How Microsoft Dynamics 365 Business Central with Copilot Transforms SMBs with AI-Powered Solutions

In the evolving landscape of artificial intelligence, Microsoft Dynamics 365 Business Central is setting the pace, empowering over 30,000 small and medium-sized businesses (SMBs) with cutting-edge solutions. The introduction of Microsoft Copilot in Dynamics 365 Business Central leverages advanced AI to streamline workflows, boost productivity, and unleash creativity. With nine out of ten people seeking simpler ways to automate daily tasks, Copilot frees up time, allowing employees to focus on their most impactful work.

Copilot in Business Central serves as your daily AI assistant, designed to accelerate tasks, build momentum, and enhance work efficiency. With Copilot, you can:

• Get quick answers using natural language.

• Spark creativity with content suggestions.

• Save time by automating repetitive tasks.

• Anticipate and solve business challenges.

Reclaim Time for Important Work

Time is often a scarce resource in SMBs. Routine tasks like locating documents and onboarding new employees can consume valuable hours. Copilot's conversational chat in Business Central helps answer questions quickly, find records faster, and learn new skills—all using natural language. It enables navigation to documents without traditional menus and simplifies onboarding by providing instant answers to common questions.

Boost Creativity with Marketing Text Suggestions

Product managers can overcome writer’s block and drive sales with AI-generated marketing text suggestions from Copilot. Using attributes in Business Central such as color and material, Copilot crafts product descriptions tailored to your preferred tone and format. These descriptions can be published to Shopify or other e-commerce platforms with just a few clicks, streamlining the marketing process.

Simplify the Sales Order Process

Creating or updating customer orders often involves repetitive lookups and navigating through extensive catalogs. Copilot simplifies this by allowing you to describe the needed items, paste details from emails, or reference previous orders. It then suggests relevant products from your catalog, making the order-taking process quicker and freeing up sales teams to focus on customer relationships.

Automate Workflows with Ease

Streamlining business processes is now simpler with Copilot's assistance in creating Microsoft Power Automate flows. Users can express their needs directly in Business Central, and Copilot drafts an initial automation flow, which can be refined further in Power Automate, tailoring workflows to your business needs efficiently.

Streamline Month-End with Enhanced Bank Reconciliation

Copilot eases the traditionally time-consuming task of bank reconciliation by analyzing imported bank statements, matching transactions, and proposing entries for unmatched transactions. This improves the accuracy of financial records while reducing manual effort.

Keep Finances Organized with E-Invoice Matching

Copilot helps quickly merge incoming e-invoices with outstanding purchase orders using rule-based matching, saving time and keeping accounts payable current. This efficiency fosters positive supplier relationships through on-time payments.

Make Data-Driven Decisions with Analysis Assistance

Business Central’s powerful data analysis capabilities are enhanced by Copilot, which transforms raw data into insightful views with simple text instructions. This helps identify trends and anomalies, aiding in making informed, data-driven decisions.

Boost Customer Service with Inventory Forecasting

Effective inventory management is crucial for business success. Copilot uses past sales data to forecast future demand, preventing stockouts. It streamlines the replenishment process by generating vendor requests, ensuring timely order fulfillment and customer satisfaction.

Reduce Risk with Late Payment Prediction

The late payment prediction extension helps manage receivables by forecasting if sales invoices will be paid on time. This allows proactive adjustments, such as modifying payment terms, to minimize overdue receivables and improve financial performance.

Improve Financial Stability with Cash Flow Analysis

Business Central provides comprehensive cash flow analysis to monitor your company's cash position. This helps in making proactive adjustments to maintain financial health, ensuring your company’s solvency and stability.

Transform the Way Work Gets Done

Copilot in Business Central brings AI-powered innovations that enhance human potential, foster creativity, and drive efficiency. Integrating AI into daily business processes not only helps stay competitive but also redefines workplace possibilities. Dynamics 365 Business Central empowers companies to navigate today’s complex business environment with agility and precision, focusing on what truly matters.

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