Microsoft Copilot for Business Central

Transform Finance with AI: Microsoft Copilot for Business Central Automates, Accelerates, and Empowers

Microsoft Copilot for Dynamics 365 Business Central

Microsoft Business Central Copilot mixes ERP capabilities with AI to simplify financial management, automate processes, and boost decision-making across your organisation.

Built directly into Dynamics 365 Business Central, Copilot uses Microsoft’s AI to assist with time-consuming administrative work, like data entry, bank reconciliation, and reporting, freeing up your team to focus on strategic priorities.

Here at Synergi, we help businesses implement Microsoft Copilot Business Central to streamline workflows, reduce manual errors, and enhance performance visibility across departments.

As a trusted Microsoft Solutions Partner based in the North East, we have over a decade of experience in implementing Dynamics 365 business applications. We mix ERP expertise with AI knowledge to give you an intelligent system that’s tailored to your organisation.

How Does CoPilot Work in Business Central?

Copilot is Microsoft’s AI assistant that works with Dynamics 365 Business Central to automate and support general business operations.

Copilot helps by:

Automating repetitive tasks, like data entry, to free users up for more impactful work
Generate and edit text, like product descriptions or customer comms
Match transactions automatically through Business Central Copilot bank features
Suggest corrections and highlight anything irregular in financial data
Source insights for faster decisions with data in mind
Giving user relevant help and support on each page

Compliance & Governance in Copilot D365

It’s made to work securely within your existing Microsoft Dynamics 365, using your business data and user permissions to support your compliance requirements, keep your organisation compliant, align with your security and compliance policies to ensure outputs remain accurate, maintaining accuracy.

Benefits of Business Central AI Copilot

How can Business Central Copilot improve and benefit your organisation?

Finance Management

Microsoft Copilot helps automate repetitive finance tasks such as invoice matching and account reconciliation. Using Copilot in Business Central account reconciliation, bank transactions are matched with ledger entries more extensively than rule-based matching alone. Copilot can suggest appropriate general ledger accounts to post unmatched transactions to, and Copilot also reduces manual review and improves accuracy.

Productivity

By creating reports, automating data entry and generating documents, Copilot saves hours of admin work every week without the need to switch between different reporting tools.

Decision-making

Copilot highlights financial patterns and trends that support better decision making and giving increased visibility over performance with AI insights. The AI-driven suggestions from Microsoft Copilot allow for faster reporting, giving you an advantage against competitors.

Integration across Microsoft 365

Copilot for Dynamics 365 Business Central integrates seamlessly with applications like Microsoft Office, Excel, Power BI, and Teams, allowing data to flow smoothly between your everyday tools.

By connecting Business Central with the wider Microsoft ecosystem, Copilot helps reduce duplicate entry, speeds up routine tasks, and gives users the same reliable data wherever they’re working.

Security and Compliance

Copilot operates within your Microsoft cloud environment, so it respects existing user permissions and compliance policies. Sensitive data stays protected whilst automation enhances accuracy.

How Synergi delivers Copilot for Business Central

Using Microsoft Business Central Copilot needs more than just you enabling the feature, you need to align AI with your data, permissions, and processes.

Here at Synergi, we manage the full process:

1. Discovery Session

We take a look at the way you use Dynamics 365 Business Central, then find repetitive tasks and see where AI can add proper value.

2. Configuration & Set Up

Our consultants enable and configure Copilot features, including financial automation, data permissions, and workflow logic.

3. Integration

We ensure compatitbility with your existing Microsoft 365 tools and any connected applications.

4. Testing & Training

Synergi provides training for end users and administrators, making sure that teams know how to use Copilot confidently.

5. Ongoing Optimisation

As Copilot evolves, so does our support to make sure that your AI assistant grows as well as your business needs.

Considering Copilot for Microsoft Business Central

Speak with our team today.

Why Choose Synergi?

Long-term partner approach, ensuring continued adoption and improvement
Microsoft Dynamics 365 Business Central partner with deep ERP and AI expertise
Experienced in full Dynamics 365 implementation and optimisation projects
Proven track record in end to end business solutions
Support from a dedicated Dynamics 365 consultant team

Start your Copilot journey with Synergi

Looking to automate financial processes or better productivity across departments, Microsoft Copilot for Dynamics 365 Business Central can transform how your teams work.

Get in touch today to plan your implementation and discover how AI-driven ERP can streamline your operations.

FAQs about Microsoft Business Central Copilot

What can I use Copilot for in Business Central?: You can use Copilot to automate manual tasks, such as bank reconciliation, creating product descriptions, or taking a deep dive into data trends, helping teams work faster and more accurately.

How do I enable Copilot in Business Central?: Copilot is available within eligible Dynamics 365 Business Central environments. We can support your teams to get the most value from your digital systems. Contact us today to work with our experts and get the most out of Copilot.

Is Business Central Copilot secure?: Copilot uses your existing Microsoft security and data permissions, making sure everything is compliant whilst automating work in your approved trusted boundaries

Does Copilot replace human decision-making?: No, it supports it, as Copilot provides insights and automations, however users stay in control of all decisions and approvals

Can Synergi customise Copilot for my organisation?: We tailor Copilot’s setup around your workflows, permissions, and processes, making sure that the AI complements how your teams already work.