--- id: post/aardvarklabs-blog/2759 type: post title: Using CoPilot to Upgrade Service Notes for Invoices in Business Central AL summary: This post demonstrates how to use Copilot to automatically upgrade raw service technician notes into professional, customer-facing text for invoices in Business Central. It addresses the common problem of processing hundreds of poorly written service notes daily by creating a table for resolution notes, extending the Sales Header with a BLOB field, and implementing a Copilot prompt dialog that generates formatted HTML summaries. tier: community language: en tags: - copilot - ai - azure openai - prompt engineering - service invoices - rich text - page extension - al development system: copilot review: state: reviewed by: opus at: "2026-10-08T01:58:34.242Z" flags: [] generated: at: "2026-10-08T01:26:53.141Z" pipeline: 0.2.0 prompts: extract-post: 1 input_hash: c4af0c589398160a680e7a1b44ca9ea8e3048584cf696c06bba1ff6ec98f6186 evidence: - kind: blog url: https://aardvarklabs.blog/2025/10/31/using-copilot-to-upgrade-service-notes-for-invoices-in-business-central-al/ title: Using CoPilot to Upgrade Service Notes for Invoices in Business Central AL date: "2025-10-31" commit: null t: null quote: null - kind: blog url: https://aardvarklabs.blog/2025/10/31/using-copilot-to-upgrade-service-notes-for-invoices-in-business-central-al/ title: Using CoPilot to Upgrade Service Notes for Invoices in Business Central AL date: "2025-10-31" commit: null t: null quote: The problem is that the notes are less than sufficient for a customer facing document. - kind: blog url: https://aardvarklabs.blog/2025/10/31/using-copilot-to-upgrade-service-notes-for-invoices-in-business-central-al/ title: Using CoPilot to Upgrade Service Notes for Invoices in Business Central AL date: "2025-10-31" commit: null t: null quote: The response must be formatted in as HTML. - kind: blog url: https://aardvarklabs.blog/2025/10/31/using-copilot-to-upgrade-service-notes-for-invoices-in-business-central-al/ title: Using CoPilot to Upgrade Service Notes for Invoices in Business Central AL date: "2025-10-31" commit: null t: null quote: The user should always be in control (the user must confirm anything Copilot suggests before any change is saved). links: learn: [] objects: - object/table/36 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] post_id: "2759" source_id: aardvarklabs-blog source_name: Aardvark Labs url: https://aardvarklabs.blog/2025/10/31/using-copilot-to-upgrade-service-notes-for-invoices-in-business-central-al/ published_at: "2025-10-31T12:00:00.000Z" author: Marcel Chabot full_text: false words: 2546 quotes: - text: The problem is that the notes are less than sufficient for a customer facing document. why_it_matters: "Establishes the core business problem that Copilot solves: transforming raw internal notes into polished customer communication." - text: The response must be formatted in as HTML. why_it_matters: Shows that system prompt precision directly controls output format, enabling integration with rich text display controls. - text: The user should always be in control (the user must confirm anything Copilot suggests before any change is saved). why_it_matters: Emphasizes a critical UX principle for Copilot features, preventing unreviewed AI changes from persisting to the database. code_objects_mentioned: - table ARD_ResolutionNotes - table Sales Header - codeunit ARD_CopilotResolutionSummary - page ARD_ResolutionNotes - page ARD_ResolutionNotesPrompt - page ARD_SalesInvoice systems: - copilot - sales - integration versions_mentioned: [] preview: embeddable: true frame_url: https://aardvarklabs.blog/2025/10/31/using-copilot-to-upgrade-service-notes-for-invoices-in-business-central-al/embed/ image: https://aardvarklabs.blog/wp-content/uploads/2025/10/cdd1070b-2f6b-482f-8aee-763da9d54af7.jpg image_alt: null image_w: 1024 image_h: 1024 site_name: Aardvark Labs favicon: https://aardvarklabs.blog/wp-content/uploads/2024/04/design-1.png?w=32 probed_at: "2026-10-07T11:51:24.213Z" --- # Using CoPilot to Upgrade Service Notes for Invoices in Business Central AL [Read the post](https://aardvarklabs.blog/2025/10/31/using-copilot-to-upgrade-service-notes-for-invoices-in-business-central-al/) · Aardvark Labs (Marcel Chabot) · 2025-10-31 · 2546 words · tier community · reviewed (checked by Opus) > This post demonstrates how to use Copilot to automatically upgrade raw service technician notes into professional, customer-facing text for invoices in Business Central. It addresses the common problem of processing hundreds of poorly written service notes daily by creating a table for resolution notes, extending the Sales Header with a BLOB field, and implementing a Copilot prompt dialog that generates formatted HTML summaries. ## Key points - A custom table stores resolution notes linked to sales invoices, allowing technicians to enter raw service details that are later transformed by AI. - The solution uses Azure OpenAI chat completion with a carefully crafted system prompt that instructs the AI to act as a service manager and produce professional, jargon-free HTML output. - A prompt dialog page uses PageType PromptDialog with PromptMode = Generate to automatically generate and display Copilot suggestions for user confirmation before saving. - The generated resolution text is stored in a BLOB field on the Sales Header using UTF-16 encoding and displayed as rich content on the Sales Invoice card. - The implementation retries generation up to 5 times if the result is empty, ensuring robustness without overcomplicating the architecture. ## Quotes - "The problem is that the notes are less than sufficient for a customer facing document." (Establishes the core business problem that Copilot solves: transforming raw internal notes into polished customer communication.) - "The response must be formatted in as HTML." (Shows that system prompt precision directly controls output format, enabling integration with rich text display controls.) - "The user should always be in control (the user must confirm anything Copilot suggests before any change is saved)." (Emphasizes a critical UX principle for Copilot features, preventing unreviewed AI changes from persisting to the database.) ## AL objects mentioned As named in the post. A name that matches one object page by exact type and name links to it; the others stay as named. - table "ARD_ResolutionNotes" - [table 36 "Sales Header"](../../objects/table/36.md) - codeunit "ARD_CopilotResolutionSummary" - page "ARD_ResolutionNotes" - page "ARD_ResolutionNotesPrompt" - page "ARD_SalesInvoice" Not found in BC28-30: table "ARD_ResolutionNotes", codeunit "ARD_CopilotResolutionSummary", page "ARD_ResolutionNotes", page "ARD_ResolutionNotesPrompt", page "ARD_SalesInvoice". ## Context - Features: Copilot prompt dialog, Azure OpenAI chat completion, BLOB field storage, rich text content, prompt mode generate, system prompt engineering, HTML formatted output, resolution note summarization Source: Aardvark Labs, community blog. Summary, key points and quotes are derived (CONTENT-NOTICE.md); read the original for the full text.