Copilot in Microsoft Dynamics 365 Business Central is an AI-powered assistant that helps users with their daily work in the ERP system and eliminates repetitive tedious tasks.
With a Microsoft Dynamics 365 Business Central license, small and medium-sized businesses can get the AI assistant Copilot at no extra cost and provide their employees with intuitive AI tools that increase productivity and save time.
With Copilot in Microsoft Dynamics 365 Business Central you can:
- calculate, summarise and analyse data using natural language;
- get consultations on ERP system functionality;
- generate reports;
- streamline month end with bank account reconciliation assistance;
- match purchase orders with e-invoices;
- create sales quotes, orders and invoices quickly and effortlessly;
- create marketing descriptions for products;
- onboard new users.
AI Agents are intelligent assistants designed specifically for users’ needs and integrated with ERP system Microsoft Dynamics 365 Business Central to help teams work faster and more efficiently.
AI agents help companies move from traditional manual business operations to modern automated AI-driven processes. Recently, Microsoft introduced two prebuilt AI agents for Microsoft Dynamics 365 Business Central:
Sales Order Agent is designed to help Microsoft Dynamics 365 Business Central users automate the process of capturing sales orders. The agent uses AI to autonomously perform assigned tasks, keeping users informed about key steps and involving them when necessary. The AI Agent can analyze customer requests received via email and identify the corresponding customer in Microsoft Dynamics 365 Business Central. If a request lacks important information, the agent can initiate multi-turn email conversations to clarify the details. After checking the availability of the requested items, the Sales Order Agent informs the customer and generates a sales quote in PDF format. The quote includes all relevant information, such as requested items, quantities, units of measure, prices, taxes, requested delivery dates, provided external document references and other important details.
Payables Agent automates and simplifies vendor invoice handling, allowing finance teams to avoid manual document processing and rely on AI to streamline the entire payables cycle.
Key capabilities of the Payables Agent:
- reads vendor invoices (in PDF or electronic document formats), extracts key data such as the invoice number, vendor ID, date and payment amount and automatically creates purchase invoice drafts;
- automatically matches invoices with purchase orders in Microsoft Dynamics 365 Business Central, identifies discrepancies and reduces the risk of human error;
- automatically sends invoices to the appropriate approver according to predefined rules;
- provides recommendations on payment schedules based on vendor terms, cash flow status or discounts available for early payment;
- detects errors using AI, such as mismatched amounts or missing purchase orders and suggests how to resolve them.
*The Payables Agent is currently in Public Preview and is not yet available for use in the UAE.
Microsoft is continuously developing new prebuilt AI agents in Microsoft Dynamics 365 Business Central to make the ERP system even more intelligent, automated and efficient for finance and operations teams. With Innoware’s support, you can also develop custom AI agents for unique business requirements to simplify and streamline your everyday work in Microsoft Dynamics 365 Business Central.
To deploy and configure AI agents in Microsoft Dynamics 365 Business Central, and to get a consultation on how to start using AI assistant Copilot in the ERP system, contact our experts at
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