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Copilot and AI in Business Central 28: Intelligent Support for Day-to-Day Operations

2026.07.16./in Dynago /by dynago

The artificial intelligence capabilities of Microsoft Dynamics 365 Business Central can help simplify an increasing number of everyday business tasks. Copilot can assist users with finding data, navigating the system, preparing documents and conducting analyses, while AI agents may eventually be able to support entire business processes with a greater degree of autonomy. In this article, we explore the opportunities these solutions offer and the key considerations businesses should address before implementing them.

In our previous blog post, we presented the most important financial, reporting, logistics and quality management enhancements introduced in the 2026 release wave 1 of Microsoft Dynamics 365 Business Central, also known as version 28. However, BC28 does not only bring changes to traditional business processes: Copilot and AI capabilities are also playing an increasingly prominent role within the system.

These developments are designed to help users find the information they need more quickly, spend less time on repetitive administrative tasks, and use natural-language instructions to retrieve information, prepare documents and create analyses.

Copilot and AI agents: what is the difference?

Business Central’s AI capabilities can be divided into two main categories.

Copilot primarily assists users in carrying out their work. It can search for information, generate suggestions, analyse data, produce text and help users navigate the system. The user remains actively involved throughout the process, reviews the results and typically makes the final decision.

Agents, or AI agents, are being developed to operate with a greater degree of autonomy. They may monitor specific business processes, communicate with users or business partners, and prepare the necessary Business Central records. However, these solutions are currently at varying levels of maturity, with several agent capabilities still in development or experimental stages.

The Copilot and AI developments in BC28 primarily cover the following areas:

searching business data, navigating the system and assisting users with Business Central;
automatically completing fields based on historical business data and information available online;
generating marketing copy from information stored in the item master data;
intelligently processing electronic documents and incoming invoices;
reconciling bank accounts and matching transactions;
preparing sales documents using natural-language instructions;
generating record summaries and pivot-style analyses spanning multiple tables;
using sales, purchasing and custom business agents.

The actual availability of these features may depend on the Business Central deployment model, region, system language and administrator settings. The broadest native support for Copilot and AI agents is available in cloud-based SaaS environments.

The artificial intelligence capabilities of Microsoft Dynamics 365 Business Central can help simplify an increasing number of everyday business tasks. (Photo: Unsplash)

An AI-powered business assistant

Chat with Copilot can be used as a natural-language business assistant within Business Central. Users do not necessarily need to know the exact structure of the system’s menus or the names of individual pages. Instead, they can describe the information or functionality they need in everyday language.

The artificial intelligence capabilities of Microsoft Dynamics 365 Business Central can help simplify an increasing number of everyday business tasks.

The assistant can do more than search for data. It can also explain Business Central concepts and fields. For instance, it can show users where to find the chart of accounts and then navigate them directly to the relevant page.

When generating responses, Copilot takes the individual user’s permissions into account. It can therefore only work with business information that the employee is already authorised to access within Business Central.

Automatic field completion suggestions

AutoFill with Copilot can suggest values for editable fields that are still blank on Business Central cards. These suggestions may be based on historical Business Central records, business data available to the user and, where separately enabled, information found online. On a vendor card, for example, Copilot may suggest address and contact details. When preparing purchase orders, it may recognise frequently used cost centre and project codes based on previous documents.

When generating suggestions from data stored in Business Central, the system may consider values that have been used most frequently or most recently. This can reduce the time spent entering data, particularly when creating recurring documents with a similar structure.

Copilot highlights the suggested fields, and users can accept or reject them individually or in bulk. The information is not saved automatically, ensuring that final control remains with the user.

Online search functionality can be enabled or disabled separately. Before using this feature, businesses should therefore assess, from both data protection and compliance perspectives, what business data and contextual information may be transmitted to the AI service.

AI-generated marketing copy from item master data

Copilot can generate marketing copy directly from the information and attributes stored on an item card.

Users can specify the desired tone of voice, choosing from styles such as formal, casual, inspirational, upbeat or creative. They can also define the preferred format and instruct the system to emphasise innovation, sustainability, performance, elegance, reliability or other product characteristics.

