Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Boosting Productivity with Copilot’s “Summarize” in Business Central
Posted on: March 31, 2025 | By: Page Wildridge | Microsoft Dynamics Business Central
Microsoft Copilot is an AI-powered assistant designed to enhance productivity, simplify workflows, and eliminate tedious tasks. Whether you’re reviewing customer details, managing large orders, or analyzing key records, the process of understanding and interpreting data can be time-consuming. With Copilot Summarize, Business Central users can quickly get a high-level overview of critical data. This allows for quicker decision-making and improved operational efficiency.
What is Copilot Summarize in Business Central?
The Summarize feature is a new Copilot capability within Business Central that helps users extract key insights from various sources in just a few seconds. Instead of manually scanning through multiple fields, Copilot provides a concise summary of a record, highlighting the most impactful data points. This feature is available within Outlook or directly within the ERP.
Key Features
Microsoft developed the New Summary FactBox, which displays on card and document pages, such as Sales Orders, Items, and more. With Copilots help, the FactBox summarizes the record into a few understandable sentences. Additionally, you can view the top three insights from any document, allowing you to quickly understand the most relevant data.
With Copilot’s interactive summaries, you can peek into your related data directly from the summary. This helps to reduce the time spent searching for key information. As your data updates, Copilot will update too, allowing you to make accurate real time decisions.
Next Steps
Microsoft Copilot continues to redefine how businesses interact with data in Business Central. As AI continues to develop, Microsoft ensures that users can work more efficiently, gain valuable insights faster, and streamline their workflows.
As a trusted Microsoft partner, Logan Consulting helps businesses harness the power of AI in Business Central to drive productivity and innovation. Contact us today to learn more about how Copilot can transform your ERP experience.
