---
id: topic/business-central/copilot-and-agent-capabilities
type: topic
title: Copilot and agent capabilities
summary: "Copilot and agent capabilities in Business Central: an overview of AI features, availability by country/region and language, the Copilot FAQ, Advanced Tell Me, and subtopics for admin control and each Copilot feature or agent. It answers what a feature does, where it is available, how to set it up, and how responsible AI applies."
tier: official
language: en
system: copilot
review:
  state: reviewed
  by: opus
  at: "2026-10-07T02:15:16.469Z"
  flags: []
generated:
  at: "2026-10-08T00:04:31.553Z"
  pipeline: 0.2.0
  prompts:
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    title: Add marketing text to items
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    commit: null
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    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/analysis-assist
    title: Analyze data in lists with Copilot (preview)
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/microsoft-copilot-in-business-central-application-card
    title: Application Card for Microsoft Copilot in Business Central
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/shopify-tax-matching-application-card
    title: Application card for Shopify Tax Matching
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  - kind: learn
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    t: null
    quote: null
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  - kind: learn
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    t: null
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    commit: null
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  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/expense-management/expense-agent-expense-reports
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/ai-copilot-data-movement
    title: Data movement across geographies for Business Central Copilot and agent capabilities
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    commit: null
    t: null
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  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/expense-management/expense-agent
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/expense-management/expense-agent-overview
    title: Expense Agent Overview for Business Central
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    commit: null
    t: null
    quote: null
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-map-edocuments
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-marketing-text
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-sales-order-taker-agent
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faq-suggest-item-substitutions-with-copilot
    title: FAQ for suggest item substitutions with Copilot
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faq-suggest-number-series-with-copilot
    title: FAQ for Suggest Number Series with Copilot
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faq-sales-suggest-sales-lines-with-copilot
    title: FAQ for suggest sales lines with Copilot
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-analysis-assist
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    commit: null
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    commit: null
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/map-edocuments-with-copilot
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    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/ai-overview
    title: Marketing text suggestions with Copilot overview
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/chat-with-copilot-faq
    title: Microsoft Copilot in Business Central FAQ
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-payables-agent
    title: Payables Agent Frequently Asked Questions
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/payables-agent
    title: Payables Agent Overview in Business Central
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-order-agent-process
    title: Process sales quotes and orders with Sales Order Agent
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/bank-reconciliation-with-copilot
    title: Reconcile bank accounts with Copilot (preview)
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-advanced-tell-me
    title: Responsible AI FAQ for Advanced Tell Me
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-autofill
    title: Responsible AI FAQ for Autofill (preview)
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/faqs-summarize
    title: Responsible AI FAQ for summarize (preview)
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/expense-management/expense-agent-edit-expenses
    title: Review and Edit Expenses in Expense Agent
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-suggest-sales-lines-with-copilot
    title: Sales line suggestions with Copilot
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-order-agent
    title: Sales Order Agent overview
    date: "2026-10-02"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/shopify/shopify-tax-matching
    title: Set up and use Shopify Tax Matching
    date: "2026-09-30"
    commit: null
    t: null
    quote: null
links:
  learn:
    - https://learn.microsoft.com/dynamics365/business-central/ai-in-bc
    - https://learn.microsoft.com/dynamics365/business-central/copilot-agents-region-language-availability
    - https://learn.microsoft.com/dynamics365/business-central/copilot-overview
    - https://learn.microsoft.com/dynamics365/business-central/faqs-advanced-tell-me
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narrative: generated
---

# Copilot and agent capabilities

> Copilot and agent capabilities in Business Central: an overview of AI features, availability by country/region and language, the Copilot FAQ, Advanced Tell Me, and subtopics for admin control and each Copilot feature or agent. It answers what a feature does, where it is available, how to set it up, and how responsible AI applies.

Path: Copilot and agent capabilities · tier official · system copilot · narrative reviewed (checked by Opus)

## Overview

This area covers the AI features in Business Central across finance, inventory, sales and company setup. These include chat with Copilot, analysis assist, summarize, autofill, and agents such as Payables Agent, Expense Agent and Sales Order Agent. Many features are marked preview.

Start with the Business Central AI overview page for the list of capabilities. Then check the country/region availability and supported languages page, since rollout depends on country/region version, data location and language. The Copilot FAQ explains licensing, online-only operation and data permissions, and notes that the features work without needing training on customer data. The Advanced Tell Me page covers the AI semantic search in the Tell Me pane.

The subtopics each cover one feature or agent, with usage and FAQ or responsible AI pages. The Manage Copilot and agent capabilities subtopic is the place for administrators. It covers activating features, user permissions, cross-geography data movement, Bing Search, Azure OpenAI data handling and troubleshooting.

