Everyone has the opportunity to be a pioneer.

Everyone has the opportunity to be a pioneer.

contact us

Tech Talk

How to Use the AI and Machine Learning Capabilities in Dynamics 365 Business Central

Egbert Wietses

03

.

05

.

2025

11 min read

a typewriter and a paper popping out from it, saying "machine learning"
a typewriter and a paper popping out from it, saying "machine learning"
a typewriter and a paper popping out from it, saying "machine learning"

Artificial intelligence (AI) and machine learning (ML) are transforming the way businesses operate, and Microsoft Dynamics 365 Business Central is no exception. With built-in AI-powered features, Business Central helps companies automate processes, make data-driven decisions, and improve overall efficiency. From predictive analytics to intelligent automation, these capabilities provide businesses with a competitive edge in an increasingly digital world. In this blog, we’ll explore how AI and ML in Business Central ERP can enhance financial management, inventory forecasting, customer insights, and more. Whether you're using Business Central on premise vs cloud, these tools can help optimize operations and boost productivity.

AI-Driven Cash Flow Forecasting

One of the most powerful AI features in Microsoft Dynamics 365 Business Central is its cash flow forecasting tool. Businesses often struggle with predicting their financial position, leading to liquidity issues and inefficient planning. The AI-driven forecasting feature analyzes historical transaction data, open invoices, and payment trends to provide an accurate projection of future cash flow. Users can access the Cash Flow Forecasts section in Business Central, where AI automatically evaluates bank account data, customer payments, and supplier invoices. The system then generates a predictive model that allows finance teams to anticipate upcoming cash flow fluctuations and make informed decisions. By leveraging this tool, businesses can proactively manage liquidity, ensuring they have enough cash reserves for operational expenses and investments. With ERP Microsoft solutions like Business Central, companies can take control of their finances with real-time insights.

One of the most powerful AI features in Microsoft Dynamics 365 Business Central is its cash flow forecasting tool. Businesses often struggle with predicting their financial position, leading to liquidity issues and inefficient planning. The AI-driven forecasting feature analyzes historical transaction data, open invoices, and payment trends to provide an accurate projection of future cash flow. Users can access the Cash Flow Forecasts section in Business Central, where AI automatically evaluates bank account data, customer payments, and supplier invoices. The system then generates a predictive model that allows finance teams to anticipate upcoming cash flow fluctuations and make informed decisions. By leveraging this tool, businesses can proactively manage liquidity, ensuring they have enough cash reserves for operational expenses and investments. With ERP Microsoft solutions like Business Central, companies can take control of their finances with real-time insights.

One of the most powerful AI features in Microsoft Dynamics 365 Business Central is its cash flow forecasting tool. Businesses often struggle with predicting their financial position, leading to liquidity issues and inefficient planning. The AI-driven forecasting feature analyzes historical transaction data, open invoices, and payment trends to provide an accurate projection of future cash flow. Users can access the Cash Flow Forecasts section in Business Central, where AI automatically evaluates bank account data, customer payments, and supplier invoices. The system then generates a predictive model that allows finance teams to anticipate upcoming cash flow fluctuations and make informed decisions. By leveraging this tool, businesses can proactively manage liquidity, ensuring they have enough cash reserves for operational expenses and investments. With ERP Microsoft solutions like Business Central, companies can take control of their finances with real-time insights.

AI-Powered Inventory Forecasting for Smarter Stock Management

For companies in ERP software for distribution, managing stock levels efficiently is crucial. Over-ordering leads to excess inventory costs, while under-ordering results in stockouts and lost sales. Business Central uses AI to predict inventory needs based on past sales, seasonal trends, and supplier lead times. With AI-powered demand forecasting, Business Central recommends replenishment orders to maintain optimal stock levels. The system analyzes historical sales data and customer demand trends to help businesses prepare for seasonal fluctuations or unexpected spikes. By using these intelligent insights, companies can reduce waste, optimize warehouse space, and ensure they always have the right products in stock. AI-powered forecasting helps businesses avoid costly supply chain disruptions and improve overall inventory management.

