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Step-by-Step Guide: Enabling and Using Microsoft Copilot in Business Central

Microsoft Copilot is a powerful Artificial Intelligence (AI) tool that assists in creating marketing text for products within Microsoft Dynamics 365 Business Central. In this blog post, I’ll walk you through the step-by-step process of enabling and using Copilot to generate compelling marketing text for your items. Let's get started!


Step 1: Enabling Microsoft Copilot in Business Central.

Go to the Feature Management page in Business Central and enable Microsoft Copilot

Enabling Copilot in Business Central's Feature Management Page

Enabling Copilot in Business Central's Feature Management Page

Step 2. Enabling Copilot

Search for Copilot and select.

Business Central Tell Me Copilot

Select Agree if you agree.

Business Central Copilot installation

Confirmation – Select Close

Business Central Copilot installation

Step 3. Updating Business Central Item Attributes

Confirm that your Item attributes are updated to ensure accurate marketing text generation.

Business Central Item Attributes

Step 4: Creating AI Marketing with Copilot

From the ribbon of the Item Card page, select “Item” and then “Marketing Text.” Alternatively, from the FactBox Panel, select “Create with Copilot” under “Marketing Text.”

Create AI Marketing with Copilot in Business Central

In the Marketing Text page, select “More settings” to access the option to emphasize a quality or feature that you would like to highlight in the marketing text.

Emphasize a Quality with Copilot in Business Central

Select your preferred format and length.

Select your format and length with Copilot in Business Central

Step 5: Generating AI Infused Marketing Text with Copilot

Select “Create Draft” and let AI create the marketing text. In a matter of seconds, Copilot generated this based on my settings:


"TravChans: Crystal Clear Refreshing Bottled Water, 6.35 CM Deep and 20.3 CM High" TravChans Bottled Water is the perfect way to stay hydrated. Our crystal clear water is sourced from a natural spring and bottled with no chemical plastic. Our water is the perfect companion for your outdoor adventures, whether at the beach, a picnic, or a camping trip. Our 6.35 CM deep and 20.3 CM high size fits perfectly in most backpacks and coolers, making it easy to take with you wherever you go. Thanks to our innovative packaging, you can now enjoy a refreshing drink of water wherever you are, without needing to worry about damaging the environment. With TravChans Bottled Water, you can stay hydrated and refreshed in the most eco-friendly and convenient way.

AI Generated Marketing Text example with Copilot in Business Central

Step 6: Review and Edit

Review the AI generated marketing text within your Business Central Item and make any necessary edits to ensure the text aligns with your brand’s voice and desired messaging.


For me, the edits were minimal and some might even say not needed. Here’s my final marketing text:


"TravChans: Crystal Clear Refreshing Bottled Water, 6.35 CM Deep and 20.3 CM High"

TravChans Bottled Water is the perfect way to stay hydrated. Our crystal-clear water is sourced from a natural spring and bottled with no chemical plastic. Our water is the ideal companion for outdoor adventures, whether at the beach, on a picnic, or on a camping trip. Our 6.35 CM deep and 20.3 CM high size fits perfectly in most backpacks and coolers, making it easy to take with you wherever you go. Thanks to our innovative packaging, you can now enjoy a refreshing drink of water wherever you are without worrying about damaging the environment. With TravChans Bottled Water, you can stay hydrated and refreshed in the most eco-friendly and convenient way.


Finished marketing text with Copilot in Business Central

Microsoft Copilot in Business Central

Enabling and using Microsoft Copilot in Business Central can greatly simplify the process of generating marketing text for your items. By following the step-by-step instructions provided in this guide, you can leverage the power of AI to create compelling and engaging product descriptions. Enhance your marketing efforts and captivate your customers with the help of Microsoft Copilot in Business Central!


Remember to review and tailor the generated text to suit your specific requirements and brand style. Enjoy the benefits of this efficient and AI-powered tool. As always, contact Solution Systems if you run into any type of issue or have questions.



1 Comment


Guest
May 21

Get your hands on engaging product descriptions written by AI by following this guide's step-by-step instructions. coreball

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