Microsoft Copilot in Business Central: Unlocking AI-Powered Productivity for SMBs

What Is Copilot in Business Central and How Does It Work?

Copilot as Your Embedded AI Assistant

Microsoft has integrated Copilot directly into Business Central’s Roll Center, making it accessible from your homepage with just one click. Once opened, it appears as a chat panel on the right side of the screen, where you can type natural language queries like:

• “Show me my top customer.”
• “Find the item with the most inventory.”
• “How do I create a new sales order?”

Copilot processes these questions instantly using natural language processing, giving users real-time answers and navigation shortcuts inside Business Central.

Example: Ask “Who is my top customer?” and Copilot will return a customer card showing the name, balance, and contact info like the “School of Fine Art,” along with a direct link to that record.

Key Features That Simplify Your Day

Real-Time Lookup for Sales, Inventory, and More

Copilot can help you:

• Lookup inventory by quantity: e.g., “Show me the item with the most inventory.”
• Find customer balances and contact details
• Navigate to item or customer cards directly
• Assist with errors, blockers, or how-to queries

Each of these features showcases how Copilot in Business Central makes your ERP smarter and easier to use, especially for SMBs with lean teams.

How to Use Copilot in Business Central: A Step-by-Step Demo

Getting Started with Copilot

Using Copilot for Dynamics 365 Business Central starts right on the Roll Center—your central hub for business activity. Once you open your Business Central environment:

1. Look for the Copilot icon in the upper-right corner.
2. Click to open a side-pane interface where you can begin interacting with Copilot.
3. Start typing questions or select from suggested prompts.

Copilot offers predefined suggestions like:

• “Find my top-selling item.”
• “How do I enter a sales order?”
• “Help me resolve a posting error.”

This intelligent system understands context and responds with tailored guidance. Think of it as your built-in ERP support agent, always ready to help.

Examples of Practical Business Queries with Copilot

Let’s explore a few real-world examples straight from your Business Central environment:

 Query: “Show me my top customer”

• Copilot fetches your customer data instantly.
• Displays key details like name, balance, and contact info.
• Example result: School of Fine Art, your top customer with full account visibility.

 Query: “Which item has the most inventory?”

• Returns a real-time snapshot of stock.
• Example: Coffee Beans from Peru with 2,000 pounds available.
• Includes item number and direct link to the item card.

 Query: “How do I enter a new sales order?”

• Copilot provides step-by-step instructions or guides you directly to the sales order screen.

Each interaction demonstrates how Business Central Copilot features go beyond traditional search, offering context-aware assistance and actionable insights.

Pro Tip: You don’t need to memorize navigation paths anymore, just ask Copilot, and it’ll take you there.

Why It Matters for SMBs

With embedded AI in Business Central, small and mid-sized businesses can:

• Save time on manual data lookups
• Reduce training time for new employees
• Empower non-technical users to handle complex ERP tasks
• Streamline customer and inventory management

Whether it’s improving sales operations or handling inventory efficiently, Copilot becomes a powerful AI assistant embedded right inside your ERP.

Benefits of Copilot in Business Central for SMBs

Unlocking AI-Powered Productivity

Microsoft Copilot in Business Central isn’t just a chatbot, it’s a fully integrated AI assistant designed to help small and mid-sized businesses (SMBs) work smarter, faster, and with more confidence. Whether you’re managing inventory, assisting customers, or entering sales data, Copilot transforms how you interact with your ERP system.

Here’s how Business Central AI assistant delivers real business value:

Faster Decision-Making with Natural Language Queries

Instead of searching through menus or reports, users can now ask questions in plain English. For example:

• “Show me customers with overdue balances”
• “How much coffee inventory is left in stock?”
• “Find sales from last quarter by region”

Copilot parses these natural language queries and provides instant, data-backed answers—no technical skills required.

 Use Copilot to get business insights in Business Central and react in real-time.

