Microsoft Copilot and Business Central

Microsoft Copilot integrated with Dynamics 365 Business Central can automate tasks, improve decision-making and increase your productivity. With Microsoft Copilot, you get an intelligent assistant that understands your business and optimizes your work processes.

Co-pilot in Business Central

Microsoft Dynamics 365 Business Central and Microsoft Copilot together offer a range of benefits and features that can improve your efficiency, productivity and decision-making.

Copilot is developed by Microsoft. Specifically designed to help with productivity tasks within Microsoft’s own ecosystem, and integrated with applications such as Microsoft Word, Excel, PowerPoint, and not least Dynamics 365 Business Central, to enhance the user experience by providing intelligent assistant features.

Copilot is used in Business Central to improve work processes and decision-making, as well as for automation tasks: Integrated with Power Automate, you can automate repetitive routine tasks.

How we help companies identify the processes that can be automated

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In Business Central, Copilot can:

Suggest texts, create graphs, generate presentations and analyze data based on content in your documents.
Understand the context of specific business applications and deliver relevant suggestions and automations for you.
Improve your productivity and efficiency.

Copilot is built on Openai technology. But the big difference between ChatGPT and Copilot is that Copilot doesn’t share your data and searches with anyone outside your organization.

At the same time, Copilot is integrated into your various business applications and apps, where ChatGPT typically interacts through a standalone conversational interface.

Learn more about the difference between Copilot and Chat GPT.

To be specific: What is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant integrated into your various Microsoft products and services to help you complete tasks more efficiently. Using advanced AI technologies, including machine learning and language processing, Copilot can assist with data analysis, automate processes, suggest improvements, and provide insights based on the data it has access to.

Benefits of using Copilot with Business Central

Increased productivity

Copilot can automate repetitive and time-consuming tasks, freeing up your time so you can focus on more value-adding activities.

Improved decision making

By providing real-time data and insights based on comprehensive data analysis, Copilot can help you make more informed decisions.

Efficient data management

Copilot can help gather, analyze and present data in a way that is easy to understand, making it easier for you to access important information.

Personal assistance

Copilot can tailor its recommendations and insights based on your specific role and preferences, making it a personal assistant that understands the context of your work.

What can you use Copilot for in Business Central?

The possibilities are endless. And the solutions are based on your business needs. We have extensive experience in business analysis, analyzing workflows and developing solutions that improve efficiency, reduce costs, increase accuracy and free up human resources.

Automated data analysis
Copilot can analyze large amounts of data and identify patterns, trends and anomalies that may be important to your business. This includes financial reports, sales data, inventory management and much more.
Forecasting and planning
Using historical data and advanced algorithms, Copilot can predict future trends and help plan inventory, sales strategies and budgets.
Insights and reporting
Copilot can generate customized reports and dashboards that give you a clear overview of business performance and key performance indicators.
Automated workflows
By integrating with Power Automate, Copilot can help automate business processes such as approvals, invoicing and inventory management, reducing manual intervention and the risk of errors.
Intelligent search and query
Copilot can understand and respond in natural language, enabling you to ask complex questions and get accurate answers quickly.

Take a meeting with one of our consultants to learn more about your options.

Who can benefit from using Copilot – and for what?

CFO

Your CFO can use Copilot to generate detailed financial reports and analyze budget variances in seconds.

Warehouse manager

Your warehouse manager can get automated inventory replenishment recommendations based on sales trends and seasonality.

Sales Manager

Your sales manager can get accurate sales forecasts and identify potential opportunities and risks in the sales process.

Project Manager

Your project managers can use Copilot to monitor project progress, predict resource shortages and ensure projects are delivered on time and within budget.

How do you get the most out of Copilot?

To take advantage of Copilot in Business Central, start by identifying the existing business processes and workflows in your organization that make the most sense to work on.

Identifying the relevant existing tasks and processes that you want to automate can be a challenging task. Remember, it makes the most sense to choose rule-based, routine, recurring tasks.

We can help you identify the relevant workflows, set up the process descriptions and implement the solutions so you get the full benefit.

In addition, it’s important to train employees to use Copilot and understand the AI-driven insights and recommendations.

By harnessing the power of Microsoft Copilot with Business Central, you can improve efficiency, reduce costs and make informed decisions. This typically results in a much better business.

How we typically work with projects

What’s the difference between Copilot and ChatGPT

Both ChatGPT and Copilot are advanced AI assistants developed by OpenAI and Microsoft, respectively, but they are designed for different purposes and have different application areas.

Co-pilot

Developed by Microsoft – in collaboration with OpenAI

Microsoft Copilot is specifically designed to help with productivity tasks within the Microsoft ecosystem. Copilot integrates with applications like Microsoft Word, Excel, PowerPoint, and Dynamics 365 Business Central to enhance the user experience by

Copilot can suggest texts, create graphs, generate presentations and analyze data based on document content. It can also understand the context of specific business applications and deliver relevant suggestions and automations.

Copilot is designed to improve productivity and efficiency in professional environments, tailored to help with specific tasks in document editing, data analysis, presentation creation and business processes – Deeply integrated with Microsoft products.

ChatGPT

Developed by OpenAI

ChatGPT is a general AI conversational assistant trained to understand and generate human language. It can be used for a wide range of purposes, such as answering questions, generating text, assisting with writing, and much more.

ChatGPT can understand and generate natural language, adapt to different contexts and conversational styles, and has broad general knowledge and can answer questions on a wide range of topics. ChatGPT typically interacts through a conversational interface and must integrate with other applications and services via APIs.

How to get started with Business Central and Copilot

Want to get started with Copilot?
Then contact us for a chat about how to get started.

Why Vektus

How we work

We work to make your investment in Business Central a success both now and in the long run.

Do you have any questions? Send us an email or give us a call

We are available at the office every weekday Monday to Thursday from
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Call us on tel: +45 5353 2020
Write to us at kontakt@vektus.dk

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