AI & Copilot (EN)

Standard BC functionalities using AI are described here https://learn.microsoft.com/cs-cz/dynamics365/business-central/enable-ai.tag.

Copilot

The functionalities that are a standard part of Business Central, including chat and copilot, are described below. However, their list is getting bigger with every BC update.

• ADD marketing text to items using Copilot

• Analyze list data with Copilot

• Autofill fields with Copilot (preview)

• Chat with Copilot

• Map e-documents to purchase order lines using Copilot

• Process sales quotes and orders by using a sales order agent

• Reconcile bank accounts with Copilot

• SUGGEST lines in sales orders using Copilot

• ITEM Substitution Design with Copilot

• NO. Series Suggestions with Copilot

Agent

https://learn.microsoft.com/cs-cz/dynamics365/business-central/sales-order-agent-setup?tabs=soaconfig#configure-and-activate-sales-order-agent

https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/automate-payables-processes-payables-agent

Copilot in OneCore

THERE are now 2 co-pilots in the One. Core system, which makes it easier to work with the contract before activation. These are:

• Change the financing period on the contract before activation API Change Calculation Prompt (54395, PromptDialog). Tag. The functionality is the same as when executed manually and is described bySmlouva bez služeb a Smlouva se službami

• Contract Activation API Change Calculation Prompt (54395, PromptDialog) The functionality is the same as when executed by the wizard, including all checks, and is described in Aktivace smlouvy

Activation of the functionality is in the settings Copilot AI Capabilities (7775, Document).

Copilot can be started from the contract overview API Financing Contract List (4026398, List)

or directly from the card of the contract API Financing Contract (4026396, Card)using the "Change with Copilot..."

SUBSEQUENTLY, a prompt window will open, where sample suggestions of the assignment are also listed