The 5 Most Useful Copilot Features in D365 Business Central
- Kwixand Team
- 42 minutes ago
- 9 min read
Discover the top 5 Microsoft Copilot features in Business Central that streamline workflows, boost productivity, and simplify data-driven decisions.
Artificial intelligence has quickly become an integral part of modern business systems, and Microsoft’s Copilot in Dynamics 365 Business Central is one of the most robust examples of this shift. By embedding AI assistance directly into everyday workflows, Copilot transforms business operations and empowers users to save time, increase accuracy, and make better decisions with far less manual effort.
According to Brian Paquette, CEO of Kwixand Solutions, the top five Copilot features that make the biggest difference in Dynamics 365 Business Central are:
✔️ Creating product and marketing text
✔️ Auto-filling of fields
✔️ Copilot for bank reconciliation
✔️ Copilot chat
✔️ Copilot in analysis views
Each of these features brings unique value to the ERP experience, streamlining what were once tedious processes and helping teams focus on higher-value tasks.
In this article, we'll cover:
What Is Copilot in Business Central?
Microsoft Copilot in Dynamics 365 Business Central is an AI-powered assistant embedded directly within the ERP system. It uses natural language processing and machine learning to help users work faster and more intelligently across finance, operations, sales, and inventory management. Rather than replacing human decision-making, Copilot acts as a collaborative partner; one that can understand plain-language requests, generate useful insights, and automate routine tasks. It’s designed to remove the friction of working with complex business systems by allowing users to simply ask for what they need.
For example, a user can type, “Show me our top five customers by revenue this quarter,” or “Draft a description for this new product,” and Copilot will instantly return the relevant data or generate a written response. It integrates seamlessly with existing Business Central workflows, meaning users don’t have to leave the platform or rely on external AI tools to get intelligent assistance.
Paquette emphasizes that Copilot’s value lies in how naturally it fits into daily operations: “It allows me to use Copilot to automatically generate some of the information that needs to be filled in: for what it's going to be used in the marketing or some of the other product information.”
In short, Copilot in Business Central transforms the ERP experience from a transactional system into an interactive, conversational workspace - one where AI handles the repetitive work so employees can focus on insight, strategy, and execution.
Top 5 Copilot Features in Microsoft Dynamics 365 Business Central
1️⃣ Creating Product and Marketing Text
One of the first things Paquette highlights is how Copilot helps generate product and marketing content. For organizations managing hundreds or thousands of SKUs, creating accurate and appealing item descriptions can be one of the most time-consuming parts of product setup.
“When I'm setting up a new item,” Paquette explains, “it allows me to use Copilot to automatically generate some of the information that needs to be filled in, for what it's going to be used in the marketing or some of the other product information.”
Instead of writing descriptions from scratch, users can rely on Copilot to draft professional text instantly based on product attributes already stored in the system. This capability doesn’t just save time; it helps maintain consistency across product lines and marketing materials.
The automation also reduces the risk of missing or incomplete information. As Paquette notes, Copilot lets him “quickly fill in some of the information against the products without having to generate text on my own.” For companies expanding their catalogs or managing frequent product launches, this feature can make the difference between a smooth rollout and a bottlenecked setup process.
2️⃣ Auto-Filling of Fields
Data entry has long been one of the most repetitive and error-prone tasks in any ERP system. Business Central’s auto-fill fields powered by Copilot tackle this issue head-on by predicting and populating expected values automatically.
According to Paquette, “Auto-filling of fields allows me, as I'm entering fields throughout the system, to use Copilot to automatically fill in the expected values, whatever that field may be.”
This feature helps ensure data consistency and accuracy, especially in organizations where multiple users are inputting similar types of information, like vendor names, posting groups, or item categories. It also minimizes keystrokes and the cognitive load on users, allowing them to move through setup and transactions faster.
What makes this functionality powerful is that it adapts to how the business operates. Over time, Copilot can learn from patterns in data entry, enabling it to make more accurate predictions and suggestions.
The benefit goes beyond speed. By automating routine data input, employees can focus on reviewing and validating information instead of typing it in, reducing errors while improving productivity.
3️⃣ Copilot for Bank Reconciliation
Financial reconciliation is one of those tasks every accounting team knows well and few look forward to. Matching transactions manually between bank statements and system records can be time-consuming, particularly when amounts or descriptions don’t align perfectly.
That’s where Copilot for bank reconciliation comes in. Paquette calls it one of his top five features because it “allows me to use Copilot to reconcile my bank and auto-match whether it's amounts or descriptions, making it much quicker to complete the bank reconciliation.”
This automation drastically reduces the effort required to close financial periods. Copilot intelligently analyzes transaction data and identifies matches even when details don’t line up exactly, applying a level of pattern recognition that would take humans much longer to replicate.
The end result is faster reconciliation cycles, fewer manual adjustments, and greater confidence in the accuracy of financial data. By reducing the friction in this critical process, businesses can complete month-end tasks sooner and redirect accounting resources to higher-value analysis.
4️⃣ Copilot Chat
Perhaps the most visible and user-friendly feature in Business Central is Copilot Chat, an integrated conversational assistant that helps users navigate the system and learn as they go.
Paquette describes how this feature transforms user support: “Copilot chat allows me to ask questions, and when I ask those questions it can return me answers and suggestions so I can use it for things like help for how do I run a financial report, how do I enter something and it will provide me back step-by-step instructions on how I enter that stuff.”
This functionality essentially replaces the need to search through documentation or wait for IT or finance support. Users can type a natural question, such as “How do I create a new customer record?” and receive immediate, context-specific guidance. It’s also a key tool for onboarding new users. Instead of formal training sessions or dense manuals, employees can learn directly within the system, guided by Copilot’s intelligent responses.
