--- id: video/58yOwN3GY2Q type: video title: Microsoft Copilot in Business Central summary: This is a short promotional overview of Microsoft Copilot in Dynamics 365 Business Central, pitched as an everyday AI companion. It mentions marketing suggestions built from item details already in Business Central, and faster creation of sales quotes, orders and invoices. It also covers Power Automate flows, finance tasks such as bank reconciliation and matching purchase orders with e-invoices, and analysis views. It gives no setup steps or release status. tier: official language: en tags: - copilot - ai assistant - sales quotes - marketing suggestions - finance automation - bank reconciliation - power automate - analysis views system: copilot review: state: reviewed by: opus at: "2026-10-07T23:07:36.047Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: ab2b08be4d2daac6e6fb9868ecef92d3169afd7a11b810fffa6ee309af16c992 evidence: - kind: video url: https://www.youtube.com/watch?v=58yOwN3GY2Q&t=0s title: Microsoft Copilot in Business Central date: "2024-05-09T08:50:53.000Z" commit: null t: 0 quote: transform the way work gets done with Microsoft co-pilot in Dynamics 365 business Central your everyday AI companion - kind: video url: https://www.youtube.com/watch?v=58yOwN3GY2Q&t=20s title: Microsoft Copilot in Business Central date: "2024-05-09T08:50:53.000Z" commit: null t: 20 quote: accelerate sales and Spark creativity with marketing Tech suggestions tailor to your unique brand using details already in business Central - kind: video url: https://www.youtube.com/watch?v=58yOwN3GY2Q&t=35s title: Microsoft Copilot in Business Central date: "2024-05-09T08:50:53.000Z" commit: null t: 35 quote: use co-pilot to create sales quotes orders and invoices faster and easier than ever before so you can invest time in relationships - kind: video url: https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s title: Microsoft Copilot in Business Central date: "2024-05-09T08:50:53.000Z" commit: null t: 47 quote: simplify your day-to-day by automating business processes with power automate flows and reclaim time for your most impactful work - kind: video url: https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s title: Microsoft Copilot in Business Central date: "2024-05-09T08:50:53.000Z" commit: null t: 47 quote: using co-pilot to keep your finances organized from reconciling bank statements to matching purchase orders with e invoices links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: 58yOwN3GY2Q channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=58yOwN3GY2Q published_at: "2024-05-09T08:50:53.000Z" duration_s: 82 captions: full audience: - decision maker - functional consultant - end user chapters: - t: 0 title: Introduction to Copilot as AI Companion - t: 20 title: Marketing and Sales Acceleration with Copilot - t: 35 title: Sales Documents and Quote Generation - t: 47 title: Finance Automation and Analytics - t: 67 title: Call to Action and Closing Message features: - name: Copilot as everyday AI companion status: unclear t: 0 verified: false status_source: video - name: Marketing Tech suggestions for sales and creativity status: unclear t: 20 verified: false status_source: video - name: Copilot for creating sales documents status: unclear t: 35 verified: false status_source: video - name: Business process automation with Power Automate status: unclear t: 47 verified: false status_source: video - name: Finance organization with Copilot status: unclear t: 47 verified: false status_source: video - name: Analysis views for data-driven decisions status: unclear t: 47 verified: false status_source: video objects_mentioned: [] quotes: - t: 0 text: transform the way work gets done with Microsoft co-pilot in Dynamics 365 business Central your everyday AI companion check: exact - t: 20 text: accelerate sales and Spark creativity with marketing Tech suggestions tailor to your unique brand using details already in business Central check: exact - t: 35 text: use co-pilot to create sales quotes orders and invoices faster and easier than ever before so you can invest time in relationships check: exact - t: 47 text: simplify your day-to-day by automating business processes with power automate flows and reclaim time for your most impactful work check: exact - t: 47 text: using co-pilot to keep your finances organized from reconciling bank statements to matching purchase orders with e invoices check: exact --- # Microsoft Copilot in Business Central > This is a short promotional overview of Microsoft Copilot in Dynamics 365 Business Central, pitched as an everyday AI companion. It mentions marketing suggestions built from item details already in Business Central, and faster creation of sales quotes, orders and invoices. It also covers Power Automate flows, finance tasks such as bank reconciliation and matching purchase orders with e-invoices, and analysis views. It gives no setup steps or release status. [Watch on YouTube](https://www.youtube.com/watch?v=58yOwN3GY2Q) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-05-09 · 1:22 · tier official · reviewed (checked by Opus) ## Overview A short promotional overview, published 2024-05-09, of how Copilot in Dynamics 365 Business Central is meant to help with everyday work. It frames Copilot as a companion that answers questions, guides onboarding, and saves time. The video moves through three areas: marketing suggestions based on details already in Business Central, faster creation of sales quotes, orders and invoices, and finance support. Finance support covers bank statement reconciliation, matching purchase orders with e-invoices, and analysis views for data-driven decisions. It also mentions automating business processes with Power Automate flows. It stays at a high level and does not name specific objects or settings. ## Key points - Copilot is presented as an everyday AI companion: users ask questions to find what they need and get guidance to onboard quickly. - Marketing suggestions are tailored to the brand using details already in Business Central, such as color, size and material. - Copilot is described as helping create sales quotes, orders and invoices faster. - Finance uses named: reconciling bank statements and matching purchase orders with e-invoices. - Analysis views are mentioned for making data-driven decisions. - Power Automate flows are mentioned for automating day-to-day business processes. - The video is a one-minute overview with no specific objects, setup steps or feature status given. ## Chapters - [0:00](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=0s) Introduction to Copilot as AI Companion - [0:20](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=20s) Marketing and Sales Acceleration with Copilot - [0:35](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=35s) Sales Documents and Quote Generation - [0:47](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s) Finance Automation and Analytics - [1:07](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=67s) Call to Action and Closing Message ## Features Every feature below: status not stated. | Feature | At | |---|---| | Copilot as everyday AI companion | [0:00](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=0s) | | Marketing Tech suggestions for sales and creativity | [0:20](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=20s) | | Copilot for creating sales documents | [0:35](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=35s) | | Business process automation with Power Automate | [0:47](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s) | | Finance organization with Copilot | [0:47](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s) | | Analysis views for data-driven decisions | [0:47](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s) | ## Quotes - [0:00](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=0s) "transform the way work gets done with Microsoft co-pilot in Dynamics 365 business Central your everyday AI companion" - [0:20](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=20s) "accelerate sales and Spark creativity with marketing Tech suggestions tailor to your unique brand using details already in business Central" - [0:35](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=35s) "use co-pilot to create sales quotes orders and invoices faster and easier than ever before so you can invest time in relationships" - [0:47](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s) "simplify your day-to-day by automating business processes with power automate flows and reclaim time for your most impactful work" - [0:47](https://www.youtube.com/watch?v=58yOwN3GY2Q&t=47s) "using co-pilot to keep your finances organized from reconciling bank statements to matching purchase orders with e invoices"