## Key points

- The overview page lists chat, analysis assist, summarize, autofill, Payables Agent, Expense Agent, bank reconciliation assist and Sales Order Agent.
- Feature availability varies by country/region version, data location and language, because of Azure infrastructure, compliance and language model quality.
- Copilot is included free with licenses, works online only, respects user data permissions and does not need training on customer data.
- Admins control features on the Copilot & agent capabilities page, including activation, permissions, cross-geography data movement and Bing Search.
- Agents covered: Payables Agent (vendor invoices from email PDFs into draft purchase invoices), Sales Order Agent (customer emails to quotes and orders), and Expense Agent (preview).
- Map E-Documents is deprecated and replaced by the Payables Agent.
- Advanced Tell Me adds semantic search with natural language, synonyms and acronyms in the Advanced tab of the Tell Me pane.
- Shopify tax matching (preview) applies to Business Central US and maps Shopify order tax to Tax Jurisdictions.

## Subtopics

- [Manage Copilot and agent capabilities](copilot-and-agent-capabilities/manage-copilot-and-agent-capabilities.md) (5 pages)
- [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md) (2 pages)
- [Autofill (preview)](copilot-and-agent-capabilities/autofill-preview.md) (2 pages)
- [Bank account reconciliation assist](copilot-and-agent-capabilities/bank-account-reconciliation-assist.md) (2 pages)
- [Expense Agent (preview)](copilot-and-agent-capabilities/expense-agent-preview.md) (10 pages)
- [Microsoft Copilot in Business Central (preview)](copilot-and-agent-capabilities/microsoft-copilot-in-business-central-pr.md) (4 pages)
- [Map E-Documents (preview)](copilot-and-agent-capabilities/map-e-documents-preview.md) (2 pages)
- [Marketing text suggestions](copilot-and-agent-capabilities/marketing-text-suggestions.md) (3 pages)
- [Payables Agent](copilot-and-agent-capabilities/payables-agent.md) (5 pages)
- [Sales line suggestion (preview)](copilot-and-agent-capabilities/sales-line-suggestion-preview.md) (2 pages)
- [Sales Order Agent](copilot-and-agent-capabilities/sales-order-agent.md) (4 pages)
- [Shopify tax matching (preview)](copilot-and-agent-capabilities/shopify-tax-matching-preview.md) (2 pages)
- [Suggest item substitutions (preview)](copilot-and-agent-capabilities/suggest-item-substitutions-preview.md) (2 pages)
- [Suggest number series (preview)](copilot-and-agent-capabilities/suggest-number-series-preview.md) (2 pages)
- [Summarize (preview)](copilot-and-agent-capabilities/summarize-preview.md) (3 pages)

## More Learn pages

- [Business Central AI](https://learn.microsoft.com/dynamics365/business-central/ai-in-bc): Get an overview of the powerful AI capabilities in Business Central.
- [Copilot and agents country/region availability and supported languages](https://learn.microsoft.com/dynamics365/business-central/copilot-agents-region-language-availability): Learn how geographic availability, language support, and environment localization determine access to Copilot and agent features in Business Central.
- [Copilot FAQ](https://learn.microsoft.com/dynamics365/business-central/copilot-overview): This article answers common questions about Copilot in Business Central.
- [Responsible AI FAQ for Advanced Tell Me](https://learn.microsoft.com/dynamics365/business-central/faqs-advanced-tell-me): Learn about the AI technology behind Advanced Tell Me semantic search. Get an overview, evaluation metrics, limits, mitigations, data use, security details, and feedback steps.

## Business Central pages and reports

The pages, reports and queries this hub's Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

