Supercharge SMB business operations with AI and agents in Dynamics 365 Business Central

Last Updated 30 Mar 2026

Course Overview

Dynamics 365 Business Central uses AI to streamline operations with Copilot intelligence, automation through Agents, and integration with Microsoft 365. In this course, you will learn how to configure Copilot and Agents, analyze data, automate sales and payables processes, and boost productivity with AI-driven insights.

Duration - 8 Hours

Level - Intermediate

Style - Self paced

Course Type - Project Ready with Labs

Certification - No

Hands on Labs - Yes

Solution Areas - AI Business Process, Service Transformation with AI

Featured Product - Dynamics 365 Business Central

Course Modules

Boost productivity and transform business operations with AI and Agents in Business Central

Explore the challenges of traditional business operations and how AI-led transformation with Dynamics 365 Business Central enables smarter, data-driven decision-making through role-based insights and KPIs. Learn how to ensure data security and regulatory compliance while configuring and leveraging MCP servers within Business Central for enhanced performance and control.

Empower organizations with Copilot in Business Central

Leverage Copilot in Business Central to analyze list data, autofill fields, and generate number series, streamlining record creation and management. Enhance productivity by interacting with Copilot through chat to get real-time assistance and insights across your workflows.

Improve Financial Performance with AI and Agents

Streamline financial operations by automating invoice management with the Payables Agent, forecasting cash flow accurately, and reconciling bank accounts using Copilot. Empower decision-making with advanced reporting, seamless Excel and Power BI integration, and support for global business expansion with localized capabilities.

Boost Sales & Service and facilitate Project Success

Boost sales and accelerate order processing with Copilot-driven marketing content, sales suggestions, and automated Sales Order Agent capabilities, while summarizing records for improved efficiency. Deliver exceptional service and optimize projects with advanced costing, budgeting, resource planning, and real-time insights into profitability and utilization.

Optimize Supply Chain Management

Enhance procurement and inventory efficiency with Copilot by mapping e-documents to purchase orders, suggesting substitute items, and enabling seamless e-commerce integration with Shopify. Optimize manufacturing and warehouse operations through AI-driven forecasting, streamlined inventory replenishment, and efficient pick-and-put-away processes.

Integration with Microsoft 365 and Dynamics 365 apps​

Boost productivity by integrating Microsoft 365 applications with Business Central, enabling seamless workflows and enhanced collaboration across teams. Improve customer experience through connected Dynamics 365 Sales, Customer Service, and Field Service solutions, supported by role-based access and Microsoft Teams collaboration.

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