web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How Are Companies Usin...
Small and medium business | Business Central, N...
Suggested Answer

How Are Companies Using AI and Copilot in Dynamics 365 Business Central in 2026?

(5) ShareShare
ReportReport
Posted on by CU05050639-0 40
Many organizations are adopting AI-powered automation, Microsoft Copilot, and real-time analytics in Dynamics 365 Business Central to improve financial management, inventory planning, and supply chain operations.
 
I’m interested in learning how businesses are leveraging these features in 2026 to enhance operational efficiency and decision-making.
 
For companies migrating from legacy ERP systems, what are the biggest implementation challenges, integration issues, or data migration risks they should prepare for?
 
Also, are there any best practices for maximizing ROI from Business Central AI capabilities?
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 27,087 Most Valuable Professional on at

    Hi, good day
    I hope this can help you, and give you some hints

    Copilot FAQ - Business Central | Microsoft Learn

    Best Regards
    Gerardo

  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 17,586 Super User 2026 Season 1 on at
    Hello,
    businesses are mainly getting value from Business Central AI/Copilot by using it for “small but frequent” productivity wins: faster record lookup/chat, list analysis in natural language, record summaries, bank reconciliation help, AP/payables automation, inventory forecasting, cash-flow visibility, late-payment prediction, and item substitute suggestions when stock is missing. For legacy ERP migrations, the big risks are usually not the AI features themselves but the basics: dirty master data, unclear chart of accounts/design decisions, custom legacy logic that does not map cleanly to standard BC, weak integration planning for e-commerce/CRM/warehouse/banks, poor opening balance validation, and users expecting the new system to behave exactly like the old one. Best ROI approach: clean data before migration, stay close to standard BC, automate only stable processes first, secure Copilot/AI access properly, train users on real daily scenarios, measure saved time/errors before and after, and avoid building AI around bad data or broken processes. Also note that some 2026 wave features are still release-plan items, so timelines can change.
     Regards,
     Oussama Sabbouh
  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 17,024 Super User 2026 Season 1 on at
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 101,995 Super User 2026 Season 1 on at
    BC's Coilot feature is completely free; the only additional charge is for the Agent feature. Personally, I think this is a comparison between labor costs and Copilot Credits. If labor costs are very high, I think importing the Agent feature is absolutely necessary.
    PS: Dynamics 365 Business Central: All Copilot and agent capabilities
     
    Business Central 2026 release wave 1 (BC28.1): Create new Purchase Invoice from PDF (Out-of-the-Box)
     
    Thanks.
    ZHU

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,222 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,603 Super User 2026 Season 1

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 1,186 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans