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Create sales lines easily with Copilot

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Enabled for Public preview General availability
Users, automatically Apr 1, 2024 -

Business value

The introduction of Copilot in Business Central adds a significant enhancement to the sales document processes. It expedites the creation of sales documents and minimizes time spent on repetitive tasks and lookups. With its ability to accept various input methods, including free text, files, or prebuilt prompts, Copilot understands the input and can use it to create sales lines. This Copilot assistance drives operational efficiency in creating and managing sales documents and contributes to potential revenue growth by getting sales documents into the hands of the customers faster. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

Feature details

Copilot can suggest and assist with creating sales lines on sales documents such as sales quotes, orders, and invoices based on structured input or natural language. This assistance can reduce manual data entry and drive operational efficiency.

Versatile input methods: Copilot can accept various input methods, including free text, files, or prebuilt input prompt suggestions. This flexibility allows you to interact with Business Central in ways that are convenient for you, which further boosts efficiency.

Intelligent processing: Leveraging advanced AI capabilities, Copilot understands the input you provide and uses it to suggest sales lines. This intelligent processing eliminates the need for manual data entry, reduces the likelihood of errors, and saves time. Additionally, Copilot can suggest sales lines based on how recently and frequently the customer on the sales document has purchased from you.

New additions in update 24.2 for 2024 release wave 1:

  • This feature is now available in environments localized to Canada.
  • People who use Business Central in a language other than English can access this feature.

Note

  • This feature is available as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
  • This feature is supported in English only. While it can be used in other languages, it may not function as intended. Language quality may vary based on the user’s interaction or system settings, which may impact accuracy and the user experience.
  • AI-generated content may be incorrect.

Get line suggestions

Create sales lines easily with Copilot

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

See also

Suggest lines on sales documents with Copilot (docs)