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How to Enable and Use Microsoft Copilot in Dynamics 365 Business Central: A Complete Beginner’s Guide

Business Central, Co-Pilot

CoPilot and Business Central

Enable and Use Microsoft Copilot in Business Central: A Beginner’s Guide

Microsoft Dynamics 365 Business Central has revolutionised how small and medium-sized businesses manage their operations. With the introduction of Copilot, Microsoft’s advanced AI assistant, companies can enhance productivity and accuracy significantly.

This guide will provide steps on enabling and using Copilot within Dynamics 365 Business Central, allowing businesses to maximise efficiency and decision-making.

What is Microsoft Copilot?

Copilot is an AI-driven assistant integrated into Dynamics 365 Business Central, leveraging natural language processing (NLP) and machine learning to automate routine tasks, offer intelligent suggestions, and improve overall accuracy.

Why Use Copilot in Business Central?

  • Boost Productivity: Automate mundane tasks, reducing manual data entry.
  • Increase Accuracy: Minimise errors through AI-driven recommendations.
  • Enhanced Insights: Access intelligent analysis for improved decision-making.
  • User-Friendly: Simplify interactions with intuitive, natural language commands.

Related Article: How AI Will Change ERP

How to Activate Copilot in Dynamics 365 Business Central

Before activating Copilot, ensure you have administrator-level access or appropriate permissions.

Step 1: Open Copilot & Agent Capabilities

  1. Log in to Dynamics 365 Business Central.
  2. Use the shortcut Alt + Q and type “Copilot & agent capabilities”
  3. Select from the search results to open the settings.

Step 2: Enable Data Movement

  1. Locate “Allow data movement across geographies”.
  2. Toggle this setting On to enable cross-region data processing, enhancing feature responsiveness.

Step 3: Activate Key Copilot Features

Activate the most relevant features first:

  • Marketing Text Suggestions:

    • Locate and click Activate.

  • Sales Line Suggestions:

    • Click Activate for efficient order processing.

  • Bank Reconciliation Assist:

    • Select Activate to automate matching bank transactions.

  • Analysis Assist:

    • Enable by clicking Activate for simplified financial reporting.

  • Item Substitution Suggestions:

    • Activate for efficient inventory management.

  • Sales Order Copilot (Preview):

    • Enable by clicking Activate.

Step 4: Assign User Permissions

Copilot requires specific permissions:

  1. Press Alt + Q, search for “Users”.
  2. Open User Setup.
  3. Assign permissions such as:

    • D365 COPILOT ASSISTANT

    • D365 BANK RECONCILIATION AI

    • D365 MARKETING AI

Using Copilot for Daily Business Tasks

Generating Marketing Text

  1. Navigate to Item cards.
  2. Click “Generate with Copilot”.
  3. Enter product details and receive instant, SEO-friendly descriptions.

Optimising Sales Orders

  1. Create a new Sales Order.
  2. Click “Copilot Suggestions” after entering customer details.
  3. Select recommended products based on customer history.

Efficient Bank Reconciliation

  1. Open Bank Reconciliation.
  2. Select “Copilot Assist”.
  3. Automatically match bank statements with ledger entries.

Creating Financial Reports

  1. Go to Analysis view.
  2. Select “Ask Copilot”.
  3. Type queries such as “sales by region last quarter”.

Related Article: Top 10 CoPilot Features

Essential Copilot Shortcuts and Tips

  • Tell Me Shortcut: Press Alt + Q for rapid feature access.

  • Quick Activation: Type feature names directly into “Tell Me”.

  • Routine Reviews: Regularly check Copilot settings to optimise usage.

Copilot Best Practices for New Users

  • Start by enabling key features for immediate productivity benefits.

  • Regularly gather feedback to enhance feature utilisation.

  • Provide continuous employee training using integrated learning resources.

Why Copilot Basics Matter to Your Business

Implementing Copilot addresses common challenges like manual errors, slow processes, and complex reporting, directly translating to tangible business benefits:

  • Time Savings: Frees up time for strategic initiatives.

  • Accuracy: Ensures financial integrity by reducing mistakes.

  • Improved Customer Service: Offers quicker and more accurate customer interactions.

Conclusion

Microsoft Copilot in Dynamics 365 Business Central is a powerful partner that enhances productivity and decision-making capabilities. By following these steps, your business can quickly leverage Copilot to transform operations, streamline workflows, and achieve greater efficiency and accuracy.

Start your Copilot journey today and revolutionise your business processes.

Next Steps:

If you want to discuss further automations using CoPilot then get in touch for a free no-obligation conversation.

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