Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Unlock more value from Dynamics 365 Business Central with Copilot-powered Analysis Views. This video explores practical, real-world prompts that help you analyze customers, vendors, items, posted sales invoices, and general ledger data—without defaulting to Excel. You’ll see how Copilot builds filters, selects relevant fields, and creates pivot-style views in seconds, helping you move from raw data to meaningful insights faster.
This video also provides a balanced look at where Copilot excels and where users should understand current limitations. From interpreting “top” requests and working within page-level field constraints to managing date filters and refining pivots, this walkthrough demonstrates how to get the most out of the tool today, while highlighting what improvements are on the roadmap.
In this video you’ll learn:
High-impact Copilot prompts for analyzing customers, vendors, items, posted sales invoices, invoice lines, and general ledger entries
How Copilot applies filters, selects fields, structures pivot views, and how to fine-tune the results
Tips for saving and reusing Analysis Views to drive faster, more consistent reporting
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