This is exactly where artificial intelligence makes a difference. By integrating Copilot directly into Microsoft Dynamics 365 Business Central, Microsoft takes ERP usability to the next level, making the system more intuitive, more accessible, and better aligned with the real needs of its users. No more wasting time navigating complicated menus or repeating the same steps over and over.
With Copilot, creating a quote, reconciling a bank transaction, or analyzing a trend becomes a smooth, natural experience. The AI takes care of the tedious work and lets you focus on your clients, projects, and growth objectives. For an overview of what’s possible, take a look at this introduction:
In this article, we’ll look at how Copilot streamlines data entry, makes navigation easier with natural language, improves financial accuracy, and helps you make better decisions based on your data.
Automating Data Entry
One of Copilot’s greatest strengths is its ability to reduce the time spent on repetitive tasks such as creating quotes, orders, and invoices. Instead of entering every piece of information manually, Copilot suggests the right data and speeds up the process. The result is immediate: users spend less time on administration and more time with their clients and projects.
See a practical example in this demo:
Conversational Assistance
With Copilot’s conversational interface, you can now interact with Business Central using natural language. In practice, this means you can ask questions as you would to a colleague: “How do I create a new project?” or “Show me the invoices for September.” There’s no need to memorize commands or browse through endless menus. Copilot understands everyday phrasing and delivers the right answer or action.
Watch how this feature makes it easier to find information and onboard new users:
This approach makes the ERP more accessible to everyone and especially helpful for new employees, who can quickly find their way around without heavy training.
Improving Financial Accuracy
Copilot also acts as a smart assistant for financial processes. During bank reconciliation, for instance, it automatically compares amounts, dates, and descriptions between your bank statements and ledger entries, even in complex cases where several transactions are grouped into a single entry. Time once spent checking line by line is reduced to a quick review of Copilot’s suggestions.
See it in action here:
The same principle applies to matching vendor invoices with purchase orders. Copilot analyzes e-invoices, compares lines, amounts, and items, and ensures quick and accurate matches. What used to be a long and tedious task now becomes a smooth and reliable process, freeing finance teams from paperwork and letting them focus on higher-value activities.
Take a look at this demo:
Smarter Analysis and Decision-Making
Copilot is not just about automation: it also helps you make the most of the data already in your ERP. In just a few seconds, it can group and present information clearly, making decisions easier. Tracking sales performance, analyzing project profitability, or spotting trends becomes much more accessible, even for those without an analytics background.
See how AI enriches your reporting in this demo:
With Copilot, Microsoft Dynamics 365 Business Central becomes more than just a management tool, it turns into a true ally that makes daily tasks simpler and faster. No more hours wasted digging through menus or juggling with spreadsheets. Just ask a question, let the AI suggest matches, or automate what used to take dozens of minutes. Finance processes run more smoothly, sales operations become more efficient, and new employees get up to speed quickly.
By making ERP more intuitive and accessible, Copilot frees up time to focus on clients, projects, and business growth. And this is only the beginning: Microsoft has already announced two new agents coming soon. In this context, an agent is a specialized functionality designed to handle a process autonomously, for example, creating customer orders or managing accounts payable. These additions will make Copilot even more powerful and expand its role within your ERP.
Ready to learn more?
Contact the JOVACO team to discuss your ERP project and explore how we can support your digital transformation. Ask for a demo to see Microsoft Dynamics 365 Business Central and Copilot in action.
