The Best AI Tools for Getting More Out of Your ERP

You invested in a cloud ERP system like Dynamics 365 Business Central to streamline your operations and grow your business. But are you getting the full value from it? AI-powered tools are turning traditional ERP systems into intelligent, intuitive platforms that not only manage data, but help you act on it. Here are the best AI tools to unlock more ROI from your ERP investment.

Microsoft Copilot for Dynamics 365

Built directly into Dynamics 365, Microsoft Copilot uses generative AI to assist with daily tasks like creating reports, drafting emails, and summarizing records. It pulls data from multiple ERP modules to give you context-aware suggestions and streamline your workflow.

For example, Copilot can help a sales rep prepare for a meeting by summarizing customer history, open invoices, and recent support tickets. It can also guide users through unfamiliar processes, lowering the training curve and improving productivity across departments.

Power BI with AI Visuals

Data is only useful if you can act on it. Power BI adds AI-powered visuals, natural language Q&A, and smart insights to your ERP reporting. It helps you discover patterns, forecast trends, and make data-driven decisions without being a data scientist.

With AI visuals like Key Influencers and Decomposition Trees, users can quickly see what's driving their KPIs. Power BI also allows users to ask questions in natural language, turning raw data into interactive dashboards with actionable insights.

Sales & Operations Planning App
Sitting at the intersection of forecasting and fulfillment, the WebSan Sales & Operations Planning app empowers businesses to optimize planning and inventory in real-time. By leveraging AI and predictive analytics, the app consolidates sales data, demand trends, and operational capacity into one intuitive dashboard.

With built-in planning worksheets and intelligent forecasting tools, users can align sales expectations with production and purchasing activities—minimizing overstock, preventing shortages, and reducing decision-making time. It's the ideal solution for businesses looking to elevate their ERP's planning capabilities without complex customizations.

Azure AI Document Processing

Manual data entry is a thing of the past. AI-driven document processing tools can extract and validate information from invoices, receipts, and POs, then feed that data into your ERP system automatically. This speeds up AP/AR and improves accuracy.

These tools use optical character recognition (OCR) combined with machine learning to adapt over time. Whether you're onboarding a new vendor or processing hundreds of invoices a week, document automation reduces error rates and frees up teams for strategic work.

Predictive Analytics Engines

Whether it's demand forecasting or revenue projections, predictive analytics uses AI algorithms to help you plan more effectively. These engines analyze historical data and external factors to generate insights you can trust.

Advanced ERP systems can now suggest replenishment levels, recommend pricing strategies, and even simulate different business scenarios. With predictive analytics, businesses can make better decisions faster and stay ahead of market shifts.

Chatbots and Virtual Assistants

AI chatbots can now answer employee and customer queries directly from your ERP system. They provide real-time updates on order status, inventory levels, or HR inquiries, freeing up your team to focus on more strategic tasks.

Modern virtual assistants also integrate with collaboration tools like Teams or Slack, making ERP data accessible from wherever work happens. They can handle multilingual requests, guide users through HR forms, and even trigger automated workflows, all with simple conversational input.

In Closing

A cloud ERP software like Business Central gives you a powerful foundation. But with the right AI tools, you can take it to the next level. From automation and analysis to intelligent assistance, AI can help to maximize your ERP investment now and in the future. Businesses that leverage these tools will be more resilient, more responsive, and more ready for what's next. Contact WebSan Solutions to get started today.