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Copilot features in Business Central you can use now
Sales line suggestions
On a sales order, Copilot can propose lines from a plain description or a similar past document. It can also work from an attached file such as a customer's order.
- ✓From a text prompt
- ✓Copied from past orders
- ✓Read from an attachment
Marketing text
Drafts a product description from item attributes. You can then publish it to a Shopify store through the connector.
- ✓Tone and length options
- ✓Uses item attributes
- ✓Edited before saving
Bank reconciliation help
Proposes matches between statement lines and ledger entries that rules missed. It also suggests G/L accounts for lines with no match.
- ✓Extra match proposals
- ✓G/L account suggestions
- ✓Accepted line by line
Analysis assist
In analysis mode on a list page, describe the view you want. Copilot then sets up the grouping, filters and totals.
- ✓Pivot-style layouts
- ✓Plain-language request
- ✓Saved as a tab
Data, privacy and the Business Central admin page
You manage Copilot in Business Central on the Copilot and agent capabilities page. An administrator can turn each feature on or off. Some features may need data to move to an Azure OpenAI service in another geography. That happens when none is available in yours. That choice is explicit, and it is worth a conversation with whoever owns data policy in your company.
Microsoft states that it does not use customer data sent to Copilot to train the underlying foundation models. Permissions still apply, because Copilot works within what the signed-in user can see. So a clerk without access to payroll accounts will not get payroll figures through a prompt.
Microsoft updates these features with each release wave, so what is available changes. We keep an eye on the release plan and tell you which new capabilities are worth switching on.
Where Copilot in Business Central helps least
- ✓Poor master data. If item names are cryptic and customer records repeat, the suggestions will be cryptic and repeated too.
- ✓Judgment calls. It can propose a G/L account for a bank line. However, deciding whether something is capital or expense is still your call.
- ✓Low volumes. A company posting a handful of invoices a week will save little time from line suggestions.
- ✓Anything that must be exactly repeatable for audit. Rule-based setups such as bank matching rules and recurring journals remain the backbone.
- ✓Processes nobody has written down. Copilot cannot tell you which approval rule applies if the business has not decided it yet.
- ✓Figures headed for a board pack. Check anything Copilot drafts or summarizes against posted data before you share it.
How we introduce Business Central Copilot to a finance team
- 1
Check the basics first
We make sure bank statement import, matching rules and item data work properly, because Copilot builds on them.
- 2
Switch on one feature
We start with the capability that matches a real pain, not all of them at once. Often that is bank reconciliation or sales line entry.
- 3
Agree how to check its work
Users learn what to look at before accepting a proposal, and who to ask when a suggestion looks wrong.
- 4
Measure against the old way
After a few cycles, the team compares the effort with and without Copilot. Then it decides whether to keep it and what to try next.
Business Central agents: what comes after suggestions
Microsoft has started adding agents to Business Central. One example is a sales order agent that reads customer emails and prepares quotes or orders for a person to confirm. Agents act more independently than the Copilot features above, and they have their own setup, permissions and billing terms.
We treat agents as a pilot rather than a default. Before turning one on, we check availability in your region and the current terms. We also check whether the process it automates is stable enough to hand over.
Copilot in Business Central questions
Is Copilot in Business Central switched on automatically?
Some capabilities are active by default in supported regions, and you turn others on yourself. An administrator can see and change every one on the Copilot and agent capabilities page. If your policy requires it, you can switch everything off.
Can Copilot post transactions on its own?
The Copilot features described here produce proposals. A user checks and accepts them before anything posts. Agents can take more steps on their own. However, each one runs with its own permissions, and you can keep a human in the loop. We recommend keeping a person accountable for anything that reaches the ledger.
Does Copilot see data a user has no right to see?
No. Copilot works in the context of the signed-in user and their permissions. That is another reason to get permission sets right during implementation, since the same rules govern what Copilot can read.
Is this the same as Microsoft 365 Copilot?
They share a name but do different jobs. Copilot in Business Central lives inside Business Central screens. Microsoft 365 Copilot works across Outlook, Teams, Word and Excel. It can reach Business Central data through supported connections. However, Microsoft licenses and manages it separately.
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