Find an ERP platform that pairs with AI tools like Copilot Studio: https://swconnect.co/erp-software-226fb Book a free call for custom recommendations: https://swconnect.co/get-free-consult-3fa38 Microsoft Copilot Studio lets you create custom AI agents for reporting, forecasting, and answering business questions from your own data. In this video, we walk through how to build and deploy an AI sales reporting assistant, from picking a template to refining your instructions and testing for accuracy. Related Microsoft Tools - Microsoft Dynamics 365 Business Central: https://swconnect.co/dynamics-365-business-central-fda61 - Microsoft Dynamics 365 Finance & Operations: https://swconnect.co/dynamics-365-finance-operations-0be1c Timestamps: 00:00 – Intro: Why AI Reporting Saves Hours 00:47 – What is Microsoft Copilot Studio? 01:38 – Building an AI Sales Assistant 05:48 – Final Thoughts & When to Use Copilot Studio #MicrosoftCopilot #CopilotStudio #AIForBusiness #Microsoft365 #ERP #BusinessSoftware #GenerativeAI #NoCodeAI #MicrosoftCopilotStudio #AIinERP

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