Hi, Readers.
Dynamics 365 Business Central 2025 wave 1 (BC26) is generally available. More details: General Available: Dynamics 365 Business Central 2025 release wave 1 (BC26).
I will continue to test and share some new features that I hope will be helpful.
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/summarize-record-copilot?wt.mc_id=DX-MVP-5004336
Whether you’re looking at customer details, a large order, or any other record, you might spend a considerable amount of time on understanding the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes a record into a couple of brief sentences, greatly reducing the effort needed to get to insights about your data and plan your approach.
Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot in Business Central is the world’s first AI-powered assistant across all lines of business. With Copilot in Business Central, small and medium-sized organizations empower their workers through intuitive AI tools that boost creativity and save time. More details: Copilot in Business Central overview.
Summarize with Copilot is a new capability of Copilot in Business Central:
Note
This feature isn’t in the version 26 preview for sandboxes available in March 2025. Try it with the 26.0 release or later.
Let’s see more details.
- A new summary FactBox displays on card and document pages, such as a Customer, Sales Order, Item, and even your custom pages.
- Get summaries of the record by displaying a few bullet points that are the top things you need to know, with even more insights available on demand.
- Copilot searches through data from the current page, from FactBoxes, and from related pages and statistics to identify what is urgent and important, so you don’t have to.
- Summaries are tailored to your role, focusing on what matters to you.
- Interact with the summary to navigate, explore, and quickly act on your data.
- Refresh the summary based on the latest data.
Choose Show more to jump to the Chat with Copilot panel.
You can ask further questions and request Copilot to perform tasks.
Give it a try!!!😁
PS:
1. Note:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/summarize-record-copilot?wt.mc_id=DX-MVP-5004336
- This feature is available as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use. For more information, go to Supplemental terms of use for Dynamics 365 preview.
- This feature is supported in English only. While it can be used in other languages, it might not function as intended. Language quality might vary based on the user’s interaction or system settings, which might impact accuracy and the user experience.
- AI-generated content might be incorrect.
2. Business Central 2025 wave 1 (BC26): Autofill fields with Copilot (New capability of Copilot)
3. What’s new: Summarize with Copilot
END
Hope this will help.
Thanks for reading.
ZHU
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