How do I customize this PowerPoint template for my brand?
You can use the deck as a starting point and then layer your brand on top of it:
1. **Set up your brand look and feel**
- Go to **Slide Master** and update your **brand fonts and colors** so they apply consistently across the deck.
- Replace the **placeholder logos** with your company logo.
2. **Update the highlighted content**
- Look for **highlighted text and graphics**—these indicate where you should insert your own copy or visuals.
- Replace the sample copy with your **brand-specific messaging**.
- Once updated, **remove the highlight** so the text matches the surrounding type color and looks finished.
- Adjust **font size and layout** as needed so your content fits the template cleanly.
3. **Decide on imagery**
- You may **optionally replace stock photos or icons** with your own images if you prefer.
- If you keep the included images or icons, use them **only within this template** and do not alter them—they’re licensed for use exclusively here.
4. **Finalize and export**
- Delete any **off-slide instructions** and remove any remaining highlights.
- Save your working file, then go to the **File menu → Export** and save the final version as a **PDF eBook**.
- Name the file and choose the destination where your team or customers will access it.
Following these steps gives you a polished, on-brand eBook built from the provided PowerPoint structure.
Why should an SMB consider Dynamics 365 Business Central with Copilot?
Many SMB leaders already see AI as important, but struggle with how to put it into practice. In fact, **71% of SMB leaders believe AI adoption is critical to staying competitive**, while **61% say their company lacks a clear AI vision**. Dynamics 365 Business Central with Copilot is designed to close that gap.
Here’s how it can help your business:
1. **Unify your core operations**
- Bring **finance, sales, service, and operations** into a **single, cloud-based application**.
- Reduce manual handoffs and disconnected tools so teams work from the same data.
2. **Use AI to streamline work**
- Built-in AI helps **automate daily processes**, surface insights, and support faster decision-making.
- Copilot can assist with tasks like **data analysis, content suggestions, and record lookup** using natural language.
3. **Work in tools your team already knows**
- Integrates with **Outlook, Teams, and Power Platform**, so people can stay in their familiar apps while accessing Business Central data.
- This reduces the learning curve and helps with adoption.
4. **Scale with confidence**
- Business Central runs on **Microsoft Azure**, with identity, security, management, and compliance built in.
- It’s trusted by **more than 45,000 companies worldwide**, and a Forrester study reported up to **172% ROI over three years**, **up to 18% productivity gains**, and around **USD 30,000 in avoided third‑party fees annually** for a composite organization.
5. **Support a range of business goals**
- **Finance:** Improve visibility, forecasting, and financial close.
- **Projects:** Plan, resource, track, cost, bill, and report to keep projects on time and on budget.
- **Sales and service:** Manage the sales process directly in Outlook and connect service operations to improve customer experience.
- **Sustainability:** Track and report **greenhouse gas emissions** to manage environmental impact.
- **Supply chain:** Gain visibility across purchasing, manufacturing, inventory, and warehouses to deliver on time and adapt to new business models.
For SMBs, this combination of unified operations, AI support, and familiar tools helps you **adapt faster, work smarter, and perform better** without building a complex tech stack from scratch.
What can Copilot and agents in Business Central actually do for my team?
Copilot in Dynamics 365 Business Central is designed to meet you wherever you are in your AI journey—from basic assistance to more advanced automation with agents.
**Three levels of AI capabilities**
1. **Copilot in Business Central (included)** – Focused on **personal productivity**:
- **Guide and explain concepts** so users can learn new skills as they work.
- **Find records, pages, and products** using natural language (for example, “Show me open sales orders for this customer”).
- **Analyze and organize data** to help you get to insights faster.
- **Compare bank statements and incoming e-documents** to support reconciliation.
- **Suggest numbering patterns** for records and **draft product descriptions** to speed up setup tasks.
2. **Agents (consumption-based pricing)** – Focused on **business productivity**:
Prebuilt agents (with more coming) help automate specific workflows, such as:
- **Sales Order agent**: Communicates with customers, interprets requests, and helps send quotes.
- **Payables agent**: Receives vendor invoices, captures invoice details, and registers them according to your company’s policies, preferences, and history.
You can also create **custom agents** using tools like **Agent Builder, Copilot Studio, Azure AI Foundry**, or solutions from ISVs, so you can tailor automation to your processes.
3. **Copilot extended** – Focused on **connected workflows**:
- Connect Business Central with **Microsoft 365 apps** such as Outlook, Excel, and Teams.
- Stay in the flow of work by accessing Business Central data directly in those apps, without constant switching.
- Use AI to help **draft emails, summarize information, and coordinate work between apps**.
- Extend scenarios further with **Power Automate, Power Apps, Copilot Studio, and Azure AI Foundry**.
**What this looks like day to day**
- A finance user can let Copilot **assist with bank reconciliation** and invoice registration.
- A sales rep can **manage quotes and orders** with help from the Sales Order agent and work directly from Outlook.
- A business user with no developer background can **build their own agent** in Copilot Studio to automate a repetitive workflow.
Overall, Copilot and the agentic ecosystem help you **reimagine routine tasks**, reduce manual effort, and make it easier for your team to focus on higher-value work.