Create Sales Lines with Copilot in Dynamics 365 Business Central (2024)
Copilot in Dynamics 365 Business Central helps create sales orders, invoices and quotes by suggesting line items from the product catalog. The input can be product details pasted from a customer email, a reference to a previous order, or a short natural language description. The user then selects the suggested items and finalizes the order. This is a short 2024 overview video.
- Problem and Copilot Introduction
- How Copilot Identifies and Suggests Products
- Streamlining Order Entry Process
- Benefits for Sales Teams
Overview
This one-minute video from the Microsoft Dynamics 365 Business Central channel (published 2024-09-03) shows how Copilot helps with order entry. Instead of typing each line, a user copies product details from a customer email and pastes them into Business Central. Copilot identifies the products and suggests matching items from the catalog.
The video also covers describing needed goods or services in a few words, and Copilot suggesting line items from the product catalog. It says Copilot can reference previous orders to find items that were sold before. The stated benefit is less time on order entry, so sales teams can spend more time on customer relationships.
Key points
- Copilot helps create sales orders, invoices and quotes by suggesting line items.
- Product details can be copied from a customer email and pasted into Business Central; Copilot identifies the products.
- Suggestions use item details, variants and attributes in the product catalog.
- Copilot can reference a previous order to find items sold before, which helps with repeat orders.
- A few words describing goods or services are enough for Copilot to suggest matching line items.
- The user selects the suggested items and finalizes the order.
Features
| Feature | Status | At |
|---|---|---|
| Copilot for Sales Order Creation | status not stated, demoed | 0:02 |
| Email-based Order Details Processing | status not stated, demoed | 0:22 |
| Previous Order Reference | status not stated | 0:22 |
| Natural Language Product Description | status not stated, demoed | 0:42 |
Quotes
- 0:02 “in dynamics 365 business central revolutionizes the process of creating sales orders invoices and quotes”
- 0:22 “identifies the products in the email conversation and uses the item details variants and attributes in your catalog to suggest matching products”
- 0:42 “suggests line items from your product catalog streamlining the order taking process”
- 1:03 “frees time for sales teams to focus on building relationships and delivering exceptional customer experiences”