Using Copilot for simplifying Sales Quote and Order Lines creation in Dynamics 365 Business Central

-

Introduction

Microsoft is rapidly integrating Copilot across its ecosystem, empowering users with AI-driven assistance in various business processes. As enterprise systems become more connected, AI gains deeper access to data, enabling automation that eliminates tedious tasks and lets users focus on strategic decisions. In Dynamics 365, Copilot can help sales teams by generating Sales Quote Lines or Sales Order Lines by providing a rough prompt. 

In this blog, we’ll explore how to leverage Copilot for a more efficient sales workflow by taking a sample use case.

References

Scenario

One fine morning your sales team recieves an email from a customer who's looking to try out your product. He sends your team an email.


Your team goes to Business Central and creates a Sales Quote.
In the lines section, they click on the Copilot button and click on "Suggest lines".


They can add the text the customer sent them directly or with some minor changes.




And Copilot will find the best matching item and suggest some lines to the User.
You can adjust the matching criteria to your required - 

Permissive means that all keywords are optional. This option typically generates the most suggestions.
Balanced is a blend of required and optional keywords. This option typically generates fewer suggestions.
Precise means that all keywords are required. This option typically generates the fewest suggestions.

Fast-foward a few days, the Customer is happy with your product and sends a bigger order.


We can paste the entire description again into the suggest lines box.
Copilot handles minor mistakes like spelling errors and mismatched totals without any intervention.




And your new sales quote is ready!

Conclusion

The accuracy of sales lines suggested by Copilot rely heavily on the quality of data present in the system.
I'm not sure why Microsft hasn't included the same functionality for the Purchase side of things but I'm sure it's not too far off in the future. 
There's already a BC Idea raised for this (Please vote it!). 

In the next blog, we'll take it further to see how we can use the Sales Order Agent within Business Central to cut down on manual work even more!

Comments

Post a Comment

Popular posts from this blog

Leverage Postman for Streamlined API Testing in Finance and Operations

-
Image
Introduction Postman is a tool for testing APIs. It lets you send requests, automate tests, and share your work with your team.  We're going to connect Postman to our Finance and Operations environment so we can test out standard or custom APIs. I've already covered automating the testing in Postman in my blog here  so once the connections are in place you'll be good to go! Pre-requisites Postman Finance and Operations Environment Configuration We'll start with creating an App Registration in Azure Portal. Go to the Azure Portal (of the same tenant of your FnO Environment). Search for "App Registration" and click on "New Registration". Add a name for your new app and click on "Register." Once it is completed, you'll be taken to the Overview of the app. Here, click on the "Add a certificate or secret" under the "Client Credentials." Add an appropriate name and select the expiration date of the certificate as necessary...
Read more

Integration with Finance and Operations - From Basics (Part 2)

-
Image
Introduction Finance and Operations provides two major ways to interact with tables (or data entities) for external system using APIs; namely Custom Services and Data Entities. Data entities in D365 Finance and Operations simplify data management by grouping data from multiple tables. They make it easier to import, export, and integrate data with other systems. Custom services in D365 Finance and Operations allow developers to create web services for specific business needs. They enable external systems to interact with D365 F&O by exposing custom logic and operations. This helps in integrating and automating processes with other applications. In the previous blog, we saw how we can use Data Entities to create APIs. In this blog, we'll see how we can use Custom Services to create APIs. References Custom Service Development Exposing an X++ Class as a Data Contract Using Data Contracts Pre-requisites A Finance and Operations Environment Postman connected to FnO Enviroment (If you...
Read more

Getting started with development in D365 FnO - Create your own project

-
Image
Introduction Before we get started with a new project, there's some words that I want to introduce. The most basic element of a project is an object and it's metadata. An object  can be a table, a form, a report or even a EDT field. A group of such objects form  a project . A model  is used to logically group multiple projects together but in essence it holds multiple objects across multiple projects. It can also hold customization done on existing models.  A package  consists of multiple such models and this is what we finally deployed in a Finance and Operations environment using LCS. References: 1.  Models and packages 2. Application Explorer 3.  Properties Configuration The first thing we would need to do to get started with D365 Finance and Operations would be to create and deploy a Finance and Operations environment. I've demonstrated the same in my blog here . Now, once the virtual machine has been setup, we can create our first project here. Cr...
Read more