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20260629 - AI Enabled Delivery for Consultants

AI-enabled delivery for Business Central functional consultants, mainly with Microsoft 365 Copilot. Covers requirements extraction from workshop notes, gap analysis, solution critique, UAT test case generation, documentation, issue triage, and MCP and Copilot Studio agents. Outputs are first drafts the consultant must validate.

  1. 0:00 Introduction and housekeeping
  2. 3:00 Speaker introduction and topic overview
  3. 3:37 AI-enabled delivery context and consultant benefits
  4. 6:36 Project lifecycle framework
  5. 7:07 Requirements gathering and AI tooling overview
  6. 9:08 Microsoft 365 Copilot for requirements extraction
  7. 11:20 Practical demonstration of requirements extraction from workshop notes
  8. 14:51 Analysis phase: identifying gaps and patterns
  9. 18:15 Transitioning to implementation phase
  10. 19:01 Solution design and critique using AI
  11. 21:56 Test case generation and UAT scenarios
  12. 24:04 Demonstrating test case creation and documentation
  13. 28:22 Standardizing documentation style and Copilot personalization
  14. 31:31 Issue triage, root cause analysis and AI-assisted documentation
  15. 35:12 Copilot capabilities in Business Central and AI agents
  16. 40:58 MCP configuration and questions for AI adoption
  17. 43:58 AI literacy, human responsibility and output validation
  18. 47:43 Integrating AI throughout project phases and consultant roles
  19. 51:21 Q&A: Copilot costs, AI models, and development use cases
  20. 54:00 AI code generation improvements and automating requirements gathering
  21. 58:44 Final discussion and closing remarks
video Areopa webinars · 2026-06-30Watch on YouTube

Overview

This Areopa webinar (61 minutes, published 2026-06-30) shows how a functional consultant can use AI across the project lifecycle. Demos use Microsoft 365 Copilot to turn workshop notes into a requirements worksheet with Business Central interpretations and open questions, and to generate UAT test cases with coverage mapping, negative cases and multiple user roles.

The session also covers critiquing solution designs, standardizing documentation with custom instructions and saved memories, and issue summarization and root cause analysis. It then introduces Business Central’s built-in Copilot features, MCP, and Copilot Studio agents. The speaker stresses that the consultant stays responsible for validating output. The Q&A covers Copilot cost and AI code generation.

Key points

  • Copilot in Excel turned workshop notes into a requirements worksheet with Business Central interpretations, source mappings and an open questions section; the consultant remains responsible for accuracy.
  • Prompts work best when they define a persona, context, scope and instructions; Copilot can also critique a proposed solution, suggest alternatives and question whether custom development is really required.
  • Copilot generated UAT test cases with preconditions, test data, steps, expected results, variations and a coverage map to requirements. About 30 workshop points took roughly a minute; the speaker rates them a first draft that gets you 40 to 50 percent of the way in minutes rather than hours.
  • Custom instructions and saved memories in Microsoft 365 Copilot personalization settings can enforce a consistent documentation structure and style, and can be toggled on or off per task.
  • MCP lets AI agents work with Business Central APIs; an administrator chooses which entities to expose. Consultants may need to define which data an agent can see and do, whether it is read-only or action taking, and who approves risky outputs.
  • Microsoft 365 Copilot costs about $30 per user per month, varying by country; most of what was shown runs in it.
  • On code, the speaker relays developers reporting a real uplift since the start of 2026; the moderator noted that vanilla or well-componentized code gives better results, while an attendee reported a poor experience with complex customizations.

Features

Feature Status At
Accelerated requirements gathering with AI status not stated, demoed 8:04
Microsoft 365 Copilot for requirements extraction status not stated, demoed 9:33
AI-powered requirements analysis and gap detection status not stated, demoed 10:47
Power Platform for process mockups status not stated 10:22
Requirements worksheet generation with Copilot status not stated, demoed 13:08
Process simplification and requirement analysis status not stated 14:36
Persona-based prompting for Copilot status not stated 17:30
Solution design critique and alternatives with Copilot status not stated 19:01
Code review capability in Copilot for consultants status not stated 20:07
UAT test case generation from requirements status not stated, demoed 21:56
Negative and edge case test scenario generation status not stated, demoed 22:09
Multi-role test scenario creation status not stated 23:40
Copilot documentation generation status not stated 26:29
Copilot documentation standardization status not stated 28:22
Microsoft 365 Copilot custom instructions status not stated 30:00
Microsoft 365 Copilot saved memories status not stated 30:00
Copilot issue summarization status not stated 32:05
Copilot root cause hypothesis generation status not stated 32:57
Copilot root cause analysis documentation status not stated 33:55
Number series suggestions status not stated 35:56
Autofill field suggestions status not stated 35:56
Analysis assist status not stated 36:20
Model Context Protocol (MCP) status not stated 37:25
Copilot Studio agents for Business Central status not stated 38:22
Future agentic scenarios status not stated 40:41
Microsoft 365 Copilot Premium Work Edition status not stated 50:37
AI-Assisted Code Review and Refactoring status not stated 52:50
AI-generated test case suggestions status not stated, demoed 55:10
Copilot Studio agents for document processing status not stated 57:14
AI-assisted documentation generation status not stated, demoed 59:39

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

  • other “Microsoft 365 Copilot” at 9:33
  • other “Power Apps” at 10:22
  • other “Microsoft Learn” at 11:07
  • other “worksheet” at 13:19
  • other “Excel workbook” at 24:15
  • other “UAT test cases worksheet” at 25:36
  • other “Copilot Studio” at 57:37

Quotes

  • 4:26 “some very practical techniques you can apply immediately to enhance your productivity as a functional consultant through the use of AI”
  • 5:29 “show me how this AI stuff can actually help me survive real world workshop specs testing and indeed go live pressure”
  • 8:04 “accelerated requirements gathering is is an area where AI can definitely assist you”
  • 8:50 “A lot of it is just working through very well identified and known stuff. But really, if you use AI tooling, you should be”
  • 13:19 “Microsoft 365 copilot can see obviously external sources but it can also see anything within my business that I have access to in terms”

Disclaimers in the video

  • 4:51 other: This is not going to be a deeply technical session. It’s not going to be about cutting edge possibilities and …
  • 14:13 other: You’re still fully responsible for making sure that this is accurate and that you action these properly
  • 40:41 coming-later: future agentic scenarios future it could be very near future where AI helps execute repeatable business tasks
  • 52:31 other: not aware of any any indications that that’s going to change regarding copilot pricing

Presenters (as heard): Luke, Nile McGovern, Eager.