New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Create Sales Lines Easily with Copilot

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 8th of the new functionality in the Copilot and AI innovation section is create sales lines easily with Copilot.

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. 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 customers faster. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

Enabled for: Users, automatically
Public Preview: Oct 2024
General Availability: –

Feature Details

Microsoft 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 order 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 file. 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.