Introducing: Sales Lines Suggestions with Copilot ( 2024 release wave 1)
Sales line suggestions with Copilot in Business Central (2024 release wave 1): an action on sales quotes, orders and invoices that turns natural language prompts, document references or pasted emails into item lines. Covers demos, searched fields, language and region limits, and constraints.
- Introduction and problem scenarios
- Copy from existing document demo
- Document lookup with partial reference
- Search by item description with confidence and matching criteria
- Email parsing and multi-item extraction demo
- Technical details: fields and tables searched
- Data protection and responsible AI
- Availability, regions, and language support
- Limitations and constraints
- Conclusion
Overview
The video introduces a Copilot action on sales orders, sales quotes and sales invoices. Users type a request in natural language, either listing items with quantities or pointing to an existing document to copy lines from. Prompt guides help with wording. Demos cover copying from an existing document, finding a document by partial reference, searching items by description with confidence information and matching criteria, and pasting an email so Copilot extracts the items to buy.
The video also explains which fields and tables are searched, data protection and responsible AI, and availability. It is offered in Business Central online at no additional cost beyond the license. It is in English only, is not available in Canada because of the bilingual release requirement, and has several functional limits.
Key points
- The Suggest sales line action is on sales order, sales quote and sales invoice documents and opens a prompt dialog for natural language requests.
- Two input styles: list items with quantities, or refer to an existing document (partial number or external reference) to copy lines from. Document search covers sales quotes, orders, posted shipments and posted invoices.
- Item search looks across descriptions, names, categories, attributes, translations, variants and extended text. Marketing text and attachments are not searched.
- Suggestions come with confidence information, and users can pick permissive, balance or precise matching.
- Pasted email content is parsed to separate items being praised from items to purchase.
- Limits: only item-type lines, only item number and quantity are filled, product and document search cannot be combined in one prompt, and relative criteria such as best selling are not supported.
- Preview in English variants only (Australian, New Zealand, British English); not available in Canada; other languages may work but are not guaranteed. Result quality depends on product data quality.
Features
| Feature | Status | At | Evidence |
|---|---|---|---|
| Sales Line Suggestion with Copilot | preview, demoed | 1:37 | “sales line suggestion capability in the preview section together with the other features which are available” (12:11) |
| Prompt Guides for Sales Line Suggestion | status not stated, demoed | 2:55 | |
| Document Search via Partial Reference | status not stated, demoed | 4:12 | |
| Item Search via Attributes and Catalog | status not stated, demoed | 5:13 | |
| Search Confidence Reporting | status not stated, demoed | 6:33 | |
| Matching Criteria Selection | status not stated, demoed | 7:13 | |
| Email Content Parsing for Sales Lines | status not stated, demoed | 7:34 | |
| Sales Line Suggestion Action | status not stated, demoed | 2:15 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
Quotes
- 0:36 “imagine that you are new to the role and you need to create sales document like sales quote invoice or order and”
- 1:17 “when you’re dealing with a longterm customer and the approaching for the new business deal and they suggest to work with one of the”
- 11:07 “it will be available in the business Central online also known as a software as a service so the cloud version it will be”
- 11:28 “in almost all regions except canada and i will explain why because the this capability first available in the preview”
- 11:59 “is at no additional cost if you have a business center license you can use co pilot capabilities in the product”
- 12:31 “in this case your administrator needs to activate the cross region data transfer then your business Central can”
- 12:50 “it is in English and it means that we test it and we know that it works in the English best other languages it”
- 14:30 “and it only deals with lines of type item so general ledger resources or comment lines”
Disclaimers in the video
- 9:35 preview: what is not taken into the account at this version is the marketing text or any attachments
- 11:28 not-in-this-release: it will be available in almost all regions except Canada because the capability is only available in English and Canada requires bilingual release
- 12:50 preview: it is in English and it means that we test it and we know that it works in the English best other languages it might work you can you’re free to try it but it’s not guaranteed
Presenters (as heard): Andre.