Introducing Copilot in Dynamics 365 Business Central 2025 Release Wave 1

Introducing Copilot in Dynamics 365 Business Central 2025 Release Wave 1

Microsoft's 2025 Release Wave 1 for Dynamics 365 Business Central brings significant enhancements with the integration of Copilot, an AI-powered assistant designed to streamline workflows and boost productivity.

🌟 Key Copilot Features:

• AI-Powered Chat for Add-On Exploration Copilot now includes a smart chat feature that allows users to explore and understand installed apps, their functionalities, and related business processes. It streamlines onboarding by delivering instant, contextual answers to user questions.

• Enhance Purchase Order Line Matching with Copilot Improves the accuracy of matching purchase order lines, reducing manual effort.

• Sustainability Tracking Copilot estimates gas emissions for sustainability journals based on input parameters, aiding organizations in their environmental reporting and compliance effort.

• Summarize with Copilot Provides AI-generated summaries of records, offering quick insights into essential data. This minimizes financial discrepancies and streamlines invoice approval.

• Sales Order Agent Automates sales order processing by interpreting customer emails, checking item availability, creating quotes and orders, and generating PDF document.

• Autofill Fields with Copilot Automatically populates fields to expedite data entry processes.

• Automate Payables Processes with the Payables Agent Streamlines payables by automating routine task. These features aim to reduce manual workloads, improve data accuracy, and provide quick insights, enabling businesses to make informed decisions faster.

 Why It Matter

These Copilot enhancements are designed to reduce manual workloads, improve data accuracy, and provide quick insights, enabling businesses to make informed decisions faster.

https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/planned-features?utm_source=chatgpt.com#copilot-and-ai

Copilot & Agent capabilites feature

There is a new PermissionSet for Co-pilot - if the user don't have access to the chat

Note: It's a good idea to occasionally clear the chat, as Copilot may lose context during longer conversations.

Copilot chat now is interactive, you can click on the link which will take you to the record itself

Summarization 

This tells Copilot which fields to include in the AI-generated record summaries (e.g., customer insights).

Use Copilot in Custom Pages

If you're building a new custom page, you can also define Copilot summaries directly using the same summaryMetadata structure.

Future Extensibility (coming soon)

Microsoft plans to expand Copilot extensibility further with:

• Custom Copilot actions or tasks

• Prompt customization

• Deeper integration into custom business logic

Keep an eye on updates from the Dynamics 365 Business Central Release Plan for what's next.

Why Should Each Client Extend Copilot?

Every Business Central environment is unique — customized pages, fields, and processes mean the default AI behavior might not cover what's most important. Here's why clients benefit from extending Copilot:

• Tailored Business Context - Custom summaries and AI interactions reflect your specific data and workflows, not just standard tables.

• Enhance user experience with meaningful AI-generated summaries and insights.

• Improve process efficiency by surfacing the most relevant information.

• Support adoption of Copilot by aligning it with real-world business usage.

• Enable better understanding of installed apps and extensions using natural language.

That’s a wrap! Drop your thoughts in the comments—would love to hear what you think.