A Business Central Consultant’s Copilot Journey
Step 6 – Analysis Views with Copilot Author: Kim Dallefeld, MVP, MCT, MCP I’m a big fan of Analyze Mode and admittedly not very good at developing views. My best suggestion is just keep trying and use the Business Central Documentation which gives you good examples to work you through so you can learn faster. […]
A Business Central Consultant’s Copilot Journey
Step 5 – Copilot Summary in BC Author: Kim Dallefeld, MVP, MCT, MCP You may have noticed a feature when you open a customer or vendor record in the Fact Box pane. If you have hidden your Fact Boxes, open the pane. There is an option called Summary and just to the left of the […]
A Business Central Consultant’s Copilot Journey
Step 4 – Trying Copilot in BC Author: Kim Dallefeld, MVP, MCT, MCP Now that we’ve seen the prompts in BC, let’s try using Copilot in a real world situation. Using the ‘ask’ feature, Upon my first draft of this article….I typed, ‘show a list of customer invoices past due’ and the results gave me […]
A Business Central Consultant’s Copilot Journey
Step 3 – Finding Copilot in BC Author: Kim Dallefeld, MVP, MCT, MCP As I started trying to learn how Copilot could assist me in Business Central, I decided to explore what I could with the prompts already in BC. Below is the top right of the Business Central user interface Throughout the various pages […]
A Business Central Consultant’s Copilot Journey
Step 2 – Computer Support Assistance Author: Kim Dallefeld, MVP, MCT, MCP I’ve managed my own Microsoft 365 tenant for years, with just my email assigned — making me the sole Global Admin and only user. Everything worked flawlessly until the day, when I apparently changed my password. I must have mistyped a character, because […]
A Business Central Consultant’s Copilot Journey
Step 1 – Computer Support Assistance Kim Dallefeld, MVP, MCT, MCP If you’d asked me a year ago what I knew about AI, “It could fit in a thimble!”, quoting my one of my dad’s sayings. And honestly, he wouldn’t have been far off. Sure, I understood the concept, but I wasn’t using AI—or Copilot—in […]