Required permissions for Copilot for Finance to work with Dynamics 365 Business Central (preview)
[This article is prerelease documentation and is subject to change.]
This article provides an overview of the permissions that are required in Microsoft Dynamics 365 Business Central to use the features in Copilot for Finance.
For users to be able to take full advantage of the Copilot for Finance integration to Business Central, you must ensure that proper permissions are assigned to the user in Business Central. Copilot for Finance respects and depends on the permission system in Business Central. For example, which permissions and permission sets are assigned to users there. As Copilot for Finance works with Business Central APIs, these permissions should reflect the users' permissions as if they were working in Business Central itself.
The following sections describe the permissions needed depending on what you want users to be able to do. For example, read data from Business Central, or also write back information such as contact information and updating Dispute Status and Promise to Pay date on invoices.
Access Requirements by Copilot for Finance scenario – View Only Scenarios
| Scenario | Open Data Protocol (OData) Entity Name | Business Central Entity Name | Access Requirements / Permission Set |
|---|---|---|---|
| Customer and contact information | customerContacts | customerContacts | Dynamics 365 READ Permission Set |
| customers | customers | customers | Dynamics 365 READ Permission Set |
| Invoices | salesInvoices | salesInvoices | Dynamics 365 READ Permission Set |
| disputeStatus | disputeStatus | disputeStatus | Dynamics 365 READ Permission Set |
| Aging balances | agedAccountReceivables | agedAccountReceivables | Dynamics 365 READ Permission Set |
| Invoice document attachments | salesInvoices | salesInvoices | Dynamics 365 READ Permission Set |
Access Requirements by Copilot for Finance scenario – Maintain (View, Create, and Update) Scenarios
| Scenario | Access Requirements / Permission Set |
|---|---|
| Create and update contacts | Dynamics 365 SALES Permission Set |
| Update outstanding invoice status | Dynamics 365 SALES Permission Set |
Access Requirements for Microsoft Dynamics 365 Business Central
The following sections cover the access requirements and permission sets for different scenarios that can be performed directly in Dynamics 365 Business Central.
Access Requirements for Microsoft Dynamics 365 Business Central – Read (View Only) Scenarios
| Scenario | Access Requirements / Permission Set |
|---|---|
| View sales invoices | salesInvoices / Dynamics 365 READ Permission Set |
| View dispute status | disputeStatus / Dynamics 365 READ Permission Set |
| View aging balances | agedAccountReceivables / Dynamics 365 READ Permission Set |
| View invoice document attachments | salesInvoices / Dynamics 365 READ Permission Set |
Access Requirements Microsoft Dynamics 365 Business Central – Maintain (View, Create, and Update) Scenarios
| Scenario | Access Requirements / Permission Set |
|---|---|
| Create and update contacts | Dynamics 365 SALES Permission Set |
| Update outstanding invoice status | Dynamics 365 SALES Permission Set |