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

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.

Features

Every feature below: status not stated, demoed.

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
• page 9802 “Permission Sets” at 6:45
• page “items list” at 9:45
• page “item substitution page” at 10:45

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

Quotes

• 0:04 “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 “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 “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 “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 “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 “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 subject-to-change: This is a permission that was introduced with update 26.

Presenters (as heard): Mike.