Business Central 2024 wave 1 (BC24): Ask Copilot for help with fields

Hi, Readers.
Dynamics 365 Business Central 2024 wave 1 (BC24) is generally available. More details: General availability: Dynamics 365 Business Central 2024 release wave 1 (BC24)

I will continue to test and share some new features that I hope will be helpful.

Ask Copilot for help with fields:

Business value:
Learning how to use Business Central has never been easier. Getting more information about a given field is now just one click away. Copilot enables you to discover valuable field-specific information from Microsoft Learn without having to search for it. By bridging the gap between Business Central and our extensive Learn content, we’re making it easier than ever for new customers and partners to learn how to use Business Central. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

Feature details:
The introduction of the Copilot-powered chat (see link here) feature in Business Central has changed the game for how people learn and interact with the product. Copilot explains and guides people to learning about Business Central concepts and how to accomplish tasks, based on Business Central’s extensive online documentation. This significantly reduces the time it takes to get unblocked or ramp up your Business Central knowledge.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave1/smb/dynamics365-business-central/learn-more-about-fields-copilot?wt.mc_id=DX-MVP-5004336

This feature will be released into the following Microsoft Azure geographic areas:

Germany
Norway
Singapore
South Africa
Switzerland
United Arab Emirates
United States
Europe
Asia Pacific
United Kingdom
Australia
South America
India
Japan
France
Korea

This feature is part of Chat with Copilot. And, Chat with Copilot starts rolling out with Update 24.0 to US customers, then proceeding to other regions.

In some regions where Azure OpenAI Service is not yet available, administrators must first consent to business data moving across geographic boundaries from the Copilot & AI capabilities page.
More details: Dynamics 365 Business Central: Configure Copilot and AI capabilities (New Copilot & AI capabilities page)

Here is an introductory video from Microsoft: Watch the video

Work smarter with Copilot in Microsoft Dynamics 365 Business Central

PS: Copilot is available exclusively for Business Central online.

Let’s see more details.
Today, the Learn more link in a tooltip opens the Help pane which shows page-level help.

This is an improvement in Business Central 2022 wave 1 (BC20). More details: Business Central 2022 wave 1 (BC20) new features: Context-aware links in the Help pane from Microsoft and partners

In this release (BC24), the Learn more link is replaced by an Ask Copilot link that triggers the Copilot chat pane to open and automatically post in the chat on the user’s behalf, asking about the meaning of the field in question.

By doing so, field-specific help is only one click away, which makes it much easier to understand the value and impact of fields and settings.

This is the same as manually typing in Chat with Copilot, but the results look different.

PS:
1. In regions other than the US of BC24, the Show Help action is displayed differently from the previous version.

2. For now (BC24.0), triggering the Copilot chat functionality from tooltips only works for fields that are native to Business Central. It doesn’t cover fields added by third-party apps. But Ask Copilot can also be used, but the results found in the search are all Microsoft’s first-party ones.

Test video: Youtube

Business Central short video: Ask Copilot for help with fields

Great. Give it a try!!!😁

Note:

This feature is available as a production-ready preview for production and sandbox environments in countries where Copilot Chat is enabled. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
Chat is available only in English. Make sure your user language is set to English in My Settings.
AI-generated content can be incorrect.
Chat with Copilot starts rolling out with Update 24.0 to US customers, then proceeding to other regions.

PS:
1. Business Central 2024 wave 1 (BC24): Chat with Copilot
2. Business Central 2024 wave 1 (BC24): Create sales lines easily with Copilot (Suggest sales lines)
3. Business Central 2024 wave 1 (BC24): Get to insights fast with Copilot-created analysis tabs (Analysis mode)

END

Hope this will help.

Thanks for reading.

ZHU