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Experience enhancements to chat with Copilot

Enabled for Public preview General availability
Users, automatically Nov 11, 2024 -

Business value

For your customers, much of the workday revolves around chatting with coworkers, customers, and vendors to get insights and solve problems. Now, Dynamics 365 Copilot helps them continue the conversation in Business Central with AI-powered chat alongside their data. Copilot in Business Central transforms how people approach business applications by empowering workers to express themselves using their own language.

Feature details

In this wave, we update chat with Copilot (announced for 2024 release wave 1) based on community feedback:

  • Faster: Copilot gets records faster.

  • Better at data inquiries: Copilot creates analysis tabs right from the Chat pane to help you find insights about your data. Copilot uses this approach when you ask questions that work best with grouped records or simple math like totals or averages. Try entering, "Show items grouped by their category".

    An example response from Copilot indicating handoff to the Analysis Assist feature.

  • Awareness of the current page: Copilot responds to requests to find data from the currently open page. It uses its ability to filter, sort, and generate analysis tabs to help you get insights. Try entering, "Which products are blue on the current page?" while the Items list page is open.

  • Interconnected AI: Copilot helps you understand how it can provide additional AI-powered assistance on the current page. It identifies built-in features as well as extensions to Copilot. Try entering, "What can Copilot do on this page?"

  • More knowledgeable: Copilot uses more sources of information from Microsoft Learn to explain and guide. For example, it now includes answers from release plans.

  • Tailored answers: When explaining or giving guidance, Copilot shares administrative and technical answers only with people who have administrative roles.

  • More examples: The prompt guides (displayed at the bottom of the chat pane) include new example prompts and a link to tips and tricks to improve your prompt skills.

    The prompt guides menu, displaying example prompts grouped by their purpose.

Note

  • You see this feature 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.
  • Microsoft supports this feature in English only. While you can use it in other languages, it might not work as expected. Language quality depends on your interactions and system settings, which can affect accuracy and the user experience.
  • AI-generated content might be incorrect.

About security, privacy, and AI

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: Microsoft doesn't use customer data in Business Central to train AI models.

See the FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform.

Try it out

Copilot is available only for Business Central online.

To try Chat, sign in to your Business Central environment and select the Copilot icon in the app bar at the top.

Customers upgrading their environment might need to enable Chat with Copilot from the Feature Management page.

Geographic areas

We release this feature into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • Sweden
  • 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.

Additional resources

Chat with Copilot (docs)