Artificial Intelligence (AI) is changing how businesses work—and Microsoft Copilot is leading the way. If you’re using an ERP system like Dynamics 365 Business Central or Finance & Operations, Copilot can help you save time, reduce manual work, and make better decisions.

In this blog, we’ll walk you through how to use Microsoft Copilot in ERP, step by step.

What Is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant built on OpenAI’s technology and integrated directly into Microsoft 365 and Dynamics 365 ERP solutions. It works with tools like Excel, Outlook, Teams, Word, and Business Central to help you:

  • Automate repetitive tasks
  • Summarize data and emails
  • Predict trends
  • Provide real-time recommendations
  • Create reports instantly
  • Support decision-making

For ERP users, this means faster workflows, fewer errors, and more time for strategic tasks.

Where Can You Use Copilot in ERP?

Copilot is available in various Microsoft Dynamics 365 ERP modules, such as:

  • Business Central – for SMBs in manufacturing, trading, services
  • Finance & Operations – for large enterprises
  • Project Operations
  • Customer Service, Sales, Supply Chain, and more

It helps users in finance, inventory, purchasing, sales, production, and customer service.

Step-by-Step: Using Microsoft Copilot in ERP

Step 1: Make Sure Copilot Is Available in Your ERP

First, check if your ERP system is compatible with Microsoft Copilot.

  • You must be using a cloud version of Dynamics 365 (Business Central, F&O, etc.)
  • Ensure you have a valid Microsoft 365 or Dynamics 365 license with Copilot included.
  • Your admin needs to enable Copilot features in your environment.

📌 Tip: Contact your Microsoft partner (like JRS Dynamics) to activate it.

Step 2: Understand the Interface

Once Copilot is enabled, you’ll see a chat-like interface or a Copilot icon in supported ERP modules.

You can ask questions or give commands like:

  • “Summarize today’s sales orders.”
  • “Show suppliers with delayed deliveries this week.”
  • “Create a purchase order for Item A based on last 3 months’ data.”

Copilot will respond instantly using your ERP data.

Step 3: Start with Simple Tasks

Begin using Copilot for daily routine activities:

  • Auto-generate invoices or quotes
  • Summarize customer interactions
  • Get insights from sales or inventory reports
  • Answer “how many,” “what if,” and “show me” queries
  • Automate month-end closing steps

Example prompt:
“Create a summary of top-selling items this month.”

Copilot will scan the ERP system and deliver insights in seconds.

Step 4: Use Copilot for Reporting

ERP reports often take time to create. With Copilot, you can ask:

  • “Create a sales report for last quarter by region.”
  • “What is the trend in material costs over the past 6 months?”
  • “Send me a customer balance report with overdue payments.”

Copilot pulls live data and can even export it to Excel or send via email.

Step 5: Collaborate with Teams Using Copilot

When integrated with Microsoft Teams, Copilot lets you:

  • Share ERP insights in real time
  • Answer team queries with data-backed responses
  • Automatically generate meeting notes from ERP tasks
  • Assign tasks from ERP directly to team members

Example:
“Post an update in Teams with this week’s sales targets vs. actual.”

Step 6: Customize Copilot for Your Role

Different roles use ERP differently — Copilot adapts too:

  • Finance teams: automate reconciliations, analyze expenses
  • Sales teams: create quotes, view customer history
  • Inventory managers: track stock levels, get restock alerts
  • Executives: receive dashboards and business summaries

You can train a Copilot to prioritize the insights you need most.

Step 7: Stay Secure and Compliant

Copilot respects your organization’s data privacy and user permissions. It only pulls information the user has access to and maintains audit trails.

Work with your ERP administrator or partner to:

  • Set up user roles and permissions
  • Ensure data classification policies
  • Monitor Copilot activity via Microsoft’s security tools

Benefits of Using Copilot in ERP

Here’s what makes Copilot a game-changer for ERP users:

  • Faster Task Completion
  • Accurate, Data-Driven Decisions
  • Less Manual Work & Fewer Errors
  • Smarter Forecasting & Planning
  • Real-Time Reporting
  • Improved User Experience & Productivity

Who Should Use Copilot in ERP?

Copilot is perfect for:

  • Business owners – to get quick summaries and trends
  • Finance teams – for invoices, budgeting, reports
  • Sales teams – for quotes, customer history, deals
  • Inventory teams – for stock levels, restocking
  • Executives – for dashboards and decision-making

Why Use Copilot in 2025?

2025 is the year of AI-first business tools. Copilot is not a trend — it’s the future.

Companies using Microsoft Copilot:

  • Work faster
  • Improve accuracy
  • Make data-driven decisions
  • Stay ahead of competitors

Companies that embrace tools like Microsoft Copilot are saving time, money, and gaining real-time business agility.

Final Thoughts: Ready to Use Copilot in Your ERP?

Microsoft Copilot brings the power of AI to your fingertips, simplifying ERP operations like never before. Whether you’re new to ERP or already using Dynamics 365, Copilot makes your system smarter, faster, and easier to use.

📞 Ready to Get Started?

👉 JRS Dynamics, we help businesses integrate Microsoft Dynamics 365 with Copilot for maximum productivity and faster results.

👉 Want a demo, trial, or consultation? Contact Us Now!

🔗 Stay Connected: linktr.ee/jrsdynamics.com

Also Read: Copilot AI Features in Microsoft Dynamics 365 Business Central