What's New: Suggest Number Series with Copilot (2024 release wave 2)
Suggest Number Series with Copilot in Business Central (2024 release wave 2) is demoed for generating number series for a record, a module, or a whole new company, and for preparing existing series for the next year. The demo covers prompt guides, year numbers in series, and automatic updates to setup pages.
- Introduction to Copilot Number Series capabilities
- Demo setup - service management module rollout
- Generating number series for contract credit memo
- Applying and reviewing the suggested number series
- Preparing existing number series for the next year
- Generating complete number series for a new company
- Reviewing generated number series across all modules
- Summary and call to action
Overview
The video, published 2024-10-08, shows how Copilot in Business Central can generate new number series, modify existing ones, or prepare them for the next year. This reduces the manual work needed during a new implementation, recurring maintenance, or rollout of a new module or company.
The demo starts with a service management module rollout and generates a series for the contract credit memo. It then prepares existing series for the next year and generates a complete set of series for a new company with the user experience set to premium. The presenter warns that AI generated content might be incorrect and that wrong suggestions may need to be deleted by hand.
Key points
- Copilot can generate or modify number series for a specific record, a module, or an entire company, using a customizable prompt.
- The number series dialog includes prompt guides for common tasks: creating series for a new company, preparing series for the next year, and modifying existing series.
- Prompts can add requirements. In the demo, the prompt explicitly asked for the last two digits of the year (24), and the generated series included it.
- When a suggested series is kept, Copilot also updates the related setup page, for example service management setup.
- In the next-year demo, Copilot created an additional number series line with a starting date of 1 January 2025, following the same pattern as the original series.
- For a new company, the scope of generated series follows the user experience setting. A premium company gets series for all modules.
- AI generated content might be incorrect. In the demo, Copilot also suggested a sales credit memo series that was not requested, and the presenter deleted it before keeping the suggestion.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| Suggest Number Series with Copilot | 0:07 |
| Number Series Year Number Inclusion | 2:11 |
| Automatic Number Series Update | 3:12 |
| Number Series Year Preparation | 3:52 |
| Prompt Guides for Number Series | 1:51 |
| Complete Company Number Series Generation | 5:29 |
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.
Not found in BC28-30: page “number series”, page “service management setup”, page “purchase setup”.
Quotes
- 0:07 “with 2024 release Wave 2 co-pilot in business Central can help you generate new modify existing or alleviate you of the pain of preparing”
- 0:27 “getting started fast uh on new implementation or recurring maintenance or simply rolling out a new module or a new company uh usually requires”
- 4:28 “AI generated content might be incorrect we didn’t ask for the sales credit memo but we did ask for the contract credit memo”
- 5:08 “it actually set the starting date uh for the 1 of January 2025”
- 6:52 “this particular company has this user experience set to premium which means you know you need to set up all the number series”
- 8:13 “it will make a lot of consultants and a lot of admins lives a way way much easier by removing that chore that they”
Disclaimers in the video
- 4:28 other: AI generated content might be incorrect
Presenters (as heard): Ian ktic.