5 ERP Copilots for Business Central: Real shift with AI in everyday work

1. Chat with Copilot – Ask a question and Copilot will answer

With this feature you can:

• ask questions in natural language and get answers instantly,
• filter, sort and search data without complicated navigation,
• get help directly on what you are currently solving,
• use the wizard with sample queries when you don't know where to start,
• have the functions of fields you are not familiar with explained,
• verify the sources of the answers – whether they are based on your database or official Microsoft documentation.

What this means for you: Less dependence on IT support and more independence when working with the ERP system.

The system will give you advice directly on what you are currently dealing with - without unnecessary searching.

2. Summarize with Copilot – Quick overview without clicking

Copilot automatically creates a concise summary of key information about the record (e.g. customer, order). Specifically:

• analyzes data from the current page, FactBoxes, statistics and related entities,
• highlights what is important to you based on your role,
• offers a clickable summary and allows you to respond immediately.

What it means for you: Ideal for making decisions under time pressure or quickly getting to know a new client - without having to click through individual tabs.

Copilot highlights unpaid invoices, last contact, and total order amounts.

3. Emissions Copilot – Stress-Free ESG Reporting

New Emissions Copilot Feature:

• suggests emission factors by source type, country, distance and description,
• uses data from Sustainability Journal and public information via LLM,
• allows you to edit descriptions, trigger repeated generation of suggestions,
• displays the level of confidence and audit sources of the calculation,
• notifies of missing information before the calculation.

What this means for you: Faster and more accurate processing of emissions data, ready for audit and legislation.

Copilot suggests values ​​and highlights missing data.

4. Smartly link orders, receipts and invoices – no manual tracking

Copilot helps automate the tedious tracking of receipts by:

• identifies matching lines between invoice and purchase order,
• uses not only text matching but also references to items and accounts,
• notifies of discrepancies and allows you to create a missing line including type specification,
• stores matching rules for future automation,
• supports resources and charges per item – not just material items or accounts.

What this means for you: Less manual work, fewer errors, faster document processing - all directly within Copilot's ERP.

Automatic matching of invoice with order.

5. Autofill Fields with Copilot – Intelligent field completion

The autofill feature allows you to:

• generate suggestions based on internal history, frequently used values ​​or AI,
• search public information – e.g. contact details or product codes (in future releases),
• view the source of each suggestion and decide whether to accept, reject or edit it,
• massively approve or reject suggestions,
• rely on Business Central’s follow-up logic when approving a suggestion.

What it means for you: Speeds up data entry, eliminates typos, and simplifies work even with less structured records. ERP Copilot saves you time and attention.

Note: This feature is currently only available in English. Suggestions may not be fully accurate in other languages.

The user sees the suggested values ​​and their sources.

How does your company benefit from ERP Copilots?

• Accelerate processes: Faster access to data and automation of routine steps.
• Higher data quality: Accurate, verified information supported by auditable sources.
• Easier decision-making: Contextual support, summaries, and navigation in the system.
• Lower training costs: User-friendliness and self-service learning in the system.

ERP Copilot Feature Availability Overview (Business Central 2025)

Copilot as your new colleague

Copilot is not just an AI tool – it’s an extension of your team. It helps transform data into action, accelerates decision-making and reduces operational burden.

At Essence, we believe that technology should serve people – not the other way around. ERP Copilots are tools that enable you to run your business better. And we’ll help you get the most out of them.

Want to see ERP Copilots in action? Get in touch. We’d love to show you more.