How to Work Smarter with Copilot in Microsoft Dynamics 365 Business Central

Small and midsized businesses depend on Microsoft Dynamics 365 Business Central (BC) to unify finance, supply chain, sales, and operations. But as companies scale, complexity increases. Manual processes slow teams down. Reports take too long to generate. Decision-making lags.

That’s where Microsoft Copilot in Business Central comes in. More than just automation, Copilot is a built-in AI assistant that helps finance and operations teams streamline work, unlock insights, and simplify communication. By reducing repetitive tasks and generating real-time insights, Copilot frees employees to focus on strategic outcomes that drive growth.

Why Copilot Matters in Business Central

Modern businesses face rising complexity in managing finances, supply chains, and compliance. Teams often struggle with:

• Manual data entry.
• Repetitive reporting.
• Delays in turning information into decisions.

Copilot reduces this friction. Automating routine tasks and surfacing insights in real time, it enables employees to spend less time on busywork and more time fueling business performance. According to Microsoft, Copilot in Business Central directly addresses these challenges by embedding AI inside everyday workflows.

Key Ways Copilot Helps You Work Smarter

Copilot in Business Central isn’t just about efficiency; it transforms how teams get work done. From finance to operations, Copilot reduces manual effort, delivers instant insights, and improves communication. Here are practical examples that show Copilot in action.

Automating Daily Tasks

• Bank reconciliations: Copilot suggests matches between bank transactions and ledger entries, reducing the time and errors involved in closing.
• Document drafting: Copilot can generate vendor documents or financial summaries automatically, helping teams move faster.
• Data entry support: AI recommendations reduce repetitive manual input, ensuring accuracy and freeing staff for higher-value tasks.

Improving Reporting & Insights

• Variance explanations: Instead of manually writing commentary for reports, Copilot generates clear, natural-language explanations of financial variances (Microsoft video).
• Forecasting: Copilot creates financial forecasts directly inside BC, giving leaders visibility into cash flow or sales projections.
• Instant summaries: Executives can ask Copilot to draft a summary of performance data, complete with charts and visualizations.

Simplifying Communication

• Vendor emails: Copilot drafts professional, data-driven responses to vendor or client inquiries.
• Clearer language: It turns raw data into easy-to-understand explanations for non-financial stakeholders, improving collaboration across teams.

Streamlining Decision-Making

• Real-time recommendations: Copilot analyzes operational and financial data in the moment, offering guidance on next steps).
• Predictive insights: Executives gain faster visibility into risks and opportunities — for example, spotting overdue vendor invoices before they impact cash flow.
• Faster access to KPIs: Instead of waiting for end-of-month reports, leaders can ask Copilot for an instant readout of key business metrics.

See Copilot in Action

The best way to understand the value of Copilot in Business Central is to see it in action. Velosio’s interactive demo gives finance leaders a hands-on look at how Copilot reduces manual work and speeds up everyday processes. Here’s a step-by-step walkthrough of what you can experience:

1. Bank Reconciliation Automation

Traditionally, reconciling accounts means manually matching bank transactions with ledger entries — a slow, error-prone task. In the demo, Copilot automatically suggests matches, highlights discrepancies, and provides recommendations.

• Step 1: Upload or sync your bank statement.
• Step 2: Copilot scans the transactions and suggests matches to your ledger entries.
• Step 3: You approve the matches with a single click, and Copilot flags any exceptions for review.

Result: What once took hours can be done in minutes, with far fewer errors.

2. Creating Financial Summaries

Finance teams spend significant time drafting performance reports for leadership. In the demo, Copilot instantly generates executive-ready summaries.

• Step 1: Select a dataset — for example, monthly expenses or revenue by product line.
• Step 2: Ask Copilot to explain trends or variances.
• Step 3: Copilot delivers a polished narrative, complete with charts and context you can share directly with decision-makers.

Result: Faster reporting cycles and more confident, data-driven discussions.

3. Vendor Management Support

Vendor communication often involves back-and-forth emails and manual reference checks. Copilot simplifies the process by drafting professional responses and summarizing vendor history.

• Step 1: Open a vendor record inside Business Central.
• Step 2: Copilot pulls transaction history, open invoices, and recent interactions.
• Step 3: It drafts a tailored email — for example, confirming payment dates or responding to a query- that you can send immediately or adjust with a click.

Result: Faster, clearer vendor communication that builds stronger relationships.

Benefits for Your Business

Implementing Copilot in Business Central delivers measurable business value across four critical areas:

• Efficiency gains: Free up employee time from repetitive tasks so they can focus on strategic initiatives.
• Accuracy: Reduce manual errors in data entry, reconciliations, and reporting for greater confidence in your numbers.
• Scalability: Support business growth without constantly adding headcount or overwhelming existing staff. By automating reconciliation, reporting, and communication workflows, Copilot ensures that processes scale smoothly as transaction volumes increase. This allows organizations to maintain both agility and consistency, even during periods of rapid growth or seasonal
  fluctuations.
• Empowerment: Elevate finance and operations from back-office functions to strategic business partners that drive growth and innovation.

Getting Started with Copilot in Business Central

To take advantage of Copilot, businesses must be running a cloud-based version of Business Central with the latest Microsoft updates. Once enabled, Copilot’s features appear directly inside the familiar BC environment.

Steps to success:

• Check prerequisites: Confirm you’re on cloud-based Business Central and that updates are current.
• Identify use cases: Start with high-value workflows such as bank reconciliations, financial summaries, or vendor communication.
• Train employees: Provide guidance and resources to help staff adopt Copilot effectively.
• Leverage partner support: Collaborate with experts like Velosio to align Copilot with your business goals, ensuring smooth enablement and adoption.

With decades of ERP and cloud experience, Velosio simplifies every stage, from setup to adoption, ensuring every Copilot initiative delivers measurable impact.

Ready to See How Copilot Can Transform Your Business?

Book a strategy session with Velosio and discover how AI in Microsoft Dynamics 365 Business Central can streamline operations, improve reporting, and accelerate growth. Our experts will help you identify high-impact use cases, align Copilot with your goals, and build a clear roadmap to measurable results.

About Velosio

With 30+ years of experience, Velosio helps organizations modernize applications, streamline operations, and harness the power of AI and data. As a trusted Microsoft partner, Velosio guides business leaders through every stage of their AI and digital transformation journey — from strategy to implementation.