--- id: video/j5ULVClJaKU type: video title: "Introducing: Chat with Copilot ( 2024 release wave 1)" summary: "Chat with Copilot in Business Central (2024 release wave 1): finding records with natural language, searching Business Central documentation, and field-level help. Covers the preview limits, rollout and regional availability, licensing, permissions and data protection, and demo setup with CDX." tier: official language: en tags: - chat interface - record search - documentation lookup - conversational queries - business central online - licensing - extensibility - custom objects - responsible ai - data privacy - regional rollout - field-level help system: copilot review: state: reviewed by: opus at: "2026-10-07T23:09:22.498Z" flags: [] generated: at: "2026-10-07T23:09:22.552Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: b02e2114a86a5b177144e480129e21f0270c54c25c7dae25d632379d53a35247 evidence: - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=37s title: "Chat with Copilot: preview" date: "2024-04-04T13:30:30.000Z" commit: null t: 37 quote: the ability to chat with Microsoft co-pilot within Dynamics 365 business Central uh will enter public preview in 2024 release Wave 1 - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=37s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 37 quote: we're excited to announce uh the ability to chat with Microsoft co-pilot within Dynamics 365 business Central uh will enter public preview in 2024 - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=37s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 37 quote: co-pilot is the the AI powered assistant that empowers people to express themselves in their own words uh to find records as well as - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=550s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 550 quote: essentially it looks up uh the relevant page uh for your ask and then tries to construct a filter on this page uh to - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=733s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 733 quote: rather than trying to fabricate some answer it will say that there's no information in the documentation on how to do this - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=773s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 773 quote: co-pilot in business Central in general is available exclusively for business Central online which means you won't find it on business Central deployed to - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 793 quote: roll out starts with our us customers uh and then throughout the release wave over a number of weeks and months we'll make that - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 793 quote: um that means you'll find it with major update 24.0 or later uh roll out starts with our us customers uh and then throughout - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 793 quote: with the exception of Canada where chat will not be available to Canadian customers uh due to compliance reasons - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=814s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 814 quote: chat and in fact co-pilot in business Central in general is available with business Central licenses at no additional cost - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=814s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 814 quote: finally chat is available in English only while in preview - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=834s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 834 quote: you cannot extend modify override or add new capabilities to chat um we certainly aspire to unlock this in the future but for now - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=875s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 875 quote: chat can find records in your custom objects your tables and your list Pages uh so if you for example have added the the - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=977s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 977 quote: your data is not used to train the foundation AI models and your data is protected by the most comprehensive Enterprise compliance and security - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=977s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 977 quote: the queries you type in co-pilot chat uh will uh respect the users permission uh sets that have been assigned - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=1059s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 1059 quote: we always recommend for demos that you use CDX uh customer digital experiences um just go to aka.ms CDX uh sign in with your - kind: video url: https://www.youtube.com/watch?v=j5ULVClJaKU&t=1240s title: "Introducing: Chat with Copilot ( 2024 release wave 1)" date: "2024-04-04T13:30:30.000Z" commit: null t: 1240 quote: we've made it really easy with a single click to be able to get more information from co-pilot when the Tool tip just doesn't links: learn: [] objects: - object/page/48 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: j5ULVClJaKU channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=j5ULVClJaKU published_at: "2024-04-04T13:30:30.000Z" duration_s: 1508 