What it does
Copilot in Business Central brings AI help into the SMB ERP: analysis assist for filtering and grouping list data, marketing text generation for items, bank reconciliation assistance, sales line suggestions, and a chat that answers "how do I" and finds records and actions.
Key facts
- Several distinct features, not one assistant: Chat with Copilot, Analysis assist, Marketing text, Bank account reconciliation assist, Sales order/line suggestions, and more added each wave.
- Copilot capabilities are included with Business Central but must be enabled by an admin; some are off by default.
- ISVs can build their own Copilot capabilities into AppSource extensions using the AL Copilot toolkit — so a client's Copilot surface may include third-party features.
- Availability and languages vary; some features are region-gated at launch.
When to use / skip
Switch on Chat and Analysis assist broadly — low risk, quick "how do I" and reporting wins. Trial reconciliation and sales-line suggestions with a power user before opening them to everyone.
Configuration decisions
- Which Copilot features you enable in the admin/feature management page.
- Data movement consent, since some capabilities process data outside the geo — review the terms.
- Which ISV-provided Copilot features are in play and their data handling.
Gotchas
- Some features carry a data-movement or preview-terms consent that admins must accept. Skip it and the feature simply won't appear.
- Marketing text and suggestions still need review — great for a starting point, not for unattended posting.
Consultant notes
- BC clients are cost-sensitive; the included Copilot features are an easy value story, so make sure they're actually turned on.
- Check whether their AppSource extensions add Copilot features and where that data goes — governance still applies.
- Confirm regional and language availability for the specific features the client cares about before demoing.
*Recheck after next Business