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  • Sami Mattson

Transforming Business Central with Copilot: A Game Changer for Your Business

Introducing AI Copilot for Microsoft Dynamics 365 Business Central—an innovative tool designed to optimize and automate critical aspects of your business operations. Microsoft Copilot offers two revolutionary functionalities, marketing text for products and bank reconciliation, designed to automate and refine your business processes. Here’s how you can leverage these tools:

 

Enhance Your Marketing with Product Text Suggestions

AI Copilot allows you to generate marketing text based on the attributes of your items. This tool gives you the flexibility to decide how you want to present your product.



Choose from various formats to best showcase your products:

 

Tagline: A catchy, concise line that captures the essence of your product.

Paragraph: A detailed description that highlights the features and benefits of your product.

Tagline + Paragraph: Combines both for a comprehensive marketing message.

Brief: A succinct summary of what your product offers.

 


Flexible Output Options

The ability to generate multiple text options simultaneously allows you to view and compare different versions, ensuring you select the most suitable content for your marketing needs. This feature is invaluable for testing different marketing approaches to determine what best fits your brand’s voice and marketing strategy.

 

Customization at Your Fingertips

Adjust the tone of voice and set quality parameters to tailor the output according to your needs. Whether you're looking for something casual, confident or upbeat, the AI copilot adapts to your specifications, ensuring the content aligns with your brand identity. This tool also allows you to choose to put an emphasis on sustainable, innovative, powerful, reliable, or elegant to market your products.




Streamline Financial Operations with Bank Reconciliation

 

Streamlined Financial Operations

AI Copilot simplifies the process of reconciling bank accounts. You can either upload a file or connect directly to your online bank account. The system will first use the built in algorithms to check for matched transactions then it will call copilot to match any lines that were unmatched from the built in functionality. For any unmatched transactions, AI Copilot steps in to provide advanced matching solutions, reducing manual input and the likelihood of errors.



Effortless Transfer to General Ledger

Easily transfer unmatched transaction lines to the appropriate general ledger (GL) accounts. AI Copilot not only automates this process but also allows you to save these mappings. Future transactions can then be automatically recognized and matched, further enhancing the efficiency of your financial workflows. 





Conclusion

Integrating AI Copilot into Microsoft Dynamics 365 Business Central transforms mundane tasks into strategic opportunities. By automating text generation for marketing and streamlining bank reconciliation processes, businesses can focus more on growth and less on administrative chores. Embrace the future of business management with AI-enhanced capabilities that drive efficiency and effectiveness.


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