8 Powerful Features of Copilot in Business Central
Table of Contents
Introduction
Artificial intelligence (AI) is revolutionizing business management software, and Microsoft’s Copilot in Business Central is leading the charge. This AI-powered assistant is designed to streamline operations, automate routine tasks, and enhance productivity. Whether you are managing finances, sales, or inventory, Copilot brings efficiency and accuracy to every process.
How to Enable Copilot in Business Central
Before diving into its powerful features, enabling Copilot is the first step. Here’s how:
- Navigate to the Copilot & AI capabilities page.
- Allow data movement across geographies to unlock full functionality.
- Refer to Microsoft Learn for detailed setup guidance.
Tutorial video: https://www.youtube.com/watch?v=z74vOuuYIIA
1. Marketing Text Suggestions
Crafting compelling product descriptions is now effortless with AI-powered marketing text suggestions. Copilot generates engaging, SEO-friendly content that enhances product visibility and boosts conversions.
Benefits
- Saves time for marketing teams
- Ensures consistency across product listings
- Enhances customer engagement
Introduction video: https://www.youtube.com/watch?v=ayXdXFyFEjY
2. Bank Account Reconciliation
Reconciling bank accounts can be tedious, but Copilot simplifies it by automatically matching transactions and providing suggestions for unmatched amounts.
Key Features
- Supports automatch operation for quick reconciliation
- Suggests General Ledger (G/L) accounts for unmatched transactions
- Reduces human errors in financial records
Introduction video: https://www.youtube.com/watch?v=4Te11l2BxmQ
3. Analyze List (Preview)
Analyzing data is now easier with AI-driven filtering and sorting capabilities. Users can create custom views, sort lists, and extract insights using natural language prompts.
Why It’s Useful
- Speeds up data analysis
- Helps in decision-making by sorting and organizing information
- Saves time on manual filtering
Introduction video: https://www.youtube.com/watch?v=ofq4OBTuPvE
4. No. Series Suggestions (Preview)
Maintaining organized records is crucial for any business. Copilot automatically generates numbers for various records, including G/L accounts, customers, and vendors.
Advantages
- Eliminates manual numbering errors
- Ensures consistency across documents
- Simplifies record-keeping, especially for new businesses
Demo video: https://www.youtube.com/watch?v=O3Cm1skg2VQ
5. E-Document Matching Assistance (Preview)
Handling invoices and purchase orders is more efficient with Copilot’s e-document matching feature.
Key Functionalities
- Matches invoices to Purchase Orders (POs) automatically
- Supports updating existing POs instead of just creating invoices
- Enhances compliance with Malaysia’s e-invoicing regulations
Introduction video: https://www.youtube.com/watch?v=CoQH7Z-leVE
6. Sales Lines Suggestions (Preview)
Generating sales quotes and invoices is now faster with AI-powered suggestions. Copilot recommends relevant sales lines based on historical data and customer preferences.
Benefits
- Reduces manual data entry
- Enhances accuracy in invoices and quotations
- Helps sales team close deals faster
Introduction video: https://www.youtube.com/watch?v=qmGxeq5FJis
7. Suggest Item Substitutions (Preview)
Stockouts can impact sales, but Copilot minimizes disruptions by suggesting alternative items for out-of-stock products.
Why It’s Important
- Keeps customers satisfied by offering substitutes
- Prevents lost sales due to inventory issues
- Improves supply chain management
Demo video: https://www.youtube.com/watch?v=bB6TlNu5Lnw
8. Chat with Copilot (Preview)
One of the most powerful features of Copilot is its chat-based assistance, allowing users to bypass traditional navigation and get instant support.
Key Features
- Provides AI-powered product help
- Currently available in US-based Business Central instances
- Expected to roll out in other regions soon
Introduction video: https://www.youtube.com/watch?v=gvIGhtqADS0
Conclusion
Copilot in Business Central is a game-changer, helping businesses automate repetitive tasks, reduce errors, and enhance efficiency. With features like marketing text suggestions, sales line recommendations, and AI-driven reconciliation, it empowers businesses to focus on strategic growth rather than mundane operations. As Microsoft continues expanding Copilot’s availability, adopting it early can give businesses a significant competitive edge.
FAQs
1. How does Copilot enhance Business Central?
Copilot automates tasks like reconciliation, document matching, and content generation, improving efficiency and reducing manual workload.
2. Is Copilot available worldwide?
Currently, some features, like Chat with Copilot, are limited to US-based instances, but global rollout is expected in the future.
3. Can Copilot be customized for specific business needs?
Yes, businesses can tailor Copilot’s AI capabilities to align with their workflows and industry-specific requirements.
4. Does it support multi-language functionality?
While Microsoft is continuously improving Copilot, current support depends on the Business Central instance’s language settings.
5. What industries benefit the most from Copilot?
Industries like retail, manufacturing, finance, and distribution can leverage Copilot’s automation to streamline operations and improve productivity.
