Conversational Chat using Copilot in Dynamics 365 Business Central ( 2024 release wave 1)

Overview

A short 2-minute overview, published 2023-12-06, of conversational chat with Copilot in Business Central as part of 2024 release wave 1. It presents Copilot as an AI companion that lets users work with their data in their own words rather than finding records through menu navigation.

The video describes refining a search with follow-up questions when the first results do not match what the user wanted. It also describes Copilot as a virtual assistant for questions about how, when or why to do things, and as a way for new users to get up to speed and for longtime employees to learn new skills.

Key points

• Copilot chat lets Business Central users interact with their data in natural language instead of navigating menus to locate records.
• If initial results do not match expectations, users can ask follow-up questions to clarify and refine the search.
• Copilot works as a virtual assistant for questions on how, when or why to do things.
• It is positioned for onboarding: new users get up to speed and longtime employees can learn new skills.
• The video is tied to the 2024 release wave 1 and describes Copilot as built on Microsoft’s privacy and security.
• No specific objects, setup steps or feature status are given in the video.

Features

Every feature below: status not stated.

Quotes

• 0:18 “co-pilot is your everyday AI companion for work built on Microsoft’s industry leading privacy and security”
• 0:18 “Business Central users are empowered to interact with their data using their own words”
• 0:51 “co-pilot X as a virtual assistant helping you track down the right information at the right time all using natural language”
• 1:02 “new users can get up to speed quickly and longtime employees can learn new skills”
• 1:22 “co-pilot helps you reclaim time so you can work work smarter adapt faster and perform better”