COPILOT & AI
Copilot & AI in Business Central
Bring AI into Business Central where it has a clear task, trusted data and a controlled review process—while treating release status, licensing and governance as part of the solution.
PROCESS & FIT
Adopt Business Central AI with a Use-Case and Governance First Approach
Business Central Copilot and agent capabilities are evolving quickly. Start by identifying repetitive or information-heavy tasks, confirm the feature is generally available or clearly labelled preview for your environment, then define human review, permissions, data quality and success criteria.
- Microsoft-delivered Copilot experiences and agents as released for the customer’s Business Central version/region
- Natural-language assistance where available
- Information discovery/summarization where released
Where AI Initiatives Need More Control
Disconnected processes, manual workarounds and inconsistent data can make day-to-day control harder than it needs to be. These are common signs that the current process deserves a closer look.
Preview features are marketed as finished functionality
Users trust generated content without review
Permissions/data quality are not considered
Agent/Copilot credit requirements are unclear
No owner exists for exceptions
Business Central AI Opportunities to Explore
Business Central can bring these activities into a more connected working environment. The exact configuration should reflect your processes, users, controls, reporting and integration needs.
Microsoft-delivered Copilot experiences and agents as released for the customer’s Business Central version/region
Natural-language assistance where available
Information discovery/summarization where released
AI-assisted workflows/agents
Custom Copilot/agent extensions where supported
Power Automate/Power Platform integration
Governance/monitoring
AI Capability Must Be Verified at the Time of Implementation
Availability can vary by Business Central version, release wave, tenant, geography, preview or general-availability status and licensing. Some Dynamics 365 agents can require Copilot Credits, so the latest Microsoft release and licensing information should be confirmed for your environment before implementation.
What a Governed AI Approach Can Help You Achieve
The goal is clearer day-to-day control, more consistent information and better visibility of the transactions and exceptions that matter to your team.
Prioritized use cases
Feature/status check
Licensing/credit assumption
Data/permission review
Human-in-the-loop design
Pilot success criteria
Exception monitoring
Adoption/governance plan
Responsible AI Adoption Path
Where AI Can Add Value
Identify task → Verify released feature → Prepare data/permissions → Pilot with defined users → Review output/risks → Measure usefulness → Scale only where governance and value are clear.
Availability, Licensing and Governance to Review
Availability can vary by Business Central version, release wave, tenant, geography, preview or general-availability status and licensing. Some Dynamics 365 agents can require Copilot Credits, so the latest Microsoft release and licensing information should be confirmed for your environment before implementation.
Why Leaforge for Business Central AI Adoption
Leaforge helps you identify practical AI use cases, verify current Microsoft capabilities, prepare the right data and permissions, and introduce Copilot or agent scenarios with appropriate human review and governance.
Frequently Asked Questions
Here are answers to common questions about Business Central AI. The right approach can vary depending on your processes, data, licensing and integration requirements.
Which Copilot features are available now?
Business Central Copilot and agent capabilities change by release, geography and feature status. Before recommending a use case, Leaforge confirms what is currently available for your Business Central environment and whether the feature is generally available or still in preview.
Are any features still preview?
Some AI capabilities can be released in preview before general availability. Preview features should be evaluated carefully and confirmed against the current Microsoft release information before they are used in a production process.
Do agents require Copilot Credits?
Some Business Central agent scenarios can require Copilot Credits sold separately. The licensing and commercial model should be checked for the specific agent or AI scenario before deployment.
Can AI access all Business Central data?
No AI feature should be treated as having unrestricted access to everything in Business Central. Available data depends on the feature, the user or agent permissions, the configured environment and the Microsoft capability being used.
How do permissions apply?
Business Central permissions and the security model remain important when AI is introduced. Users and agents should only work with the data and actions required for the approved use case.
Can custom AI/agents be built?
Potentially, yes. Custom AI or agent scenarios can be explored using supported Microsoft extensibility, APIs and Power Platform capabilities. The design depends on the task, data, security, licensing and the actions the solution needs to perform.
How should users review generated content?
Use human review wherever generated content or suggested actions could affect customers, suppliers, financial data or operational decisions. The review level should match the risk and importance of the process.
How do we choose a safe pilot?
Start with one clearly defined, lower-risk task where the expected output is easy to review. Use a small group of users, define success criteria, monitor exceptions and expand only after the process is useful and well understood.
Explore Practical AI Opportunities in Business Central
Tell us which Business Central tasks are repetitive or difficult to navigate. We can check current Microsoft capabilities and help design a controlled pilot around the right use case.