With the release of Business Central 2025 Wave 1, Microsoft has introduced a new AI-powered feature: 'Summarise with Copilot'. This tool provides concise overviews of records, such as customer details or sales orders, enabling users to quickly grasp key information without manually sifting through data.
Exploring the Feature
Upon opening a customer card, you'll notice a new 'Summary' FactBox at the top of the sidebar. This feature doesn't require any prompts; simply click 'Start summarising' to generate a brief overview.
In the Business Manager role, the summary provides insights like outstanding balances, overdue invoices, and total sales. Clicking 'Show me more' opens a chat with Copilot, offering deeper analysis:
Interactive elements within the summary, such as dotted numbers or underlined values, allow for quick navigation to specific fields or filtered pages.
Switching roles, for instance to Accountant, slightly alters the summary to highlight information pertinent to that role:
Applicability Across Entities
The 'Summarise with Copilot' feature isn't limited to customer records. It's also available for vendors:
items:
and sales orders:
Microsoft's Official Description
According to Microsoft, the 'Summarise' capability in Copilot offers:
- A new summary FactBox on card and document pages, including custom pages.
- Bullet-point summaries highlighting key information, with additional insights available on demand.
- Analysis of data from the current page, FactBoxes, and related statistics to identify urgent and important information.
- Role-tailored summaries focusing on relevant data.
- Interactive summaries for easy navigation and action.
- Refreshable summaries based on the latest data.
Conclusion
Overall, 'Summarise with Copilot' is a valuable addition to Business Central, saving time and providing quick insights into key performance indicators. Give it a try and see how it enhances your workflow!
Next Steps
Learn more about Copilot in Dynamics 365 Business Central here and don't hesitate to reach out to us should you have any queries about the updates.
