Artificial Intelligence (AI) is revolutionising how businesses operate, and Dynamics 365 Business Central is at the forefront of this transformation. With the release of version 25.4, Microsoft introduces Chat with Copilot, an AI-driven feature that allows users to interact with Business Central in a whole new way. Whether you’re looking to simplify complex tasks, accelerate workflows, or enhance team productivity, Business Central Copilot is here to help.
In this guide, we’ll explain everything you need to know to enable, configure, and use Chat with Copilot in Dynamics 365 Business Central. Let’s dive in!
Why use Chat with Copilot?
Chat with Copilot is more than just a conversational AI tool—it’s a productivity powerhouse designed to transform how you interact with Dynamics 365 Business Central. By leveraging Microsoft’s advanced AI capabilities, this feature simplifies complex tasks, accelerates workflows, and empowers users to focus on what truly matters.
Here’s why you should start using Chat with Copilot today:
Key Benefits of Chat with Copilot
- Simplify Complex Tasks: Instead of navigating multiple pages or digging through documentation, get instant, AI-driven answers to your questions. Whether you’re creating reports, managing invoices, or troubleshooting issues, Copilot streamlines the process.
- Save Time and Effort: Reduce manual effort by letting Copilot handle repetitive or time-consuming tasks. This allows your team to focus on higher-value activities that drive business growth.
- Accelerate Employee Onboarding: Training new employees becomes faster and more efficient. With Copilot’s guidance, new users can quickly learn how to use Business Central without extensive training sessions.
- Enhance Team Productivity: By providing real-time assistance, Copilot helps teams stay focused and productive. Whether you’re resolving queries or exploring new features, Copilot ensures minimal disruption to your workflow.
- Stay Ahead with AI: Embrace the future of business operations with AI-driven insights and support. Copilot is designed to evolve, offering even more advanced capabilities as Microsoft continues to innovate.
Who Can Benefit?
- Business Users: Get quick answers to process-related questions without relying on IT support.
- Managers and Decision-Makers: Access insights and reports faster, enabling data-driven decisions.
- IT Teams: Reduce the burden of repetitive support requests by empowering users with self-service AI tools.
Chat with Copilot isn’t just a feature—it’s a game-changer for businesses looking to optimise their operations and stay competitive in a fast-paced world. Ready to unlock its potential? Let’s dive into how you can enable and configure this powerful tool.
Step 1. Enabling Chat
The first step to using Chat with Copilot is enabling the feature once you’ve updated BC version 25.4. Here’s how to get started:
Before you can start using Chat with Copilot, you’ll need to enable the feature in your Dynamics 365 Business Central environment. Follow these simple steps to get started:
Prerequisites
- Ensure your Business Central environment is updated to version 25.4. If you’re unsure, contact your system administrator to confirm.
- Verify that you have the necessary permissions to access and manage features in Business Central.
Let’s begin!
- Open Feature Management: In Business Central, use the search bar to locate and open the Feature Management page. This is where you can manage all available features for your instance.
- Locate Chat with Copilot: On the Feature Management page, scroll through the list of features or use the search function to find Chat with Copilot.
- Enable the Feature: Set the Enabled for field to All Users once you’ve located the feature. This ensures that every user in your business can access Chat with Copilot.
- Save and Confirm: After enabling the feature, save your changes. Chat with Copilot is now active and ready to be configured.
What’s Next?
Once enabled, the Chat with Copilot feature will appear as an interactive chat icon within Business Central. However, before you start using it, you’ll need to configure it to ensure it works seamlessly for your organisation. Proceed to Step 2: Configuring Chat with Copilot to complete the setup.
Step 2. How to Configure Chat with Copilot
After enabling Chat with Copilot, you’ll need to configure it to allow your users to take advantage of this powerful feature fully. Follow these steps:
- Open Copilot & AI Capabilities: In Business Central, search for and open the Copilot & AI Capabilities page. This is where you can manage all AI-related functionalities for your instance.
- Provide Consent for Data Movement: If your Azure region does not support Azure OpenAI services, Microsoft will prompt you to allow data movement across regions. Toggle the Allow Data Movement option to Yes if required.
Note: If you don’t see this option, it means your region already supports Azure OpenAI services, and you can skip this step.
Activate Chat with Copilot
- On the Copilot & AI Capabilities page, locate Chat with Copilot under the Preview or Generally Available section.
- Click Activate to enable the feature for your organisation.
Note: On Permissions, the Chat with CoPilot functionality for Dynamics 365 Business Central is not linked to any Permissions. Therefore, once this is enabled, it is enabled for all users.
Step 3: How to Use Chat with Copilot
Now that you’ve enabled and configured Chat with Copilot, it’s time to use it! Here’s how to make the most of this powerful feature:
Starting a Chat Session
- Open Business Central and navigate to the page where you need assistance.
- Click the Copilot chat icon (usually located at the top right of the page) to open the chat window.
- Type your question or request in the chat box and let Copilot assist you.
Using Prompt Guides and Suggestions
- Prompt Guides: Use pre-built prompts like Find, Explain, or Guide to frame your questions and get targeted responses.
- Prompt Suggestions: If you’re using the CRONUS demonstration company, you’ll see ready-made questions to help you explore Copilot’s capabilities.
Understanding Copilot’s Responses
- Copilot’s answers may include:
- Text explanations
- Links to relevant pages in Business Central
- Helpful articles from Microsoft Learn
- If your question needs clarification, Copilot may ask follow-up questions or suggest related prompts to refine its response.
Chat Memory and Context
- Copilot remembers the context of your conversation, so you don’t need to repeat details. You can keep refining your question until you get the information you need.
- To reset the chat, click the Clear chat icon at the bottom of the pane. Chat history is also cleared automatically when you sign out of Business Central.
Final Thoughts
Chat with Copilot is a groundbreaking feature that brings the power of AI directly into Dynamics 365 Business Central. While it’s still in preview, its potential to streamline workflows, enhance productivity, and simplify complex tasks is undeniable. As Microsoft continues to refine and expand this feature, businesses can expect even more advanced capabilities in the future.
Ready to transform your Business Central experience? Enable Chat with Copilot today and discover how AI can take your operations to the next level.
Have questions or feedback? Contact our experts for personalised assistance.
Official Microsoft Documentation
For more detailed steps and troubleshooting, you can directly head to the official Microsoft Learn documentation for Chat with Copilot (Preview) in Business Central.
Ready to explore? Check out Microsoft’s full documentation here and start unlocking the potential of AI in your business today.
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