Work Smarter with Copilot in Microsoft Dynamics 365 Business Central
AI-powered Business Central
Transform the way work gets done with Microsoft Copilot and AI agents in Dynamics 365 Business Central. Use AI to find and analyse information, simplify everyday tasks and automate selected business processes.
ERP365 helps New Zealand businesses understand where Business Central AI can deliver practical value across finance, sales, inventory, supply chain and operations.
YOUR AI ASSISTANT
What is Copilot in Business Central?
Copilot is the AI-powered assistant built into Microsoft Dynamics 365 Business Central. It works alongside users to provide suggestions, analysis and assistance that can help them complete tasks more efficiently.
Users can chat with Copilot to find company information or learn how to perform tasks in Business Central. Copilot can also assist with activities such as analysing data, summarising information and other task-specific experiences. Business Central AI
SEE AI IN ACTION
Discover Copilot in Business Central
See how AI is becoming part of everyday work in Microsoft Dynamics 365 Business Central, helping users find information, analyse data and simplify common tasks.
Copilot and AI Agents: What's the Difference?
Copilot
Copilot works with the user. You initiate an action, question or request and Copilot provides suggestions, information, analysis or assistance to help you complete the task.
AI Agents
Agents are designed to independently handle defined business processes with minimal human input. Their work is transparent and reviewable, keeping people involved as work progresses. Business Central AI
In simple terms: Copilot helps your people do the work. Agents can automate parts of the work.
EVERYDAY AI
What Can Copilot Do in Business Central?
Give every team clearer information, connected processes and the tools to make better decisions.
Chat with Copilot
Ask questions using natural language to find company information, locate Business Central records and understand fields, processes and functionality.
Analyse Business Data
Use natural-language instructions to transform lists of Business Central records into more meaningful layouts for analysis and decision-making.
Simplify Financial Tasks
Use AI assistance for selected finance processes, reducing repetitive work and helping finance teams work more efficiently.
Create Content Faster
Use Copilot assistance for activities such as generating product marketing content and working with sales information.
Find Information Faster
Make Business Central easier to navigate by using conversational interactions to find records and understand how processes work.
Summarise & Understand
Use AI to help summarise information and make complex Business Central data easier to work with.
Automate Business Processes with AI Agents
AI in Business Central is moving beyond assistance. AI agents are designed to automate defined business processes while keeping their work visible and reviewable.
Instead of simply answering a question or suggesting the next step, an agent can work through a defined task and involve a person where review or intervention is required.
Payables Agent
Take the Manual Work Out of Vendor Invoice Processing
Payables Agent is designed to support end-to-end processing of vendor invoices.
The agent can monitor a mailbox for incoming vendor invoices, analyse invoice content and create invoice drafts for review. The resulting unposted invoices can then continue through required Business Central approval and posting processes. Payables Agent Overview in Business Central
Sales Order Agent
Turn Customer Requests into Sales Orders Faster
Sales Order Agent addresses customer requests received by email. Microsoft describes a process in which the agent can process an incoming request, identify the customer and requested products, check availability, prepare a sales quote for user review and subsequently convert an accepted quote into an order. Sales Order Agent in Microsoft Dynamics 365 Business Central
EXPLORE SALES ORDER AGENT →
Put Business Central AI to Work
Finance
Reduce repetitive finance administration and use AI assistance to support activities such as analysis, reconciliation and invoice processing.
Sales
Reduce repetitive order entry, assist with sales information and help sales teams spend more time focused on customers.
Inventory & Supply Chain
Use Business Central AI capabilities to help users work with inventory and supply chain information and support better operational decisions.
Management & Reporting
Make it easier to find, analyse and understand Business Central information using natural-language interaction and AI-assisted analysis.
Business Data, Security & Responsible AI
Business Central AI is designed to work within Business Central rather than requiring employees to transfer company information into unmanaged AI applications.
Microsoft says Business Central AI is integrated into workflows, connected to business data and designed around the privacy, safety and compliance expectations of business applications and Microsoft Responsible AI principles.
AI That Can Grow with Your Business
Business Central AI isn't limited to standard Copilot experiences.
Microsoft provides the ability for partners and developers to create custom AI solutions and connect Business Central with Microsoft's broader cloud and AI ecosystem.
ERP365 can help you identify where standard Business Central AI capabilities fit your processes and where additional automation or specialised solutions may deliver greater value.
Extend Your Business Central Environment
Microsoft Dynamics 365 Business Central
Connect finance, sales, manufacturing, inventory and supply chain with a modern cloud ERP.
Payables Agent
Use AI to reduce manual vendor invoice processing.
Expense Management
Simplify employee expense processes within your Microsoft business platform.
Business Central Apps
Extend Business Central with specialist solutions for manufacturing, distribution, warehousing, EDI, quality, planning and reporting.
FREQUENTLY ASKED QUESTIONS
Business Central Copilot FAQs
Copilot is an AI-powered assistant within Business Central that works collaboratively with users, providing suggestions, analysis and assistance to help complete tasks more efficiently.
Ready to Put Copilot & AI Agents to Work?
ERP365 can help you identify practical opportunities to use AI across Microsoft Dynamics 365 Business Central, from improving everyday productivity to automating defined finance and sales processes.
