How to Use Business Central Copilot for Everyday Tasks
- Alex Hughes
- 1 day ago
- 2 min read
Empowering your UK business with streamlined operations, smarter insights, and a trusted AI assistant—here’s how Business Central Copilot can transform your day-to-day in Dynamics 365 Business Central.
Why Business Central (and Copilot) Deserve Your Trust
Top-ranked by Forbes — Microsoft Dynamics 365 Business Central has been named the Best Overall Cloud ERP Software of 2025, achieving a perfect 5‑star rating for its comprehensive functionality and user-focused design.
Proven ROI through Forrester’s lens — A Forrester‑commissioned Total Economic Impact (TEI) study found up to 265% ROI and significant cost reductions when migrating to Business Central.
Real-world productivity gains — Reports suggest Copilot helps users complete repetitive tasks up to 27% faster, enhancing workflow efficiency.
These accolades establish Business Central Copilot not just as a flashy AI feature, but as a powerful, trustworthy extension of a top-tier ERP platform.
What Is Business Central Copilot?
Business Central Copilot is your AI-powered assistant, embedded directly in Dynamics 365 Business Central. It offers:
🗣️ Natural‑language chat and data access
📊 Automatic data analysis
✍️ Marketing copy generation
🔐 Seamless, secure integration
🛠️ Admin control and availability
✅ Step-by-Step Guide: Everyday Uses of Business Central Copilot
1. Start a Natural‑Language Chat
Activate the “Chat with Copilot” feature on enabled versions (25.3–25.5). Ask it to:
“Show me last month’s best‑selling product.”
“Group vendor invoices by due date and show the average amount.”
Let Copilot take care of the data retrieval so you can focus on decision-making.
2. Analyse Lists Instantly
Inside any list (e.g. Items, Sales Orders):
Click the Copilot icon or choose Analyse list
Enter prompts like: “Highlight items low in stock, sorted by value.”
Instantly get structured insights for faster action
3. Draft Engaging Marketing Text
On any item card:
Click “Draft with Copilot”
Get an auto-generated product description
Review, edit, and publish directly to Shopify if integrated
Boost content creation while staying on brand 🎯
4. Fine‑Tune Admin Settings
Navigate to Copilot & agent capabilities to manage features
Maintain control over user access, regional settings, and data policies
Ensure AI aligns with your compliance and governance policies
🇬🇧 Why UK Businesses Should Start Using Business Central Copilot Now
Benefit | Business Impact for UK SMEs |
Speed & Accuracy | Free up time by letting Copilot handle queries and reports with natural language |
Cost & Productivity | Automate content and tasks, reduce overhead, and focus on growth |
Consistency & Scale | Maintain brand voice and data integrity across departments |
Governance & Control | Full transparency and security with role-based access and data localisation |
🚀 Final Thoughts
In a competitive UK landscape, Business Central Copilot gives your business a real edge: AI-powered automation, quick insights, and smarter operations—all within a trusted ERP platform.
It’s not just about saving time—it’s about working smarter every day 💼✨
✅ Ready to Get Started with Business Central Copilot?
Whether you're new to Dynamics 365 or already using Business Central, unlocking the power of Copilot can dramatically improve your team’s efficiency, decision-making, and productivity.
