Responsible AI

Path: Responsible AI · tier official · system copilot · narrative reviewed (checked by Opus)

Overview

This section collects the responsible AI pages for Business Central’s AI capabilities. Each page describes one feature: what it does, how it uses data, its limits, safeguards and ways to send feedback. The set covers Copilot assistants (such as summarize, autofill, analysis assist, and suggestions for sales lines, item substitutions and number series) and agents (Sales Order Agent, Payables Agent, Expense Agent).

There are no subtopics. The pages are standalone and share a similar structure. Start with the index page “Responsible AI FAQs for Dynamics 365 Business Central” to find the feature you need. For general Copilot behavior, read the Application Card for Microsoft Copilot in Business Central. Other pages cover finance, sales, inventory and search features, plus the Shopify Tax Matching application card.

Key points

• The index page lists responsible AI FAQs covering data security, Copilot features, agents and other AI capabilities.
• The Copilot application card explains that answers use Business Central application context, respect user permissions, and give references to the information used.
• Agents covered: Sales Order Agent (email requests to quotes and orders), Payables Agent (PDF vendor invoices to draft purchase invoices), and Expense Agent (preview; receipts to draft expense reports). Output is reviewed by humans.
• E-documents Matching Assistance, which matches e-invoices to purchase orders, is deprecated in favor of the Payables Agent.
• Shopify Tax Matching in Business Central US suggests Tax Jurisdictions from Shopify tax lines, detects rate conflicts, and supports configurable human review.
• Several features are marked preview: bank reconciliation assist, Suggest Number Series, sales line suggestions, analysis assist, Autofill, Expense Agent and summarize.
• Autofill suggestions can be accepted or discarded, respect permissions and security controls, and support web search in version 26.4 and above.
• Other pages cover marketing text suggestions, item substitutions using embeddings and synonyms, and Advanced Tell Me semantic search.

Learn pages

• Application Card for Microsoft Copilot in Business Central: Learn about the AI technology used by Microsoft Copilot in Business Central, including how it uses Business Central data, its limitations, and responsible AI considerations.
• Application card for Shopify Tax Matching: Learn how Shopify Tax Matching uses AI, how Microsoft evaluated the feature, its limitations, and how to use it responsibly.
• FAQ for bank account reconciliation assist with Copilot (preview): This FAQ provides information about the AI technology used for reconciling bank accounts and statements in Business Central. It includes key considerations and details about how AI is used, how it was tested and evaluated, and any specific limitations.
• FAQ for mapping e-documents with purchase orders: This FAQ provides information about the AI technology used in Business Central, key considerations and details about how AI is used, how it was tested and evaluated, and any specific limitations.
• FAQ for marketing text suggestions: This FAQ provides information about the AI technology used in marketing text suggestions in Business Central, along with key considerations and details about how AI is used, how it was tested and evaluated, and any specific limitations.
• FAQ for Sales Order Agent: This FAQ provides information about the AI technology used by Sales Order Agent in Business Central. It provides key considerations and details about how AI is used, how it was tested and evaluated, and any specific limitations.
• FAQ for suggest item substitutions with Copilot: This FAQ provides information about an AI feature in Business Central.
• FAQ for Suggest Number Series with Copilot: This FAQ provides information about the AI technology used in Business Central.
• FAQ for suggest sales lines with Copilot: This FAQ provides information about the AI technology used in Business Central for sales line suggestions.
• 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.
• Payables Agent Frequently Asked Questions: Learn how AI automates purchase invoice creation in Business Central, including setup, capabilities, limitations, and responsible use.
• Responsible AI FAQ for 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.
• Responsible AI FAQ for Autofill (preview): Learn about the AI technology of Autofill in Business Central, considerations, details about how AI is used, tested, evaluated, and limitations.
• Responsible AI FAQ for Expense Agent (preview): Learn how AI automates expenses processing in Business Central, including setup, capabilities, limitations, and responsible use.
• Responsible AI FAQ for summarize (preview): Learn about the AI technology of summarize in Business Central, considerations, details about how AI is used, tested, evaluated, and limitations.
• Responsible AI FAQs for Dynamics 365 Business Central: Responsible AI FAQs provide information about the AI technology used in Business Central, along with key considerations and details about how the 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: Business Central AI Resources (2025 release wave 1) (video): “content safety; data privacy; responsible ai”
• What’s New: Designing and Developing Generative AI Experiences for Your Apps (2023 Release Wave 2) (video): “Responsible AI Principles and Guidelines; AI-generated Content Disclaimer on Output Screens”
• What’s New: Designing Generative AI Experiences (2024 Release Wave 1) (video): “Building user trust in AI features; AI-generated content preview and discard; AI confidence level marking”

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