Modules in Business Central that can leverage Dynamics CoPilot

by | Dec 29, 2023

Dynamics 365 Business Central is a comprehensive enterprise resource planning (ERP) solution. Business Central is designed as modern cloud-based comprehensive business management software is designed specifically to make digitalization more accessible than ever for SMBs, helping them capitalize on new technology to adapt faster, work smarter, and perform better.


Here are some Modules in Business Central that can leverage Dynamics CoPilot:

Workflow Automation: 

      • Approval Processes: Automate approval workflows for various transactions, such as purchase orders, expense reports, and invoices.
      • Document Routing: Route documents and records to the appropriate individuals or departments for review and approval.

Financial Automation: 

      • Invoice Automation: Streamline the processing of invoices, from receipt to payment, through automation.
      • Reconciliation Automation: Automate bank reconciliations and other financial reconciliations to save time and reduce errors.
      • Cash Flow Forecasting: AI algorithms are employed to analyze historical financial data, customer payment patterns, and other relevant factors to provide accurate cash flow forecasting. This assists organizations in managing their finances more efficiently.

Supply Chain: 

      • Demand Forecasting: Analyze historical data and forecast demand for better inventory planning.
      • Order Processing: Automate order creation, processing, and fulfillment to improve supply chain efficiency.
      • Production Scheduling:  Scheduling of production jobs based on demand and resource availability.
      • Quality Control: Implement automated quality control processes during the manufacturing cycle.

Customer Engagement: 

      • Marketing Automation: Integrate with Dynamics 365 Marketing for automated marketing campaigns and lead nurturing.
      • Sales Processes: Automate sales processes, from lead qualification to opportunity management.

Learn More Here: Dynamics 365 Business Central – Covenant Technology Partners