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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Start Using Copilot Without Having to Set Things Up

Monday 12th Aug 2024Monday 12th Aug 2024 Ian Grieve3 minute read0 comment

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 7th of the new functionality in the Copilot and AI innovation section is start using Copilot without having to set things up.

Microsoft Copilot is an integral part of Business Central that helps workers boost creativity, improve productivity, and eliminate tedious tasks. No matter the country or region in which you operate Business Central, Copilot is readily available without requiring any one-time administrative setup.

Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

Customers with environments deployed to the United States, United Kingdom, India, and Australia Azure regions continue to benefit from Microsoft Azure OpenAI Service availability in their own geography with no administrative setup for Microsoft Copilot in Business Central.

For all other geographies, the administrative setting on the Copilot & AI Capabilities page is now on by default.

New environments of version 25.0 or later no longer require administrative setup, and users are immediately able to enjoy Copilot capabilities.
Environments upgrading to version 25.0 in 2024 release wave 2 are automatically updated. The Allow data movement setting in the Copilot & AI Capabilities page is switched on, and users will be able to access Copilot capabilities as soon as the environment is upgraded.
Administrators can use this switch at any time to opt out of data movement across geographies, which deactivates Copilot for all users of that environment.

A screen snippet of the administrator function where admins toggle data movement across geos

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Experience Enhancements to Analysis Assist with Copilot

Monday 12th Aug 2024Monday 12th Aug 2024 Ian Grieve3 minute read0 comment

The 6th of the new functionality in the Copilot and AI innovation section is experience enhancements to Analysis Assist with Copilot.

Microsoft Copilot in Business Central is the AI-powered assistant that boosts creativity, improves productivity and eliminates tedious tasks. Copilot can help reduce the time it takes to identify trends and anomalies in your business data by enabling you to express your analysis as a simple sentence, and without ever leaving Business Central. By describing how you want to structure your data analysis, such as “show me vendors by location sorted by amount of purchases,” you can quickly get to insights instead of spending time on the clicks and keystrokes to construct analysis views. For example, you can use this feature to identify which vendors supply each of your warehouses, and then take steps to optimize your supply chain or negotiate better deals with your vendors.

Enabled for: Users, automatically
Public Preview: Oct 2024
General Availability: –

Feature Details

This update to the preview includes:

Support for 14 more languages.
Copilot can draft analysis tabs using any fields from the list, including columns that may be hidden on the page.
A teaching tip displays when you modify the draft analysis tab, explaining why specific user interactions signal the desire to save the draft and continue to work on it without the help of Copilot.
Improved reliability.

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Summarize Any Record with Copilot

Monday 12th Aug 2024Monday 12th Aug 2024 Ian Grieve4 minute read0 comment

The 5th of the new functionality in the Copilot and AI innovation section is summarize any record with Copilot.

Whether you’re looking at customer details, a large order, or any other record, you might spend a considerable amount of time on understanding the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes any record into a couple of brief and understandable sentences, greatly reducing the effort needed to get an overview of your data and plan your approach.

Enabled for: Users by admins, makers, or analysts
Public Preview: Jan 2025
General Availability: –

Feature Details

Ask Copilot for a concise and textual summary of any record, even for data from custom tables. You can interact with the summary to immediately go to highlighted fields or related data or get assistance with next steps by chatting with Copilot. To view the record summary alongside the thumbnail and important fields, you can peek into related records. Developers can write AL code to enhance summaries with even more insights.

Note

This feature is available as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use. For more information, go to Supplemental terms of use for Dynamics 365 preview.
This feature is supported in English only. While it can be used in other languages, it might not function as intended. Language quality might vary based on the user’s interaction or system settings, which might impact accuracy and the user experience.
AI-generated content might be incorrect.

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