Share via

Ask Copilot for help with fields

  • Article

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 1, 2024 -

Business value

Learning how to use Business Central has never been easier. Getting more information about a given field is now just one click away. Copilot enables you to discover valuable field-specific information from Microsoft Learn without having to search for it. By bridging the gap between Business Central and our extensive Learn content, we’re making it easier than ever for new customers and partners to learn how to use Business Central. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

Feature details

The introduction of the Copilot-powered chat feature in Business Central has changed the game for how people learn and interact with the product. Copilot explains and guides people to learning about Business Central concepts and how to accomplish tasks, based on Business Central's extensive online documentation. This significantly reduces the time it takes to get unblocked or ramp up your Business Central knowledge.

Start the Copilot experience by asking a question in the chat or by using an action. One such action is to click a link in a tooltip. Today, the Learn more link in a tooltip opens the Help pane which shows page-level help. In this release, the Learn more link is replaced by an Ask Copilot link that triggers the Copilot chat pane to open and automatically post in the chat on the user's behalf, asking about the meaning of the field in question. By doing so, field-specific help is only one click away, which makes it much easier to understand the value and impact of fields and settings.

By leveraging Copilot's ability to understand and digest large volumes of text, potentially scattered across several learning articles, you get summaries, key paragraphs, and links to maximize your understanding of the field, which dramatically decreases the amount of time spent searching for information. As a result, the set-up of Business Central and implementations can now be done more rapidly, because learning is just one click away.

For now, triggering the Copilot chat functionality from tooltips only works for fields that are native to Business Central. It doesn't cover fields added by third-party apps.

Note

  • This feature is available as a production-ready preview for production and sandbox environments in countries where Copilot Chat is enabled. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 previews.
  • Chat is available only in English. Make sure your user language is set to English in My Settings.
  • AI-generated content can be incorrect.
  • Chat with Copilot starts rolling out with Update 24.0 to US customers, then proceeding to other regions.

Learn more about fields and accelerate learning in Business Central with Copilot

Geographic areas

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

  • United States

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

See also

Chat with Copilot (docs)