En el ámbito dinámico de la gestión empresarial, la eficiencia es clave para mantenerse competitivo. Con la integración de Copilot en Microsoft Business Central, las organizaciones pueden optimizar significativamente la gestión de proyectos y tareas mediante el aprovechamiento de la inteligencia artificial.
How can Copilot help improve the efficiency of project and task management in Business Central?
Copilot, within Business Central and with its native functionality, can improve efficiency in the management of projects and tasks within Business Central in several ways by accessing project information in an agile way with the “Chat with Copilot” functionality and through the automatic generation of analysis views that allow the analysis of project information.
How can the Artificial Intelligence integrated in Copilot optimize financial and resource decision making processes?
Copilot in Business Central can help to locate information more efficiently and to create ad-hoc reports thanks to the analysis views created through Copilot.
On the other hand, the ability to exploit Business Central data with Power BI enables the use of Copilot’s Microsoft Fabric capabilities by allowing business users to ask questions using natural language to get more information from the data.
What are Copilot’s capabilities for automating and tracking business processes in Business Central?
Business Central natively incorporates the following Copilot functionality:
Chat with Copilot
Currently only available in English: en-AU, en-CA, en-GB, en-IE, en-IN, en-NZ, en-PH, en-SG, en-US, en-ZA
By chatting with Copilot in Business Central, the user can ask questions and find data using natural language:
Chat with Copilot allows searching and opening data about entities/records such as customers, suppliers, orders and sales invoice….
Explanations can be obtained on various tasks related
Get marketing text suggestions with Copilot
For any product registered in Business Central, you can write marketing text about the product with the help of Copilot.
Although marketing text is a kind of description, it is different than the Product Description field. The Description field is normally used as a concise visible name to quickly identify the product. Marketing text, on the other hand, is richer, more descriptive text.
Its purpose is to add promotional and marketing content.
This text can then be used when publishing the product on a web store, such as Shopify, or included in emails or other customer communications.
Complete bank account reconciliation faster with Copilot (General Availability)
A common task is to import bank statements and reconcile transactions to general ledger entries, ensuring that all bank transactions are already accounted for.
Although Business Central already reduces the effort through rules-based transaction reconciliation, the residual work to process the unreconciled transactions each week is still a tedious process.
Thanks to Copilot this effort is reduced with:
- AI-based transaction matching that complements the rules-based matching and further reduces the remaining unmatched transactions requiring review.
- AI-based G/L account suggestions where Copilot suggests the most likely G/L account to post any residual transaction to and provides the opportunity to recall a specific transaction description for the next reconciliation.
Integration of Power Automate Copilot with Business Central (public preview version)
This feature integrates Copilot in Power Automate with Business Central so that automated flows can be created with the help of natural language.
Get more information about fields (public preview)
Getting more information about a given field is now just a click away. Copilot will allow you to discover valuable field-specific information from Microsoft Learn without having to search for it.
Powered by the Chat functionality with Copilot, it changes the way users will learn and interact with the product.
Assign electronic documents to purchase order lines (public preview version)
Thanks to Copilot, you can update the status of the existing purchase order in Business Central with the information received on the electronic invoice:
- Identify purchase orders Identify purchase orders that you can automatically match (configured at vendor level).
- Assign lines: New mapping functionality allows you to automatically match lines on the e-invoice to lines on the purchase order.
- Copilot also provides additional matching intelligence to improve matching. Once matched and mapped, Business Central updates the matched purchase order with the relevant receiving information to ensure that the correct quantities are received on the PO lines.
Get insights faster with Copilot-generated analysis views (public preview version)
Copilot offers assistance in structuring your data analysis, e.g., “show me salespeople by location sorted by purchase amount.
This way you can get information quickly instead of spending time on the clicks and keystrokes required to build analysis views.
Create product information faster with Copilot (public preview)
Assistance in creating item-related information based on similar items.
Copilot can suggest information to create variants, units of measure, substitutions, dimensions… faster.
Easily create sales lines (public preview version)
Copilot can suggest and help create sales lines in sales documents based on structured or natural language input.
Versatile input methods: Copilot can accept various input methods, such as free text, files or predefined input suggestions. This flexibility allows users to interact with the system in the way that is most comfortable for them, further increasing efficiency.
Intelligent processing: Leveraging advanced AI capabilities, Copilot understands the information entered and uses it to suggest sales lines. In addition, it can suggest sales lines based on the recurrence and sales frequency of the given customer from the sales document.
Copilot Toolkit
Apart from all this out-of-the-box functionality Microsoft provides the Copilot toolkit for Business Central which allows to integrate generative AI solutions into custom AL solutions:
The solution can connect to proprietary Azure Open AI models.
Adapt proprietary solutions so that users can complete complex or repetitive tasks using natural language.
How can Copilot assist in customizing and analyzing data within Business Central CRM?
The native functionality of generating analysis views with Copilot can assist in analyzing the data in the CRM module of Business Central. Likewise, the Chat functionality with Copilot will allow to locate the information in an agile way using natural language.
What kind of learning and knowledge development can Copilot offer for Business Central users?
Copilot can offer a wide range of learning and knowledge development opportunities for Business Central users through its artificial intelligence and automation capabilities, such as contextual assistance through the explanation of fields with Copilot chat or access to the different knowledge resources published by Microsoft on the product.
Copilot is positioned as an indispensable tool for optimizing business management within Microsoft Business Central. With its advanced artificial intelligence and automation capabilities, it not only improves operational efficiency, but also drives innovation and organizational growth.
If you are looking to transform your business management with cutting-edge technology, Copilot is the solution you need.
For more details, you can contact us at Info@bravent.net
