Set up Copilot in Timber
Prerequisites
To use Copilot in Timber, you need access to OpenAI Studio. If you don't already have access, follow the guide: Create and deploy an Azure OpenAI Service resource.
Deploy a model for Business Central
- Sign in to Azure OpenAI Studio.
- Choose the subscription and the Azure OpenAI resource to work with, and select Use resource.
- Under Management, select Deployments.
- Select Create new deployment and configure the following fields:
| Field | Description |
|---|---|
| Name | Enter a name for the deployment. This value is later required in Business Central; choose a meaningful name. |
| Model | Select the model to deploy. Model availability varies by region. For available models per region, see Model summary table and region availability. |
The other settings can be left as default.
- Select Create to deploy the model.
This guide is based on this link
Set up OpenAI connection
In Business Central, you need to setup the connection to OpenAI Studio.
Before you set up the connection, make sure you have the following values:
- Endpoint: The endpoint of the deployment in OpenAI Studio
- Deployment: The deployment name in OpenAI Studio
- Secret: The secret of the deployment in OpenAI Studio
To find these values, open Azure OpenAI Studio and select Playground > Chat. Make sure the correct deployment is selected (you can see the deployment name in Configuration). Use the View Code action to copy the Endpoint and Secret values.
- Choose the
, enter OpenAI Connections, and then choose the related link. - On the OpenAI Connections page, choose the New action to create a connection.
- Fill in the Name and Description fields (for identification).
- Enter the Endpoint, Deployment and Secret from the deployment in OpenAI Studio.
Note
You can test the connection by using the Test Connection action.
Set up connection for Timber capabilities
To set up an OpenAI connection for Timber capabilities, configure the connection on the Wood Setup page.
- Choose the
, enter Wood Setup, and then choose the related link. - On the Wood Setup page, select the Copilot FastTab.
- Fill in the Connection for the required capability (select the connection you created on the OpenAI Connections page).