How to Use Copilot in Business Central for Everyday Tasks
Copilot in Business Central helps you work in new ways. It makes you more productive. At HELLENiQ ENERGY, 70% of users saw big improvements. You do not have to do boring jobs like writing emails or making meeting notes anymore. Here are some top benefits:
You can save time and get new ideas. Smart AI help is part of your daily work.
Key Takeaways
Copilot in Business Central helps you work faster. It does simple jobs like typing data and making reports for you.
To use Copilot well, make sure you have the right licenses. You also need the correct permissions in your company.
Use easy words when you talk to Copilot for tasks. This helps you get better answers.
Teach your team how to use Copilot features. This will help everyone work better and faster.
If you have problems, check your permissions first. You can also use support tools to fix issues quickly.
Start with Copilot
Prerequisites
Before you dive in, you need to make sure you have the right setup. Copilot in Business Central works best when you meet a few requirements. Here’s a quick look at what you need:
If you have the right license, you are ready to move forward.
Enable Copilot
You can turn on Copilot in Business Central with just a few steps. If you are an administrator, follow this process:
Open Business Central and search for the Copilot & agent capabilities page.
Find the Allow data movement toggle and switch it on or off as needed.
Look at the list of features. Select the ones you want and choose Activate or Deactivate.
Make sure users have the right permissions in the permission management system.
Tip: Always double-check permissions so everyone who needs Copilot can use it right away.
Setup Tips
Want to get the most out of Copilot in Business Central? Try these expert tips:
Meet Copilot. Watch a quick video to see how it works across Microsoft 365 apps.
Plan your goals. Talk with your team and decide how you want to use Copilot.
Get your tech ready. Make sure devices and permissions are set up for a smooth start.
Train your team. Let early users try Copilot, gather feedback, and help others learn.
With these steps, you can start using Copilot in Business Central and make your daily work easier and smarter.
Copilot in Business Central Tasks
Update Records
You do not need to spend a long time updating records by hand. Copilot in Business Central makes this job much simpler. You can tell Copilot to update item attributes, customer details, or prices. It works quickly and helps you avoid making mistakes.
Here are some tasks you can do with Copilot:
Enter and update data
Set up reminders and follow-ups
Make reports and summaries
Watch and manage workflows
Send regular emails or replies
Let’s look at how Copilot is different from doing these jobs by hand:
Tip: Try using normal language when you ask Copilot to update records. For example, say, “Update all item prices by 5%,” and Copilot will do it for you.
Generate Content
Copilot in Business Central helps you make content fast. Need a product description or a report summary? Just type what you want, and Copilot will make it for you. This saves time and keeps your content on brand.
Here are some ways Copilot helps you make content:
Write marketing text for new products
Make email templates for customers
Summarize meeting notes or sales reports
Draft answers to common customer questions
Lifehack: Ask Copilot to give you different versions of your content. You can choose your favorite or mix ideas to make your message better.
Automate Processes
Copilot in Business Central can do boring tasks for you. This means you spend less time on routine work and more time on important projects. Copilot can automate approvals, match invoices, and help with payroll.
Here are some top automations:
You can also see big changes in your workflow:
Pro Tip: Use Copilot to set up Power Automate flows with simple words. After you make a flow, Copilot can help you change it to fit your needs even more.
You can use Copilot in Business Central to:
Automate boring tasks
Make customer service better
Make inventory management easier
Help with project management
Use data to make decisions
Try This: Ask Copilot to watch your inventory and tell you when stock is low. You will always know when to restock!
Copilot Troubleshooting
Access Issues
Sometimes, you might have trouble using Copilot in Business Central. You may not see some features, or you might get an error message. Most problems are easy to fix. Here is a table to help you find out what is wrong and how to fix it:
You might also get messages about permissions. If you see, "Sorry, the current permissions prevented the action," you probably need more access. Ask your admin to check your permissions on the Effective Permissions page. This helps you get the right access and keeps things safe.
Tip: If you get an error about reading or posting data, tell your admin. They can fix your permissions quickly.
Performance Problems
Is Copilot in Business Central slow or not working right? You can try some things to make it faster:
Use Chrome or Edge browsers for better speed.
Clear your browser cache often.
Plug in your computer instead of using Wi-Fi for a stronger signal.
Change your network settings to give Business Central more priority.
If pages are slow to load, try these steps:
Check if the problem happens to everyone or just you.
Look at the page design. Too many calculations can slow it down.
Review any customizations. Sometimes, they need updates.
Make sure your tables and indexes are set up well.
A distributor made their order entry screen faster by fixing their database and archiving old data. Small changes can make a big difference.
Here is what you can expect from Copilot in Business Central when it works well:
🚀 Try these tips and see how much faster your work can be!
Support Resources
If you still need help, there are many support options. Here are some places to look for answers:
Microsoft Learn articles for troubleshooting Copilot and agent capabilities.
Guides and tips for using Business Central better.
Technical support links for more help.
You can also reach out in these ways:
Note: If you ever feel stuck, ask for help. Support teams are ready to help you.
Copilot in Business Central helps you do your work better. You save time because Copilot does simple jobs for you. It can do things like entering data and matching invoices. You can ask Copilot questions using normal words. It gives you fast answers or makes reports for you. Copilot also shares smart ideas to help you choose well and help customers quickly.
Here are some cool features you can use:
Have you used Copilot yet? Tell us your best tips or ask questions below! Your ideas help everyone use Business Central better. 🚀
FAQ
How do I start using Copilot in Business Central?
You just need the right license and permissions. Go to the Copilot & agent capabilities page. Turn on the features you want. If you need help, ask your admin.
Can Copilot help me write emails or reports?
Yes! Copilot can draft emails, reports, and even product descriptions. Just tell it what you need. You can edit the text before sending or saving.
What should I do if Copilot is not working?
Try these steps:
Refresh your browser.
Check your permissions.
Ask your admin to review your access. If you still have trouble, contact support.
Is my data safe when I use Copilot?
Your data stays secure. Copilot follows Microsoft’s security and privacy rules. Only people with the right permissions can see your information.