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AI Services

To simplify the use of various AI services, we have created a central location where you can store your AI service resources. These resources can then be reused across our modules. This significantly simplifies setup and avoids inconsistencies caused by different configuration sources.

All AI services are centrally managed in the "Core – AI Service List". There, you can create as many services as you need and use them in the modules of your choice.

Setting Up an AI Service

Setting up an AI service is straightforward. Please follow these steps:

  1. In Business Central, open the search and enter "Core – AI Service List".
  2. Open the "Core – AI Service List" page.
  3. You are now in the overview of all available AI services. Click "Create" to add a new service.

A wizard will open to guide you through the creation of the AI service. Please note:

  • Each AI service requires a unique name.
  • The description is used for internal documentation of your configuration.
  • In the AI Service Type field, select the desired service type.
  • Depending on the selected service, different configuration data must be provided (see below).

Important

To use the services, you need an active Azure subscription. If you don’t have an Azure account yet, you can create a free account here or contact your partner.

Supported AI Services

AI Service Description
Azure OpenAI Use of OpenAI models via Azure (e.g., GPT-4, Chat, Embeddings).
Document Intelligence Extraction and classification of content from documents.
AI Content Understanding (Preview) Advanced semantic document analysis with context-based understanding and schema extraction. Currently in preview phase.

Retrieve Resource Details

  1. Open the Azure portal.
  2. Create a new Azure OpenAI Service, if not already available.
  3. After creation: Go to Resource Management → Keys and Endpoint to get your API key and Endpoint.
  4. In the overview, open the link to the AI Foundry Portal.
  5. In the AI Foundry Portal: Go to Deployments to deploy a model (e.g., gpt-4o).
  6. Enter these values during setup in the AI Service Configuration Wizard.
  1. Open the Azure Portal for Document Intelligence.
  2. Create a new Document Intelligence Service.
  3. Go to Resource Management → Keys and Endpoint.
  4. Enter these values during setup in the AI Service Configuration Wizard.
  1. Open the AI Foundry Portal for Content Understanding.
  2. Use the wizard to create a new Content Understanding Project.
  3. After setup: Open the created project and scroll down in the left menu to the Management Center.
  4. Then navigate to the "Overview" tab. On the right side under "Project properties", you will find the link "Get API endpoints and keys".
  5. Enter these values during setup in the AI Service Configuration Wizard.

If this guide is not sufficient, please refer to the Microsoft documentation for setting up the service.

Information

The service connection is validated once in Business Central during AI service creation. If the service is not configured correctly, an error message will appear.

Once you have selected the desired AI service type and entered all necessary configuration data, you can complete the wizard. The service will then be available system-wide in our modules.