Better Customer Relationships

Need to know who your top customer is? Want to pull up their contact details or sales history? With Copilot, all it takes is one simple prompt.

• No need to navigate multiple screens
• See balances, purchase trends, and account details at a glance
• Take action instantly by jumping into the customer card

 How to find top customers in Business Central using Copilot? Just ask, Copilot shows you.

Inventory Optimization Made Easy

Warehouse managers and operations teams love how Copilot simplifies stock management. Ask questions like:

• “What item has the most stock available?”
• “Do I need to reorder product X?”
• “List items below reorder point”

Copilot responds with accurate, real-time inventory data pulled straight from your Business Central warehouse management system.

Simplified Sales Order Entry

Creating sales orders used to mean multiple clicks and navigation screens. Now, simply ask Copilot:

“How do I enter a sales order for a new customer?”

And it walks you through the process or better yet, takes you directly to the right screen. That’s Copilot for sales order entry in Business Central.

Continuous Feature Updates from Microsoft

Microsoft is constantly adding new capabilities to Copilot. Each month brings updates that expand what you can do from automated recommendations to workflow triggers based on user behavior.

This ensures your AI in Microsoft Business Central is always evolving with zero effort on your part.

How to Use Copilot for Top Customer & Inventory Insights

Unlock Natural Language Queries in Business Central

One of the most impressive features of Copilot for Dynamics 365 Business Central is its ability to respond to natural language queries in real time. This transforms the way small and mid-sized businesses access data and make informed decisions.

Imagine typing, “Show me my top customer” and instantly, Copilot pulls data on your most valuable customer, complete with balance, contact details, and a direct link to their customer card. This intuitive feature drastically reduces the time spent on customer analysis and increases your ability to act quickly on revenue opportunities.

 Use Case Example:

By asking “Show me the item with the most inventory,” a warehouse manager using Business Central’s AI assistant can immediately identify overstocked SKUs like coffee beans from Peru, then click through to the item card to take action, such as adjusting reorder levels or launching promotions.

What This Means for SMBs

These simple but powerful AI interactions mean faster decision-making, fewer errors, and a better understanding of what’s really happening in your operations without needing to dig through multiple reports or dashboards.

Simplifying Business Tasks: From Sales Orders to Troubleshooting

Empowering Everyday Users with Embedded AI in Business Central

With Microsoft Copilot embedded in Business Central, routine tasks like entering a sales order or troubleshooting a system error become significantly more efficient. Instead of navigating multiple menus, users can simply ask Copilot:

“How do I input a new sales order?”
“Why am I seeing this posting error?”

Copilot responds with step-by-step guidance or direct navigation suggestions, minimizing training needs and reducing reliance on support tickets. It acts like a real-time assistant, guiding team members whether in sales, finance, or operations through tasks in seconds.

Key Benefits of AI Assistance in Business Central

• Shortened learning curve for new users
• Fewer manual errors in financial or inventory entries
• Increased productivity across departments
• Smart troubleshooting, reducing downtime

 Instead of memorizing processes, employees can now focus on outcomes simply asking for help and getting AI-generated support, right within the platform.

Ready to Embrace the Future of Business Central with AI?

Microsoft Copilot in Business Central isn’t just another add-on, it’s a game-changing AI assistant that transforms the way small and mid-sized businesses interact with their ERP. From finding top customers and analyzing inventory to simplifying sales orders and resolving system blockers, Copilot empowers users to perform tasks faster, smarter, and more efficiently.

At Volt Technologies, we specialize in helping businesses unlock the full potential of Dynamics 365 Business Central, including native tools like Copilot. Whether you’re just getting started or looking to integrate AI features across departments, we guide you every step of the way from implementation to support and training.

 Looking to simplify business tasks with Copilot in Business Central?
Let Volt Technologies help you adopt AI in Microsoft Business Central the right way.

Contact us today to beging your ERP journey!