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