Copilot AI in Business Central ERP: 3 Practical Use Cases for SMEs

Artificial intelligence (AI) is now making its way into ERPs and is no longer reserved for large enterprises—it’s accessible to SMEs. With every new release, Microsoft integrates AI features through Copilot into its  ERP Dynamics 365 Business Central, making automation available to B2B SMEs across all sectors: distribution, logistics, transport, manufacturing… 

We've prepared 3 practical use cases of Copilot AI in Business Central for you. 

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1. Smart Forecasting: Manage Inventory and Cash Flow 

Business Central includes AI-powered extensions such as sales forecasting, inventory demand prediction, and cash flow forecasting. These features use your company’s historical data to anticipate stockouts, optimize inventory levels, and forecast cash outflows. 

Benefits for SMEs: 

• Anticipate restocking and plan purchases efficiently 

• Reduce overstock and costly stockouts 

• Manage finances with greater peace of mind—no complex manual input required 

2.Automating Repetitive Tasks with Copilot AI: Generate, Summarize, and Interact 

Microsoft has strengthened the integration of generative AI in Business Central with Copilot—the conversational assistant that simplifies daily ERP use. Among the newest features is the “Summarize record” tool, which automatically generates a clear, structured summary of any ERP record or document (customer, order, contract, invoice, etc.). The AI can also generate documents (quotes, invoices…) from simple descriptions. 

In practice, instead of manually scrolling through technical lines or fields, users can ask Copilot to produce an instant summary, making it easier to analyze or share (via email, CRM, etc.). 

This feature is especially useful for: 

• Sales or customer service teams who need to respond quickly to customer inquiries 

• Logistics managers who want a quick overview of an order or delivery status 

• Executives or managers looking to save time when reviewing operational ERP data  

This feature is included in the 2025 Wave 1 roadmap and gives SMEs access to a level of productivity previously reserved for large enterprises. 

3. Predictive Analytics & Alerts: Power BI + AI 

In addition, Power BI, when integrated with Business Central, unlocks predictive capabilities: 

• Sales and margin analysis, anomaly detection 

• Identification of at-risk customers (churn) or underperforming products 

• Proactive alerts on emerging trends 

This new functionality delivers tangible benefits for your business: 

1. Decisions based on real data 

2. A quick reaction to warning signals 

3. A management of financial and operational performance facilitated

Copilot AI in Business Central ERP, a concrete lever in your ERP

Contrary to popular belief, the AI in Business Central is immediately usable. The extensions are directly integrated, Copilot is active as soon as you are in SaaS. 

 Ultimately, AI helps SMEs to: 

• anticipate their needs, 

• automate some of their time-consuming tasks, 

• And ultimately, to make better decisions.

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