captions: full audience: - administrator - functional consultant - partner - developer - decision maker chapters: - t: 0 title: Introduction to Chat with Copilot - t: 149 title: Chat demo - finding records and answering questions - t: 370 title: Conversation features and follow-up questions - t: 490 title: How to formulate effective questions for Copilot - t: 625 title: Documentation search and product help capabilities - t: 753 title: Availability, licensing, and extensibility - t: 793 title: Rollout, Regional Availability, and Licensing - t: 916 title: Chat Extensibility and Data Sources - t: 957 title: Trust, Data Protection, and Responsible AI - t: 1059 title: Demo Setup and Configuration Tips - t: 1199 title: "Live Demo: Field-Level Help with Chat" - t: 1333 title: Feedback Mechanisms and Additional Resources - t: 1414 title: Extensibility Options and Closing Remarks features: - name: Chat with Copilot status: preview t: 17 verified: true status_source: video - name: Record finding capability status: unclear t: 149 verified: false status_source: video - name: Conversational query refinement status: unclear t: 458 verified: false status_source: video - name: Documentation search status: unclear t: 625 verified: false status_source: video - name: Custom object support status: unclear t: 834 verified: false status_source: video - name: Shared results to Teams status: unclear t: 353 verified: false status_source: video - name: No Additional Cost for Chat and Copilot status: unclear t: 814 verified: false status_source: video - name: Chat Extensibility Not Available status: unclear t: 834 verified: false status_source: video - name: Responsible AI Standards in Chat status: unclear t: 957 verified: false status_source: video - name: Data Protection and Permissions in Chat status: unclear t: 977 verified: false status_source: video - name: Chat Demo Environment Setup via CDX status: unclear t: 1059 verified: false status_source: video - name: Copilot Capabilities Page for Admins status: unclear t: 1119 verified: false status_source: video - name: Azure OpenAI Regional Consent status: unclear t: 1139 verified: false status_source: video - name: Chat Field-Level Help Feature status: unclear t: 1219 verified: false status_source: video - name: Chat Feedback Mechanism status: unclear t: 1333 verified: false status_source: video objects_mentioned: - page posted sales invoices list - page sales orders - page vehicles list page - page general ledger quotes: - t: 37 text: we're excited to announce uh the ability to chat with Microsoft co-pilot within Dynamics 365 business Central uh will enter public preview in 2024 check: exact - t: 37 text: co-pilot is the the AI powered assistant that empowers people to express themselves in their own words uh to find records as well as check: snapped - t: 550 text: essentially it looks up uh the relevant page uh for your ask and then tries to construct a filter on this page uh to check: exact - t: 733 text: rather than trying to fabricate some answer it will say that there's no information in the documentation on how to do this check: exact - t: 773 text: co-pilot in business Central in general is available exclusively for business Central online which means you won't find it on business Central deployed to check: exact - t: 793 text: roll out starts with our us customers uh and then throughout the release wave over a number of weeks and months we'll make that check: exact - t: 793 text: um that means you'll find it with major update 24.0 or later uh roll out starts with our us customers uh and then throughout check: exact - t: 793 text: with the exception of Canada where chat will not be available to Canadian customers uh due to compliance reasons check: exact - t: 814 text: chat and in fact co-pilot in business Central in general is available with business Central licenses at no additional cost check: exact - t: 814 text: finally chat is available in English only while in preview check: exact - t: 834 text: you cannot extend modify override or add new capabilities to chat um we certainly aspire to unlock this in the future but for now check: exact - t: 875 text: chat can find records in your custom objects your tables and your list Pages uh so if you for example have added the the check: exact - t: 977 text: your data is not used to train the foundation AI models and your data is protected by the most comprehensive Enterprise compliance and security check: exact - t: 977 text: the queries you type in co-pilot chat uh will uh respect the users permission uh sets that have been assigned check: snapped - t: 1059 text: we always recommend for demos that you use CDX uh customer digital experiences um just go to aka.ms CDX uh sign in with your check: exact - t: 1240 text: we've made it really easy with a single click to be able to get more information from co-pilot when the Tool tip just doesn't check: exact --- # Introducing: Chat with Copilot ( 2024 release wave 1) > Chat with Copilot in Business Central (2024 release wave 1): finding records with natural language, searching Business Central documentation, and field-level help. Covers the preview limits, rollout and regional availability, licensing, permissions and data protection, and demo setup with CDX. [Watch on