Merge pull request #3158 from MicrosoftDocs/main

copilot issues

business-central/ai-copilot-data-movement.md

@@ -5,7 +5,7 @@ author: jswymer
 ms.author: jswymer
 ms.reviewer: jswymer
 ms.topic: conceptual
-ms.date: 11/30/2023
+ms.date: 04/16/2024
 ms.custom: bap-template 
 ms.collection:
   - bap-ai-copilot
@@ -30,20 +30,20 @@ The following table shows the Azure OpenAI Service's geography used by Copilot,
 | Environment Azure region| Azure OpenAI Service geography|Admin action required to unlock Copilot| 
 | - | - | - |
 |Asia (East, South East) |United States|Yes|
-|Australia (South East)| United States |Yes |
+|Australia (South East)| Australia |No |
 |Brazil (South) |United States|Yes|
 |Canada (Central, East)|United States|Yes|
 |Europe (West, North)| Sweden or Switzerland |No\*|
 |France (Central, South)| Sweden or Switzerland |Yes|
 |Germany (North, West Central)| Sweden or Switzerland |Yes|
-|India (Central, South)|United States|Yes|
+|India (Central, South)|India|No|
 |Japan (East, West)|United States|Yes|
 |Korea (Central, South)|United States|Yes|
 |Norway (East, West)|Sweden or Switzerland |Yes|
 |South Africa (North, West)|United States|Yes|
 |Switzerland (North, West) |Sweden or Switzerland |Yes|
 |United Arab Emirates (North, West)|United States|Yes|
-|United Kingdom (South, West)|United Kingdom|Yes|
+|United Kingdom (South, West)|United Kingdom|No|
 |United States (Central, East, North Central, South Central, West) |United States|No|
 
 \* For environments in West Europe and North Europe Azure regions, Business Central automatically opts in to data movement across geographies, but administrators can choose to opt out at any time.

business-central/bank-reconciliation-with-copilot.md

@@ -8,7 +8,7 @@ ms.topic: how-to
 ms.collection:
   - get-started
   - bap-ai-copilot
-ms.date: 03/27/2024
+ms.date: 04/15/2024
 ms.custom: bap-template 
 ---
 
@@ -34,7 +34,7 @@ Bank account reconciliation assist is a set of AI-powered features that assist y
 
   For residual bank transactions that can't be matched to any ledger entries, Copilot compares the transaction description with G/L account names, suggesting the most likely G/L account to post to. For example, Copilot might suggest that transactions with the narrative "Fuel Stop 24" be posted to the "Transportation" account.
 
-   Go to [Transfer unmatched bank transactions to suggested general ledger accounts](#transfer-unmatched-bank-transactions-to-suggested-general-ledger-accounts).
+   Go to [Post unmatched bank transaction amounts to suggested general ledger accounts](#post-unmatched-bank-transaction-amounts-to-suggested-general-ledger-accounts).
 
 ## Prerequisites
 
@@ -113,41 +113,40 @@ In the **Matched Proposals** section, review the suggested matches line by line,
 - To post the fully matched reconciliation automatically when you save it, turn on the **Post if fully applied** switch.  
 - To save the matches currently shown in the Copilot window, select **Keep it**.
 
+## Post unmatched bank transaction amounts to suggested general ledger accounts
 
-## Transfer unmatched bank transactions to suggested general ledger accounts
-
-In this section, you learn how to use Copilot to transfer unreconciled bank account statements from the bank account ledger to a general ledger account. This task can only be done from an existing reconciliation. 
+In this section, you learn how to use Copilot to post unreconciled bank account statement line amounts (specified in the **Difference** field) to a general ledger account. This task can only be done from an existing reconciliation.
 
 1. Go to the **Bank Account Reconciliations** list, and open the existing reconciliation that includes the unreconciled lines.
 
    Start by opening an existing bank account reconciliation. This step provides you with a clear view of any unreconciled bank statement lines that need to be transferred to the general ledger account.
 
-2. In the **Bank statement lines** pane, identify the unmatched bank statement lines pane and select one or more lines that you want to reconcile.
+1. In the **Bank statement lines** pane, identify the unmatched bank statement lines pane and select one or more lines that you want to reconcile.
 
-   These lines are the statement lines that Copilot focuses on for transfer to the general ledger account.
+   These lines are the statement lines that Copilot focuses on for posting new payments to the general ledger account.
 
-3. Select **Transfer to G/L Account** to start the process.
+1. Select **Post Difference to G/L Account** to start the process.
 
-   ![Shows the transfer to G/L with copilot action on the Bank Acc. Reconciliation card](media/bank-reconciliation-transfer-gl-copilot-card.svg) 
+   ![Shows the transfer to G/L with copilot action on the Bank Acc. Reconciliation card](media/bank-reconciliation-transfer-gl-copilot-card.png) 
 
-   This step prompts Copilot to start generating proposals for the transfer.
+   This step prompts Copilot to start generating proposals for posting new payments.
 