Users can control which of the attributes assigned to an item Copilot should use when generating the text. Information that is not relevant to the specific communication objective can therefore be excluded.

This capability can be particularly useful when preparing content for online stores, catalogues and product pages. It can quickly generate an editable first draft from existing master data, which users can then adapt to the company’s communication style and brand voice.

Suggestions for substitute items

Based on product data, Copilot can automatically suggest substitute items for a selected product, providing a quick starting point for identifying suitable alternatives. This can be particularly useful in situations where an item is out of stock and potential replacements need to be identified quickly.

The Matching setting allows users to determine how strict the matching process should be, with options ranging from lenient to balanced or precise. The View option also lets users decide whether they want to see only the matches or additional information such as the match assessment and the keywords used.

The artificial intelligence capabilities of Microsoft Dynamics 365 Business Central can help simplify an increasing number of everyday business tasks.

Intelligent document and invoice processing

This Copilot capability, which is currently still under development, is designed to support the matching of incoming electronic invoice lines with purchase order lines.

The AI attempts to associate invoice lines with the appropriate order lines based on factors such as the description, unit of measure, amount and invoiceable quantity. The solution may also be able to handle more complex relationships rather than being limited to one-to-one matching.

This means that a single invoice line could potentially be matched with several purchase order lines or related entries. The feature may therefore reduce the time spent on manual reconciliation and data entry, particularly when processing large volumes of incoming documents.

In its current form, the solution is limited to SaaS environments, is available in English and requires a properly configured electronic document management environment as well as a connection to an external service provider. It is therefore particularly important to verify the technical requirements and test the functionality before implementation.

AI-assisted bank account reconciliation

Copilot builds on Business Central’s standard automatic matching functionality. Once the conventional automatic reconciliation process has been completed, the AI can examine the remaining unmatched bank transactions and ledger entries.

When searching for matches, it may take into account the amount, date, payment reference, transaction description and related business context. A single bank transfer may even be matched with several separate customer or vendor invoices.

Where no direct match is found, Copilot may suggest an appropriate general ledger account based on the transaction description. For example, it may recognise a bank charge or insurance premium and recommend the account to which the transaction should be posted.

Copilot can also help identify missing postings, duplicate entries and exchange-rate differences. However, final matching and posting decisions remain subject to user approval.

Creating sales documents using natural language

Copilot can also assist users in preparing the lines of sales quotes, orders and invoices.

Users can provide natural-language instructions to add specific products and quantities, copy lines from an earlier document, or repeat the most recent similar order. This can be particularly helpful when a document contains numerous recurring items or lines that are already known from previous transactions.

The feature also supports the processing of CSV files, allowing document lines to be imported from an external file quickly and with only a few clicks.

The system can search for products not only by item number but also by description. Users therefore do not necessarily need to know internal product identifiers from memory.

Based on the instruction, Copilot prepares the document lines, which the user can review, edit and approve before the document is finalised.

Automatic record summaries and business insights

The Summarize Records feature presents the most important information associated with an open record in a concise, easy-to-review summary.

The artificial intelligence capabilities of Microsoft Dynamics 365 Business Central can help simplify an increasing number of everyday business tasks.

The summary can appear in a separate side panel, without requiring the user to write a new prompt each time. This allows users to gain a quick overview of a complex record without reviewing every field and related document individually. The feature works exclusively with data that the user is authorised to access.

Pivot-style reports using natural-language instructions

The Analyze Data in Lists feature builds on Business Central’s analysis mode. It allows users to describe the report or analysis they want to create using natural language.

Based on the request, Copilot can select the necessary fields and configure groupings, aggregations, filters and sorting. The result may be an editable analysis view similar to a traditional pivot table.

The feature may also support the combination of data from multiple tables. For example, users could request a list of vendors ranked by balance or an analysis displaying related document numbers alongside those balances.

