A guide to help you get the most out of Copilot AI, the intelligent assistant for Dynamics 365 Business Central
What is Copilot AI?
Copilot AI is a powerful feature of Dynamics 365 Business Central that helps you perform tasks, get insights, and learn new skills with the help of an intelligent assistant. Copilot AI is available in the web client, the mobile app, and the Teams app of Dynamics 365 Business Central. You can interact with Copilot AI by typing or speaking natural language commands and questions, and Copilot AI will respond with relevant information, actions, or suggestions.
How to use Copilot AI?
To use Copilot AI, you need to enable it in the settings of Dynamics 365 Business Central. You can access Copilot AI from the top right corner of the web client, the bottom right corner of the mobile app, or the Copilot AI tab in the Teams app. You can also use the keyboard shortcut Ctrl+Space to activate Copilot AI in the web client. To start a conversation with Copilot AI, you can type or say "Hi" or "Hello" and Copilot AI will greet you and ask you what you need help with. You can then type or say your command or question, and Copilot AI will try to understand your intent and provide you with the best possible answer or action. You can also use the microphone icon to switch between typing and speaking modes.
What are the best features of Copilot AI?
Copilot AI has many features that can help you work smarter and faster with Dynamics 365 Business Central. Here are some of the best features that you should try:
- Task automation: Copilot AI can help you automate common tasks such as creating sales orders, posting invoices, updating inventory, and more. You can simply ask Copilot AI to do something for you, and Copilot AI will either perform the task for you or guide you through the steps. For example, you can say "Create a sales order for customer ABC" or "Post the invoice for sales order 123" and Copilot AI will do it for you.
- Data analysis: Copilot AI can help you analyze your data and get insights from your reports and dashboards. You can ask Copilot AI to show you the data you need, filter it, sort it, group it, or visualize it in different ways. You can also ask Copilot AI to compare data, calculate metrics, or find trends and patterns. For example, you can say "Show me the sales by customer for last month" or "What is the profit margin for product XYZ?" and Copilot AI will show you the results.
- Learning and support: Copilot AI can help you learn new skills and get support for Dynamics 365 Business Central. You can ask Copilot AI to show you how to do something, explain a concept, or find a resource. You can also ask Copilot AI for tips, best practices, or recommendations. For example, you can say "How do I set up a new company?" or "What is the difference between a sales quote and a sales order?" and Copilot AI will provide you with the information you need.
Conclusion
Copilot AI is a great feature of Dynamics 365 Business Central that can help you save time, improve productivity, and enhance your skills. You can use Copilot AI to automate tasks, analyze data, and learn new things with the help of an intelligent assistant. You can interact with Copilot AI by typing or speaking natural language commands and questions, and Copilot AI will respond with relevant information, actions, or suggestions. To get started with Copilot AI, you need to enable it in the settings of Dynamics 365 Business Central and then access it from the web client, the mobile app, or the Teams app. You can also use the keyboard shortcut Ctrl+Space to activate Copilot AI in the web client. Try Copilot AI today and see how it can help you work smarter and faster with Dynamics 365 Business Central.
To learn more, call or email David Blumentals, Director, Dynamics 365 Practice, David@d365.Global, +61 409 245 354.
