases,” and Copilot takes care of the heavy lifting, eliminating tedious clicks and  keystrokes. It helps you and the team uncover trends and anomalies swiftly to make informed decisions and take action.

Key features include: 

  • Create: Describe your analysis requirements from any Business  Central list, and Copilot generates a tailored analysis tab. 
  • Update (Coming soon): Easily modify existing analysis tabs using  natural language commands. 
  • Explain (Coming soon): Copilot provides concise summaries of  analysis tabs for quick reference. 
  1. Create sales lines easily with Copilot 

Copilot in Business Central brings a game-changing boost to sales  document creation. It speeds up the process and cuts down on  repetitive tasks and searches. By accelerating the process and minimising repetitive tasks and searches, Copilot becomes your  indispensable ally in optimising operational workflows. Its adaptability to various input methods, whether it’s free text, files, or prebuilt  prompts, ensures a smooth and intuitive user experience.

One of our favourite key features of Copilot in Business Central is its  ability to suggest and assist in creating sales lines for documents such  as Sales Quotes, Orders, and Invoices. This feature not only simplifies the process but also saves valuable time for Business Central users. Leveraging advanced AI, Copilot comprehends user input accurately, significantly reducing manual data entry and minimising errors. Moreover, it can recommend sales lines based on customer sales  history, enhancing personalisation and sales effectiveness. By facilitating quicker access to relevant information and insights, Copilot helps businesses to deliver exceptional customer experiences whilst potentially boosting revenue. 

  1. Map e-documents to purchase order lines with Copilot 

As businesses transition to digital procurement, the e-documents  feature in Business Central becomes essential for automating vendor invoice processing. Copilot steps in to enhance this process 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 that require efficient document tracking for purchase  order lines. 

Key features of this function include: 

  • Enhanced Mapping: Copilot refines how you manage e documents in the purchase process, especially concerning  purchase orders. It enables you to specify the type of purchase  document to create for each vendor when receiving e-invoices. 
  • Update Existing Purchase Orders: You can now update existing  purchase orders in Business Central with information received in  e-invoices. 
  • Automatic Identification: Copilot identifies purchase orders that  can be automatically matched. 
  • Line Mapping: New mapping functionality automatically  matches e-invoice lines with purchase order lines, enhancing  matching accuracy. 
  • Receipt Information: Business Central updates matched  purchase orders with relevant receipt information to ensure  correct quantities are received. 
  1. Start creating Power Automate flows with Copilot 

Creating Power Automate flows from scratch can be daunting for your  developers. But with Copilot in Power Automate, the process becomes  seamless. All they need to do is simply provide natural language input, and Copilot assists in building flows tailored to your needs. Key features  include: 

  • Integrated Experience: Copilot seamlessly integrates into Power  Automate and Business Central, enabling you to create  

automation flows using natural language. 

  • Conversational Assistance: Copilot offers open-ended,  conversational experiences while authoring flows. Ask questions,  receive assistance, and make changes effortlessly.
  • Chat-based Interface: Copilot stays with you throughout the flow  creation process, providing documentation, links, and answers in  a comfortable chat interface. 
  • Adaptive Structure: Copilot adapts the structure of the flow  based on your natural language description, making the process  intuitive and efficient. 

Watch this short video on Microsoft Dynamics 365 Business Central to learn more: 

If you’re interested in learning more about the various AI and Copilot features, join SOCO at the upcoming “Breaking Down the Hype Around AI & Copilot” seminar on May 14 at Microsoft Sydney! Experience firsthand how these innovative features can revolutionise your organisation’s operations and drive success in the digital age. Don’t miss this opportunity to engage directly with the tools, discover endless possibilities, and unlock the full potential of modern ERP solutions integrated with AI and Copilot features.

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