New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Get to Insights Faster with Copilot-Generated Analysis Tabs

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 5th of the new functionality in the Copilot and AI innovation section is get to insights faster with Copilot-generated analysis tabs.

Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

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 needed to construct analysis views. This feature can help you make informed decisions and take action based on the insights you gain from your data. For example, you can use this feature to identify which vendors are supplying 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: Apr 2024
General Availability: –

Feature Details

There are several ways that Copilot can speed up your analyses:

  • Create: Starting from any list in Business Central, put Copilot to work by providing keywords or a description, indicating the columns, groups, pivots, filters or sorting that you want to use to present fields from the table. Copilot uses AI to understand your desired layout, and helps you refine and build upon the generated analysis when you provide more keywords. Copilot also suggests a name for your new analysis tab.
  • Update: Quickly adjust an existing analysis tab by expressing your desired changes in natural language.
  • Explain: Copilot summarizes the information presented in the analysis tab as a concise sentence—a useful reminder or quick overview whenever your coworkers share analyses with you.
An illustration of what Copilot-assisted analysis in Business Central may look like.

This feature can be accessed from the specific list page that you want to analyze. Copilot can work with most fields that are already present on the list page and corresponding table, including summing up totals, but cannot create new fields or correlate data across tables.

note Note

  • This feature is available as a production-ready preview for production and sandbox environments in any country localization, with the exception of Canada. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
  • While in preview, this feature is available in English only. When using other languages, users must change their language from My Settings to experience this feature.
  • AI-generated content may be incorrect.

Tell them what you think

Microsoft are excited to have you with them on their Copilot journey.

Help them improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the discussion on the Dynamics 365 Business Central Development Viva Engage network (formerly Yammer) to help them shape the future of AI in Business Central.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • South America
  • India
  • Japan
  • France
  • Korea

My Opinion

I’ll actually be interested to get some feedback from clients on this Copilot feature when it becomes available. Some have started using the analysis tabs functionality, and it will be interesting to see how much of an improvement they think this is.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones

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