Dynamics Community Forum Thread Details

Copilot Sales Agent cannot access Contacts/Sales Quotes from Item Availability page context—why?

Hi everyone,

We’re encountering an issue with Copilot / Sales Agent in Business Central and wanted to see if anyone else has experienced something similar.

A user is attempting to generate a Sales Quote using Copilot (Sales Agent). The request includes selecting a customer and adding items. However, when the action runs, we receive an error indicating that the system cannot access the Contacts or Sales Quotes list page, and that the current page context (e.g., Item Availability) does not provide access to customer/contact records.

Details:

User has SUPER and D365 BUS FULL ACCESS permissions

Issue occurs when initiating the Copilot request from certain pages (e.g., Item Availability)

Error suggests lack of access to Contacts or Sales Quotes list page

Works when manually creating documents through standard page

Questions:

Any guidance or best practices would be appreciated.

Is Copilot restricted by page context when executing actions (i.e., does it require being initiated from a page that exposes the required tables like Customers or Sales Quotes)?

Are there additional setup steps required for Copilot / Sales Agent to access Contacts or Sales documents beyond standard permissions?

Has anyone configured Copilot to consistently generate quotes/orders regardless of the starting page?
Does anyone know what profile Co-Pilot uses to access the pages?

Thanks,

Will

Categories:

Dynamics 365 Business Central

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