How to Use Copilot Chat to Supercharge Productivity in Business Central

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Introduction

Interacting with systems in natural language benefits organizations by making technology more accessible and user-friendly for all employees, regardless of technical skill. It allows users to complete tasks quickly by eliminating complex commands, improving productivity and reducing the potential for errors. This streamlined access to information leads to faster decision-making, ultimately helping organizations operate more efficiently.

Are your people finding it difficult to navigate Business Central and access important information quickly? If so, consider incorporating Copilot Chat to ease their suffering!

Research indicates that call center operators using AI assistance became 14% more productive, with gains exceeding 30% for less experienced workers. This improvement is attributed to AI capturing and conveying organizational knowledge that helps in problem-solving.

Specific tasks can see remarkable speed increases; for instance, software engineers using tools like Codex can code up to twice as fast. Similarly, writing tasks can be completed 10-20% faster with the aid of large language models.

In the retail sector, AI-driven chatbots have been shown to increase customer satisfaction by 30%, demonstrating their effectiveness in enhancing customer interactions​.

Currently, around 35% of businesses leverage AI technology, which is expected to grow significantly as organizations recognize its strategic importance.

I am confident that this article will highlight the advantages of incorporating Copilot into your daily activities.

References

  1. All about AI
  2. World Economic Forum
  3. Copilot Overview
  4. Configure Copilot
  5. Chat with Copilot

Configuration

In Business Central, search for "Copilot and Capabilities."

Select the "Chat" and click on the "Activate" button.


Click on the "Copilot button" near the top right.


You'll be presented with this screen.


You can ask it queries like - "Show me all the Customers" from India.


"How many open Sales Quotes do I have?"


You can also ask context specific questions like - 




You can also ask questions for guidance on how to achieve certain things in the system.


In my humble opinion, it is far from perfect but it is absolutely a step in the right direction.
In the coming days, the functionality is surely going to blossom and navigation to different screens may become something that only power users need to think about.

Conclusion:

In conclusion, I believe utilizing Copilot can surely boost the Users productivity and reduce reliance on other partners or other experiences users in resolving minor queries.
It also reduces the effort taken to move from one piece of information to another.

One thing that I would love to see incorporated into this is data summarization and inclusion of all the fields available on the entity to the Copilot's database.

If you need further assistance, feel free to reach out to CloudFronts for practical solutions that can help you develop a more effective service request management system. 

Taking action now will lead to better customer satisfaction and smoother operations for your business.

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