In today’s fast-paced business environment, small and medium-sized enterprises (SMBs) need tools that do more than just automate, they must empower smarter decision-making. Microsoft Dynamics 365 Business Central, now integrated with CoPilot, transforms how businesses operate by embedding AI into everyday processes.
From accounting to inventory management, CoPilot acts as a virtual assistant, helping teams focus on strategy rather than routine tasks.
Ready to see how CoPilot in Business Central can transform your business? Contact Austral Dynamics today for a free consultation!
What is CoPilot in Business Central?
CoPilot is an AI-powered assistant embedded within Business Central, designed to assist users across accounting, sales, inventory, and procurement. It leverages generative AI to analyze data, generate insights, and automate repetitive tasks.
For example, CoPilot can draft emails to clients, summarize sales orders, or suggest stock replenishments, all without leaving Business Central. By combining AI with your existing ERP system, CoPilot reduces friction and speeds up decision-making.
Key Features of CoPilot in Business Central
AI-Powered Writing Assistance
Automatically generate product descriptions, email drafts, or customer proposals.
CoPilot can even summarize customer interactions to give sales and support teams a
quick snapshot of account history
Sales Order Automation
CoPilot helps sales teams optimize inventory by suggesting alternative products or notifying about low-stock items. For SMBs, this means fewer stockouts and improved customer satisfaction.
Bank Reconciliation and Financial Insights
AI helps reconcile bank statements faster and more accurately, flagging discrepancies for review. CoPilot can also identify trends, such as late payments, helping finance teams plan cash flow more effectively.
Task Recommendations and Workflow Optimization
CoPilot analyses business data to suggest priorities. For example, if certain purchase orders are overdue, it can prompt timely follow-ups, keeping operations on track.
Real-World Benefits for SMBs
Implementing CoPilot translates into measurable improvements:
- Efficiency Gains – Automating routine tasks saves employees hours each week.
- Improved Accuracy – AI reduces human error in financial transactions and inventory management.
- Better Decision-Making – Insights generated by AI help managers make data-driven choices.
- Enhanced Customer Experience – Faster responses and more accurate orders improve client satisfaction.
Frequently Asked Questions
How does CoPilot in Business Central benefit small and medium-sized businesses (SMBs)?
CoPilot helps SMBs save time and improve accuracy by automating routine tasks like drafting emails, reconciling bank statements, and managing inventory. It provides real-time insights that support smarter decision-making, allowing business owners and teams to focus on growth and strategy instead of repetitive manual work.
Do I need technical expertise to use CoPilot in Business Central?
Not at all. CoPilot is designed with everyday users in mind. It integrates seamlessly into Business Central, so employees can access AI-powered features directly within the platform they already use. Its intuitive interface means no coding or deep technical knowledge is required.
Can CoPilot improve financial management processes?
Yes. CoPilot automates bank reconciliations, flags discrepancies for review, and highlights cash flow trends such as late payments. This not only reduces the risk of errors but also gives finance teams valuable insights for planning and decision-making, leading to more accurate and efficient financial operations.
Is CoPilot suitable for growing businesses with expanding operations?
Absolutely. CoPilot scales with your business. As SMBs grow, their need for streamlined workflows, inventory optimization, and customer management becomes more critical. CoPilot adapts to increased data volumes and evolving workflows, ensuring businesses can maintain efficiency and customer satisfaction even as operations expand.