Artificial intelligence (AI) is fundamentally changing the business world. It helps companies automate processes, make data-driven decisions, and significantly increase efficiency in their day-to-day work. Whether in customer communication, sales, or financial accounting, AI is increasingly helping to tackle time-consuming tasks, saving time, and increasing productivity.
AI is also finding its way into the ERP sector: Microsoft Copilot now provides companies with an AI-powered assistant directly in Dynamics 365 Business Central. Copilot supports users in handling everyday tasks, provides intelligent suggestions, and ensures greater productivity and less effort. In this article, you will learn how Copilot works, what specific advantages it offers, and how you can use it effectively in your company.
What is Copilot in Business Central?
Copilot is Microsoft's AI-powered assistant that is integrated directly into Business Central. It uses the capabilities of generative AI to assist users with routine tasks, summarize information, and simplify processes. Copilot accesses data from the ERP system and the Microsoft 365 environment, helping users make faster and more informed decisions.
Important: Copilot is only available for the cloud version of Business Central. Companies that still use a local or hybrid installation must switch to the cloud in order to benefit from the AI features.
Typical application scenarios in everyday work
- Text creation and communication: Copilot helps you draft emails, quotes, or invoices—directly from Business Central.
- Data analysis and summaries: Large amounts of data are automatically analyzed and summarized in easy-to-understand reports.
- Process support: Whether creating sales documents or maintaining master data, Copilot suggests appropriate actions, saving valuable time.
- Integration with Microsoft 365: Thanks to the connection to Outlook, Teams, and Excel, tasks can be completed seamlessly across different platforms.
Benefits for businesses
- Increased productivity: Routine tasks are completed faster, leaving more time for strategic activities.
- Error reduction: Intelligent suggestions and automatic checks reduce the error rate during data entry.
- Usability: Even less experienced users can find their way around more quickly thanks to AI support.
- Scalability: Copilot adapts to the requirements of the company and grows with it.
- Cost: Copilot is part of the Business Central Cloud license and does not incur any additional costs for basic functions. Additional fees may apply for advanced AI functions, depending on usage — we would be happy to advise you individually.
Conclusion: Greater efficiency through AI in ERP systems
Copilot is more than just a nice extra feature in Business Central—it's a real hero in everyday work. Companies that already work with Business Central or are planning to migrate should actively use the possibilities offered by AI. As a Business Central partner, we support you in integrating Copilot into your processes in a meaningful way and exploiting its full potential.
Are you interested in Copilot?
Then get in touch with us. We will be happy to advise you and show you how you can use Copilot in Business Central for your company.