Business Central Copilot AI & Automation Demo

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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