Amann Copilot Basis

Amann Copilot Basis provides the shared foundation for Amann Informatik's Copilot apps in Dynamics 365 Business Central, including the Order Copilot. It centralizes setup, connectivity, and search functions so that AI-powered assistance works reliably across sales and inventory processes. By installing this base, businesses can quickly enable Copilot capabilities without managing separate AI resources.

Key Capabilities

• Unified setup for Copilot apps — configures AI resources and connections for all Amann Copilot apps in one place, with a built-in connection test.
• Flexible AI resource options — uses Business Central's AI resources in production (no Azure subscription needed) and allows a custom Azure OpenAI resource for sandboxes and testing, with API keys stored securely in Isolated Storage.
• Intelligent customer search — finds customers by name, number, or location, including fuzzy matching for spelling variations like Müller and Mueller.
• Comprehensive item search — locates items and variants by keywords, with purchase history and all units of measure; also searches by item number, GTIN, customer/supplier item numbers, and item references.
• Validation checks — automatically checks for blocked customers, exceeded credit limits, blocked items, and insufficient inventory.
• Controlled suggestions — search functions are read-only; records are created only after user confirmation, and Copilot features can be toggled on/off like Microsoft's own.

Integration & Compatibility

Designed exclusively for Dynamics 365 Business Central (SMB ERP), this base integrates seamlessly with Amann Informatik's Copilot apps, such as the Order Copilot. It leverages Business Central's native AI infrastructure and supports an optional Azure OpenAI resource for non-production environments. Deployment is SaaS-based, with automatic installation when any Amann Copilot app is installed. The interface is available in German, French, Italian, and English.

Who It's For

Ideal for small and midsize businesses using Business Central that seek to enhance sales and inventory workflows with AI-driven assistance. Sales and customer service teams benefit from faster, more accurate order processing, while IT administrators appreciate centralized setup and security. Companies with multilingual operations or those needing robust search and validation across customer and item data will find this base essential for leveraging Amann's Copilot apps.