This 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 8th of the new functionality in the Copilot and AI innovation section is learn more about fields with Copilot.
Learning how to use Business Central has never been easier. Getting more information about a given field is now just one click away. Copilot enables you to discover valuable field-specific information from Microsoft Learn without having to search for it. By bridging the gap between Business Central and their extensive Learn content, Microsoft are making it easier than ever for new customers and partners to learn how to use Business Central. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.
Enabled for: Users, automatically
Public Preview: Apr 2024
General Availability: –
Feature Details
The introduction of the Copilot-powered chat (see link here) feature in Business Central has changed the game for how people learn and interact with the product. Copilot explains and guides people to learning about Business Central concepts and how to accomplish tasks, based on Business Central’s extensive online documentation. This significantly reduces the time it takes to get unblocked or ramp up your Business Central knowledge.
This Copilot experience can be initiated by asking a question in the chat, or by other UI elements that trigger the chat functionality based on an action. One such action is to click a link in a tooltip. Today, the Learn more link in a tooltip opens the Help pane which shows page-level help. In this release, the Learn more link is replaced by an Ask Copilot link that triggers the Copilot chat pane to open and automatically post in the chat on the user’s behalf, asking about the meaning of the field in question. By doing so, field-specific help is only one click away, which makes it much easier to understand the value and impact of fields and settings.
By leveraging Copilot’s ability to understand and digest large volumes of text, potentially scattered across several learning articles, you get summaries, key paragraphs, and links to maximize your understanding of the field, which dramatically decreases the amount of time spent searching for information. As a result, the set-up of Business Central and implementations can now be done more rapidly, because learning is just one click away.
For now, triggering the Copilot chat functionality from tooltips only works for fields that are native to Business Central. It doesn’t cover fields added by third-party apps.
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.
- Chat is available only in English. Make sure your user language is set to English in My Settings.
- AI-generated content can be incorrect.
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
This sounds like it could be useful to discover more about some fields; the current method isn’t terribly good and I often end up searching online in general rather than using Microsoft Learn. I need to give this a go when it becomes available to see how good it actually is.
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