Traditionally, checking a supplier’s financial status involves multiple clicks, navigating through reports, and sometimes interpreting data from different sources. Not complicated, but not fast either. With the help of the AI Copilot assistant in Microsoft Dynamics 365 Business Central, this process becomes simple, fast, and almost conversational.
Where do you start? Everything begins in the Business Central interface, where you have access to Copilot. There’s no need to open reports or manually search for information. You simply ask a question, just like in a normal conversation.
In the video tutorial at the end of this material, we show you step by step how checking a supplier becomes quick and easy using Microsoft Dynamics 365 Business Central and the AI Copilot assistant.
Step by step
1. Open Copilot
Access Copilot directly from the Business Central interface.
2. Ask a question
Write naturally, for example: “What is the financial status of supplier X?” or “What is the balance of supplier Y?”
3. Get an instant answer
Copilot immediately provides:
- current balance
- outstanding invoices
- payment history
- delays or due dates
4. Go deeper if needed
You can continue with questions such as: “What is the largest outstanding invoice?” or “When was the last payment made?”
5. Make a decision
Based on the centralized information, you can quickly decide: payment, negotiation, or continuing the collaboration.
In conclusion, the AI Copilot assistant in Microsoft Dynamics 365 Business Central completely changes how you interact with financial data. Checking a supplier’s status is no longer a technical, fragmented process, but a simple, direct, and efficient conversation. In short: Ask. Get answers. Decide and act.
