Microsoft Copilot in Business Central: How to use artificial intelligence in the ERP system
For many companies, Microsoft Dynamics 365 Business Central is the central platform for managing their business processes. With the new Microsoft Copilot, a powerful, AI-supported assistance function is now available that makes day-to-day work in Business Central significantly more efficient and intelligent.
What is the Microsoft Copilot?
Microsoft Copilot is an integrated AI function based on generative AI. It supports users directly in Business Central with intelligent suggestions, text generation and data-based recommendations. The aim is to reduce manual tasks and make data-driven decisions more quickly.
Possible applications in Business Central
The co-pilot can be used in various areas, including:
- Automatic text generation: Creation of product descriptions, offers or notes
- Analysis and proposals: Recognize and prioritize sales opportunities
- Reports and summaries: Automatically generated content for a better basis for decision-making
- Support for customer interactions: Efficient preparation of emails or responses to inquiries
The AI is based on existing company data and integrates seamlessly into existing processes.
How to activate the Microsoft Copilot in Business Central
The following steps must be carried out before the co-pilot can be used:
- Business Central online version: Copilot is only available in the cloud version (SaaS) of Business Central. A current version is required.
- Activate function management:
- In Business Central, navigate to "Function management".
- Search for functions that contain "AI" or "Copilot" in their name.
- Activate relevant functions such as "Generate product descriptions automatically".
- Ensure Microsoft Entra ID and authorizations:
- The user must exist in Microsoft Entra (formerly Azure Active Directory).
- It requires corresponding roles such as "Dynamics 365 Business Central Administrator" or authorizations to use the AI functions.
- Check extensions:
- Make sure that relevant extensions are installed. These include, for example, AI-based extensions for marketing texts.
- Note regional availability:
- Copilot is currently not available in all countries. Check the Microsoft documentation to see whether your country is supported.
Conclusion
Microsoft Copilot opens up new possibilities for automated, intelligent processes in Business Central. Whether in sales, purchasing or accounting - AI integration reduces manual work, improves data analysis and saves time. Companies that adopt this technology at an early stage benefit from a clear productivity advantage.