The completed view can be refined further and saved at user level for future use. For more complex analyses involving multiple tables, instructions written in English may currently produce more accurate results. Businesses should therefore test the queries that are most important to their operations before deploying the feature in a live environment.

Copilot can assist users with finding data, navigating the system, preparing documents and conducting analyses, while AI agents may eventually be able to support entire business processes with a greater degree of autonomy. (Photo: Unsplash)

AI agents in sales and purchasing processes

Agents represent one of the fastest-developing areas of Business Central. Some of the capabilities currently being presented are still in development or experimental stages. At this point, they primarily illustrate the expected direction of development and the potential for future automation.

Sales Order Agent

The Sales Order Agent is designed to process order requests received in a dedicated email inbox and prepare the related sales document.

Where a request is unclear, the agent may send a follow-up message to the customer asking for additional information. Based on the response, it can update the draft sales quote or order, which the user can review before finalisation.

The feature is currently still under development, and its operation in a Hungarian-language environment requires separate testing.

Payables Agent

The Payables Agent is intended to support the processing of invoices received from vendors by email.

Under the proposed workflow, the agent may use the documents to prepare a draft purchase invoice, identify the vendor and invoice lines, and then submit the document for user review.

The feature cannot yet be regarded as a finished solution ready for general deployment. Nevertheless, it provides a clear indication of how vendor invoice processing may become increasingly automated in the future.

Custom business agents

Business Central also offers the possibility to design and test custom business agents. An agent’s task can be defined using natural-language instructions, while its activities can be controlled through permissions.

In the future, custom agents may be used for tasks such as checking data, preparing records, creating document drafts and supporting repetitive administrative activities.

However, the current solution remains an experimental tool. It is primarily suitable for testing manually initiated tasks and should not yet be considered a comprehensive, autonomous workflow engine.

Before using agents in live business processes, organisations should carefully assess the maturity of the individual features, language support, permissions, data management requirements and the points at which user approval is required.

What does this mean for Business Central users?

Copilot and AI capabilities are not limited to a single business function. They can support a wide range of everyday tasks, from data search and system navigation to financial reconciliation, the preparation of sales documents and business analysis.

Copilot can primarily make users’ work faster and simpler, while decision-making and approval remain under human control. Over time, agents may enable a higher degree of automation, although their current maturity and availability vary from one feature to another.

Successfully introducing these capabilities therefore involves more than simply enabling the AI functions. Businesses need to assess their technical environment, access permissions, data protection requirements and language support. They must also determine which capabilities can create genuine value within their specific business processes.

DynaGo’s experts can help identify which of the Copilot and AI capabilities available in Business Central are best suited to your organisation’s operations. We provide support in assessing the technical and business requirements, testing the relevant features, and planning a secure and controlled implementation.

Contact us to ensure that AI becomes more than just another new technology—and delivers genuine, measurable operational benefits for your business.

Mobile solutions for Microsoft Business Central: how DynaGo Mobile supports warehouse, manufacturing and service processes

2026.04.29./in Dynago /by dynago

DynaGo Mobile is a mobile solution connected to Microsoft Dynamics 365 Business Central that supports warehouse, manufacturing and service processes within a unified framework, enabling companies to work with real-time, up-to-date data in their daily operations.
Built on .NET MAUI technology, the solution provides fast, native Android and iOS performance, a single codebase, secure two-way data connectivity, and compatibility with both on-premises and cloud-based environments.
DynaGo Warehouse supports warehouse processes from goods receipt, inventory movements, stocktaking and picking through to material consumption in manufacturing, reducing administration and improving accuracy.
The Mobile Service application makes field service work more efficient with real-time inventory information, mobile work order management, digital signatures and automated document handling, improving both customer experience and operational efficiency.

The value of enterprise resource planning systems today is no longer defined solely by how accurately they support administrative or financial operations. It is also determined by how well they can reflect real-life, day-to-day operations. For employees working in warehouses, production facilities or in the field, the real advantage comes from being able to access the same up-to-date data and business processes on mobile devices that are managed centrally in the ERP system.

