AI Copilot Knowledge Assistant

Key Features

Natural-language queries over live Business Central data via the BC REST/OData v4 API and AL queries — no SQL, no export to a third-party tool

Permission-aware responses: every read and draft is scoped to the calling user's BC permission sets, so the copilot never returns data the user can't already see

Record drafting and field suggestions — the copilot pre-fills sales orders, purchase orders, contacts, items and journal lines for the user to review and confirm before commit

Document and knowledge grounding: your SOPs, policies, product sheets and PDFs are indexed so answers cite your own content rather than generic web text

Native Copilot framework integration — a PromptDialog / Copilot page and Role Center factbox that match the standard BC copilot UX

Guided actions and navigation: the copilot can open the right list, apply the right filter, or jump to a card from a plain-English request

Delivered as a per-tenant AL extension (table/page extensions + event subscribers) — installed cleanly without modifying base application objects

Generation routed through Azure OpenAI Service (or an endpoint you nominate) so prompts and data stay within your governed Azure tenant

Background indexing and refresh of grounding documents run on the Business Central job queue

Optional Dataverse / Power Platform grounding to pull in knowledge already managed outside Business Central

Audit-friendly: copilot interactions and drafted records follow standard BC change-log and confirmation patterns

Configurable scope — you choose which tables, pages and document sources the copilot is allowed to read and draft against

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Dynamics 365 Business Central.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

What this is

AI Copilot Knowledge Assistant is a conversational copilot embedded directly in Microsoft Dynamics 365 Business Central. Instead of teaching users where every list, filter and field lives, you give them a chat box: they ask "which customers in the GCC are over their credit limit?" or "draft a purchase order to Fabrikam for 50 units of item 1000" and the copilot answers — or pre-fills the record — using your live BC data and your own grounding documents.

This is not an instant AppSource download. ECOSIRE builds the extension to fit your tenant, installs it, and supports it. You buy the build; we deliver a working copilot on your environment.

How it's built

The copilot ships as a per-tenant AL extension. We add a Copilot Page / PromptDialog page (or a Role Center factbox) wired through Business Central's native Copilot framework, plus table and page extensions to surface "Ask Copilot" actions where your users already work. Read access is brokered through the BC REST/OData v4 API and AL queries, never raw SQL. Grounding documents (SOPs, policy PDFs, product docs) are indexed and retrieved so the model answers from your knowledge, not the open internet.

Generation runs through your chosen gateway — Azure OpenAI Service via the Business Central AI module, or an external endpoint you nominate. Every response is permission-aware: the copilot only reads and drafts what the calling user's permission sets allow, so a salesperson never sees payroll. Record drafting uses standard AL write patterns with user confirmation before commit; longer indexing jobs run on the job queue. Where you use Power Platform, we can extend grounding into Dataverse.

You keep the code, the permission model and the data residency. ECOSIRE warrants it works on your version and supports it after go-live.

What you get

A per-tenant Business Central AL extension (.app) implementing the copilot, installed on your sandbox then production environment

Copilot page / PromptDialog UI plus Role Center actions wired into the pages your users work in daily

Configured grounding pipeline: your nominated documents indexed and refreshed on the job queue

Generation gateway configuration against your Azure OpenAI Service (or nominated endpoint), with keys held in your tenant

Permission-set mapping and a setup page so an admin controls which tables, pages and document sources the copilot may access

Source code, deployment notes, and an admin + end-user quick-start guide handed over to your team

Who this is for

Business Central end user / sales or purchasing clerk

Wants conversational help and faster data entry — asks the copilot to find records, summarize a customer, or draft an order instead of navigating menus and building filters by hand.

Finance or operations manager

Needs quick, plain-English answers over BC data (overdue balances, stock positions, open POs) without waiting on a report request, while trusting that permission boundaries are respected.

BC administrator / IT lead

Owns the tenant and wants the copilot delivered as a clean per-tenant extension with auditable permission scoping and generation routed through their own governed Azure OpenAI Service.

How AI Copilot Knowledge Assistant Compares

Criterion	ECOSIRE	Custom Build	Competitor
Conversational natural-language chat over live BC data	Included	Partial support	Partial support
Grounded in your own documents/SOPs/PDFs	Included	Partial support	Not included
Permission-aware responses scoped to BC permission sets	Included	Partial support	Partial support
Record drafting with review-before-commit	Included	Partial support	Partial support
Generation routed through your own Azure OpenAI Service	Included	Partial support	Not included
Delivered as a clean per-tenant AL extension you own the source to	Included	Included	Not included
Built, installed and supported for you (no in-house AL dev needed)	Included	Not included	Partial support
Scope tailored to your tables, pages and document sources	Included	Included	Not included

Frequently Asked Questions about AI Copilot Knowledge Assistant

How long until it's live on our Business Central environment?

Typical delivery is about 2 to 4 weeks from kickoff. We first install and validate on your sandbox: wiring the copilot framework, the OData read paths, your permission mapping and your grounding documents. After you sign off on the sandbox, we install to production. Lead time depends on how many tables and document sources you want in scope and how quickly your Azure OpenAI Service access is provisioned.

What does ongoing support and updates look like after go-live?

Because this is a per-tenant extension we built, ECOSIRE supports it on your environment: bug fixes, permission-scope adjustments and recompiles to stay compatible with Business Central monthly and major version updates. The one-time $499 build covers delivery and initial support; longer-term maintenance and feature additions are handled under a support agreement we'll scope with you. You keep the source code, so you're never locked in.

Will the copilot expose data a user isn't allowed to see?

No. Every read and every draft is brokered under the calling user's Business Central permission sets. The copilot uses the same authorization layer as the rest of BC, so a user can only query or draft against records they could already open manually. We map this explicitly during setup and you control which tables and pages are in scope.

Where does the AI generation actually run, and does our data leave the tenant?

Generation is routed through Azure OpenAI Service via the Business Central AI module, or another endpoint you nominate — keys live in your tenant. Your BC data is retrieved through the OData API at query time and your grounding documents are indexed within your environment. We design it so prompts and data stay within your governed Azure boundary rather than going to a public consumer AI service.

Is this on Microsoft AppSource, and can we customize what it can do?

It is not a public AppSource listing — it's a per-tenant extension we build specifically for you, so there's no instant download. That's also why it's customizable: you choose which tables, pages and document sources are in scope, what records it may draft, and how the Role Center actions appear. Because you receive the AL source, your team or ours can extend it later.