In the ever-evolving landscape of business, staying ahead of the curve is crucial. Enter Copilot Chat in Microsoft Dynamics 365 Business Central—a game-changing AI-powered assistant designed to elevate your business operations. Let’s dive into how this innovative feature can transform your workflow and boost productivity.
What is Copilot Chat?
Copilot Chat is an intelligent assistant integrated into Business Central, enabling users to interact with their business data using natural language. This feature is part of Microsoft’s broader initiative to infuse AI into its suite of business applications, making them more intuitive and user-friendly.
Update 25.4 Business central 2024 Release wave 2 extends the public preview of Copilot Chat to all Business central countries and regions
Key Features of Copilot Chat:
- Natural Language Queries: Ask questions in plain English (or other supported languages) to retrieve business data effortlessly. For instance, “Show me the latest sales order of UAE” will instantly display the relevant information.
- Data Organization and Analysis: Copilot can group records, perform calculations, and generate analysis tabs, helping you make sense of large datasets quickly.
- Task Guidance: Whether you’re a newbie or need a refresher, Copilot provides step-by-step instructions for various tasks. Simply ask, “How do I post a sales order?” and get detailed guidance.
- Field Explanations: Select the “Ask Copilot” option in tooltips to get explanations for specific fields, making it easier to understand and utilize all features of Business Central.
Using chat with Copilot streamlines your workflow by bypassing traditional navigation and product help. Watch Work smarter with Copilot in Microsoft Dynamics 365 Business Central to learn more.
Prerequisite:
- Administrator Activation: The Chat with Copilot feature must be enabled on the Feature Management page by an administrator. For more details, see Enabling Upcoming Features Ahead of Time.
- Chat Capability Configuration: The chat functionality needs to be activated by an administrator. For further information, refer to Configuring Copilot and AI capabilities.
Getting Started with Copilot:
Here are the steps to start chatting with Copilot in Business Central:
1. Access Copilot:
- Open Business Central and look for the Copilot icon in the upper-right corner of the screen.
- Click on the Copilot icon to open the Copilot pane.
2. Start a Conversation:
- In the Copilot pane, you’ll see an “Ask a question” box at the bottom.
- Type your query, command, or statement in plain language and press Enter or click the arrowhead to submit.
3. Use Prompt Guides:
- To help formulate your questions, you can use the prompt guides available at the top of the pane. These guides include options like “Find,” “Explain,” or “Guide.”
- Select a prompt guide to get suggestions on how to phrase your question.
4. Interact with Copilot:
- Copilot will provide responses based on your input. You can follow its suggestions, ask for more details, or refine your query as needed.
- For example, you can ask Copilot to suggest the item to restock, explain a particular field, or guide you through any process like posting of inventory.
5. Explore and Optimize:
- Experiment with different types of queries to explore Copilot’s capabilities.
- Use Copilot to find business data, get explanations, and receive step-by-step guidance on various tasks.
By following these steps, you can effectively use Copilot Chat to streamline your workflow and enhance productivity in Business Central. If you have any specific questions or need further assistance, feel free to ask!
Clear Chat to Start Over
If you need to clear the chat and start over, simply click on the “Clear Chat” button within the Copilot interface. This will reset the conversation, allowing you to begin a new query or task without any previous context.
Benefits of Using Copilot Chat:
- Increased Efficiency: Reduce the time spent searching for information and navigating through the system, allowing you to focus on more critical tasks.
- Improved Accuracy: With AI handling data retrieval and calculations, the chances of human error are minimized.
- Enhanced User Experience: The intuitive chat interface makes it easier for users of all skill levels to interact with Business Central.
Conclusion:
Copilot Chat in Business Central is a powerful tool that can significantly enhance your business operations. By leveraging AI to provide quick access to data, task guidance, and field explanations, Copilot Chat helps users work smarter, not harder. Embrace this innovative feature to boost your productivity and stay ahead in the competitive business landscape.
For more detailed information, you can visit the official Microsoft Learn page on Copilot Chat.
Need Help Getting Started with Copilot Chat?
Whether you’re exploring Copilot for the first time or looking to integrate it seamlessly into your Business Central setup, our experts are here to help. Schedule a free consultation and learn how we can support your business with tailored AI and ERP solutions.
