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Get to insights fast with Copilot-created analysis tabs

Enabled for Public preview General availability
Users, automatically Apr 2, 2024 -

Business value

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

Copilot helps you reduce the time it takes to identify trends and anomalies in your business data. You can express your analysis as a simple sentence 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 quickly get insights instead of spending time on the clicks and keystrokes needed to construct analysis views. This feature helps you make informed decisions and take action based on the insights you gain from your data. For example, use this feature to identify which vendors supply each of your warehouses. Then, take steps to optimize your supply chain or negotiate better deals with your vendors.

Feature details

Available in preview with update 24.0:

  • Start from any list in Business Central and put Copilot to work by providing keywords or a description. Indicate 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 drafts a new analysis tab. You can also provide this information when the list is already in analysis mode.

  • Refine the generated analysis tab by providing more keywords. Go back and forth through your prompts before choosing the ideal layout.

  • Accept a suggested name from Copilot for your new analysis tab.

    The analysis prompt dialog.

    Refining an analysis tab using prompts.

You can access this feature from the specific list page that you want to analyze. Copilot works with most fields that the list page already has, including summing up totals. Copilot can't add fields from the source table or correlate data across tables.

Available with update 24.2:

  • Environments localized to Canada.
  • Business Central users in a language other than English.

Note

  • You can use this feature 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, see Supplemental terms of use for Dynamics 365 preview.
  • We support this feature in English only. While you can use it in other languages, it might not work as expected. If language quality varies because of the user's interaction or system settings, accuracy and the user experience can be affected.
  • AI-generated content might be incorrect.

Tell us what you think

We're excited to have you with us on our Copilot journey.

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. To help shape the future of AI in Business Central, use the forum at aka.ms/bcIdeas or join the discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer).

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Additional resources

Analyze data in lists with help from Copilot (docs)