Analysis assist

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

Overview

Analysis assist uses Copilot to simplify data analysis on list pages. Instead of building an analysis view by hand, a user describes what they want in natural language, and Copilot suggests a layout in analysis mode. This helps people organize and summarize data without technical skills. Both pages describe the feature as a preview.

The section has two pages and no subtopics. “Analyze data in lists with Copilot (preview)” explains the capability: asking Copilot to create analysis tabs with rows, columns, filters and aggregations, including fields from related tables. “FAQs for analysis assist (preview)” covers general questions about how the feature works and how Copilot responses are produced.

Start with the analyze data in lists page to understand what you can ask for, then read the FAQs for background on how analysis assist behaves.

Key points

• Analysis assist is a Copilot feature, marked as preview in both pages.
• It works on list pages and builds on Business Central’s data analysis mode.
• Users give natural language instructions and Copilot suggests a layout.
• Copilot can generate analysis tabs with rows, columns, filters and aggregations.
• Suggested layouts can include fields from related tables.
• The goal is to let users organize and summarize data without technical skills.
• The section has two pages: a how-to for analyzing lists and an FAQ.

Learn pages

• Analyze data in lists with Copilot (preview): Learn how to use Copilot in Business Central to analyze data.
• FAQs for analysis assist (preview): This FAQ provides information about the AI technology used for analyzing data on pages in Business Central. It includes key considerations and details about how AI is used, how it was tested and evaluated, and any specific limitations.

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• What’s New: Analysis Assist with Copilot (2024 release wave 2) (video): “Analysis Assist; Copilot toolbar and menu; Field personalization through Analysis Assist”
• Introducing: AI-Powered Analysis with Copilot (2024 release wave 1) (video): “AI-Powered Analysis with Copilot; analysis assist; natural language; ad hoc analytics”
• AI-Powered Analysis with Copilot in Dynamics 365 Business Central (2024) (video): “AI-Powered Analysis with Copilot trends and outliers summaries”
• What’s New: Data Analysis (2025 release wave 1) (video): “Copilot analysis assist”
• What’s New: Data Analysis (2025 release wave 2) (video): “Analysis Assist Copilot”

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” · on Table 15 “G/L Account”
• Page 22 “Customer List” · captioned “Customers” · on Table 18 “Customer”
• Page 25 “Customer Ledger Entries” · on Table 21 “Cust. Ledger Entry”
• Page 26 “Vendor Card” · on Table 23 “Vendor”
• Page 27 “Vendor List” · captioned “Vendors” · on Table 23 “Vendor”
• Page 31 “Item List” · captioned “Items” · on Table 27 “Item”
• Page 143 “Posted Sales Invoices” · on Table 112 “Sales Invoice Header”
• Page 144 “Posted Sales Credit Memos” · on Table 114 “Sales Cr.Memo Header”
• Page 456 “No. Series” · on Table 308 “No. Series”
• Page 457 “No. Series Lines” · on Table 309 “No. Series Line”
• Page 458 “No. Series Relationships” · on Table 310 “No. Series Relationship”
• Page 459 “Sales & Receivables Setup” · on Table 311 “Sales & Receivables Setup”
• Page 460 “Purchases & Payables Setup” · on Table 312 “Purchases & Payables Setup”
• Page 461 “Inventory Setup” · on Table 313 “Inventory Setup”
• Page 9300 “Sales Quotes” · on Table 36 “Sales Header”
• Page 9301 “Sales Invoice List” · captioned “Sales Invoices” · on Table 36 “Sales Header”
• Page 9303 “Blanket Sales Orders” · on Table 36 “Sales Header”
• Page 9304 “Sales Return Order List” · captioned “Sales Return Orders” · on Table 36 “Sales Header”
• Page 9305 “Sales Order List” · captioned “Sales Orders” · on Table 36 “Sales Header”
• Page 9306 “Purchase Quotes” · on Table 38 “Purchase Header”
• Page 9307 “Purchase Order List” · captioned “Purchase Orders” · on Table 38 “Purchase Header”
• Page 9309 “Purchase Credit Memos” · on Table 38 “Purchase Header”
• Page 9310 “Blanket Purchase Orders” · on Table 38 “Purchase Header”
• Page 9311 “Purchase Return Order List” · captioned “Purchase Return Orders” · on Table 38 “Purchase Header”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.