For companies in ERP software for distribution, managing stock levels efficiently is crucial. Over-ordering leads to excess inventory costs, while under-ordering results in stockouts and lost sales. Business Central uses AI to predict inventory needs based on past sales, seasonal trends, and supplier lead times. With AI-powered demand forecasting, Business Central recommends replenishment orders to maintain optimal stock levels. The system analyzes historical sales data and customer demand trends to help businesses prepare for seasonal fluctuations or unexpected spikes. By using these intelligent insights, companies can reduce waste, optimize warehouse space, and ensure they always have the right products in stock. AI-powered forecasting helps businesses avoid costly supply chain disruptions and improve overall inventory management.

For companies in ERP software for distribution, managing stock levels efficiently is crucial. Over-ordering leads to excess inventory costs, while under-ordering results in stockouts and lost sales. Business Central uses AI to predict inventory needs based on past sales, seasonal trends, and supplier lead times. With AI-powered demand forecasting, Business Central recommends replenishment orders to maintain optimal stock levels. The system analyzes historical sales data and customer demand trends to help businesses prepare for seasonal fluctuations or unexpected spikes. By using these intelligent insights, companies can reduce waste, optimize warehouse space, and ensure they always have the right products in stock. AI-powered forecasting helps businesses avoid costly supply chain disruptions and improve overall inventory management.

AI-Driven Late Payment Predictions for Improved Cash Flow

Late payments from customers can disrupt cash flow and create financial instability. Business Central’s AI capabilities help predict which invoices are at risk of being paid late, allowing businesses to take proactive action. Within the Customer Insights section of Business Central, AI models analyze past payment behaviors and flag customers who are likely to delay payments. Businesses can then set up automated reminders or follow-up strategies to encourage on-time payments. This feature allows finance teams to manage receivables more effectively and maintain financial stability. With Business Central support and maintenance, companies can fine-tune AI algorithms for improved accuracy and better cash flow management.

Late payments from customers can disrupt cash flow and create financial instability. Business Central’s AI capabilities help predict which invoices are at risk of being paid late, allowing businesses to take proactive action. Within the Customer Insights section of Business Central, AI models analyze past payment behaviors and flag customers who are likely to delay payments. Businesses can then set up automated reminders or follow-up strategies to encourage on-time payments. This feature allows finance teams to manage receivables more effectively and maintain financial stability. With Business Central support and maintenance, companies can fine-tune AI algorithms for improved accuracy and better cash flow management.

Late payments from customers can disrupt cash flow and create financial instability. Business Central’s AI capabilities help predict which invoices are at risk of being paid late, allowing businesses to take proactive action. Within the Customer Insights section of Business Central, AI models analyze past payment behaviors and flag customers who are likely to delay payments. Businesses can then set up automated reminders or follow-up strategies to encourage on-time payments. This feature allows finance teams to manage receivables more effectively and maintain financial stability. With Business Central support and maintenance, companies can fine-tune AI algorithms for improved accuracy and better cash flow management.

Intelligent Sales and Customer Insights

Sales teams using Microsoft ERP solutions can benefit from AI-powered customer insights that analyze buying patterns, predict sales opportunities, and recommend personalized interactions. Business Central integrates AI with CRM functionality to help businesses engage customers more effectively. Through the Customer Insights Dashboard, sales representatives can access AI-generated recommendations for upselling and cross-selling based on historical purchasing behavior. The system also identifies at-risk customers who may require additional engagement to maintain loyalty. By leveraging these AI-driven insights, businesses can maximize revenue opportunities while delivering personalized customer experiences. A Dynamics 365 Business Central partner can assist in implementing AI strategies tailored to business needs.

Sales teams using Microsoft ERP solutions can benefit from AI-powered customer insights that analyze buying patterns, predict sales opportunities, and recommend personalized interactions. Business Central integrates AI with CRM functionality to help businesses engage customers more effectively. Through the Customer Insights Dashboard, sales representatives can access AI-generated recommendations for upselling and cross-selling based on historical purchasing behavior. The system also identifies at-risk customers who may require additional engagement to maintain loyalty. By leveraging these AI-driven insights, businesses can maximize revenue opportunities while delivering personalized customer experiences. A Dynamics 365 Business Central partner can assist in implementing AI strategies tailored to business needs.

