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Get started with a Business Central preview version for Copilot

Important

This feature is in preview and the supplemental preview terms apply. A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

These capabilities incorporate the AI technology from Azure OpenAI. Learn more about Azure OpenAI.

You can try AI-powered item marketing text with Copilot whether you're an existing Business Central customer or a potential customer, that is, someone who's just interested in exploring Business Central and trying out the new capability. To get started, you'll need access to a Business Central online version that supports the new capability. Complete the section below that applies to you.

Your organisation already uses Business Central

As an existing customer or partner, you'll need an admin with access to the Business Central admin centre to set up an environment that runs the preview version that includes Copilot. Once the environment is up and running, users can try out the new feature.

If you're an environment admin, complete the following steps:

  1. Sign in to the Business Central admin centre.

  2. Select Environments > New.

  3. In the Create Environment pane, specify a name for the new environment in the Environment Name field.

  4. Set Environment Type to Sandbox or Production.

  5. Set Country to any country/region on the list, but be aware that in the preview, the AI-generated marketing text from Copilot is only in English.

  6. In the Version box, choose a version 22 or later from the list.

  7. Select Create.

For more information about how to create environments, go to Create an environment.

Important

If you have preview sandboxes that run on 22.0.54157.54311 (Preview - Copilot edition), be aware that these environments are only available until 01 May 2023. After this date, you'll need to provision a new environment or upgrade any of your other environments to version 22.0 or later to continue trying the preview of AI-powered item marketing text.

Your organisation doesn't use Business Central

If you're not a Business Central customer, sign up for a free trial to try out the new AI capabilities. Signing up for the trial is simple. You'll be guided through a few steps where you'll have to provide some information, like your email address, telephone number, and name. To get the trial, complete the following steps:

  1. Go to this trial site to get started with the sign-up process.

  2. Follow the instructions on the screen.

    You're asked to provide information like your email address, name, and telephone number. The exact experience may vary, depending on the information you provide. For your email address, use your work or school email address. We'll establish your trial on your organisation's account. You can't use email addresses provided by consumer email services or telecommunication providers, such as outlook.com, hotmail.com, gmail.com, and others.

  3. When you get to the Confirmation Details step, you're ready to start the trial.

    • To go directly to Business Central, select Skip & go to Dynamics 365 Business Central > Get started.
    • You also have the option to invite others in your organisation to the free trial as well. Just enter, the email addresses of each person, then select Send invitations. Select Get started to go to Business Central.

    You'll be redirected to your trial at https://businesscentral.dynamics.com/. It can take several minutes to get the trial ready the first time you sign in.

  1. Once you're signed in, you'll see the Business Central home page, called the role centre, which looks similar to the following figure:

    Shows the Business Central role centre and the checklist for Copilot

  2. To get a guided introduction to creating AI-powered item marketing text with Copilot, under Your Checklist near the top of the page, select Create with Copilot > Start tour. Then follow the on-screen instructions.

    Tip

    If you don't see Your Checklist, select the Show demo tours button first.

Next steps

The AI capabilities provided by Copilot must be enabled before you or anyone else can use Copilot. To enable the AI capabilities, an administrator must consent to the terms and conditions of the preview and Microsoft Privacy Statement on behalf of the organisation.

Note

If you're using a trial, you're the administrator. If you've invited other people in your organisation to the trial during sign-up, they won't be able to use Copilot until you agree to the terms and conditions.

There are two ways to consent as an admin:

  • The easiest way is to use Copilot. The first time you use Copilot as an admin, you're prompted to review the terms and conditions, then agree or disagree. To learn how to use Copilot, go to Add marketing text to items.

  • The other way is to use the Privacy Notices Status page in Business Central and agree to the Azure OpenAI integration for all users. To learn more, go to Consent to terms and conditions.

See also

Overview of AI-powered item marketing text with Copilot
Configure AI-powered item marketing text with Copilot as an admin
Create marketing text to items using Copilot
AI-powered item marketing text (preview) with Copilot FAQ