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AI in the ERP system

AI in the ERP system - Microsoft Copilot in Dynamics 365 Business Central

Microsoft Copilot

Revolutionize your work with Microsoft Copilot in Dynamics 365 Business Central

microsoft Copilot in business central - AI in ERP system

AI assistant for Business Central users

Microsoft Copilot is the AI assistant for every employee in your company who works in the Microsoft Dynamics 365 Business Central ERP system. The main task of AI is to increase creativity and productivity, as well as automate repetitive tasks. It is used in all areas of activity and at every level of work – saving time and increasing efficiency. By significantly reducing the number of repetitive tasks, you enable your employees to focus on key and strategic tasks.  

Microsoft Copilot in Dynamics 365 Business Central is available in online version only. 

What can you gain with AI in the ERP system?

  • Immediate access to information through Microsoft Copilot queries in natural language

  • Boosted creativity with new AI-generated ideas

  • Saved time previously spent on performing repetitive tasks

  • Faster identification of problems and solving them more efficiently

  • Greater focus on priorities and development work

  • Increased availability of analytics and better access to information

  • Reduced human error with artificial intelligence

  • Improved customer service

  • Easier navigation in Dynamics 365 Business Central and faster onboarding of new employees

The Copilot features in Dynamics 365 Business Central

  • Chat with Copilot

    Chat in Business Central is designed to facilitate the work of ERP system users, search for information, answer questions and support new employees in their onboarding process. Users can ask about the latest sales order, search for customer invoice or find feature explanations.

  • Analytics assistant

    Analysis mode offers an interactive and customizable way to analyze data in cards within Dynamics 365 Business Central. Users can easily transform and aggregate their data, use filters and sorting options. Copilot enables you to create analyses by writing queries in natural language.

  • Sales lines suggestions

    You can have the option to use sales lines suggestions. Microsoft Copilot in Dynamics 365 Business Central helps you quickly create sales documents such as quotes, orders or invoices. With this feature, you can use natural language to search for suggested products based on previous orders or product descriptions.

  • Marketing text suggestions with AI

    Marketing text suggestions in Dynamics 365 Business Central, powered by Copilot, enable users to generate creative and engaging product descriptions for online stores like Shopify. After clicking the button, Copilot generates a text that highlights key product features. This feature accelerates time-to-market by ensuring consistent marketing content.

  • Mapping e-documents

    AI in the ERP system enables matching electronic invoice lines with purchase order lines. This streamlines the process of reconciling vendor invoices with purchase orders, reducing the time spent on manual data searches and entry. Copilot analyzes documents in Business Central and suggests matches based on data such as descriptions and quantities.

  • Bank statement reconciliation

    Copilot in Dynamics 365 Business Central supports bank statement reconciliation by matching bank transactions with general ledger entries. It also suggests general ledger accounts for transactions that cannot be reconciled. This functionality greatly simplifies the reconciliation process and enhances the accuracy of ledger entries.

  • Suggest number series with Copilot

    With the help of Copilot, Dynamics 365 Business Central users can generate and modify number series for documents such as invoices, orders, or warehouse records. Copilot takes into account prefixes, suffixes, and date formats, simplifying configuration to meet business requirements.

  • Suggest substitute items with Copilot

    The Suggest Substitute Items with Copilot feature in Dynamics 365 Business Central helps users quickly identify and assign substitute products when the originally requested item is unavailable. Using AI, Copilot analyzes product data such as item descriptions, barcodes, and attributes to suggest suitable alternatives. Users can refine the suggestions by adjusting criteria like size, color, or other characteristics to find the best match for business needs.

  • Sales Order Agent

    The Sales Order Agent in Dynamics 365 Business Central automates the sales order process by analyzing email content to identify customers, extract order details, and verify product availability. It creates draft sales orders or quotes directly in the system and facilitates communication with customers to clarify missing information. Users are notified at key steps to review and approve before finalizing the document, ensuring accuracy and efficiency.

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    Explore the full potential of the Microsoft ecosystem

    Order and Delivery Fulfillment

    The Order and Delivery Fulfillment features in Microsoft Dynamics 365 Business Central enable effective management of the entire sales process and delivery logistics. These advanced

    1. Functionality

    Planning and Inventory Availability

    The Planning and Inventory Availability features in Microsoft Dynamics 365 Business Central enable the optimization of delivery processes and inventory management. With precise order planning,

    1. Functionality

    Warehouse Management

    Warehouse Management in Microsoft Dynamics 365 Business Central supports companies in effectively managing inventory, streamlining warehouse processes, and enhancing the accuracy of logistics operations. Companies

    1. Functionality

    Manufacturing

    The Manufacturing module in Dynamics 365 Business Central enables comprehensive management of production processes. The ERP system allows companies to effectively plan, oversee, and optimize

    1. Functionality

    Purchasing and Payments

    Purchasing and Payments in Microsoft Dynamics 365 Business Central significantly streamline the management of procurement processes, enabling effective control over costs, delivery timelines, and the

    1. Functionality

    Microsoft 365 logo

    Microsoft 365

    Office tools and communicators integrated with the ERP system enable a new quality of work. Check out how to use Excel, Outlook, Teams, and OneDrive

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    Power Platform

    Power Platform

    Power Platform tools are integrated with the Microsoft Dynamics 365 Business Central ERP system, extending its functional capabilities, supporting work optimization and data flow.

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    Global ERP system

    For companies, it is crucial not only to expand their business but also to enter new markets. In the era of globalization, businesses need technology

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    Service

    Microsoft Dynamics 365 Business Central enables comprehensive service management. This functionality allows companies to effectively plan, monitor, and optimize service processes, resulting in increased customer

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    Project Management

    The project management functionality in Business Central allows you to monitor progress, control costs, deadlines, and performance, leading to higher project profitability. The ERP system

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    microsoft appsource

    Microsoft AppSource

    Microsoft partners provide expertise, integrations with third-party solutions, and business and industry applications that extend the system's capabilities without the need for costly custom modifications.

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    ERP system for polish companies

    Microsoft Dynamics 365 Business Central is a comprehensive solution that caters for the needs of businesses from all over the globe. For individual countries, it

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    Analytics, BI and reporting

    Reporting and data analytics are key aspects of business management and monitoring of company process efficiency. Microsoft Dynamics 365 Business Central offers reporting tools to

    1. Functionality

    Financial Management 

    Microsoft Dynamics 365 Business Central enables effective monitoring, planning, and controlling of the financial aspects of a business. The system offers features that can be

    1. Functionality

    Inventory Management

    Microsoft Dynamics 365 Business Central enables effective management of inventory, optimization of warehouse operations, and control over costs associated with product storage. The system facilitates

    1. Functionality

    Sales and Marketing

    The Sales and Marketing module in Microsoft Dynamics 365 Business Central enables effective management of processes related to customer acquisition, relationship building, and running marketing

    1. Functionality

    Licensing and infrastructure

    Microsoft Dynamics 365 Business Central offers flexible licensing options and various deployment models tailored to the needs of different businesses. The ERP system infrastructure includes

    1. Licensing