Imagine being able to ask your software: “Will this customer pay late?” or “Will my supplier ship early?” With Microsoft Copilot and Dynamics 365 Business Central, you can. Business Central centralizes your data, Power BI transforms it into clear visual reports, and AI turns those insights into practical answers that guide smarter decisions.
Microsoft Copilot’s generative AI makes Business Central easier and more powerful for small businesses. It helps with everyday tasks like training and step-by-step guidance, while also automating complex processes such as bank reconciliations, product sales forecasting, and even cash flow analysis.
Some of the standout features of Copilot in Dynamics 365 Business Central include:
- Natural language queries – ask questions in plain English and get answers from your data.
- Marketing text suggestions – generate product descriptions and customer messaging.
- Enhanced bank reconciliation – speed up monthly close processes.
- Inventory & item forecasting – anticipate demand and avoid stock issues.
- Late payment prediction – identify potential cash flow risks.
- Cash flow analysis – monitor and plan financial health.
Business intelligence (BI) is about turning data into actionable insights. With Power BI integrated into Business Central, companies can create interactive dashboards that give leaders real-time visibility into financials, sales, and operations.
With the Microsoft ecosystem and Business Central, every department: sales, finance, and operations, shares the same reliable source of customer and financial data. This makes it easier to:
- Identify opportunities for upselling and cross-selling.
- Track sales performance and KPIs.
- Spot trends early and take corrective action.
Dimensions in Business Central allow businesses to categorize and analyze data without creating separate general ledger accounts. Instead of maintaining multiple accounts, dimensions let you tag entries with details such as:
- Department
- Location of sale
- Salesperson
- Customer
This flexibility means one sales entry can carry multiple dimensions, enabling more precise reporting and decision-making.
Dynamics 365 Business Central provides a single source of truth for your organization by centralizing business data. This eliminates silos and enables multidimensional financial reporting helping leaders analyze results from multiple perspectives, identify risks, and uncover growth opportunities.
At Mendelson Consulting, our ERP experts and cloud services team specialize in helping small and midsized businesses get the most out of Microsoft Dynamics 365 Business Central. From implementation to training and optimization, we ensure your solution is tailored to your business today and scalable for the future.
As your business grows, your technology should grow with you. Microsoft 365 and Dynamics 365 Business Central are configurable, scalable, and agile delivering measurable value today while adapting to whatever comes next.
Ready to explore how AI and BI can transform your business? Contact Mendelson Consulting to schedule a consultation and see Microsoft Dynamics 365 Business Central in action.
