Scale SMB operations with the power of AI in Dynamics 365 Business Central

Last Updated 27 Feb 2026

Course Overview

Unlock new levels of productivity, financial control, and business agility for small and mid-sized businesses with Dynamics 365 Business Central infused with Microsoft Copilot and AI Agents. This Tech Deal Ready course equips presales professionals to position, demo, and architect Copilot-driven scenarios—from automated invoicing and cash-flow forecasting to intelligent sales recommendations and supply-chain optimization—showing customers how AI and agents can transform every business process securely and affordably.

Duration - 6 Hours

Level - Intermediate

Style - Self paced

Course Type - Tech Deal Ready

Certification - No

Hands on Labs - No

Solution Areas - AI Business Process, Scale Business Operations with AI

Featured Product - Dynamics 365 Business Central

Course Modules

Boost Productivity and Transform Business Operations with AI and Agents in Business Central​

This content highlights how Copilot and agents in Business Central transform operations by boosting productivity, enabling AI-driven insights, ensuring data security and compliance, and showcasing pricing, customer stories, and partner guidance.

Improve Financial Performance with AI and Agents

Streamline finances by automating invoices, improving cash-flow forecasting, gaining deeper insights through reporting and analytics, and supporting global business expansion.

Boost Sales & Service and facilitate Project Success

Copilot helps boost sales, improve service, and optimize projects by providing marketing suggestions, identifying high-value opportunities, accelerating sales processes, integrating customer and field services, improving costing and budgeting, optimizing resources and invoicing, delivering real-time business insights, and enhancing team productivity through role-based access and Teams collaboration.

Optimize Supply Chain Management

Enhance operations by improving supply chain and vendor management, streamlining e-commerce and fulfillment, optimizing manufacturing and inventory with AI-driven forecasting, and increasing warehouse efficiency through better inventory and pick-and-put-away processes.

Build your customer response Customer Case Study

Apply your learning to a real-world SMB scenario and build a compelling customer response tailored to operational challenges, growth goals, and resource constraints. Design a value-driven solution using AI capabilities within Microsoft Dynamics 365 Business Central to streamline processes, improve decision-making, and scale operations effectively.

Post-training Skills Assessment

Take this assessment to validate your skills gathered from the self-paced online learning course completed in this course to mark your completion.

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