> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/copilot-ai/copilot-and-ai/copilot-features.md).

# Copilot Features

Explore Microsoft Copilot features across all areas of Business Central: finance, sales, purchasing, inventory, and data analysis.

Copilot in Microsoft Dynamics 365 Business Central brings AI into everyday ERP work. It’s built into Business Central, so you can find information, understand data, generate insights, and complete tasks faster.

Copilot reduces friction. You don’t need to remember where information lives, how reports are structured, or which steps complete a process. You stay in the flow of work while Copilot assists, suggests, and explains, while still respecting Business Central permissions and security.

Copilot capabilities span finance, inventory, supply chain, sales, and operations. Availability depends on the capability, release status, tenant configuration, and Microsoft Dynamics 365 Business Central version.

<figure><img src="https://1560282834-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fs64g41PIX2FOzESfPhuP%2Fuploads%2FYh8VnuTAzsGkjtJtKeSU%2Fimage.svg?alt=media&amp;token=45b964da-7847-4887-bc99-a237712d9d06" alt="Microsoft Copilot features in Business Central"><figcaption></figcaption></figure>

### Why Copilot Matters <a href="#why-copilot-matters" id="why-copilot-matters"></a>

Copilot amplifies the value of Business Central by:

* Reducing manual work and operational friction
* Increasing ERP adoption across roles and teams
* Making insight and analysis accessible without specialist skills
* Supporting scalable growth

Copilot doesn’t replace you. It works with you, making Business Central more intuitive and efficient for drinks businesses.

Some capabilities are in preview. Preview features can change and may have additional terms or requirements.

### Microsoft guidance

AI capabilities are evolving quickly. New features arrive in each release wave. Use the Microsoft guidance below for the latest features and availability.

{% embed url="<https://learn.microsoft.com/en-us/dynamics365/business-central/ai-in-bc>" %}

Whether you enter data occasionally or throughout your workday, manual entry can be time-consuming and error-prone.

Manually entering data can be time-consuming and error-prone, both for casual users of Business Central and expert users who are tasked with entering records throughout their workday.

* **Search for pages and reports** uses semantic matching to help you find Business Central pages and reports.
* **Inventory forecasting** predicts future demand to support replenishment planning.
* **Late payment prediction** identifies open invoices that are likely to be paid late.
* **Cash-flow analysis** projects cash inflows and outflows using historical data and current documents.

- **Search for pages and reports** uses semantic matching to help users find Business Central pages and reports.
- **Inventory forecasting** predicts future demand to support replenishment planning.
- **Late payment prediction** identifies open invoices that are likely to be paid late.
- **Cash-flow analysis** projects cash inflows and outflows using historical data and current documents.

{% stepper %}
{% step %}

### Find information and analyse data

[Advanced Tell Me](https://learn.microsoft.com/en-us/dynamics365/business-central/faqs-advanced-tell-me)

Advanced Tell Me is an AI-powered enhancement to the existing **Tell me what you want to do** (<kbd>Alt</kbd>+<kbd>Q</kbd>) feature. It provides semantic (meaning-based) search over product metadata—such as page captions, descriptions, additional search terms, and report or query metadata—so you can find pages, reports, and queries even when your wording doesn't match exact text.

[Analysis assist](https://learn.microsoft.com/en-us/dynamics365/business-central/faqs-analysis-assist)

Analysis assist is a copilot that provides assistance for working with the [data analysis mode](https://learn.microsoft.com/en-us/dynamics365/business-central/analysis-mode) in Business Central. The data analysis mode enables you to organize, aggregate, and summarize data on pages and queries to make it more suitable for analyzing and extracting meaningful insights.

[Chat with Copilot](https://learn.microsoft.com/en-us/dynamics365/business-central/faqs-chat-with-copilot)

Microsoft Copilot is an AI-powered assistant that helps you be more creative, productive, and efficient. You can chat with Copilot in Business Central to get answers and insights about Business Central and your business data by typing what you want to know in natural language.

[Summarize](https://learn.microsoft.com/en-us/dynamics365/business-central/faqs-summarize)

You often need an overview of your data and what urgently needs your attention to decide how to proceed with your tasks optimally.
{% endstep %}

{% step %}

### Create and improve content

[Autofill](https://learn.microsoft.com/en-us/dynamics365/business-central/faqs-autofill)

Manually entering data can be time-consuming and error-prone, both for casual users of Business Central and expert users who are tasked with entering records throughout their workday.

[Marketing text suggestions](https://learn.microsoft.com/en-us/dynamics365/business-central/faqs-marketing-text)

Copilot provides writing assistance for users responsible for authoring marketing text (also known as copy) on items in Business Central. This feature is known as marketing text suggestions. The marketing text suggestions feature provides writing assistance for users responsible for authoring marketing text (also known as *copy*) on items in Business Central.
{% endstep %}

{% step %}

### Support sales and purchasing

[Map e-documents to purchase order lines with Copilot](https://learn.microsoft.com/en-us/dynamics365/business-central/map-edocuments-with-copilot)

Copilot helps automate vendor invoice processing by **matching invoice lines to purchase orders**, even when the details don’t exactly correspond. This reduces manual searching, matching, and data entry, making e-document processing faster and more efficient.

[Suggest item substitutions with Copilot](https://learn.microsoft.com/en-us/dynamics365/business-central/faq-suggest-item-substitutions-with-copilot)

In a business landscape that changes fast, companies often need to evolve the portfolio of products they sell. Whether it's adding new products, changing existing products, or adding entire product lines and categories, it's often time consuming to create and manage product (item) information

[Sales line suggestions with Copilot](https://learn.microsoft.com/en-us/dynamics365/business-central/faq-sales-suggest-sales-lines-with-copilot)

Sales line suggestions with Copilot can assist with creating lines on sales documents such as sales quotes, orders, and invoices based on structured input or natural language. The feature isn't a general-purpose chat, but a highly specific and integrated experience that you can use on sales documents. The feature offers two distinct skills that help you find data about individual products or entire documents.

[Suggest number series with Copilot](https://learn.microsoft.com/en-us/dynamics365/business-central/faq-suggest-number-series-with-copilot)

Suggest number series can help you create number series for all entities and documents in Business Central based on structured input or natural language.
{% endstep %}

{% step %}

### Support Finance

[Bank reconciliation assist](https://learn.microsoft.com/en-us/dynamics365/business-central/faqs-bank-reconciliation)

Bank reconciliation is a common accounting task where organizations review their bank account statements to identify transactions that should be registered in Business Central. For example, this task is used to identify periodic bank fees or small employee expenses.

[Shopify Tax Matching](https://learn.microsoft.com/en-us/dynamics365/business-central/shopify/shopify-tax-matching)

Suggest mappings for unmatched Shopify product and shipping tax lines. Microsoft currently documents this capability as available only in the US version of Business Central.
{% endstep %}

{% step %}

### Other AI and machine-learning features

These Business Central features use AI or machine-learning models but are not necessarily generative Copilot experiences:

**Search for pages and reports** uses semantic matching to help users find Business Central pages and reports.

**Inventory forecasting** predicts future demand to support replenishment planning.

**Late payment prediction** identifies open invoices that are likely to be paid late.

**Cash-flow analysis** projects cash inflows and outflows using historical data and current documents.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Treat Copilot output as a proposal. Review the underlying records and confirm important financial, operational, and compliance information before acting.
{% endhint %}


---

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