Microsoft Dynamics 365 Business Central now comes equipped with Copilot; an AI-powered assistant designed to boost productivity, spark creativity, and eliminate repetitive tasks. Integrated directly into Business Central, Copilot offers intelligent support tailored to diverse roles and workflows, making it a game-changer for small and medium-sized businesses
Why Copilot Matters
Copilot isn’t just another feature—it’s a core capability that adapts to your business processes. It helps automate tasks, improve decision-making, and streamline operations while maintaining enterprise-grade security and compliance. Built on Microsoft’s cloud, Copilot ensures data privacy and aligns with responsible AI principles like fairness, reliability, and transparency
Available Copilot Agents in Business Central
Business Central offers specialized AI agents that handle critical business workflows:
- Sales Order Agent
The Sales Order Agent automates capturing and processing sales orders from customer emails. It uses AI to:
- Analyze requests and clarify missing details through multi-turn conversations.
- Check item availability and prepare quotes in PDF format.
- Convert quotes into orders automatically, based on your preferences. This agent runs autonomously, but you can configure review steps for quotes and orders to maintain control.
- Payables Agent
The Payables Agent tackles one of the biggest bottlenecks in finance—vendor invoice processing. It:
- Monitors mailboxes for incoming invoices.
- Uses AI to analyze invoice content and create drafts for review.
- Minimizes manual corrections, speeding up approval, and posting. With minimal setup, this agent helps finance teams stay agile and efficient
- Bank Reconciliation Assist
Copilot enhances the traditional auto-match process by:
- Identifying additional matches for bank transactions and ledger entries.
- Suggesting G/L accounts for unmatched transactions. This feature reduces reconciliation time and improves accuracy, making financial close smoother.
- Sales Line Suggestions
Creating sales documents just got easier. Copilot can:
- Suggest lines for quotes, orders, and invoices based on natural language prompts.
- Help find products or repeat previous orders quickly. This feature saves time and ensures accuracy in sales operations.
- Item Substitution Suggestions
When stock runs low, Copilot suggests substitute items using AI-driven search across product descriptions, attributes, and references. This helps maintain customer satisfaction and order fulfillment without delays.
Getting Started
To activate these capabilities:
- Navigate to the Copilot & agent capabilities page in Business Central.
- Enable or disable features as needed.
- Manage user access and permissions for each agent. Remember, Copilot is available only for Business Central online environments.
The Bottom Line
Copilot in Business Central isn’t just about automation—it’s about empowering your team to focus on what matters most. By leveraging AI-driven agents, businesses can reduce manual effort, improve accuracy, and deliver exceptional customer experiences.
Contact us to find out how Business Central can help your organization.