Accelerate Growth and Efficiency with Copilot in Dynamics 365 Business Central
Unlock AI-powered efficiency in Dynamics 365 Business Central with Copilot & VISTAS Cloud.
Bring the power of Microsoft Copilot into your ERP. With AI integrated directly into Business Central, your team can reduce manual work, gain real-time insights, and streamline workflows—all while staying connected to the Microsoft ecosystem you already use.
How Copilot Enhances Your Business
Finance Teams- Automate bookkeeping, reconciliation, and audit preparation. Improve accuracy and ensure compliance with less manual effort.
Sales Teams- Analyze customer data to identify trends and opportunities. Copilot provides insights that help boost revenue and improve forecasting.
Operations- Optimize inventory, production, and logistics. Copilot helps ensure smooth, cost-effective operations with predictive insights.
Executives- Access real-time dashboards and strategic reports. Make informed decisions with a 360-degree view of business performance.
Key Capabilities of Copilot in Business Central
Automated Data Entry & Invoice Processing
Copilot automates time-consuming tasks like entering financial data or processing invoices. It recognizes patterns and suggests or completes entries, freeing your team to focus on strategic work.
Advanced Analytics and Reporting
Create custom reports and visualizations by asking Copilot in natural language. Whether it’s financial performance or customer trends, Copilot delivers insights instantly—no technical skills required.
Smart Inventory Recommendations
Copilot uses historical data to optimize inventory. It alerts you to low stock, recommends reorder points, and forecasts future needs based on demand trends.
Personalized Task Automation
Copilot adapts to your workflows, helping automate repetitive tasks like generating sales orders, reconciling accounts, or sending routine emails.
Seamless Collaboration
Share reports, tasks, and insights easily across departments. Copilot translates complex data into clear, accessible language for all users—from finance to sales to operations.
Natural Language Queries
Ask questions in everyday language—like “What’s our weekly cash flow?”—and get immediate, actionable answers without needing formulas or filters.
Real-Time Decision Support
Copilot delivers real-time insights to help you make faster, data-driven decisions. It highlights risks, uncovers opportunities, and supports better business outcomes.
Why Choose VISTAS Cloud?
At VISTAS Cloud, we prioritize security and compliance when delivering Copilot in Business Central services. Since Copilot is built on the Microsoft Cloud, your business benefits from enterprise-grade security, privacy, and responsible AI practices. Your data always stays within your Microsoft 365 tenant and is never shared with external AI models. Role-based access ensures only authorized users can view sensitive financial or operational information, while Microsoft Entra ID provides advanced identity and access management with multifactor authentication, conditional access, and zero-trust policies.
All data is encrypted both at rest and in transit, safeguarding it from unauthorized access. Copilot and Business Central are also designed to meet global compliance standards, including GDPR, ISO 27001, SOC, and HIPAA, as well as industry-specific and local data residency requirements. With built-in audit and monitoring tools, organizations can maintain oversight of AI usage at all times. Most importantly, Copilot is governed by Microsoft’s Responsible AI principles, ensuring it remains fair, transparent, privacy-first, and secure by design. With VISTAS Cloud, you can confidently harness AI-powered ERP capabilities knowing your data is fully protected.
Our Services for Copilot in Business Central
Copilot Readiness & AI Strategy
Assess your Business Central environment. Run workshops to identify high-impact use cases across finance, supply chain, retail, nonprofit, and more. Build a roadmap aligned with your goals and compliance needs.
Deployment, Integration & Governance
Configure Copilot securely and connect it to your Business Central data. Integrate with Microsoft 365 and Power Platform. Establish governance frameworks and role-based access controls to ensure responsible AI use.
Industry & Role-Based Customization
Customize Copilot for your industry with pre-built and tailored use cases. Extend functionality using Power Automate and Business Central data for role-specific workflows.
Adoption, Change Management & Training
Launch a Champions Program to drive internal adoption. Provide hands-on training, playbooks, and support to guide teams through the shift to AI-powered work.
Ongoing Support, Optimization & Innovation
Monitor usage, measure ROI, and refine use cases through quarterly reviews. Get early access to new Copilot features and ensure continuous improvement.
AI Governance & Compliance Services
Conduct AI risk assessments and define responsible AI policies. Support audits and compliance with documentation and monitoring tools to ensure safe, compliant usage.
Frequently Asked Questions
Copilot is Microsoft’s AI-powered assistant that automates tasks, generates reports, and streamlines operations in Business Central.
Copilot enters data, creates custom reports, and suggests actions—reducing manual work and freeing teams to focus on strategic activities.
Yes, Copilot uses enterprise-grade security, role-based access, and complies with major global standards, keeping your data safe and private.
Absolutely. Copilot can be tailored for industry-specific processes and extended using Power Platform to automate routine tasks.
Copilot seamlessly integrates with Microsoft 365, Power Platform, and other apps, maximizing collaboration and data-driven decision making.
Finance, supply chain, retail, and nonprofits—all can use Copilot to optimize processes, enhance insights, and drive innovation.
No advanced skills needed—Copilot works with natural language prompts and VISTAS Cloud ensures secure configuration and training.