New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Learn More About Fields with Copilot

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 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 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.
Learn more about fields and accelerate learning in Business Central with Copilot

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.

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
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
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
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
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 Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
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
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
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
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

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