Copilot in Business Central
AI support for your business processes in Business Central & unitop.
Copilot in Business Central makes AI-based support directly accessible in Microsoft Dynamics 365 Business Central. Users can find information faster, classify data more effectively, summarise content or prepare individual steps of a procedure in the ERP system. For unitop users, that is especially relevant – unitop is based on Microsoft Dynamics 365 Business Central and brings together operational processes, financial topics and sector-specific functions in a single, end-to-end solution. This means that Copilot functions from Business Central can also play an important role in a unitop context. We can help you integrate the capabilities of Copilot in Business Central, identify areas where they can be used and reliably incorporate their use into your existing Microsoft and unitop landscape.
ERP AI from Microsoft
Copilot in Business Central directly supports your working process
Many ERP tasks involve large quantities of information: users check datasets, evaluate lists, look for connections, prepare documents or require rapid guidance about how to use the application. That is precisely where Copilot in Business Central comes in, by providing direct, integrated support. What sets Copilot in Business Central apart from stand-alone AI agents is that it should most of all be regarded as an AI assistant. Users issue a request, receive support and evaluate the result as a specialist, before making any further use of it. That is what makes Copilot especially attractive for organisations that initially intend to use AI on a practical level to help their employees use the ERP system.
Functions
What Copilot in Business Central can do for you
Day-to-day tasks within ERP
How Copilot in Business Central can help
Copilot can help you summarise information about customers, items, documents or processes. That way, users can obtain an overview more quickly, before checking any details or determining the next steps.
In Business Central, data views can be filtered, grouped or analysed more easily with support from AI. This helps users to allocate operational information more rapidly and find answers to specialist questions in a more targeted way.
When processing datasets, Copilot can provide content-related or field-related suggestions. These suggestions will then be assessed and will only be adopted if appropriate in the specialist context.
Depending on the functions available, Copilot can assist with tasks involving invoices, reconciliations or documents. We assess which capabilities will be usable in each specific case by examining your Business Central and unitop environment.
Taking a look at your specific Business Central environment is the only way of assessing which Copilot and agent functions will be suitable for your organisation. Relevant factors include the precise version you are using, the language, the licensing status, activation, data release and permissions. We work with you to create clarity regarding the requirements and help you select the suitable functions, licences and implementation steps.
Stable at its core. Bold for the future.
Copilot in Business Central for your unitop solution
unitop is based on Microsoft Dynamics 365 Business Central. Copilot in Business Central is therefore not only important to Microsoft users, but is also a key module for organisations that are unitop users.
The added value is achieved wherever AI support can be utilised directly in an ERP context – in the case of datasets, documents, evaluations, financial information, items, customers or operational processes, unitop expands the capability of Business Central by providing sector-specific functions and processes. Copilot functions from Business Central can also assist with these tasks.
We help you gain a clear understanding of this combination from a specialist and technical perspective:
Which standard functions from Microsoft are relevant? Which everyday tasks in unitop can therefore be made easier? And in what areas are additional unitop-specific AI solutions or AI agents needed?
Innovating. Secure. Ready to succeed.
Deploying Copilot and agent functions in a controlled way
ERP systems contain sensitive data and mandatory business processes. That means clear permissions, regulated access to data and transparency are crucial, whenever Copilot and agent functions are used. Business Central provides an overview of the available Copilot and agent functions. Individual functions can be switched off and user access rights controlled. For organisations, this means that AI functions should not simply be activated, but should be consciously deployed.
Which roles are allowed to use which functions? What data are being processed? What output needs to be checked? And which organisational rules apply when AI is used in our everyday work?
We help you to clarify these issues before installation and securely integrate Copilot in Business Central into your existing Microsoft and unitop landscape.
How we work
Here’s how we help you use Copilot in Business Central
Contact
Your contact for Copilot in Business Central
Would you like to find out how Copilot in Business Central can help with your business processes and what role your unitop environment can play?
We can help you prioritise functions, clarify pre-requisites and securely integrate it in your everyday work.
Making AI technology usable
Additional AI capabilities available with Business Central and unitop
Microsoft 365 Copilot
Microsoft 365 Copilot assists your teams in Microsoft 365 – while using programs such as Word, Excel, PowerPoint, Teams, SharePoint and Outlook. That way, information can be organised more quickly, content prepared and work processes in day-to-day office life made more efficient.
Find out more
Microsoft BC agents
In the Business Central Standard edition, Microsoft provides AI agents that carry out tasks largely autonomously based on the data available in BC. They analyse data, understand relationships and independently carry out tasks or initiate processes – for example, from an email enquiry through to the creation of quotations and orders.
Find out more
Frequently asked questions about Copilot in Business Central
Is Copilot in Business Central an AI assistant or an AI agent?
Copilot in Business Central is first and foremost an AI assistant. It helps perform individual tasks, provides suggestions, helps carry out analyses or summarises information. Your employees launch a request, check the result and decide how it will then be used.
How does Copilot in Business Central differ from unitop AI agents?
unitop AI agents were primarily designed to help perform multi-step processes. Depending on how and where they are used, they can extract information from the unitop context, evaluate interim results, prepare work steps and initiate defined actions. To do that, they operate within clearly defined permissions and their work undergoes specialist checking by your employees.
Copilot in Business Central or unitop AI agents: Which one is suitable for your needs?
That depends on what you want to achieve. Copilot in Business Central is suitable if you want make ERP easier to use on a day-to-day basis – such as with support when performing searches, analyses, summaries or formulating proposals. unitop AI agents are a sensible choice whenever processes require more active supervision or multiple steps within a unitop context require support. In many cases, these two levels actually complement each other.
A long-term partnership
We are a recognised Microsoft Solutions Partner for AI Business Solutions and Security, including specialisation in the management of small and medium-sized enterprises.
Under AI Business Solutions, Microsoft brings together the qualification paths Business Applications and Modern Work.
Whether Dynamics 365, Power Platform, Microsoft 365 or Microsoft Security: we provide you with comprehensive advice and help you to select the best possible solutions for your company or organisation.
You can rely on our expertise right from the start:
We ensure that the implementation of your project will be a complete success.
As an established medium-sized company in Krefeld, we combine many years of experience and in-depth industry expertise. Whether industry, trade, fundraising or association – with our expertise, we always support you on equal footing: we focus on your specific needs in order to optimally shape your digital transformation. To this end, we make targeted investments in the development and training of our team that combines manifold competencies.
Over 370 employees give their best every day to provide you with first-class advice. We focus entirely on you and accompany you step by step – for a secure and more efficient digital future.
Innovating. Transforming. Succeeding.
Rely on the Microsoft Cloud and unlock the full potential of unitop. We will be happy to assist you and support you in developing a holistic strategy in advance.
Thanks to our many years of experience in the design and implementation of Microsoft Cloud projects, we offer change management that is closely coordinated with you.
As a reliable digitalisation partner, we work with you to develop a cloud strategy tailored to your needs and support you as an expert – for an all-round successful introduction and implementation of our joint project.