Work smarter with Microsoft Copilot and agents
Make smarter decisions faster with AI at work.
This infographic shows how Microsoft Copilot and AI-powered agents in Dynamics 365 Business Central help you meet rising workload demands and improve performance by:
- Boosting productivity with AI-driven insights
- Improving focus by reducing manual tasks
- Enhancing decision-making with actionable data
To get a clearer path to smarter work, view the infographic.
How do I customize this PowerPoint infographic template for my brand?
To turn this PowerPoint deck into a branded infographic, follow these steps:
1. **Set up your brand look and feel**
- Open the **Slide Master** to customize your **brand fonts and colors** so they apply consistently across the template.
- Adjust font sizes and spacing so your copy fits the layout without crowding.
2. **Update the content areas**
- Look for **highlighted text and graphics**—these indicate where you should insert your own content.
- Replace the placeholder copy with your **brand-specific messaging**.
- After updating the text, **remove the highlight treatment** so the text matches the surrounding type color and looks finished.
3. **Add your brand assets**
- Replace any **placeholder logos** with your **company logo**.
- Optionally, swap out template **stock photography or icons** with your own images or icon sets.
4. **Respect image licensing**
- Any images or icons that came with the template are **licensed for use only within this template**. They should not be used elsewhere or altered beyond what the template allows.
5. **Finalize and export**
- Remove any **offslide instructions** and delete any remaining highlighting.
- Save your working file, then go to the **File** menu and choose **Export** to save a **PDF** version of your final infographic.
- Name the file appropriately and choose the destination where it will be stored or shared.
Following these steps gives you a clean, on-brand infographic that’s ready to distribute as a PDF.
How does Microsoft Copilot in Business Central help my team work smarter?
Microsoft Copilot in Dynamics 365 Business Central is designed to help your team manage growing workloads and stay focused on higher-value tasks.
Here’s how it supports productivity:
1. **Personal productivity with Copilot in Business Central**
- Copilot is **included** in Business Central and helps with everyday tasks like summarizing information, assisting with analysis, and supporting common workflows.
- According to user feedback cited in the content, **many users say AI helps them save time** and **allows them to focus on their most important work**.
2. **Agentic workflows for business processes**
- **Prebuilt agents** (with consumption-based pricing) such as a **Sales Order agent** and a **Payables agent** help automate and streamline specific processes.
- More prebuilt agents are planned, so you can gradually extend automation across more areas of your business.
3. **Custom agents and integrations**
- You can build **custom agents** using tools like **Agent Builder, Copilot Studio, Azure AI Foundry**, and ISV solutions.
- These agents can connect into your existing automations through **Power Automate, Power Apps**, and other services, helping you reimagine how work flows across systems.
4. **Support for decision-making and focus**
- Research referenced in the content suggests that by **2025, AI can improve decision-making by about 40% in some companies**.
- The **2024 Work Trend Index Annual Report (Microsoft, 2024)** and **Essential AI in Decision Making Statistics in 2023 (ZipDo, 2023)** highlight that:
- Many people say they **struggle with the pace and volume of work**.
- A significant share of small and medium-sized businesses (SMBs) report they **lack the energy to complete day-to-day work**, and more than half say they **need more focus time**.
- Many SMBs feel they **spend too much time searching for the right information**.
- A notable portion of employees are already **bringing their own AI tools to work**, and many leaders agree their company **needs to adopt AI to stay competitive**.
By using Copilot and agents in Business Central, you can address these challenges directly—reducing time spent on repetitive tasks, improving access to information, and giving employees more capacity for work that requires judgment and collaboration.
What AI capabilities are available across the Microsoft ecosystem with Business Central?
When you use Copilot in Dynamics 365 Business Central, you can tap into a broader set of Microsoft AI tools and integrations to extend value across your organization:
1. **Copilot in Business Central (included)**
- Core AI features for **analysis assistance**, **chat with Copilot**, and extended Copilot experiences that help with tasks like **summarizing information** and providing **marketing and sales suggestions**.
2. **Agents and automation**
- **Prebuilt agents** such as:
- **Sales Order agent** – helps manage and streamline sales order processes.
- **Payables agent** – supports accounts payable workflows.
- **More prebuilt agents** are planned, and you can also create **custom agents** using:
- **Copilot Studio**
- **Agent Builder**
- **Azure AI Foundry**
- Solutions from **independent software vendors (ISVs)**
3. **Microsoft 365 Copilot integration**
- Use **Microsoft 365 Copilot** to work with Business Central data in familiar tools like Outlook, Teams, and other Microsoft 365 apps, helping you summarize, draft, and collaborate using business context.
4. **Power Platform and automation tools**
- Connect Business Central and Copilot with:
- **Power Automate** – to build automated workflows that span multiple systems.
- **Power Apps** – to create custom apps that use Business Central data and AI capabilities.
- These tools help you rethink how information flows between teams and systems.
5. **Finance-related AI scenarios**
- AI can support tasks such as **bank account reconciliation**, helping teams handle routine financial processes more efficiently.
Together, these capabilities let you gradually reimagine how work gets done—from individual productivity in Business Central to cross-system automation and decision support across your entire Microsoft environment.
Work smarter with Microsoft Copilot and agents
published by Weston Technology Group, LLC.
Our Vision
Our vision is to provide affordably priced services that allow small and medium-sized businesses to leverage state-of-the-art cloud technologies. In turn, this allows our clients to gain a competitive advantage in their industry and scale with the natural peaks and valleys of business. We're driven by the philosophy that if we help business leaders solve their IT problems so they can become more profitable, productive, and successful, then we will inherently grow along with them.
Reasons
- Rapid Response – Emergency response time is one hour or less guaranteed. We can log in to your PC or server remotely and resolve many issues immediately without the wait for a technician to travel to your location.
- Reputable - WTG has been around since 2004, a respected leader in the community and the industry.
- Experienced - We hire only seasoned, professional technicians with at least 5-10 years experience and usually many more.
- Business Savvy - We design, implement and manage technology solutions from a thorough understanding of the business benefit for your company.
- Proactive – Our service philosophy is proactive, not reactive. With state-of-the-art network monitoring and management, we manage your network 24/7 to identify issues and address them BEFORE they become problems, rather than putting out fires.
- Comprehensive Project Management – Our extensive experience managing all types of complex projects means we will handle every detail and coordinate all vendors so you can rest assured that your project will be completed on time and on budget.
- No Geek Speak – You deserve to have your questions answered in plain English. Our technicians will clearly explain what is happening so you understand.
Sign in with LinkedIn