Work Smarter, Not Harder: Use Copilot to Summarize Records in Dynamics 365 BC
With the 2025 Wave 1 release, Dynamics 365 Business Central becomes even more user-friendly thanks to a smart new feature powered by Copilot: Summarize a Record.
This feature allows users to instantly view a plain-language summary of key records, such as customers, vendors, items, and sales or purchase documents. Instead of clicking through multiple tabs or analyzing raw data, you now get a clear, AI-generated overview in seconds.
The Summarize with Copilot action reviews all relevant data from a record and provides a quick summary in natural language.
Steps to use this feature:
Open a supported record (e.g., a customer or sales order).
Click on “Summarize with Copilot” which is on right side.
Copilot instantly generates a readable summary based on available data.
This works seamlessly across environments where Copilot is enabled and enhances the way you interact with Business Central data.
To conclude, summarize a Record with Copilot is a perfect example of working smarter, not harder. Whether you’re preparing for a customer call, reviewing a vendor, or checking on an item, this feature gives you quick context without the clicks.
It’s one more step toward making Business Central faster, simpler, and more intelligent just like modern business software should be.
