Business Central · Microsoft Copilot · AI
AI Is Already
In Your System.
Is It Working for You?
Microsoft has built AI directly into Business Central. Most companies have it and don’t know it. TechWise activates, configures, and keeps your AI capabilities current, so your finance team is using what your system can already do.
Copilot Activation Included in Managed Services
What We Hear
The AI Features Are There.
Nobody Turned Them On.
Microsoft has built AI directly into Business Central. Most companies have it and have never activated a single capability. Not because they don’t want to, because nobody showed them what’s there or how to use it for their actual workflows.
“Our Microsoft rep keeps mentioning Copilot. I don’t know what it does in Business Central specifically. We’re not going to spend time on it unless we know it actually saves our team time.“
Controller, $45M Manufacturing Company, Chicago
“We process over 300 invoices a month. Two people spend half their time on manual entry. I’ve heard there’s a way to automate that but we don’t know where to start.“
CFO, $60M Distribution Company, Los Angeles
“Every time Microsoft ships an update we hear about new AI capabilities. We can never figure out which ones apply to us or how to turn them on without breaking something.“
VP Finance, $35M Life Sciences Company, Philadelphia
“We paid for Business Central Premium. I assume we have access to more capabilities than we’re using. We just don’t have the internal expertise to know what to activate or configure.“
CEO, $55M Professional Services Firm, Chicago
What TechWise Does
We Configure It. Keep It Current.
Train Your Team to Use It.
The tools are only valuable when they’re configured for how your business actually works, and when your team knows what to ask them to do. TechWise handles both.
01
Activation and Configuration
Copilot features in Business Central require setup before they do anything useful for your team. TechWise activates the capabilities that apply to your workflows, turns off what would create noise or confusion, and configures the settings that determine how AI behaves in your environment. Generic activation produces generic results. We configure it for your close cycle, your AP process, your team’s actual day.
02
Kept Current as Capabilities Expand
Microsoft ships new AI capabilities with every release wave, and 2026 Release Wave 1 is bringing agentic features that go significantly beyond what Copilot could do a year ago. TechWise tracks what’s coming, assesses what’s relevant to your environment, and deploys updates as part of your managed services engagement. You don’t manage the evolution. We do.
03
Team Training on Your Actual Workflows
A generic Copilot demo teaches your team what the product can do in theory. TechWise trains your finance team on what it does for your specific processes, your chart of accounts, your close cycle, your AP workflow, your reporting cadence. Features your team doesn’t know exist or trust don’t save them time. Practical training on real workflows does.
Microsoft Copilot for Business Central
Already in Your System.
Six Things It Can Do for Your Team Now.
Copilot is natively embedded in Business Central. Zero additional infrastructure. It’s in your subscription already, the question is whether it’s activated and configured for your team’s actual workflows.
Sales Automation
Sales Orders From Natural Language
Your sales team describes what a customer needs in plain language. Copilot drafts the sales order, line items, quantities, pricing, for review and approval. Manual data entry for routine orders drops significantly.
Purchasing
Purchase Order Suggestions
Copilot monitors inventory levels and vendor lead times and suggests reorders before stockouts occur. Your purchasing team reviews and approves, they stop chasing inventory manually and start managing exceptions.
Finance
Cash Flow Exception Surfacing
Copilot monitors your cash flow forecast and flags anomalies, unusually large payables, receivables at risk, forecast variances, before your team finds them manually during the close. The exceptions come to your team. Your team stops hunting for them.
Reconciliation
Bank Reconciliation Assistance
Copilot matches transactions and surfaces variances automatically. Your finance team reviews the exceptions, not the matches. The time your team spends on reconciliation drops. The accuracy of what they’re reviewing goes up.
Reporting
Plain Language Data Queries
Ask your system questions in plain English. “What was our gross margin by product line last quarter?” returns a formatted answer, no report builder, no SQL, no waiting for IT. Your CFO and controller get answers faster. The dependency on technical staff for routine data requests disappears.
2026 Release Wave 1
Agentic Capabilities Now Expanding
The 2026 Release Wave 1 moves Copilot from assistance to action. Agents that can complete multi-step workflows autonomously, not just suggest what to do, but do it. TechWise manages the deployment as these capabilities roll out. Your team doesn’t have to figure out what changed.
What’s Coming
Microsoft Is Moving Fast.
TechWise Keeps You Current.
Business Central AI capabilities are expanding significantly in 2026. TechWise tracks every release wave, assesses what applies to your environment, and deploys updates as part of your managed services, so you’re using current capabilities, not last year’s.
Available Now
Copilot Assistance Features
→ Sales order drafting from natural language
→ Cash flow exception surfacing
→ Bank reconciliation matching assistance
→ Plain language data queries
→ Purchase order suggestions
2026 Release Wave 1, April–September
Agentic BC Capabilities
→ Agents that complete multi-step workflows autonomously, not just suggest actions
→ Automated sales and purchase scenario execution
→ Enhanced Copilot extensibility, customizable for your specific workflows
→ Improved AL testing and agent design for TechWise customization
Ongoing
TechWise Manages the Evolution
→ Every release wave assessed for your environment
→ Relevant capabilities deployed on a tested schedule
→ Your team trained as new features activate
→ No release catches you unprepared
Tell Us What’s Broken.
We’ll Tell You How to Fix It.
Every managed engagement starts with a free assessment of your environment: no scope surprises. Tell us what’s broken, what’s keeping you up at night, or what you’re trying to build. We’ll tell you exactly what it takes and which model fits.