Using Copilot for Analysis Reports in HomeBuilder
A Practical Look at Copilot’s Analyze List Feature in Business Central
This how-to video walks through using Microsoft Copilot’s Analyze List capability inside Dynamics 365 Business Central to surface remaining construction costs from HomeBuilder budget data, without building a separate report or exporting to a spreadsheet.
What You’ll See in This Video
The walkthrough covers the full process from setup to a usable result. You’ll see how to find and verify which Copilot capabilities are active in your BC environment, how to prepare a HomeBuilder list page by personalizing fields and removing filters that would limit Copilot’s view, and how to write prompts that get you to useful output faster.
The video also addresses something worth knowing going in: Copilot’s Analyze List feature responds better to specific prompts than broad ones. The walkthrough shows what happens when a vague request falls short, how to discard and restart cleanly, and how to layer in manual column adjustments alongside Copilot’s output to get a layout that works for your team.
The specific use case shown is identifying which lots carry the largest remaining construction costs and breaking those costs down by cost detail code across a HomeBuilder budget phase. The same approach works on any list page in Business Central.
Who This Is For
This video is useful for production builder project managers, finance staff, and operations leads who use HomeBuilder within Dynamics 365 Business Central and want to do faster ad hoc analysis without pulling data into Excel or waiting on a formal report.
Try HomeBuilder in Action
Want to see how HomeBuilder handles budgeting, lot tracking, and cost management across your communities? Schedule a demo.
HomeBuilder by Suite Engine
HomeBuilder is a comprehensive software solution designed specifically for residential production builders. Developed by Suite Engine, it integrates seamlessly with Microsoft Dynamics 365 Business Central to provide modern and secure construction management capabilities.
Key Features of HomeBuilder:
- Phase, Model, and Lot Management:
- Efficiently manage construction phases, models, and lots.
- Track vendor contracts and control budgets directly from the system.
- Budget Control and Reporting:
- Monitor budget-to-actual reporting.
- Manage model and lot pricing, as well as installment payments.
- Purchaser and Contact Management:
- Handle lot closing dates and sales status.
- Automate closing adjustments.
- Décor Center:
- Pre-determined color chart selections with visual aids.
- Invoice purchasers or include selections in closing adjustments.
- Warranty and Inspections:
- Create service issues and work orders for trades.
- Track work order progress and generate reports.
- Integration and Automation:
- Fully integrated reporting and financials.
- Natively integrates with the Microsoft stack, such as Power Automate, Power BI, and more.
Benefits of Using HomeBuilder:
- Enhanced Financial Visibility: Provides detailed financial reporting and control over costs.
- Improved Efficiency: Streamlines processes and keeps operations organized.
- Mobile Accessibility: Accessible on PC, tablet, or phone, allowing for flexibility and remote management.
- Customer and Vendor Satisfaction: Offers portals for contractors and home buyers to access relevant data, improving communication and satisfaction.
HomeBuilder is designed for residential builders who construct 30-150 units per build cycle, making it suitable for townhouses and condominiums. By automating and streamlining day-to-day operations, HomeBuilder helps residential developers manage their businesses more effectively and professionally.
HomeBuilder is Modern and Secure Software for Production Builders | Built within Microsoft Dynamics 365 Business Central
- Learn more about HomeBuilder.
- Get the App on Microsoft AppSource today, or request a personalized demo!
- Get going in no time with our HomeBuilder ‘How-To’ videos
