What's New: Summarize with Copilot (2025 release wave 1)
Summarize with Copilot in Business Central (2025 release wave 1, in preview) adds a summary fact box to pages such as the customer card and posted sales invoice. It also offers drill-down to source fields, a Show more option that opens the Copilot pane for follow-up questions, and a refresh button. Summaries are grounded in database facts and respect user permissions. The presenter says the feature is available in version 26 in all localizations and languages; developers can influence summaries through code but cannot create their own.
- Introduction to Copilot as AI assistant
- Summary fact box on customer card
- Interactive drill-down into summary details
- Accessing related pages and invoices
- Show more button and copilot pane
- Data sources and follow-up questions
- Summary on posted sales invoice
- Refresh and regenerate summary feature
- Availability and developer extensibility
- Call to action and feedback
Overview
The video shows how Copilot presents short summaries of key information in a fact box on pages. On the customer card it covers items such as overdue amounts, payment terms and average collection period. Users can click a bullet point to drill down to the source field, and a Show more button opens the copilot pane for expanded summaries and follow-up questions.
It also shows the summary on a posted sales invoice, the refresh button that regenerates a summary after records change, and summaries that draw on related pages such as fact boxes and statistics pages. The presenter says the feature is available in version 26 in all country localizations and languages. Developers cannot create their own summaries directly, but can influence them through code, which is documented elsewhere. A preview disclaimer says the focus is on certain information sources while in preview.
Key points
- The summary fact box shows concise, role-tailored information, for example overdue amounts, payment terms and average collection period on the customer card.
- Clicking a summary bullet point drills down to the source information, and Copilot highlights the field behind the insight.
- Summaries are grounded in facts from the Business Central database, and Copilot only sees data the user has permission to see.
- The Show more button opens the copilot pane for expanded summaries and follow-up questions about the data or how to do tasks.
- The Refresh summary button regenerates a summary to reflect changes made to records.
- The presenter states that on version 26 the feature is available in every country localization and language, and works with custom entities and custom fields.
- Developers cannot directly extend or create summaries, but can influence them through code; the options are documented elsewhere.
Features
| Feature | Status | At | Evidence |
|---|---|---|---|
| Summary fact box | preview, demoed | 1:05 | “while in preview uh we’re focused on this these sources of information these knowledge sources” (6:01) |
| Interactive summary drill-down | status not stated, demoed | 1:39 | |
| Show more and copilot pane | status not stated, demoed | 3:21 | |
| Summary on posted sales invoice | status not stated, demoed | 4:44 | |
| Refresh summary button | status not stated, demoed | 5:41 | |
| Developer influence on summaries | status not stated | 6:41 |
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 21 “Customer Card” at 0:45
- page 132 “Posted Sales Invoice” at 3:01
- page “statistics” at 2:20
Not found in BC28-30: page “statistics”.
Quotes
- 0:25 “and it’s seamlessly integrated into business Central so you can get to these insights without having to export your data to other apps”
- 5:00 “a way for co pilot to present information to me and this is all information and data that i have access”
- 5:20 “based on my permissions so it doesn’t have access to any more information than what I would normally be able to see”
- 6:01 “while in preview uh we’re focused on this these sources of information these knowledge sources and over time we really think we can grow”
- 6:21 “when you upgrade to version 26 of business Central you’ll find this feature available no matter which country localization and your environment no matter”
- 6:41 “now you can’t directly extend or create your own summaries yes if you’re a developer”
Disclaimers in the video
- 6:01 preview: while in preview we’re focused on these sources of information
Presenters (as heard): Mike.