What are the key features of Copilot for Microsoft Dynamics 365 Business Central?
According to Microsoft here are the key features of Copilot for Microsoft Dynamics 365 Business Central:
Conversational Chat
Copilot allows users to get answers quickly and easily using natural language. This feature helps in locating records faster, learning new skills, and navigating to documents without using traditional menus.
AI-Generated Marketing Text
Copilot can create product descriptions in seconds, tailored to preferred tone, format, and length. This feature uses key attributes already in Business Central like color and material to generate compelling marketing content.
Streamlined Sales Order Process
Users can describe goods or services needed, paste details from an email, or reference a previous order to quickly add items to a sales quote or order. Copilot suggests line items from the product catalog based on the prompt.
Automated Workflow Creation
Copilot assists in creating Microsoft Power Automate flows using natural language. It drafts initial automation flows based on user needs expressed directly in Business Central.
Enhanced Bank Reconciliation
Copilot analyzes imported bank statements, matches transactions, and proposes entries for transactions that weren't auto-matched, making the reconciliation process easier and more accurate.
E-Invoice Matching
Using rule-based matching and AI assistance, Copilot helps quickly compare and map incoming e-invoices to open orders, saving time and keeping accounts payable current.
Data Analysis Assistance
Copilot transforms raw data into clear views with totals, grouping, pivots, and filters based on simple text instructions. It can identify trends and anomalies in data to support data-driven decision-making.
Inventory Forecasting
The sales and inventory forecast extension uses AI and past sales data to predict future demand, helping prevent stockouts and streamline the replenishment process.
Late Payment Prediction
This feature forecasts if outstanding sales invoices are likely to be paid on time, allowing businesses to proactively address potential late payments and improve financial performance.
Cash Flow Analysis
Copilot creates comprehensive cash flow analyses to help monitor a company's cash position, providing insights for maintaining financial health and making proactive adjustments.
These features demonstrate how Copilot in Business Central leverages AI to enhance productivity, streamline workflows, and provide valuable insights across various business processes.
Explore these features in action as we harness the full potential of Copilot in Business Central: