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Dynamics 365 Business Central Tips and Tricks: Automate and Optimize with Microsoft Copilot and Business Central

Published Date
Author Marcelo Borges

In this series of bi-monthly blogs, Western Computer shares our expertise with tips and tricks to help users work more efficiently in Microsoft Dynamics 365 Business Central Cloud. Based on our more than 30 years in business—with 1,250+ solution implementations, including more than 350 in the cloud—we share the expertise we have accumulated to enable users to work as proficiently as possible. You can also subscribe to these blogs in our LinkedIn newsletter.

In today's fast-paced business environment, staying ahead of the curve requires leveraging the most advanced tools and technologies available. One of the more groundbreaking advancements in recent years is the integration of Microsoft Copilot with Dynamics 365 Business Central. Copilot is an AI-powered assistant, designed to streamline tasks, provide real-time assistance, and boost overall productivity. This dynamic duo is revolutionizing how businesses operate, making processes more efficient and freeing up valuable time for strategic initiatives.

Built on Microsoft's robust OpenAI infrastructure, Copilot integrates with Dynamics 365 Business Central, offering generative AI capabilities that simplify complex tasks and automate routine processes. From drafting emails and summarizing meetings to comprehensive data analysis and procedural document creation, Copilot is designed to handle a multitude of functions that typically consume valuable time.  Most importantly, this tool can help users navigate their daily operations more efficiently, allowing them to focus on higher-value tasks.

Enhancing Productivity with the Integration

The integration of Copilot into Business Central introduces an unprecedented level of efficiency. Imagine having an assistant that not only helps with data entry but also provides intelligent prompts and insights based on your business data. With the seamless integration of Microsoft Copilot and Dynamics 365 Business Central, users can now enjoy enhanced productivity features such as:

  • Intelligent Reporting: Generate detailed reports with just a few clicks. Copilot analyzes your data and provides insights that help you make informed decisions quickly.

  • Proactive Recommendations: Receive AI-driven recommendations on how to optimize your business operations. From inventory management to financial planning, Copilot helps you identify opportunities for improvement.

Extending Functionality with Custom Workflows

Copilot's automation capabilities reduce bottlenecks and keep your operations running smoothly. Complex workflows can be automated and ensure that tasks are completed efficiently.

  • Custom Workflows: Tools like Power Automate allow users to create custom workflows that automate complex business processes, further increasing efficiency. Copilot makes this even easier by assisting in the process of creating these complex flows.

  • Enhanced Bank Reconciliation: Copilot assists in reconciling bank statements by matching transactions and proposing entries for unmatched transactions, simplifying month-end financial processes. Learn more about using Copilot to reconcile bank accounts at this blog. 

  • E-Invoice Matching: This feature automates the matching of incoming e-invoices with open purchase orders, reducing manual effort and ensuring timely payments.

AI-Powered Insights Shared by Our Expert Presenters

Copilot’s ability to transform raw data into actionable insights through simple text instructions helps businesses make data-driven decisions and anticipate challenges. To truly appreciate the transformative power of integrating Microsoft Copilot with Dynamics 365 Business Central, we invite you to watch our on-demand webinar: How to Unlock New Levels of Productivity with Copilot in Dynamics 365 Business Central.

How to Unlock New Levels of Productivity with Copilot in Dynamics 365 Business Central

You can learn more about this in the webinar I presented with Donovan Hays highlighting several practical uses of Copilot within Business Central, such as:

  • Automated Task Management

  • Real-Time Assistance

  • Suggesting Item Lines in Sales Orders

  • And More!

To Learn More

Are you intrigued by the transformative potential of artificial intelligence and curious about how it can further revolutionize your business operations? Dive deeper into the world of AI with our comprehensive blog on leveraging AI to tackle complex business challenges. Explore how AI can redefine your industry standards and drive growth

To learn more about new levels of productivity that you can reach with Copilot, watch the full webinar now to see the live demo in Dynamics 365 Business Central.

Western Computer offers deep expertise across the Microsoft technology stack, particularly in Dynamics 365 Business Central Cloud. Our thought leaders can help you ensure your critical ERP application meets your business needs for today and beyond. For more information on how to make corrections in Business Central, or for help in designing, deploying or supporting your Microsoft Dynamics 365 solution, contact Western Computer today.

About the Author

Marcelo Borges has been very enthusiastic about ERP systems since the time he first experienced Microsoft Dynamics, back in 2005. He joined Western Computer in 2017 as a consultant focusing on Microsoft Dynamics solutions for customers in the finance, trading, warehousing, and distribution sectors. When advising on technology and designing solutions, Marcelo calls upon his experience of having worked on both sides of the table: as a consultant for known Microsoft Partners, and as an end-user in multiple industries.

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