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Chat with Copilot

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Business Central. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically Apr 2, 2024 -

Business value

For our customers, much of their workday revolves around chatting with coworkers, customers, and vendors to get insights and solve problems. Now, Dynamics 365 Copilot helps them continue the conversation in Business Central with AI-powered chat alongside their data. Copilot in Business Central transforms how people approach business applications by empowering workers to express themselves using their own language.

Feature details

While in preview, Copilot will be able to assist with the following:

  • Quickly find and go to your data by expressing what you're looking for in natural language. Locate pages by name or one or more records based on their fields and constraints. For example, tell Copilot: "Show me the latest sales order for Adatum."
  • Explain and guide to learn about Business Central concepts or how to accomplish tasks, based on Business Central's extensive online documentation. For example, ask Copilot: "How do I save my list filters so that I can use them again later?"

Watch the video

The new chat pane sits alongside your data in Business Central

Chat with Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: customer data in Business Central is not used to train AI models.

Note

  • This feature is available as a production-ready preview for production and sandbox environments hosted in United States Azure regions only. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
  • Chat is available only in English. Make sure your user language is set to English in My Settings.
  • AI-generated content may be incorrect.

Try it out

Chat with Copilot starts rolling out with Update 24.0 to US customers.

Copilot is available exclusively for Business Central online.

To experience this feature, sign in to your Business Central environment and choose the new Copilot icon in the app bar.

Tell us what you think

We're excited to have you with us on our Copilot journey.

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the discussion on the Dynamics 365 Business Central Development Yammer network to help us shape the future of AI in Business Central.

Geographic areas

This feature will be released into the following Microsoft Azure geographic area:

  • United States