Sales teams using Microsoft ERP solutions can benefit from AI-powered customer insights that analyze buying patterns, predict sales opportunities, and recommend personalized interactions. Business Central integrates AI with CRM functionality to help businesses engage customers more effectively. Through the Customer Insights Dashboard, sales representatives can access AI-generated recommendations for upselling and cross-selling based on historical purchasing behavior. The system also identifies at-risk customers who may require additional engagement to maintain loyalty. By leveraging these AI-driven insights, businesses can maximize revenue opportunities while delivering personalized customer experiences. A Dynamics 365 Business Central partner can assist in implementing AI strategies tailored to business needs.

Automated Invoice Processing with AI

Manual invoice entry is time-consuming and prone to errors. Business Central’s AI-powered Intelligent Document Recognition (IDR) automates invoice processing by extracting key data from documents and matching them to transactions in the system. By uploading invoices directly into Business Central’s document processing module, AI identifies critical details such as invoice numbers, amounts, and vendor information. The system then cross-references these details with existing purchase orders and payments, minimizing human intervention and reducing the risk of errors. This feature eliminates data entry bottlenecks, speeds up financial processing, and improves overall efficiency—making it an essential tool for businesses focused on Business Central implementation.

Manual invoice entry is time-consuming and prone to errors. Business Central’s AI-powered Intelligent Document Recognition (IDR) automates invoice processing by extracting key data from documents and matching them to transactions in the system. By uploading invoices directly into Business Central’s document processing module, AI identifies critical details such as invoice numbers, amounts, and vendor information. The system then cross-references these details with existing purchase orders and payments, minimizing human intervention and reducing the risk of errors. This feature eliminates data entry bottlenecks, speeds up financial processing, and improves overall efficiency—making it an essential tool for businesses focused on Business Central implementation.

Manual invoice entry is time-consuming and prone to errors. Business Central’s AI-powered Intelligent Document Recognition (IDR) automates invoice processing by extracting key data from documents and matching them to transactions in the system. By uploading invoices directly into Business Central’s document processing module, AI identifies critical details such as invoice numbers, amounts, and vendor information. The system then cross-references these details with existing purchase orders and payments, minimizing human intervention and reducing the risk of errors. This feature eliminates data entry bottlenecks, speeds up financial processing, and improves overall efficiency—making it an essential tool for businesses focused on Business Central implementation.

AI-Powered Forecasting for Project Management

For businesses that handle complex projects, AI-driven project forecasting helps predict costs, timelines, and potential risks. This is especially useful in industries where accurate planning is crucial to profitability. Within Business Central’s Projects module, AI evaluates historical project data to estimate costs, track timelines, and identify potential risk factors. The system provides real-time projections, allowing project managers to make adjustments before problems arise. These predictive capabilities help companies execute projects more efficiently, ensuring they stay within budget and meet deadlines. AI-powered project forecasting is a game-changer for businesses looking to optimize resource allocation and avoid unnecessary delays.

For businesses that handle complex projects, AI-driven project forecasting helps predict costs, timelines, and potential risks. This is especially useful in industries where accurate planning is crucial to profitability. Within Business Central’s Projects module, AI evaluates historical project data to estimate costs, track timelines, and identify potential risk factors. The system provides real-time projections, allowing project managers to make adjustments before problems arise. These predictive capabilities help companies execute projects more efficiently, ensuring they stay within budget and meet deadlines. AI-powered project forecasting is a game-changer for businesses looking to optimize resource allocation and avoid unnecessary delays.

For businesses that handle complex projects, AI-driven project forecasting helps predict costs, timelines, and potential risks. This is especially useful in industries where accurate planning is crucial to profitability. Within Business Central’s Projects module, AI evaluates historical project data to estimate costs, track timelines, and identify potential risk factors. The system provides real-time projections, allowing project managers to make adjustments before problems arise. These predictive capabilities help companies execute projects more efficiently, ensuring they stay within budget and meet deadlines. AI-powered project forecasting is a game-changer for businesses looking to optimize resource allocation and avoid unnecessary delays.