This is the need addressed by DynaGo Mobile, developed by DynaGo Hungary. The solution provides mobile device support for warehouse, manufacturing and service processes connected to Microsoft Dynamics 365 Business Central. Its purpose is to help companies manage processes that take place not in the office, but in field and warehouse environments, more efficiently, more quickly and with fewer errors.

Behind DynaGo Mobile is a technology and development approach that ensures rapid implementation, stable operation, scalability and a modern user experience. One of its key foundations is .NET MAUI technology, which provides an ideal basis for mobile integrations with Business Central.

Why .NET MAUI?

.NET MAUI is a modern, cross-platform development framework that enables native Android, iOS and Windows desktop applications to be built from a single codebase. This offers significant advantages not only from a development perspective, but also in terms of operations, scalability and future enhancements.

One of the technology’s key strengths is that it delivers native performance in both Android and iOS environments, allowing mobile applications to run quickly, stably and reliably.

A unified codebase results in lower development and maintenance costs, as there is no need to maintain separate solutions for each platform. In addition, .NET MAUI supports the creation of modern, fast and flexible user interfaces, which has become a basic expectation for enterprise mobile applications.

Another advantage of the technology is its strong integration capability at API and web service level, enabling secure, real-time connectivity with Business Central. It is also well suited to corporate mobile device fleets and BYOD operating models, where employees use their own devices for work purposes.

The DynaGo framework: a stable connection between Business Central and mobile applications

DynaGo has developed a standard framework that ensures stable, scalable and rapid implementation between Business Central and .NET MAUI-based mobile applications. The framework supports real-time, two-way data communication and synchronization through Business Central Web APIs, while also enabling user, company and permission management.

This approach is particularly important because enterprise mobility is not merely a matter of user interface design. It only works well when it is supported by stable business logic, properly regulated access and reliable data connectivity in the background.

One pillar of the framework is a Business Central extension that can be installed on any standard system, regardless of localization. This Business Central-side solution manages mobile users, permissions related to the mobile application, mobile version control and deployment management, while also supporting two-way communication. A key advantage is that mobile application updates can be managed and automated directly from Business Central, making operations simpler and more secure.

A ready-made mobile foundation for faster development and implementation

The other pillar of the framework is the base mobile application, which accelerates development and deployment with pre-built, professional functions. The system offers a wide range of modern, user-friendly mobile components, including data entry forms, list views, visual UI elements and practical mobile features such as barcode scanning, photo capture and file attachment.

These ready-made elements significantly shorten development time, while ensuring that the resulting solutions meet today’s mobile user expectations.

The application provides a full, secure, two-way connection to Business Central, with authentication supported in both on-premises and SaaS cloud environments.

The system also offers flexible configuration management: multiple Business Central environments can be managed from a single mobile application, configurations can be saved, and they can be shared with other devices via QR code. This is especially useful when rolling out the solution quickly to larger teams. The framework also provides a default menu structure and easy-to-use developer navigation tools, making it simple to build workflows between different application screens.

Warehouse mobile solution: real-time inventory management and efficient material handling

Efficient warehouse operations play a key role in the everyday performance of any manufacturing, trading or logistics company. Manual administration, paper-based processes and outdated inventory information can easily lead to errors, slower service and rising costs.

DynaGo Mobile’s warehouse solution, DynaGo Warehouse, is a modern application developed with .NET MAUI technology and running natively on Android and iOS devices. It integrates directly with the Microsoft Dynamics 365 Business Central ERP system. The solution provides real-time data management for logistics teams and supports processes with mobile technologies from goods receipt through to delivery.

The system’s most important advantage is that it makes real-time inventory information available anywhere in the warehouse, while enabling paperless, automated processes.

Barcode and QR code support enables faster and more accurate work, while direct posting to Business Central minimizes administration. The solution also provides transparent task management, process tracking, and flexible role and permission management through the mobile interface.

Warehouse user management and role-based operation

The interface configured in Business Central makes it possible to set up warehouse users and profiles, display functions on mobile devices based on user roles, define individual default warehouses and journal settings, and configure printers by user.

