Partner Stories

Train Your Own Copilot: Using Power Platform + Business Central for Domain-Specific AI Agents

Published by Dynamics Square USA

Running a business is more than numbers these days. It’s about speed, insights, and staying ahead. And if you’re using Microsoft Dynamics 365 Business Central, you already know how helpful it is for managing finance, sales, inventory, and more.

But what if you could make Business Central even smarter? What if your system could actually help you make decisions, suggest next steps, and automate tasks based on your business needs?

That’s exactly what the Business Central AI Copilot is all about.

And here’s the best part: you don’t have to wait for Microsoft to build a one-size-fits-all solution. You can train your own AI agent with Power Platform so it understands your business, your data, and your processes.

In this blog, we’ll break down how you can use Power Platform + Business Central to build domain-specific AI that works just for you. It’s easier than you think and it’s a game-changer for startups, growing companies, and modern SMBs.

What Is Business Central AI Copilot?

The Business Central AI Copilot is an AI assistant that works inside Business Central. It helps users get answers faster, spot trends, and take action—without having to dig through menus or run complex reports.

For example:

  • It can suggest what items to reorder.
     
  • It can help write email replies based on customer data.
     
  • It can even summarise long documents or reports inside Business Central.
     

But what if the built-in Copilot doesn’t fully “get” your industry or workflow?

That’s where domain-specific AI in Business Central comes in and with Microsoft’s tools like Power Platform, you can build and train AI that’s tuned to your world.

Why Train a Domain-Specific Copilot?

Most out-of-the-box AI tools work on general logic. They don’t understand your product catalogue, your workflows, or the specific rules of your business.

By training a custom AI agent, you get:

  • Answers that are based on your data, not generic templates
     
  • Recommendations tailored to your customers, suppliers, or products
     
  • A better fit for your industry’s needs whether that’s manufacturing, wholesale, retail, or services
     

That means fewer errors, smarter automation, and faster decision-making.

How to Train AI Agents Using Power Platform

Let’s talk about how this works.

With the Power Platform AI Builder, you can train models on your data even if you don’t have a background in AI or programming.

Step 1: Connect Business Central to Power Platform

Start by setting up the Business Central Power Apps integration. This makes your Business Central data available inside Power Apps, Power Automate, and AI Builder.

You’ll be able to pull in things like:

  • Sales records
     
  • Customer orders
     
  • Inventory levels
     
  • Invoices and payments
     

Once connected, you can start using that data to train AI models.

Step 2: Use Power Platform AI Builder

Inside AI Builder, you can create and train models without code. Some examples include:

  • Prediction models: Estimate when a customer might reorder
     
  • Form processing: Extract data from purchase orders or invoices
     
  • Category classification: Sort support tickets or product types
     
  • Text generation: Draft replies or sales summaries
     

You choose what kind of model you want to build, then train it using data pulled from Business Central.

Step 3: Add the AI to Business Central Workflows

Once your model is trained, you can plug it back into Business Central AI integration using:

  • Power Automate flows to run tasks based on AI results
     
  • Power Apps for custom apps that work with Business Central
     
  • Embedded Copilot cards inside Business Central (soon supported in more areas)
     

This is how you create Microsoft Copilot for Business Central that knows your business inside and out.

Real-World Example: AI for SMBs Using Business Central

Let’s say you’re a wholesale distributor.

You want to know which customers are likely to reorder this month so your team can follow up early.

Here’s what you could do:

  1. Use AI Builder to create a prediction model trained on past customer orders.
     
  2. Connect that model to Business Central’s customer data.
     
  3. Build a Power Automate flow to:
     
    • Flag top “reorder likely” customers
       
    • Send alerts to your sales team inside Teams
       
    • Auto-create a task in Business Central to follow up
       

Now you’ve got an AI-driven process that saves time and helps you close more sales without hiring a data scientist.

Customising Dynamics 365 Copilot

You’re not stuck with a “default” AI assistant. Dynamics 365 Copilot customisation lets you:

  • Adjust prompts and replies
     
  • Choose which data to include or exclude
     
  • Build role-specific experiences (e.g., for sales reps, buyers, warehouse teams)
     

If your finance team needs a different experience than your warehouse staff, you can create custom Copilots for both each tailored to their day-to-day needs.

Scalability: AI That Grows With You

You might start with one simple use case like automating emails or tracking stock levels. But the great thing about scalable ERP solutions like Business Central is that you can expand over time.

Some more ideas:

  • Build AI models that suggest pricing changes based on costs and demand
     
  • Create tools for auto-classifying customer support tickets
     
  • Use natural language Copilots for faster onboarding and employee training
     

All of this can be built on the Power Platform, and it plugs right into your existing cloud ERP for startups or SMBs.

Is This Expensive or Complicated?

Surprisingly, no.

Because you’re using Microsoft tools you likely already have access to, like Business Central, Power Apps, and Teams, you don’t need extra software or huge budgets.

You don’t even need coding experience. That’s the beauty of low-code platforms like Power Platform.

Most SMBs can start small and build up as needed without spending a tonne or hiring AI experts.

Final Thoughts: Ready to Train Your Copilot?

You don’t have to wait for some future AI tool to change how you work. You can build your own Business Central AI Copilot right now using tools from Microsoft.

By combining Power Platform AI Builder, Business Central, and a little creativity, you can create domain-specific AI agents that handle tasks, give smart suggestions, and grow with your company.

Whether you’re looking to streamline finance, improve customer service, or stay on top of inventory, a trained Copilot can help your team move faster and smarter.

Need Help Getting Started?

Contact Dynamics Square to see how we can help you connect Business Central with Power Platform, train custom AI models, and build a smarter system for your business.

Let’s build your AI Copilot, one that truly understands your business.

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