Exploring Copilot in Dynamics 365 Business Central

By now, you’re likely aware of Copilot, Microsoft’s AI-powered companion that’s making its way across Microsoft’s solutions. Copilot works to enhance productivity and streamline business operations through intelligent automation and insightful analytics. Copilot is now available in Dynamics 365 Business Central, where it’s sure to have similar impacts. While the current feature set lays the foundation for a more efficient business management experience, Microsoft’s commitment to innovation will surely lead to a future of expanded functionality, further transforming how your business interacts with its data and processes.

What can Copilot for Dynamics 365 Business Central do now, and what’s to come?

Launch Online Products Quickly with Marketing Text Suggestions

If you’re selling online, you understand the importance of engaging and creative product descriptions in making your offerings stand out. Crafting accurate, original descriptions for dozens or even hundreds of items can be daunting. But with Copilot for Dynamics 365 Business Central, you’ve got a smart, creative helper. Copilot will automatically create consistent, accurate product descriptions, significantly accelerating your time to market and reducing your workload.

The AI-powered item marketing text feature in Copilot for Microsoft Dynamics 365 Business Central harnesses the power of Copilot to generate compelling marketing texts for items you plan to list in online shops, such as Shopify. This tool alleviates writer’s block, unlocking creativity for more engaging product narratives and ensuring consistency across product lines.

Copilot taps into the item details, including dimensions, size, and color, to craft an accurate description on its own. You can further prompt Copilot by telling it which item attributes to highlight, the tone you prefer for the description (e.g., upbeat, confident), and the format you prefer, e.g., tagline followed by the description, value proposition list).

Access the new marketing descriptions feature in the item cards section of Business Central, where specifics about the product are managed. Simply select the Draft with Copilot action on the item card, and Copilot will generate an intelligent draft text for you. Once you get the first draft, you can run Copilot repeatedly until you get a description you like. Then, double-check it for accuracy and save it. If Business Central is connected to your online store on Shopify, you can publish your description with the item directly to your store.

Copilot’s marketing text suggestion feature for Dynamics 365 Business Central accelerates the creative process with a smart draft, fostering creativity for more captivating product narratives and ensuring uniformity in promotional materials across different products.

Streamline and Automate Bank Reconciliation

Bank reconciliation is traditionally a tedious month-end task. Business Central has built-in auto-matching capabilities that streamline the process, but those capabilities just got a whole lot smarter using the new Reconcile with Copilot feature.

Copilot in Business Central analyzes the bank statements you import into Business Central, matching more transactions and proposing entries for transactions that weren’t already auto-matched. By comparing and interpreting transaction descriptions, amounts, dates, and patterns across fields, Copilot will help improve the accuracy of your bank reconciliation while reducing the number of remaining unmatched transactions that require manual review.

Then, Copilot takes its job one step further, suggesting the most likely ledger account to post any residual transactions to and offering you the opportunity to remember a specific transaction description for the next reconciliation.

Coming Soon – Conversational Chat

Microsoft will soon roll out a conversational chat feature leveraging Copilot in Dynamics 365 Business Central. This will be similar to the AI-assistant functionality we already see in Copilot for Microsoft 365. Copilot will sit on the sidelines in the Business Central, ready to help you answer questions quickly and easily, locate records faster, and even learn new skills using natural language.

Just click on the Copilot icon, and you can ask the assistant to navigate to documents without using the traditional menus and get answers to questions about how, when, or why to do things. This rollout will make Copilot your everyday AI companion, helping you to speed through tasks and free time for your most impactful work.

How to Get Started

To take advantage of the new Copilot in Dynamics 365 Business Central capabilities, you must be using Business Central online, version 23.1 or later. To activate the features, you must have admin or super permissions in Business Central. The two released features described here — bank account reconciliation and marketing text suggestions — are activated individually from the Feature Management page in Business Central.

Everyone loves an assistant. Contact us to learn how Copilot can be your personalized AI assistant to boost productivity, spark ideas, and transform your business with the power of AI.