As a result, users only see the processes relevant to them, through a simple and transparent interface.

Mobile goods receipt and put-away

The system supports document-free recording of purchase orders from a mobile device. Receipt data, such as delivery note information, vehicle details and dates, can be entered directly in the mobile application. Goods receipt can also be managed at line level, allowing quantity, bin, batch and expiration data to be recorded accurately.

Once the data has been entered, automatic posting in Business Central can be completed with a single click.

The process is further accelerated by support for printing and reprinting barcode labels directly from the mobile device.

Bin content lookup and real-time inventory visibility

DynaGo Warehouse enables users to check the contents of warehouse bins and view real inventory information using various filtering options.

Users can search by item number, bin, batch or variant, allowing them to access the necessary data quickly and accurately.

Ad hoc material movements

The system also supports ad hoc material movements using barcode-based identification. This includes bin-to-bin and warehouse-to-warehouse movements, together with quantity and inventory checks. As a result, flexibility and accuracy are both maintained in daily operations.

Material consumption for manufacturing

The solution is also suitable for supporting manufacturing processes. A production order can be identified by barcode, after which the bill of materials lines are displayed and material consumption can be recorded. The system supports FIFO logic and automatically creates the necessary journals in Business Central.

This makes the administration of manufacturing-related material movements faster and more accurate.

Finished goods put-away

Products received from production can also be handled securely from a mobile device. Finished goods can be identified by barcode, the target bin for put-away can be specified, and the system supports secure storage even before posting takes place.

Picking and status tracking

During picking processes, users can list assigned tasks, check and approve quantities and bins, and manage partial quantities as well.

The system provides automatic status management, making tasks clearly traceable through “New,” “In progress” and “Completed” statuses.

Stocktaking with mobile barcode scanning

Stocktaking works on an inventory order basis and enables the identification of the bin, item and batch even with a single scan. This significantly speeds up the process while ensuring accurate result recording.

The technological foundations of the warehouse solution

The technology behind DynaGo Warehouse translates directly into business benefits. .NET MAUI provides native Android and iOS performance from a single codebase. Business Central Web API integration ensures real-time data connectivity. Barcode and QR code support enables the use of both the device camera and external scanners. Support for cloud and on-premises Business Central environments means the solution can be adapted to virtually any infrastructure.

Who is DynaGo Warehouse recommended for?

The solution is especially useful for manufacturing and food industry companies, commercial and logistics centers, and businesses with a service background.

It can be particularly beneficial for companies operating across multiple sites and handling high volumes of goods.

Mobile service solution: efficient work order management and field support

DynaGo Mobile provides advantages not only in warehouse and manufacturing-related processes, but also directly supports the work of field service technicians. The efficiency of service technicians has a major impact on customer service, cost efficiency and response times. Paper-based reports, inaccurate data transfer and subsequent administration all cause time losses, while customers increasingly expect immediate, transparent communication and documented work execution.

The Mobile Service application, built on .NET MAUI technology, addresses these challenges through close integration with Microsoft Dynamics 365 Business Central.

The application provides comprehensive field support for service processes: from creating work orders and recording materials used to accessing real-time inventory information and automatically generating a signed work order in PDF format.

Real-time inventory information for field technicians

A service technician can immediately check which spare parts and materials are available in their vehicle, even across multiple companies, provided a unified warehouse code structure is in place. The available data includes item ledger entry details such as batch number, quantity and shipping address.

This is particularly important because technicians can see exactly what is available to them on site. As a result, service response time is reduced and unnecessary spare part orders can be avoided.

Mobile work order management

The mobile application enables work orders to be started and managed from a mobile device, with changes appearing in Business Central in real time. Work orders recorded in Business Central can be assigned to service technicians, materials used and working time can be recorded immediately and without paper, and work order data is continuously synchronized between the two systems.

The process also allows the customer to digitally sign the work order on the mobile device.

This makes the service process faster, more transparent and more accurate, while billing can also be prepared automatically.

