Business Central 2024 wave 1 (BC24): Create sales lines easily with Copilot (Suggest sales lines)

Hi, Readers.
Dynamics 365 Business Central 2024 wave 1 (BC24) is generally available. More details: General availability: Dynamics 365 Business Central 2024 release wave 1 (BC24)

I will continue to test and share some new features that I hope will be helpful.

Create sales lines easily with Copilot:

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.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave1/smb/dynamics365-business-central/create-sales-lines-easily-copilot?wt.mc_id=DX-MVP-5004336

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
South America
India
Japan
France
Korea

And first, in some regions where Azure OpenAI Service is not yet available, administrators must first consent to business data moving across geographic boundaries from the Copilot & AI capabilities page.
More details: Dynamics 365 Business Central: Configure Copilot and AI capabilities (New Copilot & AI capabilities page)

PS: If this feature is not found in your environment, please create a US Region environment. Copilot feature starts rolling out with Update 24.0 to US customers, then proceeding to other regions.

Let’s see more details.
In this Business Central release (BC24), Copilot can suggest and assist with creating sales lines on sales documents like Sales Quote, Sales Order, and Sales Invoice based on structured input or natural language. This drastically relieves the user of manual input and drives operational efficiency.
For example, On the Sales Order Subform (46, ListPart)
Choose Suggest sales lines

Describe items and quantities or refer to existing documents to copy from:

Versatile input methods: Copilot can accept various input methods, including free text, files, or prebuilt input prompt suggestions. This flexibility allows users to interact with the system in a way that is most convenient for them, further enhancing efficiency.

Intelligent processing: Leveraging advanced AI capabilities, Copilot understands the input provided and uses it to suggest sales lines. This intelligent processing eliminates the need for manual data entry, reducing the likelihood of errors, and saves time. Additionally, Copilot can suggest sales lines based on sales recency and frequency of the given customer of the sales document.

Prompt guide:
Copy line items:

Add line items:

For example, Two black desk

Test video: Youtube

Business Central short video: Create sales lines easily with Copilot (Suggest sales lines)

This feature is available as a production-ready preview for production and sandbox environments in any country localization, with the exception of Canada. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.

AI-generated content may be incorrect.

Great. Give it a try!!!😁

PS:
1. Business Central 2024 wave 1 (BC24): Chat with Copilot
2. Business Central 2024 wave 1 (BC24): Get to insights fast with Copilot-created analysis tabs (Analysis mode)

END

Hope this will help.

Thanks for reading.

ZHU