What's new: Explore the new Microsoft Copilot Chat in Business Central (2026 release wave 2)
Microsoft Copilot Chat built into Business Central (2026 release wave 2), shown in a 5-minute demo: sales tax setup, finding underperforming items, sales improvement suggestions, calendar-based meeting prep with a sales brief, and general directions help.
- Introduction to Copilot Chat in Business Central
- Sales tax setup scenario with Copilot
- Analyzing sales data to find underperforming items
- Copilot recommendations for improving sales
- Preparing for customer meeting with calendar integration
- Sales brief and customer information gathering
- Using Copilot for directions and travel assistance
- Closing remarks
Overview
The video introduces the new Microsoft Copilot Chat built directly into Business Central and walks through a set of scenarios in one session. Release status of the feature is not stated.
The demo covers setting up sales tax for a state such as Oregon using data pulled from the internet, and analyzing Business Central sales data for items that sold the least in the last 3 months. It then shows Copilot suggesting how to improve sales of those items. Next, Copilot reads the user’s calendar, finds a customer meeting, and produces a sales brief. The video ends with Copilot giving directions, which goes beyond Business Central data.
Key points
- Copilot Chat is built directly into Business Central and handles several business scenarios in one chat.
- Sales tax setup: Copilot pulls data from the internet and other sources to guide state-specific setup. For Oregon the setup differs because the sales tax rate is zero.
- Copilot suggests follow-up questions, such as working out the correct ZIP codes for California.
- Sales analysis: Copilot reasons over Business Central data to find the items that sold the least in the last 3 months. This can take a little longer.
- Suggestions for weak items include bundling them, promoting underperforming color variants, and cross-selling during existing sales.
- Meeting prep: Copilot accesses the user’s calendar to find a customer meeting, then pulls Business Central data related to that customer.
- The generated sales brief includes sales figures, sales momentum, account risk, and recommended talking points.
Features
| Feature | Status | At |
|---|---|---|
| Microsoft Copilot Chat in Business Central | generally available (roadmap Enable Microsoft Copilot chat experience), demoed | 0:06 |
| Sales tax configuration assistance | status not stated, demoed | 0:42 |
| Sales data analysis with Copilot | status not stated, demoed | 1:57 |
| Copilot recommendations for sales improvement | status not stated, demoed | 2:34 |
| Calendar integration for meeting preparation | status not stated, demoed | 3:25 |
| Sales brief generation | status not stated, demoed | 3:48 |
| General knowledge and directions assistance | status not stated, demoed | 4:27 |
A status with a roadmap link comes from the Microsoft 365 roadmap feature this part of the video covers (matched by Haiku; links Opus dropped are not used); other statuses need a status word in the video itself.
Quotes
- 0:18 “Business Central has new Copilot chat, uh Microsoft Copilot built directly in Business Central.”
- 0:56 “Copilot pulls data from the internet and from various other sources and provides all the answers I need.”
- 1:57 “We are looking for items that sold uh the least in the last 3 months.”
- 2:10 “Copilot provided me the answers true to my question. Specifically, probably the Rome guest chair uh and maybe Sydney swivel chair.”
- 2:45 “Copilot gives me some recommendations to bundle those items together, maybe promote some underperforming uh color variants,”
- 3:25 “Copilot is now accessing my uh calendar and finding a meeting with my customer.”
- 3:59 “Copilot prepared a sales brief with some additional sales figures and information I need for the meeting.”
Presenters (as heard): Unknown presenter.