AI Business Process
Service Transformation with AI
Intermediate
Dynamics 365 Business CentralSupercharge 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: Feb 25, 2026
Course Syllabus
1
Revolutionize Business Operations with AI and Copilot in Dynamics 365 Business Central
Module 1: Boost productivity and transform business operations with AI and Agents in Business Central
• Challenges with traditional business operations
• AI-led transformation with Dynamics 365 Business Central
• Make data-driven decisions with AI-driven insights and KPIs for each role
• Protect your data while maintaining regulatory compliance
• MCP Servers in Microsoft Business Central
• MCP configuration in Microsoft Business Central
Module 2: Empower organizations with Copilot in Business Central
• Analyze data in lists with Copilot
• Autofill fields with Copilot while creating or modifying a record
• Generate number series in Business Central with Copilot
• Get assistance by chatting with Copilot
Module 3: Improve Financial Performance with AI and Agents
• Automate invoice management and save hours with Payables Agent (Preview)
• Forecast cash flow and create accurate cash-flow projections
• Reconcile bank accounts with Copilot
• 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
180 mins
Lecture
2
Hands on labs
• Accelerate Purchase Order Review with Copilot in Dynamics 365 Business Central
• Vendor Invoice Automation for SMB Finance Teams with Copilot in Dynamics 365 Business Central
60 mins
Lab
3
Drive Sales, Optimize Supply Chain, and Integrate Seamlessly with AI in Business Central
Module 4: Boost Sales & Service and facilitate Project Success
• Increase sales with marketing text and Sales line suggestions from Copilot
• Accelerate sales processes with Sales Order Agent (Preview)
• Summarize records with Copilot
• Deliver exceptional service by tracking customer returns and repairs and managing service agreements
• Improve project costing and develop detailed budgets
• Optimize resource levels by planning capacity and sales and track invoicing against costs
• Get real-time business intelligence on project status, profitability, and resource-utilization metrics
Module 5: Optimize Supply Chain Management
• Map e-documents to purchase order lines with Copilot
• Suggest substitute items with Copilot
• Improve e-commerce with Shopify, order fulfillment, and returns
• Optimize manufacturing outputs with detailed bills of materials, assembly-to-order support, and production orders
• Replenish inventory based on actuals, demand, and availability using AI-powered sales and inventory forecasting
• Optimize warehouse management
• Manage inventory with an easy pick-and-put-away process
Module 6: Integration with Microsoft 365 and Dynamics 365 apps
• Boost productivity with the Microsoft 365 applications integration
• Enhance Team productivity with role-based access and Teams collaboration
• Improve customer experience with Dynamics 365 Sales, Customer Service, and Field Service integration
180 mins
Lecture
4
Hands on labs
• Improve Order Fulfillment and Customer Satisfaction using Suggest substitute items and summarize records with Copilot
• Automating Sales Order Capture for Faster Order Processing with Sales Order Agent.
• Map e-documents to purchase order lines with Copilot in Dynamics 365 Business Central
• Enable real-time inventory synchronization between Business Central and Field Service
60 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
- Course Type
- Project Ready
- Partner Segment
- SMB, Enterprise
- Course Stage
- Available
- Hands-on Labs
- Yes