- [Page 16 "Chart of Accounts"](../../objects/page/16.md) · on [Table 15 "G/L Account"](../../objects/table/15.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 22 "Customer List"](../../objects/page/22.md) · captioned "Customers" · on [Table 18 "Customer"](../../objects/table/18.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 25 "Customer Ledger Entries"](../../objects/page/25.md) · on [Table 21 "Cust. Ledger Entry"](../../objects/table/21.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 26 "Vendor Card"](../../objects/page/26.md) · on [Table 23 "Vendor"](../../objects/table/23.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 27 "Vendor List"](../../objects/page/27.md) · captioned "Vendors" · on [Table 23 "Vendor"](../../objects/table/23.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 30 "Item Card"](../../objects/page/30.md) · on [Table 27 "Item"](../../objects/table/27.md) · via [Suggest item substitutions (preview)](copilot-and-agent-capabilities/suggest-item-substitutions-preview.md)
- [Page 31 "Item List"](../../objects/page/31.md) · captioned "Items" · on [Table 27 "Item"](../../objects/table/27.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 143 "Posted Sales Invoices"](../../objects/page/143.md) · on [Table 112 "Sales Invoice Header"](../../objects/table/112.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 144 "Posted Sales Credit Memos"](../../objects/page/144.md) · on [Table 114 "Sales Cr.Memo Header"](../../objects/table/114.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 456 "No. Series"](../../objects/page/456.md) · on [Table 308 "No. Series"](../../objects/table/308.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 457 "No. Series Lines"](../../objects/page/457.md) · on [Table 309 "No. Series Line"](../../objects/table/309.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 458 "No. Series Relationships"](../../objects/page/458.md) · on [Table 310 "No. Series Relationship"](../../objects/table/310.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 459 "Sales & Receivables Setup"](../../objects/page/459.md) · on [Table 311 "Sales & Receivables Setup"](../../objects/table/311.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 460 "Purchases & Payables Setup"](../../objects/page/460.md) · on [Table 312 "Purchases & Payables Setup"](../../objects/table/312.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 461 "Inventory Setup"](../../objects/page/461.md) · on [Table 313 "Inventory Setup"](../../objects/table/313.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 3304 "Payables Agent Setup"](../../objects/page/3304.md) · captioned "Configure Payables Agent" · on [Table 3303 "Payables Agent Setup"](../../objects/table/3303.md) · via [Payables Agent](copilot-and-agent-capabilities/payables-agent.md)
- [Page 3313 "PA Known Senders"](../../objects/page/3313.md) · captioned "Payables Agent Known Senders" · on [Table 3308 "PA Known Sender"](../../objects/table/3308.md) · via [Payables Agent](copilot-and-agent-capabilities/payables-agent.md)
- [Page 4400 "SOA Setup"](../../objects/page/4400.md) · captioned "Configure Sales Order Agent" · on [Table 4325 "SOA Setup"](../../objects/table/4325.md) · via [Expense Agent (preview)](copilot-and-agent-capabilities/expense-agent-preview.md)
- [Page 4410 "SOA Multi Items Availability"](../../objects/page/4410.md) · captioned "Item Availability" · on [Table 27 "Item"](../../objects/table/27.md) · via [Expense Agent (preview)](copilot-and-agent-capabilities/expense-agent-preview.md)
- [Page 5716 "Item Substitution Entry"](../../objects/page/5716.md) · on [Table 5715 "Item Substitution"](../../objects/table/5715.md) · via [Suggest item substitutions (preview)](copilot-and-agent-capabilities/suggest-item-substitutions-preview.md)
- [Page 5839 "Modify Marketing Text"](../../objects/page/5839.md) · captioned "Edit Marketing Text" · via [Marketing text suggestions](copilot-and-agent-capabilities/marketing-text-suggestions.md)
- [Page 6996 "Expense Agent Setup"](../../objects/page/6996.md) · captioned "Expense Management Setup" · on [Table 6930 "Expense Agent Setup"](../../objects/table/6930.md) · via [Expense Agent (preview)](copilot-and-agent-capabilities/expense-agent-preview.md)
- [Page 7771 "Copilot Not Available"](../../objects/page/7771.md) · via [Manage Copilot and agent capabilities](copilot-and-agent-capabilities/manage-copilot-and-agent-capabilities.md)
- [Page 7772 "Copilot Deactivate Capability"](../../objects/page/7772.md) · via [Manage Copilot and agent capabilities](copilot-and-agent-capabilities/manage-copilot-and-agent-capabilities.md)
- [Page 7775 "Copilot AI Capabilities"](../../objects/page/7775.md) · captioned "Copilot & agent capabilities" · via [Manage Copilot and agent capabilities](copilot-and-agent-capabilities/manage-copilot-and-agent-capabilities.md)
- [Page 9300 "Sales Quotes"](../../objects/page/9300.md) · on [Table 36 "Sales Header"](../../objects/table/36.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9301 "Sales Invoice List"](../../objects/page/9301.md) · captioned "Sales Invoices" · on [Table 36 "Sales Header"](../../objects/table/36.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9303 "Blanket Sales Orders"](../../objects/page/9303.md) · on [Table 36 "Sales Header"](../../objects/table/36.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9304 "Sales Return Order List"](../../objects/page/9304.md) · captioned "Sales Return Orders" · on [Table 36 "Sales Header"](../../objects/table/36.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9305 "Sales Order List"](../../objects/page/9305.md) · captioned "Sales Orders" · on [Table 36 "Sales Header"](../../objects/table/36.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9306 "Purchase Quotes"](../../objects/page/9306.md) · on [Table 38 "Purchase Header"](../../objects/table/38.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9307 "Purchase Order List"](../../objects/page/9307.md) · captioned "Purchase Orders" · on [Table 38 "Purchase Header"](../../objects/table/38.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9309 "Purchase Credit Memos"](../../objects/page/9309.md) · on [Table 38 "Purchase Header"](../../objects/table/38.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9310 "Blanket Purchase Orders"](../../objects/page/9310.md) · on [Table 38 "Purchase Header"](../../objects/table/38.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)
- [Page 9311 "Purchase Return Order List"](../../objects/page/9311.md) · captioned "Purchase Return Orders" · on [Table 38 "Purchase Header"](../../objects/table/38.md) · via [Analysis assist](copilot-and-agent-capabilities/analysis-assist.md)

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