Create sales lines easily with Copilot
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | Oct 2024 | - |
Business value
The introduction of Copilot in Business Central adds a significant enhancement to the process of creating sales documents. 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 and contributes to revenue growth by getting sales documents into the hands of customers faster. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.
Feature details
In** 2024 release wave 1** we introduced Copilot that 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.
New additions in 2024 release wave 2.
We continue to improve Copilot in Business Central by adding new capabilities and polishing existing ones.
In addition to the Find product and Find document by reference skills, Copilot can combine them. It can first find documents, and then search for products on document lines. This combination can be particularly useful for companies that often work with blanket orders. The Find document by reference skill now includes sales blanket orders as source documents.
Also, it also now supports units of measure. Copilot can try to use the unit of measure you specify in your prompt, but if that isn't found it falls back to the sales unit of measure for the item.
Attachments are a longer journey that starts with CSV files. Copilot analyzes the structure of an attached file to identify things like field and row separators, date and decimal formats, columns, and headers. It suggests field mappings to fill in product and quantity fields.
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 might not function as intended. Language quality might vary based on the user’s interaction or system settings, which might impact accuracy and the user experience.
- AI-generated content might be incorrect.
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.