Microsoft Copilot – AI Assistant in ERP Systems
Microsoft Copilot is an AI assistant from Microsoft, available to everyone as a chatbot. Today, however, we will focus on its business version. Copilot is an integral part of the Dynamics 365 Business Central ERP system, helping users manage and optimize daily operations in a company.
In its current version, Copilot has become a companion for users in their everyday tasks within the system. It is available whenever and wherever needed, and now, it also supports 20 languages. When it comes to using Copilot in Polish within Dynamics 365, we will explore two key aspects:
- How can it help us?
- How do we use it?
How Can Copilot Assist You in an ERP System?
Fast and Precise Analyses
An ERP system is a vast database filled with valuable information about your customers, sales performance, inventory levels, and the status of ongoing operations. However, working with large data sets means that identifying key correlations and drawing conclusions can be time-consuming and often requires manual searching and data comparison.
This is where Copilot steps in. Simply enter a command such as “Show unpaid invoices”, and the system will instantly generate the relevant list for you.
Assistance with System Navigation
Another feature of advanced ERP systems like Dynamics 365 is their complexity—detailed data is collected from all areas of your business. While Dynamics 365 is an intuitive tool, finding specific functions at the beginning of your journey with the system can be challenging. This is where Copilot comes in.
If you’re looking for a particular function, there’s no need to search through online tutorials—simply ask the assistant, for example, “Where can I find the customer list?” Copilot will not only point you to the right place but also take you there directly. This is one of the key advantages of Dynamics 365 Business Central over other ERP systems that do not offer such intelligent navigation.
Automating Repetitive Tasks
One of the biggest benefits of AI tools in business is significant time savings. Copilot takes over routine tasks for you, such as:
- Faster product launches – You can upload a product image, and the system will automatically assign it to the appropriate category and attributes—eliminating the need for manual data entry.
- Generating product descriptions – Copilot creates descriptions based on attributes such as color, material, and size. You can adjust these descriptions according to your company’s standards.
- Reducing accounting workload – Copilot automatically matches transactions using bank statement data, suggesting appropriate accounting accounts.
Copilot can also become a reliable sales assistant, helping you create offers, manage orders, analyze sales data, and maintain customer relationships.
How to Use Copilot?
Effectively using AI is becoming an essential skill. Tutorials and even entire webinars dedicated to learning how to interact with AI tools are gaining popularity. However, it’s important to remember that artificial intelligence is designed to understand natural human language. When interacting with Copilot, you don’t need to worry about using the exact function name or an unnatural sentence structure.
That said, there are some best practices for using Copilot effectively. Microsoft recommends:
- If you want to ask a question about a specific list, such as the customer list, navigate to that section first before asking your question.
- You don’t need to know every detail—start with a general question like “Show products with the highest sales.”
- If you’re unsure how to phrase your question, use the “Prompt Guide” feature to see available options based on your current context.
- Keep your requests simple and clear.
Copilot currently supports 20 languages, allowing you to choose the one that’s most convenient for you:
- English
- Czech
- Danish
- Dutch
- Finnish
- French
- German
- Greek
- Italian
- Chinese (simplified)
- Portuguese (Brazil)
- Japanese
- Korean
- Norwegian
- Polish
- Russian
- Spanish
- Swedish
- Thai
- Turkish
How Can You Use Copilot in Your Company?
Microsoft Copilot supports Dynamics 365 Business Central users, whether they use the system’s standard features or one of the many extensions provided by Microsoft partners.
If you’re interested in implementing Copilot in your company, feel free to contact us!