-4. Once Copilot has finished generating proposals, the **Copilot G/L Account Transfer Proposals** window opens.
+1. Once Copilot has finished generating proposals, the **Copilot Proposals for Posting Differences to G/L Accounts** window opens.
 
    This window displays the proposals in the **Matched Proposal** section. The experience is similar to reconcile with Copilot.
 
    ![Shows the transfer to G/L with copilot proposed matches page for bank account reconciliation](media/bank-reconciliation-gl-transfer-proposed-matches.png) 
 
-5. Review each proposal line by line to ensure the accuracy of the suggested transfers.
+1. Review each proposal line by line to ensure the accuracy of the suggested payments to be posted.
 
-   - If you drill down on the proposal by selecting it in the list, you're taken to a list of accounts. From here, you can choose another account. This kind of manual correction is only possible when using the **Transfer to G/L Account** flow, not in the matching flow. 
+   - If you drill down on the proposal by selecting it in the list, you're taken to a list of accounts. From here, you can choose another account. This kind of manual correction is only possible when using the **Post Difference to G/L Account** flow, not in the matching flow. 
    - If you select **Save...** next to a proposal, you can add the mapping to the **Text-to-Account Mapping** page, so the next time this text appears while matching, it will be mapped to the proposed account.
 
-6. Discard or save proposals.
+1. Discard or save proposals.
 
    - If you want to discard a specific proposal, select it in the list and then select **Delete Line**. To discard all proposals and exit Copilot, select the discard button (trash can) ![Shows the trash can icon for deleting all Copilot proposal for bank account reconciliation](media/copilot-delete-trash-can.png) next to the **Keep it** button at the bottom of the window.
-   
-   - If the proposals meet your requirements and you want to save them, select **Keep It**. 
+
+   - If the proposals meet your requirements and you want to save them, select **Keep It**.
 
       This step confirms the transfer of the currently selected proposals from the bank account ledger to the general ledger account. It posts new payments to the proposed G/L Accounts and applies corresponding lines to the resulting bank account ledger entries.
 

business-central/chat-with-copilot.md

@@ -103,9 +103,9 @@ Prompt: `How does I save my filterrings to do them later?`
 
 In this example, you ask Copilot for guidance on how to perform some task in Business Central. Copilot can usually understand the intent of your question, even if there are a few grammatical errors, spelling mistakes or abbreviations.
 
-Prompt: `Provide feedback on answers`
+## Provide feedback on answers
 
-You can rate the answers you get from Copilot by using the like (thumbs up) button for good rating or the dislike (thumbs down) button for a poor rating. When you select the dislike button, you can choose a reason, including inaccurate, inappropriate, or other. This information us can help us improve suggestions.
+You can rate the answers you get from Copilot by using the like (thumbs up) button for good rating or the dislike (thumbs down) button for a poor rating. When you select the dislike button, you can choose a reason, including inaccurate, inappropriate, or other. This information can help us improve suggestions.
 
 <!--
 1. If you want help getting you're question started, select the prompts either from the **Find**, **Explain**, or **Guide** buttons at the top of the Coplit pane or use the **View Prompts** menu above **Ask a question** box at the bottom.

business-central/copilot-overview.md

@@ -8,7 +8,7 @@ ms.topic: overview
 ms.collection:
   - bap-ai-copilot
   - get-started
-ms.date: 03/27/2024
+ms.date: 04/16/2024
 ms.custom: bap-template
 ---
 
@@ -24,7 +24,7 @@ Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost
 
 Copilot includes a constantly expanding set of capabilities that assist users in different roles and tasks. You can read about Copilot and other AI features in Business Central at [aka.ms/BCAI](https://aka.ms/BCAI). 
 
-## Is Copilot free? 
+## Is Copilot free?
 
 At this time, Copilot in Business Central is included with your Business Central license at no extra cost. This doesn't exclude that fair-use policies, quotas, or pricing might be introduced at a later date.
 
@@ -38,7 +38,11 @@ Business Central offers numerous AI-powered features. Some features, such as sal
 
 ## Is Copilot in Business Central available worldwide? 
 
-Copilot includes a constantly expanding set of capabilities that assist users in different roles and tasks. Each Copilot capability defines its own list of supported regions and supported languages. While most features will likely start out as available only in English, we aspire to unlock more languages and regions over time. You can get an the overview of the Copilot languages and regions available for business applications at [https://dynamics.microsoft.com/availability-reports/copilotreport](https://dynamics.microsoft.com/availability-reports/copilotreport).
+Copilot includes a constantly expanding set of capabilities that assist users in different roles and tasks. Each Copilot capability defines its own list of supported regions and supported languages. While most features will likely start out as available only in English, we aspire to unlock more languages and regions over time. You can get an overview of the Copilot languages and regions available for business applications at [https://dynamics.microsoft.com/availability-reports/copilotreport](https://dynamics.microsoft.com/availability-reports/copilotreport).
+
+## Is Copilot aware of my environment customizations?
+
+Some but not all Copilot features are able to work with your custom pages and tables. For example, you can use [analysis assist](analysis-assist.md) on your custom lists, or [chat with Copilot](chat-with-copilot.md) to find records in custom tables. To understand which Copilot features work with customizations, consult the articles for each feature.
 
 ## Can I develop my own Copilots for Business Central?
 

business-central/enable-ai.md

@@ -5,7 +5,7 @@ author: jswymer
 ms.author: jswymer
 ms.reviewer: jswymer
 ms.topic: how-to
-ms.date: 02/27/2024
+ms.date: 04/16/2024
 ms.custom: bap-template
 ms.search.form: 7775
 ms.collection:
@@ -35,12 +35,12 @@ This article explains how to control Copilot and other AI capabilities in Busine
 
   In 2023 release wave 2, both the marketing text suggestions and bank account reconciliation assist features are included under **Feature Management**. [Learn more](#enable-feature-in-feature-management)-->
 
-If any of these requirements aren't fulfilled, the feature isn't available for use.-->
+If any of these requirements aren't fulfilled, the feature isn't available for use.
 
 ## Prerequisites
 
-- You're using Business Central online <!--[preview version](ai-preview-getstarted.md) of Business Central that's enabled for Copilot.-->
-- You have admin or super permissions in Business Central.  <!--For more information, go to [Configure AI-powered item marketing text with Copilot](enable-ai.md).-->
+- You're using Business Central online.
+- You're an [administrator](#requirements-for-being-an-administrator) in Business Central.
 
 ## Allow data movement across geographies
 
@@ -116,27 +116,46 @@ The following table lists the permissions required to use Copilot features provi
 
 |Copilot features|Required permissions|
 |-|-|
-|Analysis assist|**DATA ANALYSIS - EXEC** permission set or execute permission on the system object 9640 **Allow Data Analysis mode**. These are the same permissions needed to access the analysis mode.|
+|Analysis assist|**DATA ANALYSIS - EXEC** permission set or execute permission on the system object 9640 **Allow Data Analysis mode**. These permissions are the same permissions needed to access the analysis mode.|
 |Bank reconciliation assist|Permission on page 7250 **Bank Acc. Rec. AI Proposal** and page 7252 **Trans. To GL Acc. AI Proposal**.|
 |Chat |There are no permissions or permission sets that control access to chat on a per user basis. If chat is activated, it's available to all users.|
+|Map e-documents |Permission on page 6166 **E-Doc. PO Copilot Prop**|
 |Marketing text suggestions |Permission on page 5836 **Copilot Marketing Text**|
+|Sales line suggestions |Permission on page 7275 **Sales Line AI Suggestions** and page 7276 **Sales Line AI Suggestions Sub**|
 
-To grant or deny access to specific non-Microsoft copilot and AI capabilities, consult the documentation or publisher of that feature to identify which permissions are required.
+To grant or deny access to specific non-Microsoft copilot and AI capabilities, consult the feature's documentation or publisher to identify the required permissions.
+
+## Requirements for being an administrator
+
+You must have either SUPER permissions in Business Central user account or one of the following Business Central licenses:
+
+- Delegated Admin
+- Delegated Helpdesk
+- Global Admin
+- BC Admin
+- D365 Admin
+
+Business Central doesn't yet offer granular, object-level permissions so that only specific administrators can configure Copilot.
 
 ## Next steps
 
 After you enable and consent to the features, you're ready to try them out. Go to:
 
-- [Add marketing text to items](item-marketing-text.md)
-- [Analyze data in analysis mode with Copilot](analysis-assist.md)  
+- [Add marketing text to items with Copilot](item-marketing-text.md)
+- [Analyze list data with help of Copilot](analysis-assist.md)  
 - [Chat with Copilot](chat-with-copilot.md)
-- [Reconcile using bank account reconciliation assist](bank-reconciliation-with-copilot.md)
+- [Map e-documents to purchase order lines with Copilot](map-edocuments-with-copilot.md)
+- [Reconcile bank accounts with Copilot](bank-reconciliation-with-copilot.md)
+- [Suggest lines on sales orders with Copilot](sales-suggest-sales-lines-with-copilot.md)  
 
