Chat with Copilot

  • 8 minutes

Dynamics 365 Copilot helps you have conversations in Business Central with AI-powered chat alongside your data. Copilot in Business Central transforms how people approach business applications by empowering workers to express themselves using their own language.

Copilot can assist with:

  • Quickly find and go to your data by expressing what you're looking for in natural language. Locate pages by name or one or more records based on their fields and constraints. For example, tell Copilot: "Show me the latest sales order for Adatum."

  • Explain and guide how to learn about Business Central concepts or how to accomplish tasks, based on Business Central's extensive online documentation. For example, ask Copilot: "How do I save my list filters so that I can use them again later?"

Screenshot of chat with Copilot in Business Central.

What's new in chat with Copilot

Recent updates make the chat experience more flexible and responsive. The Copilot pane is now resizable, so you can adjust how much screen space it takes up depending on what you're working on — give it more room when you're exploring a complex question or shrink it to a sidebar when you just need a quick answer alongside your data. Under the hood, performance improvements mean responses arrive faster and with greater reliability.

To get started, an administrator must first activate the Chat capability on the Copilot & agent capabilities page. To also get answers about the add-on apps that you installed, the Enable Bing Search option must be turned on.

Chat with Copilot is a production-ready preview feature that you can use in any country or region where Business Central is available, but it's validated and supported in English only. While you can use it in other languages, it might not work as intended. For the current list of supported areas and languages, review Copilot and agents country/region availability and supported languages before you roll out the feature to multilingual teams.

Chat with Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: customer data in Business Central isn't used to train AI models.

The following video shows some examples of how you can chat with Copilot in Business Central.