Get to insights fast with Copilot-created analysis tabs

Enabled for	Public preview	General availability
Users, automatically	Apr 2, 2024	-

Business value

Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

Copilot can help reduce the time it takes to identify trends and anomalies in your business data by enabling you to express your analysis as a simple sentence, and without ever leaving Business Central.

By describing how you want to structure your data analysis, such as “show me vendors by location sorted by amount of purchases,” you can quickly get to insights instead of spending time on the clicks and keystrokes needed to construct analysis views. This feature can help you make informed decisions and take action based on the insights you gain from your data. For example, you can use this feature to identify which vendors are supplying each of your warehouses, and then take steps to optimize your supply chain or negotiate better deals with your vendors.

Feature details

Available in preview with update 24.0:

• Starting from any list in Business Central, put Copilot to work by providing keywords or a description, indicating the columns, groups, pivots, filters or sorting that you want to use to present fields from the table. Copilot uses AI to understand your desired layout and draft a new analysis tab. You can also do this when the list is already in analysis mode.

• Refine the generated analysis tab by providing more keywords, and go back and forth through your prompts before choosing the ideal layout draft.

• Copilot suggests a name for your new analysis tab.

  

  

This feature can be accessed from the specific list page that you want to analyze. Copilot can work with most fields that are already present on the list page, including summing up totals, but cannot add fields from the source table or correlate data across tables.

Available with update 24.2:

• This feature is now available in environments localized to Canada.
• People who use Business Central in a language other than English can now access this feature.

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, see Supplemental terms of use for Dynamics 365 preview.
• This feature is supported in English only. While it can be used in other languages, it may not function as intended. Language quality may vary based on the user’s interaction or system settings, which may impact accuracy and the user experience.
• AI-generated content may be incorrect.

Tell us what you think

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 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

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

See also

Analyze data in lists with help from Copilot (docs)