Table of Contents:
- Real-World Examples of Copilot in Action
- Productivity Benefits Across Departments
- Is It Safe to Use AI in Business Applications?
- What’s New with Copilot and AI in Business Central
- Where to Start with Copilot in Business Central
In this series of bi-monthly blogs, Western Computer shares our expertise with tips and tricks to help users work more efficiently in Microsoft Dynamics 365 Business Central Cloud. Based on our more than 30 years in business—with 1,250+ solution implementations, including more than 350 in the cloud—we share the expertise we have accumulated to enable users to work as proficiently as possible. You can also subscribe to these blogs in our LinkedIn newsletter.
As businesses search for smarter ways to work, Microsoft continues to deliver with powerful, built-in AI tools across the Dynamics 365 ecosystem. Copilot in Business Central is helping users streamline daily tasks, reduce manual effort, and gain deeper insights, without needing to become tech experts.
So, what does that look like in action?
Copilot simplifies complex workflows by providing intelligent, contextual support directly within the Business Central interface.
Some examples include:
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Summarizing long data lists to help managers quickly understand customer balances, sales activity, or overdue payments
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Auto-suggesting line items on sales orders or purchase documents based on past behavior or uploaded content
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Assisting with bank reconciliation, including suggesting General Ledger matches and identifying uncategorized transactions
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Generating email drafts for customer follow-ups or invoice reminders using CRM and ERP context
These time-saving features empower teams to spend less time searching and more time acting.
In finance, bank reconciliations become faster and more accurate, with Copilot proposing General Ledger matches and flagging uncategorized transactions. And for customer communication, Copilot can even generate email drafts for follow-ups or invoice reminders—pulling relevant context from your CRM and ERP systems.
These enhancements aren't just helpful—they’re cross-functional.
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Finance teams benefit from faster reconciliations and instant reporting summaries.
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Sales teams can create quotes and orders more efficiently with intelligent suggestions.
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Customer service teams get quick access to order history and AI-driven follow-up actions.
Since Copilot is integrated throughout the Microsoft ecosystem, the experience extends into tools your team already uses—Outlook, Teams, Excel, and Word—bringing productivity gains across the board.
Yes—and that’s another reason Microsoft Copilot stands out. Built on Microsoft's secure cloud platform, Copilot respects existing permissions, never uses your business data to train models, and keeps your content within your organization’s boundaries.
During the webinar, we explained how governance, compliance, and data privacy are built into the experience, so your business can confidently take advantage of AI without compromising security.
In the latest Business Central release wave, Microsoft continues to expand Copilot’s capabilities, bringing powerful AI features to everyday users without requiring a background in data science. Copilot in Business Central empowers employees across departments with intuitive, embedded AI tools that help them work faster, smarter, and with fewer manual steps.
One of the most exciting advancements in this wave is the introduction of AI agents—intelligent automations that can analyze data, respond to events, and complete end-to-end business processes with minimal user input. These agents act on behalf of teams or departments, involving users only when necessary and maintaining full transparency throughout the process.
To showcase this next generation of automation, Microsoft has introduced the Sales Order Agent, the first out-of-the-box AI agent for Business Central. This tool can automatically capture sales quotes and orders directly from customer emails, accelerating sales processes and reducing manual entry.
This evolution of Copilot is a game-changer for companies looking to streamline operations, reduce busywork, and scale more efficiently—all while keeping users in control.
If you’re already using Business Central in the cloud, you're well-positioned to activate Copilot and start exploring its capabilities. Our team at Western Computer can guide you through:
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Reviewing system requirements and licensing
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Training your users on practical use cases
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Identifying high-impact opportunities for AI productivity gains
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Enabling additional Copilot capabilities across Microsoft 365 and Power Platform
Watch the full webinar on-demand to see live demonstrations and learn how Copilot is being used across real-world business scenarios.
In the session, our experts walk through key use cases, show how to activate and configure Copilot, and offer tips on training your users and identifying where Copilot can make the biggest impact in your daily workflows.
AI is no longer a future innovation—it’s a present-day productivity tool, and Microsoft Copilot is making it easier than ever to embrace. With Copilot in Dynamics 365 Business Central, your teams can automate the routine, speed up decision-making, and focus on strategic work that drives business growth.