AI-Driven Fraud Detection for Financial Security

AI in ERP Business Central helps detect unusual financial activities that may indicate fraud or accounting errors. The system monitors transaction patterns and flags anomalies that deviate from normal business operations. By enabling AI-driven fraud detection in the Financial Management module, businesses can set up automated alerts for suspicious transactions. The system continuously analyzes data to identify potential red flags, such as duplicate payments or unauthorized expense claims. These insights allow finance teams to act quickly, safeguarding their financial assets and preventing costly fraud-related losses.

AI in ERP Business Central helps detect unusual financial activities that may indicate fraud or accounting errors. The system monitors transaction patterns and flags anomalies that deviate from normal business operations. By enabling AI-driven fraud detection in the Financial Management module, businesses can set up automated alerts for suspicious transactions. The system continuously analyzes data to identify potential red flags, such as duplicate payments or unauthorized expense claims. These insights allow finance teams to act quickly, safeguarding their financial assets and preventing costly fraud-related losses.

AI in ERP Business Central helps detect unusual financial activities that may indicate fraud or accounting errors. The system monitors transaction patterns and flags anomalies that deviate from normal business operations. By enabling AI-driven fraud detection in the Financial Management module, businesses can set up automated alerts for suspicious transactions. The system continuously analyzes data to identify potential red flags, such as duplicate payments or unauthorized expense claims. These insights allow finance teams to act quickly, safeguarding their financial assets and preventing costly fraud-related losses.

Conclusion: Leveraging AI for a Smarter ERP Experience

AI and machine learning are revolutionizing Microsoft Dynamics 365 Business Central, making it a more intelligent and proactive Microsoft ERP solution. From predictive cash flow forecasting to AI-driven inventory management, these tools help businesses optimize operations and enhance decision-making. Companies considering Business Central on premise vs cloud should note that AI capabilities are fully integrated into the cloud version, offering real-time insights and automation. Partnering with a Dynamics 365 Business Central partner can further help businesses implement AI strategies tailored to their unique needs. With AI at the core of Business Central ERP, companies can move beyond manual processes and embrace a data-driven future. Now is the time to unlock these powerful features and drive business growth with intelligent automation.

AI and machine learning are revolutionizing Microsoft Dynamics 365 Business Central, making it a more intelligent and proactive Microsoft ERP solution. From predictive cash flow forecasting to AI-driven inventory management, these tools help businesses optimize operations and enhance decision-making. Companies considering Business Central on premise vs cloud should note that AI capabilities are fully integrated into the cloud version, offering real-time insights and automation. Partnering with a Dynamics 365 Business Central partner can further help businesses implement AI strategies tailored to their unique needs. With AI at the core of Business Central ERP, companies can move beyond manual processes and embrace a data-driven future. Now is the time to unlock these powerful features and drive business growth with intelligent automation.

AI and machine learning are revolutionizing Microsoft Dynamics 365 Business Central, making it a more intelligent and proactive Microsoft ERP solution. From predictive cash flow forecasting to AI-driven inventory management, these tools help businesses optimize operations and enhance decision-making. Companies considering Business Central on premise vs cloud should note that AI capabilities are fully integrated into the cloud version, offering real-time insights and automation. Partnering with a Dynamics 365 Business Central partner can further help businesses implement AI strategies tailored to their unique needs. With AI at the core of Business Central ERP, companies can move beyond manual processes and embrace a data-driven future. Now is the time to unlock these powerful features and drive business growth with intelligent automation.

related blogs

Read More

related blogs

Read More

related blogs

Read More

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

sign up for the insights

amsterdam

rotterdam

portland

KvK: 81812620

VAT: NL862228852B01 

© 2025 Pionect. All rights reserved.

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

sign up for the insights

amsterdam

rotterdam

portland

KvK: 81812620

VAT: NL862228852B01 

© 2025 Pionect. All rights reserved.

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

sign up for the insights

amsterdam

rotterdam

portland

KvK: 81812620

VAT: NL862228852B01 

© 2025 Pionect. All rights reserved.

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

Start the Conversation

Let’s talk about how custom software can solve your toughest challenges and drive growth.

sign up for the insights

© 2025 Pionect. All rights reserved.