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

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#copilot

#creation

#sales

Dynamics 365 Business Central

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Feb 23, 2025

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AI Summary

  • Microsoft is integrating Copilot across its ecosystem to provide AI-driven assistance in business processes, particularly in Dynamics 365.
  • Copilot in Dynamics 365 can help sales teams by generating Sales Quote Lines or Sales Order Lines.
  • A sample use case explores leveraging Copilot for a more efficient sales workflow.
  • Users can click on the Copilot button in Business Central's lines section to suggest lines based on customer emails.
  • Copilot suggests matching items based on keywords, with options for permissive, balanced, or precise criteria.
  • Copilot can handle spelling errors and mismatched totals when suggesting sales lines.
  • The accuracy of Copilot's suggestions relies on the data quality in the system.
  • Future developments may include extending Copilot functionality to the Purchase side and using Sales Order Agent in Business Central to further reduce manual work.

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