Business Central Copilot AI & Automation Demo
David Reid
I help leaders in finance and sales to transform and automate their processes with business applications built on Dynamics 365 and Copilot AI
For finance teams, tracking overdue invoices and managing blocked customer accounts (at any restriction level) can be time-consuming.
In this short demo, I show how AI Copilot in Microsoft Dynamics 365 Business Central can:
? Instantly find overdue invoices using natural language prompts and built in RAG AI.
? Extract key inventory data without manual reporting
? Automate follow-ups for blocked customer accounts - generating and sending a friendly email requesting a call with the office
?? Automating Blocked Customer Follow-Ups with AI - Extending the Process!
Instead of manually checking overdue accounts, you could automate the entire process!
? Detect overdue accounts (e.g., invoices overdue by 60+ days)
? Trigger an automated email requesting a call with the finance team
? Unblock the account once payment is received - manually or automatically. Setting the appropriate severity levels of the block.
This ensures timely follow-ups, fewer manual tasks, and improved cash flow management.
?? Watch the demo to see how AI Copilot and automation make credit control more efficient.
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