YouTube](https://www.youtube.com/watch?v=j5ULVClJaKU) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 25:08 · tier official · reviewed (checked by Opus) ## Overview The video introduces Chat with Copilot, announced to enter public preview in 2024 release wave 1 and available from major update 24.0. It demos finding records through filters on the relevant page, follow-up questions that refine results, sharing found records to Teams, documentation search with links, and field-level help from a single click on a field. It also covers the limits that matter for planning. Chat is for Business Central online only, is English only in early rollout, is not available to Canadian customers, and cannot be extended. It is included with Business Central licenses at no additional cost. The video explains permissions, data protection, responsible AI, the admin Copilot capabilities page, regional Azure OpenAI consent, feedback buttons, and setting up a demo tenant through CDX. ## Key points - Chat is available only on Business Central online (major update 24.0 or later), not on-premises or private cloud. Rollout starts with US customers and continues over weeks and months. - During preview, chat is English only, is not available to Canadian customers for compliance reasons, and is not aware of the current page context unless you mention it. - Record finding works by looking up the relevant page and building a filter. Naming the record type explicitly gives better results. Follow-up questions refine earlier results. - Documentation search is limited to Business Central docs. If the answer is not there, Copilot says so instead of making one up. It cannot answer about custom fields or company-specific processes. - Chat cannot be extended, modified or overridden in preview. It can still find records in custom objects, tables and list pages without extra partner work. - Chat respects user permission sets, and customer data is not used to train foundation models. Some environments need admin consent for Azure OpenAI in another region. The Copilot capabilities page for admins shows whether chat is available and active. - Chat and Copilot come with Business Central licenses at no additional cost and with no minimum seats. For demos, partners can spin up a tenant with CDX (aka.ms/CDX). ## Chapters - [0:00](https://www.youtube.com/watch?v=j5ULVClJaKU&t=0s) Introduction to Chat with Copilot - [2:29](https://www.youtube.com/watch?v=j5ULVClJaKU&t=149s) Chat demo - finding records and answering questions - [6:10](https://www.youtube.com/watch?v=j5ULVClJaKU&t=370s) Conversation features and follow-up questions - [8:10](https://www.youtube.com/watch?v=j5ULVClJaKU&t=490s) How to formulate effective questions for Copilot - [10:25](https://www.youtube.com/watch?v=j5ULVClJaKU&t=625s) Documentation search and product help capabilities - [12:33](https://www.youtube.com/watch?v=j5ULVClJaKU&t=753s) Availability, licensing, and extensibility - [13:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s) Rollout, Regional Availability, and Licensing - [15:16](https://www.youtube.com/watch?v=j5ULVClJaKU&t=916s) Chat Extensibility and Data Sources - [15:57](https://www.youtube.com/watch?v=j5ULVClJaKU&t=957s) Trust, Data Protection, and Responsible AI - [17:39](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1059s) Demo Setup and Configuration Tips - [19:59](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1199s) Live Demo: Field-Level Help with Chat - [22:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1333s) Feedback Mechanisms and Additional Resources - [23:34](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1414s) Extensibility Options and Closing Remarks ## Features | Feature | Status | At | Evidence | |---|---|---|---| | Chat with Copilot | preview, demoed | [0:17](https://www.youtube.com/watch?v=j5ULVClJaKU&t=17s) | "the ability to chat with Microsoft co-pilot within Dynamics 365 business Central uh will enter public preview in 2024 release Wave 1" ([0:37](https://www.youtube.com/watch?v=j5ULVClJaKU&t=37s)) | | Record finding capability | status not stated, demoed | [2:29](https://www.youtube.com/watch?v=j5ULVClJaKU&t=149s) | | | Conversational query refinement | status not stated, demoed | [7:38](https://www.youtube.com/watch?v=j5ULVClJaKU&t=458s) | | | Documentation search | status not stated, demoed | [10:25](https://www.youtube.com/watch?v=j5ULVClJaKU&t=625s) | | | Custom object support | status not stated | [13:54](https://www.youtube.com/watch?v=j5ULVClJaKU&t=834s) | | | Shared results to Teams | status not stated, demoed | [5:53](https://www.youtube.com/watch?v=j5ULVClJaKU&t=353s) | | | No Additional Cost for Chat and Copilot | status not stated | [13:34](https://www.youtube.com/watch?v=j5ULVClJaKU&t=814s) | | | Chat Extensibility Not Available | status not stated | [13:54](https://www.youtube.com/watch?v=j5ULVClJaKU&t=834s) | | | Responsible AI Standards in Chat | status not stated | [15:57](https://www.youtube.com/watch?v=j5ULVClJaKU&t=957s) | | | Data Protection and Permissions in Chat | status not stated | [16:17](https://www.youtube.com/watch?v=j5ULVClJaKU&t=977s) | | | Chat Demo Environment Setup via CDX | status not stated, demoed | [17:39](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1059s) | | | Copilot Capabilities Page for