Copilot in Microsoft Dynamics 365 Business Central

#copilot

This training is designed to equip end users from various departments with the skills and knowledge to effectively utilize Copilot within the Dynamics 365 Business Central environment. The training will cover various Copilot features including setup to ensure users can fully leverage its capabilities to enhance their workflows and improve productivity. After completing the workshop users will be able to create product descriptions, analysis views, sales lines, summarize records, set up number series and many more leveraging Copilot AI powered technology.

Our training manager is a "Microsoft Certified Trainer" and is therefore one of the leading technical and didactic experts for Microsoft technologies.

Target group

This training is aimed at end users from various departments within an organization, including finance, supply chain, customer service, and management. It is suitable for individuals who are new to Copilot as well as those looking to deepen their understanding and utilization of its features.

Learning objectives

After attending the training "Copilot in Microsoft Dynamics 365 Business Central" you will be able to:

Understand the role and benefits of Copilot within Microsoft Dynamics 365 Business Central.
Set up Copilot within Business Central.
Navigate the Copilot interface and utilize its key functionalities.
Leverage Copilot features for AI-driven tasks, insights and workflow automation.

This training program is designed to be interactive and engaging, ensuring that end users leave with a solid understanding of how to effectively use Copilot in Microsoft Dynamics 365 Business Central to enhance their business operations.

Notes

The training takes place in a digital seminar room via Microsoft Teams and a practice environment via Microsoft Azure DevOps. We will provide you with access free of charge a few days before your training date.

Please note: Currently, Copilot is exclusive to Business Central online and is not available for On-Premises or private cloud deployments.

Can also be booked as a company training course

Do you have a larger team and would prefer to book this training as a company training course on a separate date?

We offer this for a flat rate of €1,600 with a maximum of 10 participants. If there are more people, we will adjust the calculation accordingly. Simply send us a request to college@cosmoconsult.com.

Introduction to Copilot Microsoft Dynamics 365 Business Central

Overview of Copilot in General and in Business Central
Key features and benefits

Activating Copilot

Feature Deep-Dive

Drive sales with AI-generated product descriptions
Complete bank account reconciliation faster with Copilot
Get to insights fast with Copilot-created analysis tabs
Map e-documents to purchase order lines with Copilot
Simplify collections with Copilot for Finance and Business Central
Ask Copilot for help with fields
Chat with Copilot
Start creating Power Automate flows with Copilot
Chat with Copilot and learn to use installed add-on apps
Create product information faster with Copilot
Create sales lines easily with Copilot
Experience enhancements to Analysis Assist with Copilot
Start using Copilot without having to set things up
Suggest number series with Copilot
Summarize any record with Copilot

Wrap Up, Outlook and Q&A

Your good feeling

More than 150,000 trained users

Learning from experts

Our trainers are real project managers who know your daily challenges.

Practice-oriented approach

All content is taught directly in the system using real problems.

OVERVIEW

Julius Mensing

Trainer

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