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Copilot for Business Central User Level Course
Course Overview
In this course, you will learn to use Business Central Copilot, a tool that helps you manage your business more efficiently and make better data-driven decisions.
Business Central Copilot is an intelligent assistant that integrates with your Microsoft 365 applications and offers personalized suggestions, alerts, reports, and analysis of your business activity.
Benefits of Copilot for Business Central Training
Prerequisites
Knowledge of core Microsoft 365 applications
Who is this course for?
This course is aimed at Business Central users who want to make the most of Copilot's capabilities and improve their productivity and performance. No prior programming or data analysis knowledge is required, only a Business Central account and an internet connection.
Course Objectives
Throughout this course, we will see how to configure Business Central Copilot, how to access its different functionalities, and how to customize it according to your preferences and needs. You will also learn how to interact with Copilot using voice or text, ask questions, and get quick and accurate answers. Additionally, you will discover how Copilot can help you optimize your processes, identify opportunities, anticipate problems, and find solutions.
Business Central Copilot is a powerful tool that offers the following advantages:
- It provides a global and detailed view of your business, from finance to sales, including inventory, production, and customer service.
- It facilitates access to the information you need at all times, without having to navigate through multiple screens or applications.
- It saves you time and effort by automating routine tasks and simplifying workflows.
- It helps you improve data quality by detecting and correcting errors, inconsistencies, and duplicates.
- It provides expert guidance by offering recommendations based on your data analysis and industry best practices.
- It keeps you updated on what is happening in your business by sending notifications and alerts about important events, changes, or anomalies.
- It supports decision-making by showing interactive reports and graphs that summarize your business's status and performance, as well as future projections and scenarios.
With Business Central Copilot, you can manage your business more intelligently, agilely, and profitably. Are you ready to start? Let's go!
Copilot for Business Central User Level Course Content - Program
Unit 1: Business Central Copilot Configuration and Capabilities
- Prerequisites
- Allow data movement between geographies
- Feature activation
- Activate the feature in Feature Management
- Grant user permission
- Next steps
Unit 2: Marketing Suggestions
- What is AI-generated item and product marketing text with Copilot?
- In what contexts it applies
- For what purpose and how it is used
- Examples
Unit 3: Bank Reconciliation with Copilot
- About help with bank account reconciliation
- Prerequisites
- Bank account reconciliation with Copilot
- Move unmatched bank transactions to suggested ledger accounts
Do you want to take this course? Request information now
If you want to take this course virtually, you can purchase it at the top of the product page. For any questions, please contact us.
If you want to take this course in in-person or telepresence modality, please contact us:
