Quick facts
- Price
- $499.00 USD
- dynamics_365_business_central versions
- —
- Setup time
- 30 min
- License
- One-time perpetual
- Languages
- 11 languages
One-time Purchase
AI Copilot Knowledge Assistant
A permission-aware chat copilot inside Business Central that answers natural-language questions over your live BC data, grounds responses in your own documents, and drafts records and field values — built and installed by ECOSIRE as a per-tenant AL extension.
$499.00USD
No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.
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
About this Product
What this is
Why Choose AI Copilot Knowledge Assistant
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
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.
Installation overview
Download from ECOSIRE
Buy the license on ecosire.com and download the AI Copilot Knowledge Assistant module ZIP from your account dashboard.
Upload to Odoo
Extract the ZIP into your Odoo custom addons folder on the server (or upload via Apps > Install from file on Odoo.sh / runbot).
Install the module
Activate Developer Mode, open Apps, click Update Apps List, search for AI Copilot Knowledge Assistant, and press Install.
Configure settings
Open the new menu, paste your ECOSIRE license key, connect any external credentials (Shopify, Amazon, Stripe, etc.), and save.
Verify & go live
Run the built-in connection test, sync your first 10 records, and schedule the recurring cron. Contact support if anything fails.
How AI Copilot Knowledge Assistant Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Conversational natural-language chat over live BC data | ||||
| Grounded in your own documents/SOPs/PDFs | ||||
| Permission-aware responses scoped to BC permission sets | ||||
| Record drafting with review-before-commit | ||||
| Generation routed through your own Azure OpenAI Service | ||||
| Delivered as a clean per-tenant AL extension you own the source to | ||||
| Built, installed and supported for you (no in-house AL dev needed) | ||||
| Scope tailored to your tables, pages and document sources |
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.
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AI Copilot Knowledge Assistant
A permission-aware chat copilot inside Business Central that answers natural-language questions over your live BC data, grounds responses in your own documents, and drafts records and field values — built and installed by ECOSIRE as a per-tenant AL extension.
- 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