What was the impact of the AI solution?

Improved operational efficiency by reducing manual and repetitive work. Achieved faster financial analytics and automated invoice and bank reconciliation. Enabled sales order processing and payables automation, resulting in measurable gains in speed and accuracy. Enhanced control through governance and security measures ensuring responsible AI adoption.

Source

Microsoft

Rand Group: Practical AI Copilot Use Cases in Dynamics 365 Business Central

Use case typeCompliance automationUpdated Jun 13, 2026

Rand Group, a Microsoft partner, has implemented practical AI Copilot use cases embedded in Dynamics 365 Business Central to improve business operations in Enterprise Resource Planning (ERP). The article details how AI-driven Copilot capabilities are integrated within Dynamics 365 Business Central workflows, automating tasks like data entry, document processing, financial analytics, and workflow automation using AI agents.

Organization: Rand Group
Industry: Tech & Comms
Location: United States
Published: January 2026

Reported outcomes

Strategic outcomes

Speed & agilityAutomated routine business workflowsBetter decisions & insightImproved financial analytics and insightsNew product / capabilityAdded AI-powered order and payables automationRisk & complianceStrengthened governance and security controls

Primary read

Use case focus

Showing 3 of 3

1AI Copilot
2Workflow Automation
3Financial Analytics Automation

Organizations needed practical, production-ready AI use cases embedded in Dynamics 365 Business Central to reduce manual tasks, improve data access, and automate workflows with AI-driven Copilot embedded.

Rand Group leverages Microsoft Dynamics 365 Business Central with Microsoft 365 Copilot, Power Platform, and AI agents to automate routine tasks and improve data insights.
Copilot provides natural language Q&A, data entry automation, document processing, and emerging AI agents such as sales order and payables agents that autonomously handle workflows with human oversight.

Technologies

Dynamics 365 Microsoft 365 Copilot Power Platform AI Agents

Improved operational efficiency by reducing manual and repetitive work.
Achieved faster financial analytics and automated invoice and bank reconciliation.
Enabled sales order processing and payables automation, resulting in measurable gains in speed and accuracy.
Enhanced control through governance and security measures ensuring responsible AI adoption.

Sources & evidence1

Groundedness: 3/5

Primary source

AI-generated summary. Verify important details with the linked sources before relying on this case.

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Customer evidence