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Newest Copilot AI Integrations with Business Central

In the ever evolving world of modern business, the drive for efficiency and productivity never stops. Small and medium-sized enterprises face the dual challenge of managing complex processes while striving to enhance productivity and creativity. Recognizing this, Microsoft is introducing new integration options for Business central and Dynamics 365 Copilot. Scheduled for a series of public previews throughout 2024, this integration utilizes the power of artificial intelligence to make business automation more accessible, intuitive, and powerful than ever before. If you want to find out how Copilot helps sales people in Dynamics 365 Sales CRM, read this article.

Key Features and Benefits

1. Simplified Flow Creation (Preview Date: May 2024)

  • Natural Language Processing: Allows users to build automation flows using straightforward language commands, making the process more intuitive and user-friendly.
  • Interactive AI Copilot: Stays with users as they build and refine flows, providing documentation, links, and even altering flow structures based on conversational inputs.
  • Enhanced Productivity: By simplifying flow creation, Copilot helps streamline business processes, significantly reducing the path to effective automation and thereby improving productivity.
Screenshot of advanced power automate flow creation with Dynamics 365 Copilot Ai

2. Conversational AI for Business Insights (Preview Date: April 2, 2024)

  • AI-Powered Chat: Enables ongoing dialogue within Business Central, allowing users to express commands and queries naturally to navigate and manipulate data.
  • Quick Data Access: Users can easily find and retrieve data by stating their needs, such as locating a specific sales order or understanding complex Business Central concepts through guided explanations.
Screenshot of Dynamics 365 Copilot AI chat in Business Central

3. Advanced E-Document Handling (Preview Date: April 2024)

  • Automated Matching and Mapping: Improves the processing of vendor invoices and purchase orders by using AI to enhance accuracy and efficiency in document handling.
  • Dynamic Updates: Automatically updates purchase orders with received e-invoice information, ensuring accurate and timely order fulfillment.
Screenshot of e-documents feature in Business Central

4. Streamlined Sales Document Creation (Preview Date: April 2024)

  • Diverse Input Acceptance: Copilot can process inputs in various forms—text, files, or structured prompts—and generate relevant sales document lines.
  • Intelligent Suggestions: Offers recommendations for sales lines based on historical data and customer interaction, thereby enhancing the speed and accuracy of sales operations.
Dynamics 365 Copilot sales lines creation functionality in Business Central

5. Quick Setup of Analysis Tabs (Preview Date: April 2, 2024)

  • Simplified Data Analysis: Allows users to quickly generate and customize data analysis tabs by simply describing the desired data layout, which Copilot then constructs.
  • Decision Support: By rapidly presenting data insights, Copilot enables businesses to make informed decisions, optimizing operations and strategy.
Screenshot of Dynamics 365 Copilot created analysis tabs

6. Faster Product Information Management (Preview Date: July 2024)

  • AI-Guided Product Creation: Assists in creating and managing product information by suggesting relevant data based on similar existing items, significantly speeding up the product setup process.
  • Enhanced Data Management: Helps manage complex item details such as variants, units of measure, and dimensions, which are critical for timely market readiness.
Screenshot of product information creation window with Dynamics 365 Copilot in Business Central

7. Field-Specific Help and Learning (Preview Date: April 2024)

  • Instant Help Access: Integrates deeply with Microsoft Learn to provide immediate, context-sensitive help directly within Business Central.
  • Educational Enhancement: Dramatically decreases the time required for users to become proficient in Business Central by providing quick access to relevant information and guidance.
Screenshot of Dynamics 365 Copilot help with fields in general ledger

Why integrate Dynamics 365 Copilot in Business Central?

The upcoming Power Automate Copilot integration with Business Central is set to transform how businesses approach automation and data interaction. By leveraging AI to interpret natural language and assist in complex processes, Microsoft is not only enhancing productivity but also empowering organizations to harness their creativity more effectively. These updates promise to make advanced business technologies more accessible and useful, paving the way for a new era of business efficiency starting from their respective preview dates in 2024. If you want to learn more about the latest integrations of Dynamics 365 Copilot with Business Central, please read these release notes.

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