RSMUS.comWith upgrades rolling out, you don’t want to wait on upgrading your Business Central environment to version 24. If you are a US-based customer, Copilot chat is available in English for you to use in public preview inside your Business Central environment. Copilot is included with your Business Central license and is just the beginning of interacting with your data. You can read more of the official release notes here: https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave1/smb/dynamics365-business-central/chat-copilot
You can launch Copilot Chat from anywhere in Business Central by clicking the Copilot icon, next to the Search. Having the ability to chat with Copilot is really like asking your coworker a question, without even having to leave the page you are currently working on. As you can see in the screenshot below, while working on setting up the General Ledger, I was able to ask Copilot if we have any chairs in stock.
What is great about Copilot being in Business Central is the results are interactive tiles, so you can go directly to the Item to see more characteristics of the chair, or decide you need to enter an order for a Customer. Maybe you don’t quite understand what a field is used for. For any base fields, you can click “Ask Copilot” within the ToolTip to gain more insights. Copilot is searching the Microsoft Learn documentation to provide links that will give you further clarification.
The Microsoft Cloud runs on trust. Copilot is built on Microsoft’s responsible AI standards of fairness, reliability, safety, inclusiveness, transparency, and accountability. Your data is not being used to train the foundation AI models, and your data is protected by the most comprehensive enterprise compliance and security controls. Copilot will interact with your Business Central data to assist in quick, one-time queries to provide valuable insights and quick action items.
Copilot chat inside Microsoft Dynamics 365 Business Central isn’t just a tool; it’s your newest assistant, ready to help you optimize your business operations. At RSM, we are excited to help you explore and leverage this innovative feature. If you have questions or would like to contact our team, please visit our website.
Tonya Bricco-Meske
Tonya is a Microsoft Dynamics 365 Business Central MVP and works at RSM as a Supervisor on the BC Application Development Team. She specializes in the creation of tailored solutions for Microsoft Dynamics 365 Business Central and Dynamics NAV. Her expertise encompasses designing and implementing customizations, seamlessly integrating systems through APIs, harnessing the power of the Power Platform, and crafting insightful reports.