 ## See also
 
 [Troubleshoot Copilot and AI capabilities](ai-copilot-troubleshooting.md)  
 [FAQ for analysis assist](faqs-analysis-assist.md)  
 [FAQ for bank reconciliation assist](faqs-bank-reconciliation.md)  
 [FAQ for chat with Copilot](faqs-chat-with-copilot.md)  
+[FAQ for mapping e-documents with purchase orders](faqs-map-edocuments.md)  
 [FAQ for marketing text suggestions](faqs-marketing-text.md)  
+[FAQ for sales line suggestions](faq-sales-suggest-sales-lines-with-copilot.md)  
+
 [Marketing text suggestions overview](ai-overview.md)  

business-central/privacy-connected-services.md

@@ -5,7 +5,7 @@ author: jswymer
 ms.topic: overview
 ms.service: dynamics-365-business-central
 ms.search.keywords: privacy, trial, Microsoft services
-ms.date: 12/12/2023
+ms.date: 04/14/2024
 ms.author: jswymer
 ms.reviewer: jswymer
 ms.collection:
@@ -22,7 +22,7 @@ The following table indicates the connections to Microsoft services that are aut
 |Microsoft Teams|Yes|No|**Share to Teams** action on **Item** card |[Managing Teams Integration with Business Central](admin-teams-integration.md)|  
 |Microsoft OneDrive for Business|Yes|No|**Open in OneDrive** action on **Item** attachments |[Managing OneDrive Integration with Business Central](admin-onedrive-integration.md#configure-onedrive-using-onedrive-setup)|  
 | Microsoft Power Automate |Yes|No|**Automate** actions on **Item** card |[Set Up Power Automate Integration](/dynamics365/business-central/dev-itpro/powerplatform/power-automate-setup)|
-| Microsoft Azure OpenAI Automate |Yes |No|**Copilot (preview)** |[Configure AI-powered item marketing text with Copilot](enable-ai.md)|
+| Microsoft Azure OpenAI Service |Yes |No|**Copilot** |[Configure AI-powered item marketing text with Copilot](enable-ai.md)|
 
 > [!NOTE]
 > By using features that connect to these services: 

business-central/release-reopen-documents.md

@@ -0,0 +1,49 @@
+---
+title: Release and reopen sales and purchase documents
+description: Learn how to release or reopen sales and purchase documents like order, invoices, and quotes.
+ms.author: jswymer
+ms.reviewer: jswymer
+ms.topic: how-to
+ms.collection: 
+ms.date: 04/16/2024
+ms.custom: bap-template
+author: jswymer
+---
+
+# Release and reopen sales and purchase documents
+
+In this article, you learn how to release or reopen sales and purchase documents like an order, invoice, and quote. You release sales and purchase documents to move them to the next stage of processing before they're posted. When an order is released, it's included in all availability calculations from the expected receipt date of the items.
+
+## Release a sales or purchase document
+
+1. Open the document that you want to release as follows:
+
+   1. In the upper right, select the ![Shows the question mark icon that opens the search box.](media/ui-search/search_small.png) icon to open the search box.
+   1. Enter the document type you're looking for, such as **Sales orders** or **Purchase orders**, then choose the related link.
+   1. In the list, select the document to open it.
+1. In the action bar at the top, select **Release**.
+
+   The **Status** field changes to **Released**.
+
+## Reopen a sales or purchase document
+
+You can make changes to a released sales and purchase document by reopening it.
+
+1. Open the document that you want to reopen as follows:
+
+   1. In the upper right, select the ![Shows the question mark icon that opens the search box.](media/ui-search/search_small.png) icon to open the search box.
+   1. Enter the document type you're looking for, such as **Sales orders** or **Purchase orders**, then choose the related link.
+   1. In the list, select the document to open it.
+1. In the action bar at the top, select **Reopen**.
+
+   The **Status** field changes to **Open**.
+
+You can now make changes to the document before you release it again.
+
+> [!NOTE]
+> On document lines that have already been handled in the warehouse, the only change you can make is to change the quantity.
+
+## See also
+
+[Sales](sales-manage-sales.md)  
+[Purchasing](purchasing-manage-purchasing.md)  

business-central/ui-define-granular-permissions.md

@@ -189,7 +189,7 @@ Administrators can define periods of time during which specified users are able
 
 When you have multiple companies in Business Central, managing permissions across companies requires extra consideration. You might not want users to have identical access rights to all companies. Instead, you may need to grant users' permissions based on their company affiliations. To support this scenario, when you assign permission sets to individual users or security groups, you have the option to select a specific company to which the permission set applies. The company isn't explicitly specified within the permission set, but rather when the permission set is assigned to the user or security group.
 
-If you don't specify the company when assigning a permission set, the permission set then applies to all companies. If you want a permission set to apply to more that one company, but not all companies, add the permission set specifically for each company separately.
+If you don't specify the company when assigning a permission set, the permission set then applies to all companies. If you want a permission set to apply to more than one company, but not all companies, add the permission set specifically for each company separately.
 
 Learn how at [Assign permission sets to users](#assign-permission-sets-to-users) or [Assign permissions to a security group](ui-security-groups.md#assign-permissions-to-a-security-group).