Custom work order PDF template and automated document management

The system automatically generates a PDF document from the signed work order in a custom, company-specific format. This document can be uploaded to the appropriate document repository, attached as an invoice attachment, and even sent immediately to the customer by email from the mobile application.

This not only significantly accelerates administrative processes, but also provides a professional customer experience.

Equipment history and event log

One of the key advantages of the mobile service application is that it makes previous service dates, earlier work order IDs, and the parts and operations used searchable for every service item. This makes troubleshooting easier, supports the handling of recurring issues, and significantly improves service efficiency.

Business benefits of the service solution

By using the system, the administrative burden is significantly reduced and paperless operation becomes possible. Field service work becomes faster, customer communication improves, inventory information becomes more accurate, and the number of unsuccessful service visits is reduced.

Automated document management enables faster invoicing, while service data becomes more transparent and customer history easier to track. Together, these benefits significantly improve both the customer experience and traceability.

Who is the Mobile Service application ideal for?

The solution can be an ideal choice for companies providing contracted or ad hoc service activities, businesses with many mobile technicians working in the field, organizations maintaining high-value equipment with long lifecycles, and service companies managing multiple companies and sites.

For more information about any of the solutions, or to learn how DynaGo Mobile can be integrated into your own business processes, contact our experts at dynago@dynago.hu.

Unlock the Future of Business: Copilot Now Available in the Hungarian Localization of Business Central

2025.02.27./in Dynago /by dynago

We are pleased to announce that thanks to Microsoft’s latest development, the Copilot feature is now available in the Hungarian localization of Business Central. With the 2024 wave 2 (BC25.3) version, this innovative solution has been introduced in Hungary, offering unprecedented efficiency in enterprise resource planning. We have already installed and made the feature available for our SaaS customers, allowing them to be among the first to benefit from this AI-powered assistant. But what exactly can it do?

Introducing Copilot

Copilot is an AI-powered assistant designed to enhance creativity, boost productivity, and eliminate monotonous, time-consuming tasks.

Integrated into the Business Central system, Copilot enables users to ask questions in natural language and quickly access their business data.

For example, users can simply type: “Show me the latest sales order for Adatum,” and the system will immediately retrieve, group the data, perform calculations, and generate detailed analyses. This allows users to obtain relevant information in seconds without needing to use complex search commands.

Copilot is an AI-powered assistant designed to enhance creativity, boost productivity, and eliminate monotonous, time-consuming tasks. (Photo: Microsoft)

What Benefits Does Copilot Offer to Hungarian Users?

The introduction of this new feature represents a major advancement for businesses, providing opportunities that previously required manual work and time-consuming analysis. One of its most outstanding advantages is natural language search, which allows users to access their company data using simple words or questions, without the need to write complex SQL queries similar to programming languages. This significantly reduces search time and enables faster, more informed business decisions.

Another key advantage is real-time data processing, which ensures that Copilot immediately processes requests and provides users with the most accurate information possible. As a result, managers and employees can quickly respond to market changes and adapt to new situations instantly.

While Copilot operates primarily in English, it also supports searches in other languages, including Hungarian. However, it is important to note that linguistic quality and accuracy may differ from the English version, which could affect the user experience. Despite this, the new feature can still be a great asset for Hungarian businesses, offering significant time savings through automated searches and analyses.

How to Activate Copilot in Business Central?

To access and use Copilot, businesses must be running the latest version of Business Central. With the 2024 wave 2 (BC25.3) update, the feature has officially become available in Hungary and has already been installed for our SaaS customers.

If you need assistance with the update or activation of the feature, the DynaGo Hungary customer service team is ready to help. It is worth integrating Copilot into daily workflows as soon as possible, as it can boost efficiency even in the short term.

Step into the Future with Copilot!

Don’t miss the opportunity to support your business with the most advanced technology! Integrated into the Hungarian localization of Business Central, Copilot takes business processes to the next level, reducing manual work, optimizing operational workflows, and gaining a competitive advantage in the digital age. Not only does it save time, but it also allows employees to focus on more valuable, strategic tasks.

