New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages

Microsoft Dynamics 365 Business CentralThis 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 11th of the new functionality in the Copilot and AI innovation section is raise awareness of Copilot actions on Card, Document, and ListPlus pages.

In 2024 release wave 1, the developer tools for Copilot in Business Central introduced Copilot prompt actions, a new way to draw attention to Copilot capabilities in your extensions. A prompt action is a standard action, which is rendered with greater prominence on the page, such as in a floating bar, and is connected to the Copilot brand.

In the first iteration, Business Central supported Copilot prompt actions on List, ListPart, Worksheet, and StandardDialog page types. To help with more Copilot experiences and address partner feedback, we’re now introducing support for Copilot prompt actions on Card, Document, and ListPlus page types.

Enabled for: Users by admins, makers, or analysts
Public Preview: Oct 2024
General Availability: Oct 2024

Feature Details

You can now use Copilot prompt actions on Card, Document, and ListPlus page types to nudge users to use your Copilots on such pages. The required AL code follows the same model as when adding Copilot prompt actions to list pages.

As an example, this code adds four prompt actions to the Customer Card via a page extension, where two of the Copilot prompt actions are nested in a group.

pageextension 50110 "Customer with prompt" extends "Customer Card"
{
    actions
    {
        addlast(Prompting)
        {
            action(DraftWithCopilot)
            {
                Caption = 'Draft with Copilot';
                Ellipsis = true;
                trigger OnAction()
                begin
                    Message('Draft with Copilot pressed');
                end;
            }
            action(OpenModal)
            {
                Caption = 'Open Modal';
                Ellipsis = true;
                trigger OnAction()
                begin
                    RunModal(22);
                end;
            }
            group(PromptGroup)
            {
                action(PromptAction1)
                {
                    trigger OnAction()
                    begin
                        Message('PromptAction1 pressed');
                    end;
                }
                action(PromptAction2)
                {
                    trigger OnAction()
                    begin
                        Message('PromptAction2 pressed');
                    end;
                }
            }
        }
    }
}

The example results in the user experience on the customer card shown in the following image.

Example of adding Copilot prompt actions to the Customer card

The base application already uses Copilot prompt actions on cards—for example, on the Bank Reconciliation card where it provides multiple Copilot actions.

Example of Copilot prompt actions on the Bank Reconciliation card page in the base application

Update 25.0 includes a change in behavior for Copilot prompt actions on all page types. These actions are no longer hidden automatically for on-premises deployments, making it easier for developers to implement and test Copilot extensions before release. To ensure that your on-premises customers are unaffected, you must use the Visible AL property to dynamically hide actions for these customers.[/postcode]

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists

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