Step 1 – Computer Support Assistance
Kim Dallefeld, MVP, MCT, MCP
If you’d asked me a year ago what I knew about AI, “It could fit in a thimble!”, quoting my one of my dad’s sayings. And honestly, he wouldn’t have been far off. Sure, I understood the concept, but I wasn’t using AI—or Copilot—in my daily work. That has changed since I saw what these tools could actually do.
My journey started with the basics. I’d jot down ideas in Word or ChatGPT, then use Copilot to clean them up—make them more concise, more polished. That alone was a game-changer. But as I’ve since discovered, that’s just the tip of the iceberg.
One demo really opened my eyes: data pulled from Business Central into Excel, automatically formatted, then analyzed by Copilot to highlight outliers. It was fast, intuitive, and honestly, kind of mind-blowing.
When you’ve worked with ERP systems for years, you get used to your own methods—your own ways of pulling data and building decision tables. So it takes a mindset shift to trust a new approach. But that’s what this journey is about: stretching our thinking and embracing the tools that are right in front of us.
I still see that I easily slip back into doing things the ‘old way’ but I’m catching myself more and more, with the thought, ‘could I use Copilot to make this quicker, more thorough and overall better?’
For me, using Copilot means leaning into how it benefits me in Business Central to uncover insights I wouldn’t find on my own or to make data analysis quicker or more extensive. As I share what I try—what works, what doesn’t—I hope it encourages you to start your own Business Central AI journey.
Let’s explore what’s possible, together.