The Chat Feature in Copilot
One of the standout capabilities of Copilot in Business Central is its chat functionality. This feature enables users to have conversational interactions with their ERP system, making complex queries and data analysis as easy as typing a message. The chat feature can:
- Retrieve real-time data.
- Provide actionable insights.
- Suggest next steps based on user queries.
Real-World Examples of Copilot Chat
- Finance Management: Example Prompt: “What are my top three overdue invoices?” Response: Copilot lists overdue invoices, showing customer names, due dates, and amounts. It might also suggest sending reminder emails directly from the interface.
- Sales Insights: Example Prompt: “Show me sales by state for last month.” Response: Copilot generates a visual breakdown of sales data by state using the analysis feature on list pages.
- Inventory Management: Example Prompt: “What items are running low in stock?” Response: Copilot identifies low-stock items, displays current quantities, and item details.
Ready to transform your Business Central experience with Copilot? TruNorth Dynamics can help you learn how to enable and optimize this powerful tool for your organization!
Contact us today: clientsuccess@trunorthdynamics.com
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