“Every click saved with Copilot is time earned for

strategy, service, and success.”

Copilot in Dynamics 365 Business Central is changing how businesses interact with their ERP systems. With features like autofill, summarize, and suggest, Copilot brings a layer of intelligence to everyday workflows—making processes quicker, decisions clearer, and communication sharper. It’s designed to simplify complex tasks and support users as they navigate finance, sales, inventory, and operations.

Instead of spending time re-entering data, hunting down insights, or drafting the same email for the tenth time, teams can rely on Copilot to assist them instantly and accurately. Whether you’re closing month-end books, processing repeat orders, or checking inventory status, Copilot steps in to handle the repetitive details—leaving you free to focus on strategy and service.

At Streamline, Inc., we help businesses unlock the full potential of Microsoft Dynamics 365 Business Central with built-in Copilot functionality. These tools aren’t experimental—they’re available, intuitive, and designed to fit seamlessly into your daily workflow. Let’s take a closer look at how autofill, summarize, and suggest work—and how they’re already making ERP smarter, faster, and more helpful.

Adoption & Reach: Nearly 70% of Fortune 500 companies have adopted Microsoft 365 Copilot—highlighting rapid enterprise uptake

What Does Autofill in D365 BC Copilot Actually Do for Your Workflow?

Accelerate accuracy. Reduce manual entry. Free up valuable time.

Copilot’s autofill feature works like a digital assistant that learns how you work—and fills in the blanks for you.

Smart Data Entry, Made Seamless

  • Copilot reviews past entries and system rules to complete forms and data fields.
  • Users no longer need to manually enter vendor names, dimensions, or standard item descriptions repeatedly.

Faster Purchase and Sales Order Processing

  • Common entries like vendor codes, shipping terms, or item quantities auto-populate based on previous orders.
  • Repetitive paperwork turns into just a few clicks.

Accurate Document Fields Every Time

  • Payment terms, tax areas, and shipping preferences fill in automatically—especially useful during quote generation or invoicing.
  • Reduces the risk of costly errors and boosts consistency across departments.

Time Savings That Scale

  • Whether you’re entering data for 5 orders or 500, autofill keeps productivity high and frustration low.
  • It’s simple, accurate, and gets smarter as you go.

How Does Copilot Summarize Business Data into Decision-Ready Insights?

Turn raw data into instant understanding—right inside Business Central.

The summarize feature takes Business Central’s rich data and turns it into clear, natural language summaries. No filters, no formulas—just straight answers.

Digestible Reports for Real Decisions

  • Copilot scans financials, inventory status, and performance trends, then creates summaries in plain English.
  • Reports are easier to read and ready to share with teams or leadership.

Explain the “Why” Behind the Numbers

  • Instead of just stating a number, Copilot might say: “Revenue increased 12% this month due to repeat orders from your top 3 customers.”
  • Context adds clarity and helps teams act with confidence.

Spotlight Key Metrics Instantly

  • Copilot identifies which data points are worth your attention—like cash flow trends or sales dips.
  • You stay focused on what matters, without wading through reports.

Smarter Reviews, Anytime

  • Whether it’s month-end or mid-quarter, summaries give you quick insights into what’s working and what needs attention.
  • Ideal for CFOs, ops managers, and growing teams that need clarity on demand.

Why Are Copilot’s Suggestions a Game-Changer in Business Central?

It’s not just automation—it’s intelligent guidance built into your workflow.

Copilot’s suggested capabilities bring proactive recommendations into your ERP, helping users act with confidence and foresight.

Smart Prompts for Smarter Actions

  • Running low on inventory? Copilot suggests creating a purchase order.
  • Missed a payment deadline? It recommends a reminder or escalation.

Auto-Drafted Communications

  • Copilot drafts emails to customers or vendors based on transaction details.
  • Messages stay professional, consistent, and aligned with your ERP activity—without extra writing.

Workflow Improvements, On-the-Fly

  • If Copilot notices a repetitive manual process, it might suggest automation through workflows.
  • Teams optimize as they go, reducing friction over time.

Personalized, Real-Time Support

  • Suggestions are tailored to your specific data, usage patterns, and role.
  • Each team member sees tips and actions that help them move faster.

What Makes These Features Practical and Scalable for Businesses?

Copilot adapts to your needs and grows with your business—without extra tech overhead.

 

Autofill, summarize, and suggest aren’t gimmicks—they’re built into the Business Central experience. That means no third-party plugins, and no extra infrastructure.

Learns as You Work

  • The more your team uses it, the better Copilot understands your operations.
  • Over time, recommendations get sharper and more relevant.

Works Across Departments

  • Finance, operations, purchasing, and sales can all benefit from built-in guidance.
  • Everyone gets a productivity boost—whether reviewing financials or managing inventory.

Cloud-Ready and Always On

  • Copilot works anywhere your Business Central instance does—web, tablet, or mobile.
  • Ideal for hybrid teams, field service pros, or executives on the move.

How Does Streamline, Inc. Help You Make the Most of Copilot in Business Central?

Real support. Real implementation. Real results.

 

The evolution of ERP is already here—and Copilot in Dynamics 365 Business Central proves it. With powerful features like autofill, summarize, and suggest, teams are no longer stuck in the cycle of data entry, manual tracking, and long waits for insights. They’re moving faster, making smarter decisions, and focusing on what drives real business growth.

At Streamline, Inc., we help businesses unlock these advantages from day one. Whether you’re upgrading from NAV or GP, or optimizing your current Business Central environment, we ensure Copilot fits your workflows perfectly. It’s not about replacing people—it’s about empowering them.

 

Ready to turn your ERP into a proactive partner? Let’s build smarter systems together—with Copilot leading the way.