Copilot for Business Central user level

Copilot course for Business Central, user level

This course is taught in online format and consists of 3 units.

The duration of the course is 60 hours that distributes between the content and the collaboration tools. Upon completion, the student will receive a certificate of completion.

The training is delivered through our Virtual Campus. With this format, you will have access to all the course materials on the platform, available 24/7 from the start date. Students will also have access to discussion forums and ongoing tutoring.

The course fee applies to the e-learning modality (100% bonus option) Face-to-face and telepresence training actions can be carried out on demand.

• Access to the platform: 8 weeks
• Individualized support

Introduction

In this course, you'll learn how to use Business Central's Copilot, a tool that helps you manage your business more efficiently and make better, data-driven decisions. Business Central's Copilot is an intelligent assistant that integrates with your Microsoft 365 applications and provides personalized suggestions, alerts, reports, and analytics on your business activity.

Goals

Throughout this course, we'll see how to set up the Business Central Copilot, how to access its various features, and how to customize it to your preferences and needs. You'll also learn how to interact with the Copilot using voice or text, ask questions, and get quick and accurate answers. Furthermore, you'll discover how the Copilot can help you optimize your processes, identify opportunities, anticipate problems, and find solutions.

Business Central's Copilot is a very powerful tool that offers you the following advantages:

• It allows you to have a comprehensive and detailed view of your business, from finances to sales, including inventory, production and customer service.
• It gives you easy access to the information you need at any given time, 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 the quality of your data by detecting and correcting errors, inconsistencies, and duplicates.
• It provides you with expert guidance, offering recommendations based on analysis of your data and industry best practices.
• It allows you to stay up to date with what's happening in your business by sending you notifications and alerts about important events, changes, or anomalies.
• It supports you in decision-making by showing you interactive reports and charts that summarize the status and performance of your business, as well as projections and future scenarios.

With Business Central's Copilot, you can manage your business smarter, more efficiently, and more profitably. Ready to get started? Let's go!

Addressed to

This course is designed for Business Central users who want to maximize Copilot's capabilities and improve their productivity and performance. No prior programming or data analysis knowledge is required, just a Business Central account and an internet connection.

Content

Unit 1: Configuring Business Central's Copilot and its capabilities

• Prerequisites
• Allow data movement between geographies
• Activating features
• Activate the function in Feature Management
• Grant user permission
• Next steps

Unit 2: Marketing Suggestions

• What is AI-generated product and article marketing copy with Copilot?
• In what contexts is it applied
• What is it used for and how?
• Examples

Unit 3: Bank Reconciliation with Copilot

• Regarding assistance with reconciling bank accounts
• Prerequisites
• Bank account reconciliation with Copilot
• Move mismatched bank transactions to the suggested ledger accounts

Prerequisites

Knowledge of the main Microsoft 365 applications

Other training modalities

If you are interested in taking this course remotely, please contact us: Email: info@nanforiberica.com , Phone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91