AI-powered ERP: Discovering Copilot in Microsoft Dynamics 365 Business Central

29-11-2024

How Artificial Intelligence can be a great ally in productivity
AI-powered ERP: Discovering Copilot in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a comprehensive business management solution for small and medium-sized enterprises that need an efficient and easy-to-use ERP solution, but also with customization options that are not necessarily complex and expensive. It integrates finance, sales, services, and supply chain management into a cohesive platform, ensuring better coordination and efficiency. Additionally, it allows access and work through various devices such as mobile phones, tablets, or PCs.

Microsoft Copilot integrates seamlessly into Business Central and introduces new ways to simplify workflows, increase productivity, and enhance creativity by offering intelligent insights, automation, and improved decision-making capabilities.
 

With Copilot in Business Central, small and medium-sized organizations empower their workers through intuitive AI tools that drive creativity and promote time savings, freeing people for higher-value tasks.

Copilot is an AI-powered assistant within Business Central, designed to augment human capabilities and automate tasks, and it can revolutionize daily work with:
 
  • Automation
Copilot can automate routine tasks such as generating invoices, processing orders, or managing inventory, reducing human intervention and the risk of error, and ensuring more accurate and efficient operations.
 
  • Enhanced decision-making
Copilot provides intelligent insights derived from your business data. It analyzes historical data and current trends to offer actionable recommendations.
 
  • Natural Language Processing
Copilot uses natural language processing (NLP) to understand and respond to queries, making data accessible to everyone, regardless of technical expertise.
 
  • Report simplification
Copilot simplifies report generation by automatically creating detailed reports based on requirements. These reports can be customized to focus on specific metrics, periods, or departments.
 
  • Proactive alerts and notifications
Copilot monitors business operations and triggers alerts for potential issues, so the company is always ready to act.
 

Copilot Chat

Integrating Business Central with Copilot Chat significantly advances enterprise resource planning software. Users can interact with Business Central more intuitively and efficiently using natural language. Copilot Chat allows users to ask questions and retrieve business data, surpassing traditional navigation and product help.

This tool assists in a wide range of tasks, from finding specific business data in company records to providing step-by-step explanations and guidance on various processes. The AI-powered assistant gets its answers from official information on Microsoft Learn, ensuring accuracy and reliability. Additionally, prompt guides help users formulate their questions more effectively.
 

Benefits of Copilot in Business Central

  • Financial Management
Copilot can automate reconciliation processes, highlight discrepancies, and predict future cash flow based on current spending patterns.
 
  • Sales optimization
For sales teams, Copilot tracks customer interactions, analyzes purchasing patterns, and suggests the best times to follow up with leads.
 
  • Inventory control
In retail, Copilot analyzes sales data and seasonal trends to recommend optimal stock levels, reducing both overstock and shortages.
 
  • Employee Onboarding
Copilot Chat improves onboarding by allowing new employees to interact with the system using natural language, reducing the learning curve and increasing productivity. 


Incorporating Artificial Intelligence into business processes is a reality that can significantly improve a company's operations, whether in decision-making, process automation, or even compliance with regulations and requirements. Want to know more about Artificial Intelligence in business processes? Contact Hydra iT and schedule a meeting!

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