Business Central 2025 wave 1 (BC26.3): Chat with Copilot to learn how to use installed add-on apps

Dynamics 365 Business Central

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).
And minor update 26.3 for Business Central 2025 release wave 1 has been released for Business Central online. More details: Cumulative Update Summary for Microsoft Dynamics 365 Business Central (July, 2025)

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

Chat with Copilot to learn how to use installed add-on apps:

Business value
With 2024 release wave 1, we introduced chat with Copilot: a conversational experience where people can get assistance from Microsoft Copilot to find data, get unblocked, or learn new skills. Most of our customers install one or more ISV add-on apps from Microsoft AppSource to enhance Business Central with industry-specific solutions, localized functionality, or other critical capabilities that meet their needs. Now, Copilot in Business Central can explain and guide workers through using functionality of these add-on apps, transforming Copilot from a simple “librarian” to an in-house expert that understands your unique Business Central.

Chat with Copilot to learn how to use installed add-on apps | Microsoft Learn

Microsoft Copilot is an AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. By chatting with Copilot in Business Central, you can ask questions and find business data using natural language. Here’s what you can do:

  • Find business data for your company in Business Central. Use chat to look up and open data about entities or records related to business processes, such as customers, vendors, sales orders, and items. For example, ask: “Show me the latest sales order for Adatum”.Copilot can also organize data for you. Just ask it to group records or do calculations like adding or averaging, and it generates an analysis tab, displaying the results.
  • Get explanations or step-by-step guidance on various tasks. For example, ask: “Help me understand dimensions” or “How do I post a sales order”. Learn more about prompting in Prompting for aggregating data on analysis tabs.
  • Know the purpose and use of each field. When you choose Ask Copilot in a tooltip for a field, chat opens with an Explain prompt for the field name and Copilot provides information about it. Copilot links to the articles it referenced, so it’s easy to verify the description.

More details: Chat with Copilot (preview)

We have briefly discussed this before, Business Central 2024 wave 1 (BC24): Chat with Copilot

With this minor update, Copilot’s chat capabilities have been enhanced with the following:

1. To enhance Copilot with information from the web, administrators must first Enable Bing Search from the Copilot & agent capabilities page.

By enabling Bing Search, you agree to data being processed by the Bing Search Service outside of your environment’s geographic region or compliance boundary.

2. Users can ask questions about content from installed add-on apps, such as new pages, fields, and business processes.

3. Copilot explains and guides based on online documentation provided by the apps installed in your Business Central environment.

4. The Ask Copilot icon is available in tooltips for custom fields that originate from installed apps.

PS: If you add Help Links, the Ask Copilot button will not appear. More details: Dynamics 365 Business Central: Adding Help Links

5. These enhancements are currently available in sandbox environments only.

Note:

  • Copilot responses are subject to availability and quality of the documentation provided by each app publisher. Microsoft isn’t responsible for third-party content provided by app publishers.
  • This feature is part of Copilot chat and is available as a preview for sandbox environments in any country localization. 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 may impact accuracy and the user experience.
  • AI-generated content might be incorrect.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/chat-copilot-learn-use-installed-add-on-apps?wt.mc_id=DX-MVP-5004336

Great, give it a try!!!😁

PS:
1. Does chat work with my customizations?

2. Improve Copilot and agent output for your extensions: In most cases, Copilot and agents use generative AI to view, learn, and use Business Central like any user. These tasks rely on the quality of the text displayed in Business Central captions, notifications, and messages, and the quality of your online documentation to explain new concepts and business processes introduced in your Business Central extensions.

Here are some practical examples to improve the quality of Copilot output:

3. While in preview, Copilot can’t provide guidance or answer questions based on documentation for your extensions. This functionality is coming in a later release update. More details: Influence Copilot and agents without extending them

END

Hope this will help.

Thanks for reading.

ZHU

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