Microsoft Copilot in Business Central: your quick start with AI in ERP

Microsoft Dynamics 365 Business Central has already transformed how medium-sized businesses manage their processes. With the introduction of Copilot, Microsoft’s advanced AI assistant, you can take productivity and accuracy to the next level.

This guide walks you through how to enable and use Copilot in Business Central so you can immediately benefit from smarter workflows and better decision-making.

What is Microsoft Copilot?

Copilot is an AI assistant fully integrated into Dynamics 365 Business Central. Using natural language processing (NLP) and machine learning, Copilot automates repetitive tasks, provides intelligent suggestions, and increases accuracy in your daily operations.

Why use Copilot in Business Central?

• Boost productivity – Automate repetitive tasks and save time on manual data entry.
• Improve accuracy – Reduce errors with AI-driven recommendations.
• Smarter insights – Get real-time analysis for faster, better decisions.
• User-friendly – Work faster with natural language commands and an intuitive interface.

How to activate Copilot in Dynamics 365 Business Central

Before you start, make sure you have administrator rights or the correct user permissions.

Step 1: Open Copilot settings
Log in to Dynamics 365 Business Central.
Press Alt + Q and search for “Copilot & agent capabilities”.
Open the settings from the search results.

Step 2: Allow data movement
Find the option “Allow data movement across geographies”.
Switch it on to enable faster AI responsiveness.

Step 3: Activate the main Copilot features
Start by enabling these key features:

• Marketing text suggestions: Click Activate.
• Sales line suggestions: Click Activate.
• Bank reconciliation assist: Click Activate.
• Analysis assist: Click Activate.
• Item substitution suggestions: Click Activate.
• Sales order Copilot (Preview): Click Activate.

Step 4: Assign user permissions
Press Alt + Q and search for “Users”.
Open User setup.
Assign permissions such as:

• D365 COPILOT ASSISTANT
• D365 BANK RECONCILIATION AI
• D365 MARKETING AI

Using Copilot for daily tasks

Generate marketing text
Go to Item cards.
Click “Generate with Copilot”.
Enter product details and get instant SEO-friendly descriptions.

Optimise sales orders
Create a new sales order.
After entering customer details, click “Copilot Suggestions”.
Select recommended products based on customer history.

Efficient bank reconciliation
Open Bank reconciliation.
Select “Copilot Assist”.
Automatically match transactions with ledger entries.

Create financial reports
Go to Analysis view.
Select “Ask Copilot”.
Type queries like “sales by region last quarter”.

Tips and best practices for new users

• Use the Tell Me shortcut (Alt + Q) for quick feature access.
• Start with key features to see immediate productivity gains.
• Gather regular user feedback to fine-tune Copilot usage.
• Provide ongoing employee training with built-in learning tools.

Why Copilot basics matter for your business

Copilot addresses common challenges such as:

• Manual errors
• Slow workflows
• Complex reporting

The benefits?

• Time savings – Free up time for strategic initiatives.
• Accuracy – Maintain financial integrity with fewer mistakes.
• Better customer service – Respond faster and more accurately to client needs.

Conclusion: make your ERP smarter with AI

Microsoft Copilot in Business Central is the intelligent assistant that helps you work faster and better. By enabling Copilot, you can transform daily operations and take a big step towards greater efficiency and precision.