Accelerating digital transformation is crucial for your business—implementing Copilot is a significant step in this direction. If you would like to learn more about this feature, feel free to contact us!

Thumbnail: Microsoft

Azure AI OCR and Business Central Integration – A New Level of Digitalization

2025.01.30./in Dynago /by dynago

Digital transformation is crucial for modern businesses, and one of the most innovative solutions is Azure AI OCR (Optical Character Recognition). This technology automates text extraction from various document formats, reducing manual data entry and enhancing business efficiency. When integrated with Microsoft Dynamics 365 Business Central, OCR automation makes administrative processes more accurate and transparent.

How Azure AI OCR Works

Azure AI OCR leverages machine learning models to recognize both printed and handwritten text in multiple languages. Through Intelligent Document Processing (IDP), it extracts key elements and structural information from documents, supporting both real-time and background processing.

Key Benefits of Integration with Business Central

By digitizing and automatically processing incoming documents like invoices, delivery notes, and orders, businesses significantly reduce administrative workload. The integration allows:

Direct connection of OCR APIs to Business Central, enabling seamless data transfer.
Structured and accurate data extraction for better business management.
Various plugins and extensions for smooth interoperability.

Integration Process

Document Digitization – Paper-based or digital files are uploaded into Azure AI OCR.
Data Extraction & Processing – AI models identify key information and convert it into structured data.
API Integration & Data Transfer – Extracted data (formatted in JSON) is automatically transmitted to Business Central.
Validation & Workflow Automation – Data is validated, processed, and used in purchasing, finance, or inventory management modules. Business Central sends alerts if any data correction is needed.

Business Advantages of Digitalization

Reduced Errors & Faster Processing – Automation eliminates manual entry mistakes.
Cost Efficiency – Employees can focus on high-value tasks instead of repetitive data entry.
Real-Time Updates – Businesses access up-to-date information instantly.

Practical Example: Automated Invoice Processing

A supplier’s paper invoice is digitized and uploaded to the OCR system.
OCR extracts details (invoice number, date, supplier name, item descriptions, amounts).
Data is formatted in JSON and sent to Business Central via API.
Business Central updates procurement and finance records and triggers approval workflows if needed.
The system notifies users for validation, ensuring accuracy.

Conclusion

Azure AI OCR and Business Central integration streamlines business document processing, minimizes human intervention, and enhances administrative transparency. This collaboration not only improves efficiency but also drives digital transformation. The system can be customized for specific business needs, with expert guidance available from DynaGo for implementation.

Thumbnail: Unsplash

Exploring Dynamics 365 Business Central 2024 Release Wave 2 (BC25): A Comprehensive Overview

2024.12.13./in Dynago /by dynago

The 2024 Release Wave 2 for Microsoft Dynamics 365 Business Central introduces powerful features aimed at enhancing efficiency and productivity for small and medium-sized businesses (SMBs). This release focuses on streamlining operations, improving usability, and integrating advanced AI capabilities. Here are the key highlights.

General Enhancements

Full-Text Search for Enhanced Usability

The updated search functionality replaces the older exact-match “legacy” system with a modern, full-text indexed approach. This allows for more intuitive searches based on linguistic rules, supporting flexibility such as phrase searches with quotation marks. For example, searching “London chair” will locate a product named “LONDON Swivel Chair,” a task the legacy system could not perform. On-premises installations require SQL Server Full-Text Search to enable this feature.

Copilot Integration: Streamlining Repetitive Tasks

The AI-driven Copilot introduces:

Sales Line Suggestions: Automatically generates sales lines from free text or file inputs, reducing manual data entry and errors.
Natural Language Data Queries: Users can type commands like “Show suppliers by location, sorted by purchase amount,” enabling quick insights without complex setups.
Effortless Numbering Series Management: Copilot simplifies creating and modifying numbering sequences through an intuitive interface.

Drag-and-Drop File Attachments

Users can now attach multiple files to a record simultaneously, enhancing workflow efficiency, particularly for document-heavy tasks.

