Hi, Readers.
Dynamics 365 Business Central 2024 wave 2 (BC25) is generally available. More details: General availability: Dynamics 365 Business Central 2024 release wave 2 (BC25).
I will continue to test and share some new features that I hope will be helpful. In this post, I would like to share an interesting enhancement in Create sales lines easily with Copilot feature.
Create sales lines easily with Copilot:
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:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/create-sales-lines-easily-copilot?wt.mc_id=DX-MVP-5004336
- 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.
PS: Business Central 2024 wave 1 (BC24): Create sales lines easily with Copilot (Suggest sales lines)

New additions in 2024 release wave 2:
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 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.
Let’s see more details.
Below is the csv file I used for testing. As you can see, this is not the one used by Sales Line template, but the one I used when importing items into BC.

In Excel:

This time we use this file to import sales lines.
Choose Copilot icon -> Suggest sales lines on the Sales Lines.

Choose Attach.

Drag and drop a file to uplaod or select a file.

PS: Only CSV (comma-separated values) can be selected

Select a file with the following extension: csv

Fetching search terms from file…


After completion, the Colum Mapping page will open. In this page, we can set Column action and other contents.

Column action:

Matching:

View:

Choose Generate.



Choose Insert.

Great.

Test video:
Very simple. With this feature, we don’t need to spend a long time organizing the template like we do in Configuration Package. We can import sales lines by just including some key data.
Give it a try!!!😁
PS:
1. I don’t know if this is a bug, if there is a line with a quantity of 0, the insertion will fail (No lines were inserted) in the current version BC25.0.

2: You can also use Suggest sales lines from file… directly.


3.
END
Hope this will help.
Thanks for reading.
ZHU
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