Configure Copilot and AI capabilities
This article explains how to control Copilot and other AI capabilities in Business Central. This task is done by an admin. Copilot is a system feature and an integral part of Business Central. Similar to most system features, you don't grant access to individual users nor can you toggle Copilot on or off. However, Copilot offers data governance controls and the option to deactivate individual Copilot and AI capabilities for each environment. There are different levels of access control to AI capabilities, depending on the feature:
Allow data movement across geographical regions.
This task is only required if your Business Central environment is in a different geography than the Azure OpenAI Service it uses. Learn more
Activate the feature on the Copilot & AI Capabilities page. Learn more
If any of these requirements aren't fulfilled, the feature isn't available for use.
Prerequisites
- You're using Business Central online.
- You're an administrator in Business Central.
Allow data movement across geographies
This task applies only if the Allow data movement switch appears near the top of the Copilot & AI Capabilities page. If the link How do I govern my copilot data? is shown instead of the Allow data movement switch, skip this step.
The Allow data movement switch indicates that your Business Central environment location—that is, the geography where data is processed and stored—isn't the same as the Azure OpenAI Service geography used by Copilot. If you want to enable Copilot, you must allow data movement between geographies. To learn more about data movement, go to Copilot data movement across geographies.
To allow data movement outside of your geographical region, complete the following steps:
In Business Central, search for and open the Copilot & AI Capabilities page.
Turn on the Allow data movement switch.
The Allow data movement switch is turned on by default for environments in West Europe and North Europe Azure regions.
You can opt out data movement by turning off the Allow data movement switch. Once an Azure OpenAI Service becomes available in your Business Central environment geography, your environment is automatically connected to it, and the switch is no longer available.
Activate features
All Copilot and AI capabilities are active by default when they're made available in preview or become generally available. Using the Copilot & AI Capabilities page, you can turn individual features off or on again for all users.
In Business Central, search for and open the Copilot & AI Capabilities page.
The page lists all available Copilot and AI related features and their current status, which can be either active or inactive. The features are divided into two sections—one section for features in preview and another for features that are generally available.
- To turn on a feature, select it in the list, then select the Activate action.
- To turn off a feature, select it, and then select Deactivate action.
Granting user access
Copilot and AI capabilities can offer functionality intended for any users across your organization or for specific user roles. Most Copilot and AI capabilities offer access control using permissions and permission sets in Business Central´s permission management system. Learn more about permissions and permission sets.
The following table lists the permissions required to use Copilot features provided by Business Central.
| Copilot features | Required permissions |
|---|---|
| Analysis assist | DATA ANALYSIS - EXEC permission set or execute permission on the system object 9640 Allow Data Analysis mode. These permissions are the same permissions needed to access the analysis mode. |
| Bank reconciliation assist | Permission on page 7250 Bank Acc. Rec. AI Proposal and page 7252 Trans. To GL Acc. AI Proposal. |
| Chat | There are no permissions or permission sets that control access to chat on a per user basis. If chat is activated, it's available to all users. |
| Map e-documents | Permission on page 6166 E-Doc. PO Copilot Prop |
| Marketing text suggestions | Permission on page 5836 Copilot Marketing Text |
| Sales line suggestions | Permission on page 7275 Sales Line AI Suggestions and page 7276 Sales Line AI Suggestions Sub |
To grant or deny access to specific non-Microsoft copilot and AI capabilities, consult the feature's documentation or publisher to identify the required permissions.
Requirements for being an administrator
You must have either SUPER permissions in Business Central user account or one of the following Business Central licenses:
- Delegated Admin
- Delegated Helpdesk
- Global Admin
- BC Admin
- D365 Admin
Business Central doesn't yet offer granular, object-level permissions so that only specific administrators can configure Copilot.
Next steps
After you enable and consent to the features, you're ready to try them out. Go to:
- Add marketing text to items with Copilot
- Analyze list data with help of Copilot
- Chat with Copilot
- Map e-documents to purchase order lines with Copilot
- Reconcile bank accounts with Copilot
- Suggest lines on sales orders with Copilot
See also
Troubleshoot Copilot and AI capabilities
FAQ for analysis assist
FAQ for bank reconciliation assist
FAQ for chat with Copilot
FAQ for mapping e-documents with purchase orders
FAQ for marketing text suggestions
FAQ for sales line suggestions
Feedback
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