Business Central – Summarise with CoPilot

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.

From April 2025, Copilot summarises a record into a couple of brief sentences, greatly reducing the effort needed to get an overview of your data and plan your approach.

Summarise is a new capability of Copilot in Business Central:

• A new summary FactBox displays on card and document pages, such as a Sales Order, Item, and even your custom pages.
• Summarizss the record by displaying the top three most impactful insights, with even more insights available on demand.
• Interact with the summary to peek into or navigate to related data.
• Refresh the summary based on the latest data.

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 production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use.
• 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.

If you’d like to discuss more about Business Central’s upcoming changes, or about making the move across to BC, reach out today to Brookland Solutions for a no obligation discussion. Get in touch!