Microsoft Dynamics 365 Business Central continues to evolve with AI-driven enhancements, making business processes more efficient and insightful. One such innovation is the Summaries with Copilot feature, which leverages generative AI to provide instant, meaningful summaries of data, reports, and transactions. This powerful addition helps users quickly grasp key information without diving into extensive details manually.
What is Summaries with Copilot in Business Central?
The Summaries with Copilot feature is an AI-powered capability that provides concise overviews of large datasets, reports, or transaction histories. Whether analyzing financial statements, reviewing customer interactions, or assessing sales performance, Copilot generates clear and actionable insights.
Key Benefits of Summaries with Copilot:
Time Savings – No more scrolling through lengthy reports. Get instant insights at a glance.
Improved Decision-Making – AI-generated summaries highlight crucial trends and anomalies.
Enhanced Productivity – Focus on strategic actions rather than manual data interpretation.
Customization – Tailor summaries to highlight specific metrics or KPIs.
Seamless Integration – Works across Business Central pages, including customers, vendors, and financial reports.
How Does It Work?
Using Summaries with Copilot is simple and intuitive:
Navigate to a Customer/ Vendor Card.
Click on the Summarize with Copilot option on the right top corner.
Copilot analyzes the data and generates a concise summary with key takeaways.
Copilot suggest a summary, if you want to get some additional information click on more detail option this will open up a copilot chat pane and provide you more information .
Get the insight and sharing the information over call or email will be easy and quick.
Use Cases for Summaries with Copilot
Financial Analysis – Quickly understand P&L statements, cash flow reports, and balance sheets.
Customer Insights – Summarize customer transactions, payment trends, and outstanding balances.
Vendor Performance – Get an overview of vendor interactions, purchases, and due payments.
Sales Reports – Summarize sales trends, top-performing products, and revenue insights.
Final Thoughts
The Summaries with Copilot feature in Business Central is a game-changer, reducing the time spent on data analysis while providing intelligent insights that drive informed decision-making. With AI working alongside users, businesses can unlock new levels of productivity and agility.
Are you ready to experience the power of AI-driven summaries in Business Central? Try it today and transform the way you interact with data!
For more information you can refer to Learn.microsoft.com.
Follow for more updates..