Admins | status not stated | [18:39](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1119s) | | | Azure OpenAI Regional Consent | status not stated | [18:59](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1139s) | | | Chat Field-Level Help Feature | status not stated, demoed | [20:19](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1219s) | | | Chat Feedback Mechanism | status not stated | [22:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1333s) | | ## 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 "posted sales invoices list" at [6:57](https://www.youtube.com/watch?v=j5ULVClJaKU&t=417s) - [page 48 "Sales Orders"](../objects/page/48.md) at [8:50](https://www.youtube.com/watch?v=j5ULVClJaKU&t=530s) - page "vehicles list page" at [14:35](https://www.youtube.com/watch?v=j5ULVClJaKU&t=875s) - page "general ledger" at [20:19](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1219s) Not found in BC28-30: page "posted sales invoices list", page "vehicles list page", page "general ledger". ## Quotes - [0:37](https://www.youtube.com/watch?v=j5ULVClJaKU&t=37s) "we're excited to announce uh the ability to chat with Microsoft co-pilot within Dynamics 365 business Central uh will enter public preview in 2024" - [0:37](https://www.youtube.com/watch?v=j5ULVClJaKU&t=37s) "co-pilot is the the AI powered assistant that empowers people to express themselves in their own words uh to find records as well as" - [9:10](https://www.youtube.com/watch?v=j5ULVClJaKU&t=550s) "essentially it looks up uh the relevant page uh for your ask and then tries to construct a filter on this page uh to" - [12:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=733s) "rather than trying to fabricate some answer it will say that there's no information in the documentation on how to do this" - [12:53](https://www.youtube.com/watch?v=j5ULVClJaKU&t=773s) "co-pilot in business Central in general is available exclusively for business Central online which means you won't find it on business Central deployed to" - [13:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s) "roll out starts with our us customers uh and then throughout the release wave over a number of weeks and months we'll make that" - [13:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s) "um that means you'll find it with major update 24.0 or later uh roll out starts with our us customers uh and then throughout" - [13:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s) "with the exception of Canada where chat will not be available to Canadian customers uh due to compliance reasons" - [13:34](https://www.youtube.com/watch?v=j5ULVClJaKU&t=814s) "chat and in fact co-pilot in business Central in general is available with business Central licenses at no additional cost" - [13:34](https://www.youtube.com/watch?v=j5ULVClJaKU&t=814s) "finally chat is available in English only while in preview" - [13:54](https://www.youtube.com/watch?v=j5ULVClJaKU&t=834s) "you cannot extend modify override or add new capabilities to chat um we certainly aspire to unlock this in the future but for now" - [14:35](https://www.youtube.com/watch?v=j5ULVClJaKU&t=875s) "chat can find records in your custom objects your tables and your list Pages uh so if you for example have added the the" - [16:17](https://www.youtube.com/watch?v=j5ULVClJaKU&t=977s) "your data is not used to train the foundation AI models and your data is protected by the most comprehensive Enterprise compliance and security" - [16:17](https://www.youtube.com/watch?v=j5ULVClJaKU&t=977s) "the queries you type in co-pilot chat uh will uh respect the users permission uh sets that have been assigned" - [17:39](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1059s) "we always recommend for demos that you use CDX uh customer digital experiences um just go to aka.ms CDX uh sign in with your" - [20:40](https://www.youtube.com/watch?v=j5ULVClJaKU&t=1240s) "we've made it really easy with a single click to be able to get more information from co-pilot when the Tool tip just doesn't" ## Disclaimers in the video - [0:37](https://www.youtube.com/watch?v=j5ULVClJaKU&t=37s) preview: ability to chat with Microsoft co-pilot within Dynamics 365 business Central uh will enter public preview in 2024 release Wave 1 - [10:11](https://www.youtube.com/watch?v=j5ULVClJaKU&t=611s) preview: while copal is in preview uh it's not aware of the the context of your current page - [12:53](https://www.youtube.com/watch?v=j5ULVClJaKU&t=773s) preview: because this is in preview there's a few key points we really want you to understand - [13:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s) subject-to-change: chat will not be available to Canadian customers uh due to compliance reasons - [13:13](https://www.youtube.com/watch?v=j5ULVClJaKU&t=793s) other: uh due to compliance reasons chat will not be available to Canadian customers - [13:34](https://www.youtube.com/watch?v=j5ULVClJaKU&t=814s) preview: chat is available in English only while in preview - [13:54](https://www.youtube.com/watch?v=j5ULVClJaKU&t=834s) preview: you cannot extend modify override or add new capabilities to chat um we certainly aspire to unlock this in the future but for now in preview um this is not possible Presenters (as heard): Sam van lout, Mike borch cardana.