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Suggest number series with Copilot

Enabled for Public preview General availability
Users, automatically Oct 1, 2024 -

Business value

Getting started quickly with new implementations and recurring maintenance in Business Central setup saves your company time and money. Copilot reduces the time it takes to set up number series and makes their maintenance quick and easy. For example, use Copilot when you need to update year- or month-based numbering for many draft and posted documents in Business Central.

Feature details

Copilot helps you create and update number series faster on the No. Series page. The Generate action opens the Generate No. Series with Copilot dialog, where you enter a prompt to create new number series or modify existing ones.

Number series setup creation

To help you write the prompt, use the Create new action in the Generate No. Series with Copilot dialog. This action provides sets of prompt guides that you can use for inspiration.

When you select Generate, Copilot creates proposals for one or more number series. You can review the proposals in the No. Series Proposals view. You can remove proposals that you don't want and edit the proposals that you do want. When you're ready, select Keep it to add or update a proposal. Copilot also updates the setup pages with the number series you choose.

Shows Copilot prompt dialog with prompt requesting creation of No. Series for purchase module.

Number series updates

In the Generate No. Series with Copilot dialog, the Modify existing option gives you prompt guides to help you write a prompt for updating an existing number series.

When you select Generate, Copilot updates one or more number series. You can review the proposals in the No. Series proposals view. You can remove proposals that Copilot generates and edit the ones you want. When you're ready, select Keep it to add or update a proposal.

Shows No. Series proposals generated by Copilot.

Note

  • As a production-ready preview, this feature is available 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.
  • This feature supports English only. If you use it in other languages, it might not work as expected. Language quality can vary based on your interaction and system settings. This variation can affect accuracy and the user experience.
  • AI-generated content might be incorrect.

About security, privacy, and AI

Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: we don't use customer data in Business Central to train AI models.

For more information, see the FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform.

Note

We thank our community for making this valuable contribution through the BusinessCentralApps open-source repo on GitHub.

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

Suggest number series with Copilot (docs)