Partner Skilling Catalog

PSC

Supercharge SMB business operations with AI and agents in Dynamics 365 Business Central

Dynamics 365 Business Central uses AI to streamline operations with Copilot intelligence, automation through Agents, and integration with Microsoft 365. In this course, you will learn how to configure Copilot and Agents, analyze data, automate sales and payables processes, and boost productivity with AI-driven insights.

8 hours(Suggested: 2 days, 4h/day)TechnicalProject ReadyHands-on Labs

MS Course ID: 00896

Last Updated: Aug 11, 2026

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Pre-requisites

Basic knowledge of Dynamics 365 products

Related Certifications

MB-800

Course Syllabus

Revolutionize Business Operations with AI and Copilot in Dynamics 365 Business Central

Module 1: Drive business productivity with AI and Copilot in Business Central
• Make data-driven decisions with AI-driven insights
• Copilot in Dynamics 365 Business Central
Module 2: Transform business operations with AI and Microsoft 365 in Business Central
• Boost productivity with Microsoft 365 applications integration
• Enhance team productivity with role-based access and Teams collaboration
Module 3: Drive compliant, data-driven, and global business growth with Business Central
• Make insight-driven decisions with robust reporting, ad-hoc analysis, and connections to
• Excel and Power BI
• Expand your business into global markets with Local Functionality
• Protect your data while maintaining regulatory compliance in Business Central

150 mins

Lecture

Interactive Simulated Lab Experience

• Accelerate Purchase Order Review with Copilot in Dynamics 365 Business Central
• Improve Order Fulfillment and Customer Satisfaction using Suggest Substitute Items and Summarize Records
• Map E-documents to Purchase Order Lines with Copilot in Dynamics 365 Business Central
• Creating and Enhancing Item Marketing Text with Copilot in Business Central

90 mins

Lab

Drive Sales, Optimize Supply Chain, and Integrate Seamlessly with AI in Business Central

Module 4: Automate business processes with AI agents and MCP in Business Central
• Pre-build agents in Business Central
• Extend agentic capabilities of Business Central with Copilot Studio agents and MCP server
Module 5: Optimize finance, service, project, and e-commerce operations with Business Central
• Manage customer returns, repairs, and service agreements
• Improve project costing and budgeting
• Plan capacity, resources, sales, and project invoicing
• Track project status, profitability, and resource utilization
• Improve e-commerce with Shopify, fulfillment, and returns
Module 6: Optimize manufacturing, inventory, warehouse, and customer operations with Business Central
• Optimize inventory replenishment with AI-powered forecasting
• Optimize manufacturing with bills of materials, assembly, and production orders
• Optimize warehouse and inventory management
• Improve customer experience with Dynamics 365 integrations

150 mins

Lecture

Interactive Simulated Lab Experience

• Vendor Invoice Automation for SMB Finance Teams with Copilot in Dynamics 365 Business Central
• Automating Sales Order Capture for Faster Order Processing with Sales Order Agent
• Configure and activate Expense Agent for automated expense processing

90 mins

Lab

What You'll Learn

Understand core concepts and best practices

Hands-on experience with real-world scenarios

Learn from certified Microsoft experts

Prepare for relevant certifications

Access to lab environments

Post-training support and resources

Course Details

Duration: 8 hours
Level: Intermediate
Role: Technical
Readiness Stage: Project Ready
Audience Segment: SMB, Enterprise
FY27 Key Workload (Frontier): M365 Copilot + Copilot Studio + MS IQ
FY27 Key Workload (Core): D365 + Power Platform + Copilot Studio
Course Stage: Available
Hands-on Labs: Yes
Labs Platform: StepUp