Innovations in Project Management

Extended Text for Project Planning

Project planning lines now support detailed text entries, improving communication with clients, suppliers, and internal teams.

Streamlined Purchase Orders

Purchase orders can now be created directly from projects using intelligent algorithms that assess supply and demand, ensuring seamless project execution without complex setup.

Service Management Enhancements

Service Document Archiving

New version control capabilities automatically archive service documents at key stages, such as when converting quotes to orders or posting service orders, mirroring functionality in sales and purchasing modules.

Improved Service Contract Management

A list view of archived service contracts offers better accessibility and organization, streamlining contract oversight.

Advanced Subscription Billing

The enhanced subscription billing module supports flexible pricing, automated renewals, and customizable billing periods. By centralizing contract data, this feature streamlines processes from initial sales to recurring invoices, reducing manual effort and improving accuracy.

Conclusion

The Dynamics 365 Business Central 2024 Release Wave 2 delivers features that cater to SMBs’ evolving needs, from AI-driven tools to improved project and service management. These innovations enhance efficiency and ensure Business Central remains a top choice for managing and optimizing operations.

From On-Premises to Cloud: Transitioning to Business Central’s Online Version

2024.11.28./in Dynago /by dynago

In today’s digital age, cloud-based systems offer businesses significant advantages in data management, process automation, and efficiency. Companies relying on on-premises systems often encounter challenges like outdated technology, limited scalability, and high maintenance costs. Transitioning to the Microsoft Dynamics 365 Business Central online version not only addresses these issues but also delivers substantial business benefits.

Why Switch?

Cloud systems have become essential for modern businesses, and Business Central’s online version provides several key advantages.

1. Up-to-Date Technology

The online version offers automatic updates, ensuring access to the latest features, developments, and security measures. This is especially important in the age of increasing cyber threats, as outdated software poses serious risks.

2. Flexible Access

With internet access, businesses can access their data anytime, anywhere—ideal for hybrid or remote teams. The platform is optimized for mobile devices, empowering on-the-go employees like sales teams.

3. Cost Efficiency and Scalability

Cloud systems eliminate the need for extensive on-site infrastructure, reducing hardware and maintenance expenses. The subscription model provides cost transparency, while scalability ensures the system grows alongside the business.

4. Integration with Microsoft Solutions

Business Central integrates seamlessly with Office 365, Power BI, and other Microsoft tools, streamlining workflows and enabling real-time reporting.

5. Enhanced Data Security

Hosted on Microsoft Azure, one of the most secure cloud infrastructures globally, the system ensures compliance with strict data protection standards. Automatic backups minimize downtime risks.

Transitioning to the Online Version

The migration to Business Central online is a structured process designed to minimize disruptions. Here’s how it unfolds:

1. Preparation

Data is cleaned, errors are corrected, and the on-premises system is updated to the latest version. Businesses should evaluate how the online system can align with their goals.

2. Migration Settings

Microsoft provides built-in tools to simplify data migration. These tools identify potential compatibility issues and ensure seamless data compression and transfer.

3. Data Replication

Critical to the transition, data is carefully transferred to ensure integrity. The process can be phased to reduce risks.

4. Testing and Optimization

Both pre- and post-migration, the system undergoes thorough testing to verify data accuracy and optimize workflows.

5. Go-Live

Once the migration is complete, businesses fully transition to the online version, retiring the on-premises system.

Key Considerations

To ensure a smooth transition, businesses should verify compatibility for existing customizations and extensions. A solid migration strategy—such as using Azure SQL-based backups—can enhance speed and security.

Why Transition Now?

The rapid pace of technological advancements makes timing crucial. Moving to the cloud modernizes IT systems, offering a competitive edge. Cloud-based ERP systems improve process management, agility, and responsiveness to market changes.

Every day spent on outdated systems could mean lost opportunities. Contact the experts at Dynago to guide you through the transition. From planning to implementation, they tailor the process to your needs, allowing you to focus on business development. Reach out for a consultation today!