Summarise with Copilot

Feature Description

Summarising with Copilot introduces AI-driven summaries for records such as Owners, Vendors, and Purchase Orders. Displayed in the FactBox pane, these concise summaries highlight key information tailored to the user's role, drawing from the current page and related data. This enhancement streamlines data comprehension, enabling users to quickly grasp essential details without navigating through multiple pages. The summaries are interactive and refreshable, ensuring users have up to date insights at their fingertips.

🔷 Important

This feature functionality is only available in version 26.0 or later of EliteParks or EliteMarinas. View which version you are on in the Extension Management view within Business Central.

For additional information about security and how Copilot uses your data you can visit this article here: Microsoft Learn - Data, Privacy, and Security for Microsoft 365 Copilot

Feature Video

Feature Screenshots

Business Uses

• Accelerated Decision Making. By providing immediate access to critical record information, users can make informed decisions more swiftly, enhancing overall business agility.

• Enhanced Productivity. Reducing the need to manually sift through extensive data allows employees to focus on more strategic tasks, improving efficiency across departments.

• Improved Data Accuracy. Role specific summaries minimise the risk of overlooking important details, ensuring that users consistently act on accurate and relevant information.

System/User Requirements

System/User Requirements

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