Chat with Copilot in Business Central

Microsoft Copilot has changed the way you work with Business Central. Instead of just entering data and monitoring and managing business processes, you can interact with Business Central with natural language inputs via Copilot, making your daily tasks easier to manage and increasing productivity.

About Chat with Copilot

Microsoft Copilot is an AI-powered personal assistant that helps and supports the user in their daily work, increasing productivity, eliminating trivial and boring tasks, and freeing up time for strategic and creative work.

Using Chat with Copilot streamlines your workflow by bypassing traditional navigation and product help

By chatting with Copilot in Business Central, you can ask questions and find business data using natural language.

Chat with the AI powered Copilot in Business Central

Here are some of the things you can do with Copilot in Business Central:

Gain insights into your data

Easily discover business data for your company in Business Central. Use Copilot chat to look up and open data about entities or records related to your business processes, such as customers, suppliers, sales orders, and items. For example, ask Copilot: 'Show me the latest sales order for Adatum.'

Organize your data

You can also have Copilot organize your data for you. All you have to do is ask it to group records or perform calculations, such as adding or averaging, and Copilot will generate an analysis tab showing you the results you requested.

Get Guidance

Get explanations or a step-by-step guide from Copilot for a wide range of tasks. For example, you can ask Copilot for help by asking: 'How do I understand dimensions' or 'Help with posting a sales order'.

Field Information

Get information about the purpose and use of each field. When you select 'Ask Copilot' in a tooltip for a field, the chat opens with an 'Explain' prompt for the field name, and Copilot provides information about it. Copilot also displays links to the articles that Copilot references, making it easy to confirm the description you're presented with.

Baseret på officiel dokumentation

Copilots kildesvar er baseret på officiel data, hvilket betyder, at de svar du fåer fra Copilot genereres fra den officielle dokumentationsside for Microsoft Dynamics 365 Business Central.

Techniques to Improve Copilot Responses

Here are some simple techniques you can use to improve the responses you get from Copilot:

Make your questions to Copilot as simple, clear, and specific as possible.
Be specific and precise, and avoid long sentences or multiple sentences in your question.
Stick to asking only one question at a time.
Formulate your questions in natural language, and ask them in a proper, precise, and conversational manner.
Be sure to use keywords, terms, and phrases that you know are used in Business Central, either directly in the app or in the documentation.
Feel free to ask follow-up questions or rephrase your question if the answer you received did not fully answer your question.
Clear your chat session and start over if you want to ask a new question on a completely different topic than the previous question.