AI for Microsoft Dynamics 365 Business Central

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Unlock More Value from Your Business Data with AI

Your ERP system contains some of the most valuable information in your organisation. From financial performance and inventory levels to customer interactions and operational processes, Business Central already helps manage your business. AI helps you get even more from that investment.

Microsoft is continually embedding AI and Copilot capabilities directly into Business Central, helping users find information faster, automate repetitive tasks and make more informed business decisions using natural language. AI in Business Central is designed to work alongside your team, reducing administrative effort and helping people focus on higher-value work. Based on Microsoft's Business Central AI guidance, Copilot assists with searching company data, analysing information and streamlining everyday tasks within the application.

 

Work Smarter with Copilot in Business Central

Copilot acts as an intelligent assistant embedded within Business Central. Rather than navigating menus, reports and screens, users can interact using natural language to find information, understand processes and complete tasks more efficiently.

Examples include:

 

Financial Management Analyse financial data more quickly. Identify trends and anomalies. Generate summaries and insights.
Inventory & Supply Chain Review stock levels and inventory performance. Gain quicker visibility into operational bottlenecks. Support faster decision making.
Sales & Customer Service Access customer information more easily. Work with business data using conversational queries. Improve responsiveness to customer enquiries.
New User Enablement Help employees understand processes. Explain Business Central functionality. Reduce the learning curve for new users.

 

Find Answers Faster with Copilot Chat

Need to locate customer information, understand a process or find a specific record?

Using natural language, employees can ask questions directly within Business Central and quickly access the information they need without navigating multiple screens or reports.

Copilot can also help users learn how to use Business Central, making the system more accessible for both new and experienced users.

 

Analyse Data Using Natural Language

Business Central's Analysis Assist capability helps users transform complex datasets into meaningful information.

Rather than manually filtering data and building reports, users can ask questions in natural language and generate new views of their information to support data-driven decision-making.

This allows organisations to identify trends, opportunities and potential issues more quickly.

 

Improve Financial Management

Finance teams can benefit from AI-powered assistance that helps identify trends, improve forecasting and support better decision-making.

Business Central AI capabilities are designed to help finance professionals spend less time gathering information and more time acting on it.

 

Optimise Inventory and Supply Chain Operations

AI can help organisations better understand inventory levels, purchasing requirements and operational performance.

By analysing business data and identifying patterns, Business Central can help teams make informed decisions about stock levels, purchasing activity and supply chain planning.

 

Accelerate Sales and Customer Service

From generating product descriptions to supporting customer-facing communications, AI can help reduce administrative effort and improve consistency across sales processes.

The result is more time spent engaging customers and less time spent on repetitive manual tasks.

AI for Manufacturing & Distribution

Manufacturing and Distribution businesses face increasing pressure to do more with fewer resources while maintaining service levels, operational efficiency and profitability.

AI within Business Central can support organisations by helping teams:

  • Access critical business information faster
  • Identify operational trends and exceptions
  • Reduce manual administration
  • Improve visibility across finance, inventory and sales operations
  • Make more informed decisions using real-time business data

Unlike standalone AI tools, Business Central AI works directly within the systems your teams already use every day, helping ensure insights are grounded in your business data and processes. Microsoft highlights that AI experiences in Business Central are securely connected to business data and designed for business use.

 

Prepare for the Future with AI Agents

Microsoft is investing heavily in AI Agents within Business Central. Agents are designed to perform specific business tasks with minimal human intervention, helping organisations automate repetitive processes and increase operational efficiency.

As these capabilities continue to evolve, businesses will be able to extend automation across finance, sales, purchasing and operations workflows.

 

Microsoft Dynamics 365 Business Central

Managing your financial position