AI Tools in 365 Business Central | Copilot Chat
AI Tools in 365 Business Central give users a faster way to ask questions, find business records, understand application concepts, and move directly to relevant pages without relying only on traditional menu navigation. Copilot Chat brings that assistance into a conversational side pane so a user can describe the desired information in everyday language.
Instead of remembering an exact page name, filter, or menu path, a user can ask Copilot to show recent invoices, locate a customer or item, explain a Business Central concept, or provide guidance for a task. When a response includes citations, those citations can lead directly to the supporting Business Central page or record.
Functional Benefits of AI Tools in 365 Business Central
Ask in natural language
Users can type a business question or instruction instead of translating the request into a sequence of menus and filters.
Find Business Central records
Copilot can retrieve information that matches a question and present supported results with links or citations to relevant records.
Get task guidance
Questions such as how to release a sales order can return guidance while the user remains in the Business Central experience.
Use current application context
Business Central can provide company, page, record, installed-extension, and other application context that helps Copilot interpret a request.
Why AI Tools in 365 Business Central matter to everyday users
The practical benefit is reduced friction. A sales user can ask for an invoice or customer record, an inventory user can look for items matching stated criteria, and an accounting user can ask a question about a Business Central process.
How to Use Copilot Chat: Step-by-Step Instructions
The Business Central administrator must have the Chat capability active on the Copilot & agent capabilities page, and the user must have permission to use the capability.
In Business Central, select the Copilot button near the upper-right corner of the page. The pane can be expanded or collapsed as needed.
Type what you want to find or understand. For example: Show the latest invoices or How do I release a sales order?
Include the customer, vendor, item, time period, status, amount, or other constraint that distinguishes the desired result.
Read the response, inspect any citations, and select a cited result to navigate to the supporting Business Central page or record.
If the first response is too broad, continue the conversation with a narrower instruction such as Only show open invoices.
Confirm totals, comparisons, conclusions, and other decision-critical details against the cited Business Central records before acting.
Use the thumbs-up or thumbs-down control on the response and include the expected result when feedback options allow it.
Practical Copilot Chat Prompts
Good prompts identify the desired action, the business object, and the relevant constraints. These examples illustrate useful patterns for AI Tools in 365 Business Central.
Find a record
Show the latest invoices.Get process guidance
How do I release a sales order?Locate filtered business data
Show customers with open invoices and include the invoice due dates.Understand an application concept
Explain how dimensions are used in Business Central.Use AI Tools in 365 Business Central Responsibly
Generative AI responses can vary and may be incomplete or incorrect. Review cited Business Central records and verify important totals, comparisons, and conclusions.
- Permission-aware access: Retrieval operates within the signed-in user's permissions.
- Read-only results: Standard chat can display matching information but does not modify returned records.
- Configuration matters: Verify the supported Business Central version, active Chat capability, and user permission.
Getting More Value from Copilot Chat
Start with one clear business question, inspect the cited source, and refine the prompt based on what is missing. For a concise demonstration, see Copilot Chat in Microsoft Dynamics 365 Business Central.
Conclusion
AI Tools in 365 Business Central make it easier to find information, understand processes, and navigate from a natural-language question to a relevant Business Central source.
