Microsoft Copilot in Dynamics 365 Business Central: Get Answers Without the Queries

Dynamics 365 Business Central is powerful—but for many users, getting answers still means navigating filters, views, and pivot tables. This workshop introduces a new way to work: using Microsoft Copilot to ask plain-language questions and get data driven answers instantly.

We’ll demonstrate how Microsoft Copilot simplifies reporting, analysis, and day-to-day decision-making inside Dynamics 365 Business Central. Whether you’re managing inventory, reviewing sales trends, or analyzing cash flow, you’ll see how Microsoft Copilot helps you skip the technical setup and go straight to insights.

Perfect for operations, finance, and supply chain professionals who want to work smarter—not harder—with their ERP data.

Real World Examples

• Natural Language Reporting: “Show me revenue by product line for the past 3 months” → Microsoft Copilot builds the view
• Inventory Visibility: Ask Microsoft Copilot to highlight low-stock or non-moving items before they impact fulfillment
• Bank Reconciliation Assistance: Microsoft Copilot automatically suggests matches between bank statement lines and ledger entries, dramatically reducing the time needed for monthly reconciliations
• Sales Performance: Drill into why sales dipped last quarter without writing a single query
• Financial Analysis: Generate a quick profitability report by customer or region using Microsoft Copilot’s suggestions

Skills You'll Gain

• How to use natural language to interact with Dynamics 365 Business Central through Microsoft Copilot
• The ability to build and modify analysis views and reports without technical training
• Techniques to uncover business trends, risks, and opportunities faster
• Confidence in using AI to assist with daily tasks like forecasting, data reviews, and decision-making
• A practical understanding of how to bring non-technical team members into the data conversation