Improving productivity
Save time with instant summaries, responses and data analysis.
Dynamics 365 Copilot Services
Microsoft's built-in AI tool that supercharges efficiency
Microsoft Office 365 Copilot AI
Built directly into your Dynamics 365 apps, Copilot acts as your virtual assistant, helping you work smarter, not harder. It takes the weight of repetitive, time-consuming admin off your team's shoulders, allowing focus on the most important tasks.
Unlocking creativity
Generate new ideas and content quickly.
Eliminating repetitive tasks
Free your team from mundane admin.
Benefits of Copilot in Dynamics 365
Dynamics 365 Copilot is a powerful productivity partner built right into the Microsoft ecosystem. From saving time to generating insights, here’s how it adds real value to your team's day-to-day work.
Automate time-consuming tasks
Copilot takes care of the repetitive work that slows your team down. Whether it’s generating email responses, creating meeting summaries or finding information in email chains or Dynamics 365 Business Central, it handles the admin so your people can focus on what matters most. Your team will spend less time on mundane tasks and more time on meaningful action.
Guide, compare, analyse and suggest
Using advanced natural language processing, Copilot can help you compare data, suggest actions and even analyse trends. Want to know which product is performing best? Need help crafting a customer email? With the role-based Copilot agent, all employees can benefit from contextual support with clear, data-backed recommendations.
Built-in data security and control
Worried about data privacy? Don’t be. Copilot doesn’t use your business data to train its language model. You’re in control, with admin centre tools that let you monitor usage, set permissions and manage access through custom prompts and predefined rules. Your data stays yours.
Natural communication
Copilot understands natural language, so you can ask for what you need in plain English (no code or complex syntax required). Generate quick summaries, get answers to customer questions or surface files and records with simple, everyday commands.
Seamless integration with Microsoft apps
Because Copilot is baked into Microsoft 365 and Dynamics 365, it works effortlessly across Outlook, Teams and business applications like Dynamics 365 Sales, Customer Service, and Finance. From internal data sources to email threads and product feedback, everything’s connected - so you always get answers in context.
What Can You Do With AI?
Microsoft is really focussing on making AI work for the people, with tools that enhance the user experience on a day-to-day basis. Here, in this video, we look at the latest features which gives a great understanding of how Copilot AI is enhancing the role of staff.
Copilot for ERP: optimise business operations and forecasting
Your finance, operations and supply chain teams are constantly juggling priorities - forecasting cash flow, managing inventory and ensuring accuracy across every transaction. With Dynamics 365 Copilot integrated into your ERP environment, these functions become faster, smarter and easier to manage.
Chat with Copilot
Ask questions in plain English (or any supported language) about your data, workflows, or tasks. If you don't know what something is called or where to find it, use Copilot to get to the areas of the system that you really need. For example, why not ask “Show me last month’s sales by region”, “Find open purchase orders for supplier X”, etc.
Bank-reconciliation assistance
Copilot suggests matches for bank statement lines, proposes GL accounts for differences, and streamlines the reconciliation process. Save huge amounts of time, especially where multiple payments might apply to a single transaction - Copilot suggests high quality matches.
Autofill and data-entry suggestions
When entering sales, purchase or inventory data, Copilot can suggest fields or values, saving keystrokes and reducing errors. With limited information, Copilot will search the web for data to complete fields, saving huge amounts of time with data entry.
e-Invoice Matching
Tired of manually matching incoming invoices to purchase orders? Analyse e-invoices and compare the line items with your purchase order using Copilot in Business Central, helping you map invoices to purchase orders quickly and easily. Keep up with payables and reclaim time for your most impactful work.
Purchase Order Matching
Copilot for matching purchase orders has new capabilities! In addition to matching lines, users can now add missing lines from E-Documents to purchase orders. Plus, users can configure matched items to be recorded as item references for improved efficiency in future tasks.
AI Generated Product Descriptions
Product managers can save time and drive sales with compelling AI-generated marketing text suggestions. Using key attributes like color and material, Copilot can create product descriptions in seconds tailored to your preferred tone, format, and length.
Copilot Agents for Business Central
Whether it is a Microsoft created agent, an ISV solution or your own custom solution, agents are the future of productivity in your ERP solution.
Payables Agent
The Payables agent solves a decades old problem of automating vendor invoices processing. Generative AI makes it possible to solve the last-mile of this processing - the accounting part - without tedious setup and mapping. This empowers accounting teams to spend time on higher value tasks.
Sales Order Agent
Sales Order Agent is the first AI agent Business Central launched into Pubic Preview. It helps automate the process of capturing requests for sales quotes from customer requests coming via email. Recognising the details on items and existing customer specific requirements.
Create Agents with Copilot
Create personalized, context-aware agents in Microsoft 365 Copilot with just a few words! Copilot Studio makes it easy for anyone to build agents that reflect their unique work context - all with no coding required.
Speak to the Business Central Experts
Contact Dynamics Consultants
Contact our friendly team, based on the South Coast of the UK.
Copilot FAQs
Dynamics 365 Copilot is an AI-powered assistant built into Microsoft’s suite of business applications. It uses natural language processing and real-time data to help with everything from writing emails and supporting meeting preparation with previous meeting summaries to forecasting revenue and generating customer insights. It’s designed to support your team by automating admin and enhancing productivity.
Some Copilot features are included in Dynamics 365 Sales, as well as Outlook, but full access requires additional licensing. Our team can help you understand what’s available based on your current setup and guide you through any licensing requirements.
Yes, you can tailor Copilot using custom prompts, internal knowledge sources and admin controls. Whether you're a service rep, sales manager or finance lead, Copilot adapts to your role and pulls data from relevant business applications to provide contextual answers.
Absolutely. Microsoft has built Copilot with security and privacy in mind. Your business data is not used to train the underlying language model, and all Copilot interactions respect existing role-based access and security settings within Dynamics 365. You'll benefit from automatic security updates, so that's one less thing to worry about.
Copilot is currently available in Dynamics 365 Business Central across Dynamics 365 Sales, Customer Service, Marketing, Finance, Supply Chain Management and Commerce. Availability can vary by region and licence, and we’ll guide you on Copilot readiness and region availability as part of our consultancy.