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How can businesses effectively implement Copilot in Dynamics 365 Business Central?

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Posted on by talktoaliveallen

How can organizations fully leverage Copilot in Dynamics 365 Business Central to streamline finance, supply chain, and day-to-day operations by using AI-driven insights, natural language prompts, and predictive analytics—while addressing challenges such as data readiness, customization limitations, user training, compliance requirements, and measuring real ROI from Copilot adoption across different business roles?

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Dynamics 365 Business Central

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OussamaSabbouh 5,796 on at

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Hello ,

Copilot works best when data is clean, processes are standard, and users know how to ask questions.

Value: Faster insights (finance), better forecasts (supply chain), quicker daily tasks (ops)

Requirements: Clean master data, good dimensions, minimal customizations

Limits: Copilot favors standard BC; heavy custom code reduces impact

Adoption: Train users on prompting, not AI theory

Compliance: Uses existing BC/M365 permissions

ROI: Measure time saved, not “AI usage” (faster close, fewer manual checks)

Bottom line:

Fix data → stay standard → train users → track time saved.

Regards,

Oussama Sabbouh

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Aman Kakkar 2,319 on at

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Hi,

1) Where Copilot adds real value

Finance: invoice/entry explanations, variance summaries, faster month-end narratives

Supply Chain: PO/vendor communication drafts, exception explanations (late/short supply)

Operations: customer/order summaries, quick status explanations

Use built-in Copilot first. Extend only for high-value gaps.

2) Customization reality

Copilot is SaaS-first

Use Copilot extensibility only for small, focused use cases

Always keep human review for postings & external communication

3) Train by role, not by feature

Give each role 5–10 proven prompts

Teach “good vs bad prompts”

Enforce review for financial/external output

Recommended rollout

Pick 2–3 high-volume processes

Fix minimum data issues

Pilot with key users (2 weeks)

Measure → extend → scale

Do mark as verified if this helps,

Aman K

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YUN ZHU 95,432 Super User 2025 Season 2 on at

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Hi, Apart from the Agent function, all Copilot functions in BC are currently free, and users do not need to make any additional investment.

More details:

Dynamics 365 Business Central: Regarding the cost of the Copilot/Agent features (Manage consumption-based billing for agent capabilities)

https://yzhums.com/68484/

Thanks.

ZHU

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