Create Sales Lines with Copilot in Dynamics 365 Business Central: Streamline Your Sales Process

As your business expands, managing a growing product catalog becomes increasingly complex. This challenge often leads to time-consuming tasks for your sales team, such as navigating lengthy product lists and manually entering sales lines for quotes, invoices, and orders. Enter Microsoft Copilot in Dynamics 365 Business Central, an innovative AI-powered tool designed to simplify and speed up the order creation process.

In this blog, we’ll explore how Copilot helps your sales team work smarter, not harder, by enhancing efficiency and allowing more time for customer engagement.

What is Microsoft Copilot in Dynamics 365 Business Central?

Microsoft Copilot is an AI assistant integrated into Dynamics 365 Business Central, designed to automate repetitive tasks and provide intelligent suggestions. Whether your sales process begins with an email from a customer, a past order, or just a brief product description, Copilot leverages your existing product catalog to streamline the creation of sales orders, invoices, and quotes.

How Does Copilot Create Sales Lines?

Copilot transforms the sales process into a seamless, intuitive experience:

1. Extract Items from Customer Communication

Imagine receiving an email from a customer listing the items they wish to purchase. With Copilot, you can simply copy the details and paste them into Business Central. Copilot identifies products based on item details, variants, and attributes in your catalog and suggests matching products.

2. Reference Previous Orders

Some orders are repeat business. Instead of manually searching for past transactions, you can reference a previous order, and Copilot will locate and suggest those items for you.

3. Describe Products in Your Own Words

If a customer doesn’t specify exact product details, you can describe the goods or services using natural language. For example, typing “premium office chair” allows Copilot to scan your catalog and suggest the most relevant items.

4. Finalize the Order

After reviewing the suggested line items, you can make adjustments, confirm the order, and proceed. It’s quick, efficient, and tailored to your needs.

Why Use Copilot for Sales Lines?

1. Save Time

Manual order entry is time-intensive. Copilot automates this process, allowing sales teams to focus on higher-value activities.

2. Reduce Errors

By leveraging AI to match customer input with catalog details, Copilot minimizes errors in product selection and pricing.

3. Enhance Customer Satisfaction

Faster, more accurate order creation translates to better customer experiences. Your sales team can respond quickly and efficiently to customer requests.

Real-World Application: A Day in the Life of a Sales Team

Here’s a scenario to illustrate how Copilot can enhance your workflow:

• A customer emails a list of 10 products for a bulk order.
• You paste the email contents into Business Central.
• Copilot identifies and suggests the matching products within seconds.
• The system highlights a similar past order, allowing you to replicate it if needed.
• After finalizing the sales lines, the invoice is ready to send.

This entire process takes minutes instead of hours, giving your sales team the bandwidth to focus on building lasting relationships.

Watch Microsoft Copilot in Action

To see how Copilot works, check out the demonstration video below: