---
id: video/2uXVammbab0
type: video
title: "What's New: Chat with Copilot (2025 release wave 1)"
summary: Chat with Copilot in Business Central (2025 release wave 1) is shown as a natural language chat for finding records, querying inventory, generating analysis tabs and learning features. The video covers citations, the Copilot permission set introduced in update 26, admin setup on the Copilot and Agent Capabilities page, and the prompt guide.
tier: official
language: en
tags:
  - chat interface
  - natural language queries
  - record filtering
  - customer data
  - inventory search
  - analysis tabs
  - citations
  - permissions
  - prompt guide
  - contextual assistance
system: copilot
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:01:17.492Z"
  flags: []
generated:
  at: "2026-10-13T00:32:41.360Z"
  pipeline: 0.2.0
  prompts:
    extract-video: 1
    summarize-video: 2
  input_hash: 235887ada3edcd214cdc6b22abfaeec6130d7d4259d6f023fa5625615afcc55c
evidence:
  - kind: video
    url: https://www.youtube.com/watch?v=2uXVammbab0&t=4s
    title: "What's New: Chat with Copilot (2025 release wave 1)"
    date: "2025-04-01T15:00:07.000Z"
    commit: null
    t: 4
    quote: Copilot is your AI companion for work and you'll find it providing assistance across all kinds of features in Business Central, but from anywhere
  - kind: video
    url: https://www.youtube.com/watch?v=2uXVammbab0&t=110s
    title: "What's New: Chat with Copilot (2025 release wave 1)"
    date: "2025-04-01T15:00:07.000Z"
    commit: null
    t: 110
    quote: There's an important point here to understand which is copilot doesn't have access to my company bank accounts. It only knows about the data
  - kind: video
    url: https://www.youtube.com/watch?v=2uXVammbab0&t=134s
    title: "What's New: Chat with Copilot (2025 release wave 1)"
    date: "2025-04-01T15:00:07.000Z"
    commit: null
    t: 134
    quote: When I put Copilot to work to find things for me, Copilot has access to only the records that I already have access to.
  - kind: video
    url: https://www.youtube.com/watch?v=2uXVammbab0&t=378s
    title: "What's New: Chat with Copilot (2025 release wave 1)"
    date: "2025-04-01T15:00:07.000Z"
    commit: null
    t: 378
    quote: admins can go to the co-pilot and agent capabilities page. This is the page that lists all of the copilot and agent functionality
  - kind: video
    url: https://www.youtube.com/watch?v=2uXVammbab0&t=415s
    title: "What's New: Chat with Copilot (2025 release wave 1)"
    date: "2025-04-01T15:00:07.000Z"
    commit: null
    t: 415
    quote: This is a permission that was introduced with update 26. Uh all users should have it by default, but admins can of course configure
  - kind: video
    url: https://www.youtube.com/watch?v=2uXVammbab0&t=570s
    title: "What's New: Chat with Copilot (2025 release wave 1)"
    date: "2025-04-01T15:00:07.000Z"
    commit: null
    t: 570
    quote: Copilot recognizes that some kind of questions are best answered by displaying structured information and the best tool for the job is of course
links:
  learn: []
  objects:
    - object/page/9802
  features: []
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
video_id: 2uXVammbab0
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=2uXVammbab0
published_at: "2025-04-01T15:00:07.000Z"
duration_s: 782
captions: full
audience:
  - administrator
  - functional consultant
  - end user
  - partner
chapters:
  - t: 0
    title: Introduction to Chat with Copilot
  - t: 50
    title: Finding customer records and learning features
  - t: 180
    title: Working with quotes and citations
  - t: 362
    title: Admin setup and managing chat sessions
  - t: 457
    title: Inventory management queries
  - t: 597
    title: Analysis tabs and contextual page assistance
  - t: 706
    title: Prompt guide and documentation search
features:
  - name: Chat with Copilot
    status: unclear
    t: 4
    verified: false
    status_source: video
  - name: Citation controls and reference lists
    status: unclear
    t: 322
    verified: false
    status_source: video
  - name: Copilot and Agent Capabilities page
    status: unclear
    t: 378
    verified: false
    status_source: video
  - name: Copilot permission set
    status: unclear
    t: 405
    verified: false
    status_source: video
  - name: Inventory search by price and category
    status: unclear
    t: 457
    verified: false
    status_source: video
  - name: Analysis tabs generation
    status: unclear
    t: 560
    verified: false
    status_source: video
  - name: Contextual page capabilities
    status: unclear
    t: 645
    verified: false
    status_source: video
  - name: Suggest item substitutes
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  - name: Prompt guide
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    verified: false
    status_source: video
  - name: Documentation search including local functionality
    status: unclear
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    verified: false
    status_source: video
objects_mentioned:
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  - page permission sets
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  - page item substitution page
quotes:
  - t: 4
    text: Copilot is your AI companion for work and you'll find it providing assistance across all kinds of features in Business Central, but from anywhere
    check: exact
  - t: 110
    text: There's an important point here to understand which is copilot doesn't have access to my company bank accounts. It only knows about the data
    check: exact
  - t: 134
    text: When I put Copilot to work to find things for me, Copilot has access to only the records that I already have access to.
    check: exact
  - t: 378
    text: admins can go to the co-pilot and agent capabilities page. This is the page that lists all of the copilot and agent functionality
    check: exact
  - t: 415
    text: This is a permission that was introduced with update 26. Uh all users should have it by default, but admins can of course configure
    check: exact
  - t: 570
    text: Copilot recognizes that some kind of questions are best answered by displaying structured information and the best tool for the job is of course
    check: exact
---

# What's New: Chat with Copilot (2025 release wave 1)

> Chat with Copilot in Business Central (2025 release wave 1) is shown as a natural language chat for finding records, querying inventory, generating analysis tabs and learning features. The video covers citations, the Copilot permission set introduced in update 26, admin setup on the Copilot and Agent Capabilities page, and the prompt guide.

[Watch on YouTube](https://www.youtube.com/watch?v=2uXVammbab0) · Microsoft Dynamics 365 Business Central (YouTube) · 2025-04-01 · 13:02 · tier official · reviewed (checked by Opus)

## Overview

The video walks through Chat with Copilot, a chat interface where users filter, sort and search business data in natural language. Demos include finding customer records, working with quotes, checking citations, and asking inventory questions by price range and category.

It also covers admin setup and context-aware features. Admins can manage Copilot on the Copilot and Agent Capabilities page and through a new Copilot permission set. In the chat pane, Copilot can generate analysis tabs, suggest capabilities for the open page (including custom ones from extensions), and use a prompt guide. It also searches Microsoft documentation.

## Key points

- Copilot only accesses records the signed-in user already has access to, and it has no access to bank accounts.
- Clear the chat when changing context to improve the chance of a good answer.
- Citation controls show whether an answer came from the Business Central database or Microsoft online documentation, and show the filters and logic applied.
- The Copilot and Agent Capabilities page lists Copilot and agent functionality in the environment; make sure the chat line is active, and use the action to activate it if not.
- A Copilot permission set was introduced with update 26. It contains Copilot system features including chat. All users should have it by default, but admins can configure it; if users cannot access chat, a missing assignment is the likely cause.
- Copilot can generate analysis tabs from a question, and users can add columns such as vendors and substitutes.
- Copilot recognizes capabilities on the open page, including custom ones from installed extensions, for example suggesting item substitutes on the item substitution page.

## Chapters

- [0:00](https://www.youtube.com/watch?v=2uXVammbab0&t=0s) Introduction to Chat with Copilot
- [0:50](https://www.youtube.com/watch?v=2uXVammbab0&t=50s) Finding customer records and learning features
- [3:00](https://www.youtube.com/watch?v=2uXVammbab0&t=180s) Working with quotes and citations
- [6:02](https://www.youtube.com/watch?v=2uXVammbab0&t=362s) Admin setup and managing chat sessions
- [7:37](https://www.youtube.com/watch?v=2uXVammbab0&t=457s) Inventory management queries
- [9:57](https://www.youtube.com/watch?v=2uXVammbab0&t=597s) Analysis tabs and contextual page assistance
- [11:46](https://www.youtube.com/watch?v=2uXVammbab0&t=706s) Prompt guide and documentation search

## Features

Every feature below: status not stated, demoed.

| Feature | At |
|---|---|
| Chat with Copilot | [0:04](https://www.youtube.com/watch?v=2uXVammbab0&t=4s) |
| Citation controls and reference lists | [5:22](https://www.youtube.com/watch?v=2uXVammbab0&t=322s) |
| Copilot and Agent Capabilities page | [6:18](https://www.youtube.com/watch?v=2uXVammbab0&t=378s) |
| Copilot permission set | [6:45](https://www.youtube.com/watch?v=2uXVammbab0&t=405s) |
| Inventory search by price and category | [7:37](https://www.youtube.com/watch?v=2uXVammbab0&t=457s) |
| Analysis tabs generation | [9:20](https://www.youtube.com/watch?v=2uXVammbab0&t=560s) |
| Contextual page capabilities | [10:45](https://www.youtube.com/watch?v=2uXVammbab0&t=645s) |
| Suggest item substitutes | [10:45](https://www.youtube.com/watch?v=2uXVammbab0&t=645s) |
| Prompt guide | [11:46](https://www.youtube.com/watch?v=2uXVammbab0&t=706s) |
| Documentation search including local functionality | [12:11](https://www.youtube.com/watch?v=2uXVammbab0&t=731s) |

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- page "Copilot and Agent Capabilities page" at [6:18](https://www.youtube.com/watch?v=2uXVammbab0&t=378s)
- [page 9802 "Permission Sets"](../objects/page/9802.md) at [6:45](https://www.youtube.com/watch?v=2uXVammbab0&t=405s)
- page "items list" at [9:45](https://www.youtube.com/watch?v=2uXVammbab0&t=585s)
- page "item substitution page" at [10:45](https://www.youtube.com/watch?v=2uXVammbab0&t=645s)

Not found in BC28-30: page "Copilot and Agent Capabilities page", page "items list", page "item substitution page".

## Quotes

- [0:04](https://www.youtube.com/watch?v=2uXVammbab0&t=4s) "Copilot is your AI companion for work and you'll find it providing assistance across all kinds of features in Business Central, but from anywhere"
- [1:50](https://www.youtube.com/watch?v=2uXVammbab0&t=110s) "There's an important point here to understand which is copilot doesn't have access to my company bank accounts. It only knows about the data"
- [2:14](https://www.youtube.com/watch?v=2uXVammbab0&t=134s) "When I put Copilot to work to find things for me, Copilot has access to only the records that I already have access to."
- [6:18](https://www.youtube.com/watch?v=2uXVammbab0&t=378s) "admins can go to the co-pilot and agent capabilities page. This is the page that lists all of the copilot and agent functionality"
- [6:55](https://www.youtube.com/watch?v=2uXVammbab0&t=415s) "This is a permission that was introduced with update 26. Uh all users should have it by default, but admins can of course configure"
- [9:30](https://www.youtube.com/watch?v=2uXVammbab0&t=570s) "Copilot recognizes that some kind of questions are best answered by displaying structured information and the best tool for the job is of course"

## Disclaimers in the video

- [6:55](https://www.youtube.com/watch?v=2uXVammbab0&t=415s) subject-to-change: This is a permission that was introduced with update 26.

Presenters (as heard): Mike.