However, Paquette also points out that there’s a mindset shift required to fully benefit from these capabilities. “The challenge,” he says, “is to get people to use it… simple things like making requests of analysis view data or using the chat for step-by-step help is not something that occurs to people on a regular basis. So in order for them to be using it, they need to change their mindset.”
5️⃣ Copilot in Analysis Views
For Paquette, the standout feature and the one he uses most is Copilot in analysis views. This tool lets users request and format data analyses in plain language, eliminating the need to manually set up queries or pivot tables.
“The Copilot in the analysis views allows me to make requests of the data on list pages and it organizes that data into whatever the requested format is,” Paquette explains. “So I can ask for sales by customer as an example, and it will create that analysis view format for me, and return me the results.”
This ability to ask natural-language questions like “Show me sales versus cost versus margin by region” transforms how users interact with data. Instead of exporting to Excel or building custom reports, they can simply describe what they need and Copilot does the heavy lifting.
Paquette adds that one of the most surprising aspects of this feature is its power: “It actually allows me to request comparables, so say sales versus cost versus margin, and it returns me those results in tabular formatting and grouped and summarized. And that surprised me a little bit on how powerful that is.”
In short, Copilot in analysis views democratizes data analysis. It removes technical barriers, enabling non-analysts to explore and visualize business data instantly, something that traditionally required either advanced Excel skills or dedicated report developers.
The Most Underappreciated Feature: Copilot Agents
While features like these get the most attention, Paquette points out that Copilot Agents, an emerging capability in Business Central, are still “underappreciated and misunderstood.”
“I think the problem is that most customers don't understand the capabilities and the power that it has and how much it can streamline processes and take away tedious tasks that users really just didn't need to do because Copilot can handle it,” Paquette says.
Copilot Agents are designed to operate like AI assistants embedded within workflows, capable of executing multi-step processes automatically. As this capability matures, it may well redefine what ERP automation means, moving from reactive support to proactive, autonomous task management.
🔎 Read More: Exploring Microsoft’s AI Agents: The Future of Work
How to Overcome the Copilot Learning Curve
Even with intuitive AI tools, adopting new technology often requires a mindset change more than technical training. Paquette describes the learning curve for Copilot as minimal but emphasizes the importance of encouraging everyday use.
“The learning curve on using the basic functionality of Copilot is very small,” he says. “I think the challenge is to get people to use it… rather than digging in and putting your head down and figuring things out or analyzing data in some data, we can turn to Copilot and just ask the questions, and it will return results.”
That simple shift, from manual problem-solving to conversational interaction, can unlock immense efficiency, but it depends on habit-building. Organizations introducing Copilot should create opportunities for teams to experiment, share tips, and celebrate time saved.
Advice for Users New to Copilot
When asked what advice he’d give to companies implementing Copilot for the first time, Paquette’s response is simple: “Just start using it.”
“Many people and employees are very hesitant to use Copilot because they don't understand it or they don't think they'll get the results that they would expect,” he notes. “But just start using it and using it for summarizing data, for asking questions, and keep using it. If you're not happy with the results… modify your questions or your requests until you are happy with the results.”
This iterative approach mirrors how humans naturally learn through experimentation and refinement. Copilot, after all, is only as effective as the prompts it receives. As Paquette emphasizes, “The better the requests are, the better the results will be.”
Addressing Security and Accuracy Concerns
Concerns about data security and accuracy often arise with AI systems. Paquette addresses these directly, emphasizing that Copilot inherits Microsoft’s robust security and governance framework.
“One of the benefits of using Microsoft Copilot is that all of the security mechanisms and data governance are enforced when you use Copilot,” he says. “When a user who's using Copilot makes a request, it doesn't return results that include data that the user is not entitled to see.”
In other words, access controls within Business Central remain fully respected by Copilot, ensuring that no one sees data beyond their role-based permissions.
As for accuracy, Paquette offers a pragmatic reminder: “If the source data is incorrect, then definitely the results could be incorrect… the nature of AI in Copilot is not to take the results at face value. It is definitely the user's responsibility to review the results and make sure that the results are accurate.”
In short, Copilot can amplify good data, but it can’t fix bad data. Maintaining data hygiene remains an essential discipline.
The Bottom Line: Copilot as a “Must-Have” in Modern ERP Solutions
Microsoft’s Copilot in Business Central is transforming how teams interact with their ERP data and workflows. From automating text generation and data entry to simplifying reconciliations and empowering self-service analysis, these tools free employees from routine tasks and open the door to more strategic work.
Looking ahead, Paquette believes Copilot isn’t just a useful add-on; it’s fast becoming an essential part of ERP systems.“I think it already is a must-have,” he asserts. “Users who have tried it and have gotten their heads around it can see the efficiencies and the benefits of it… the efficiencies that Copilot and AI have already provided and demonstrated have already made it a must-have in ERP solutions.”
As AI capabilities continue to evolve, organizations that embrace tools like Copilot early will likely build a significant competitive advantage in decision-making speed and employee satisfaction. With secure integration, natural-language interfaces, and a growing set of capabilities, Copilot is more than an AI assistant; it’s becoming the new foundation for intelligent business management.
Kwixand Solutions Can Help You Transform Your Business with AI
At Kwixand Solutions, we’re committed to helping businesses unleash the full potential of Microsoft Copilot and AI technology to drive growth, boost productivity, and spark innovation. As a Microsoft Partner, we have the expertise and resources to guide you through each stage of your business transformation. Ready to get started? Book a consultation with us today and let’s discuss how we can bring AI-driven innovation to your business.
