Clean and accurate data is the basis for any decision made in business today. Many companies, however, are still dealing with duplicate records, missing fields or inconsistent data in their ERP system. That is where Copilot in Business Central comes in.
Microsoft’s Copilot is an AI-powered assistant that is more than just a good idea, it is a deliverable that will change everything in ways for completing monotonous tasks like data cleansing. With Copilot the task of data cleansing will become faster and less prone to human error allowing companies and users to spend more time on strategizing, and less time on fixing things manually.
Why should organizations care to have good data?
- Accurate reports: Dirty data creates unreasonable financial statements leading to poor decision making.
- Operational Efficiency: Inconsistent data will slow an organization down regardless of if it statements and or accounts reconciliation or reporting.
- Customer Trust: Cleansed data for customers and vendors allows for better engagements and improved customer experience.
Organizations are able to complete a task that was manual and tedious, by implementing Copilot in Business Central.
What Copilot for Business Central Can Do
- Identify & Fix Duplicates
Copilot smartly identifies duplicate vendors, customers, or items and helps you decide on the record to keep. - Standardize Data Format
For date formats, address details, or GL codes, Copilot in Business Central helps you get it all to be consistent. - Help with Data Validation
AI assesses incomplete or questionable records and suggests adjustments before breaking reporting. - Real-World Impact
Companies utilizing Copilot for Business Central have decreased manual reconciliation time, enhanced report accuracy, and improved user confidence in their ERP.
Key Benefits
- Time Savings: Automates clean-up, reducing reviews that took hours.
- Less Errors: AI identifies errors a person would miss.
- Smarter Decisions: Clean data = smarter decisions.
- Increased Productivity: Teams are able to focus priorities on initiatives for growth instead of data dispute.
How to Start Using Copilot for Business Central Data Cleanup
- Enable Copilot
Download and enable the feature in the Business Central Environment. - Pick your Pilot Area
Vendor or customer master data, this is where you will deliver results faster. - Review Recommendations
Copilot provides sensible recommendations; ultimately, your team approves findings. - Build Into Workflows
Do clean up in data preparation periods (i.e., month-end closings), upgrades, or during data transfers. - Train & Govern
Conduct basic training on Copilot for users.
Success Story
A mid-sized distributor had a problem with inconsistent product naming – “Widget A,” “widget a,” “Widget-A.” The distributor implemented Copilot in Business Central and was able to:
- Eliminate 80% of duplicate item entries
- Standardize naming conventions in just a few minutes
- Improve inventory management, which eliminated stockouts and order errors
Final Thoughts
Your data is often your organization’s most valuable asset but only if it is trustworthy and organized. Equipping your organization with Copilot will convert painstaking data cleanup into a seamless workflow – powered by AI. Then, when you wrap Copilot in Business Central around workflows you achieve clean data, and you get even faster decisions, happier users, and a bigger bottom line.
Now is the time to embrace the future of ERP with Copilot – and let your team stop struggling with messy data, to strategically grow your business.
Let’s connect → Contact Madhda
