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Summarize with Copilot

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically Apr 2025 -

Business value

Whether you're looking at customer details, a large order, or any other record, you might spend a considerable amount of time on understanding the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes a record into a couple of brief sentences, greatly reducing the effort needed to get an overview of your data and plan your approach.

Feature details

Summarize is a new capability of Copilot in Business Central:

  • A new summary FactBox displays on card and document pages, such as a Sales Order, Item, and even your custom pages.
  • Summarizes the record by displaying the top three most impactful insights, with even more insights available on demand.
  • Interact with the summary to peek into or navigate to related data.
  • Refresh the summary based on the latest data.

Note

  • This feature is available as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use. For more information, go to Supplemental terms of use for Dynamics 365 preview.
  • This feature is supported in English only. While it can be used in other languages, it might not function as intended. Language quality might vary based on the user’s interaction or system settings, which might impact accuracy and the user experience.
  • AI-generated content might be incorrect.

About security, privacy, and AI

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.

For more information, go to FAQ for Copilot data security and privacy for Dynamics 365

Join the discussion

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 partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help us shape the future of AI in Business Central.

Geographic areas

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

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea