Quick Bite Copilot Demo: Create Sales Lines
In the second installment of the Quick Bite Copilot Demos, we take a look at creating sales lines. You can catch the first demo, e-invoice matching, here in case you missed it.
Create Sales Lines
As your business grows, so does your product catalog, and before long, navigating through lengthy product lists can consume your sellers’ valuable time. Microsoft Copilot in Dynamics 365 Business Central revolutionizes the process of creating sales orders invoices and quotes.
Imagine you receive an email from a customer with a list of items they would like to purchase. With Copilot, you can simply copy the details and paste them directly into Business Central. Copilot then identifies the products in the email conversation and uses the item details variants and attributes in your catalog to suggest matching products.
Some orders are based on what you’ve sold before, so you can also reference a previous order to have Copilot find those items for you or you can describe the goods or services needed with just a few words.
Based on your input, Copilot suggests line items from your product catalog – streamlining the order taking process. Select the suggested items, finalize the order, and you’re done.
It’s that simple. By improving order entry, Copilot frees time for sales teams to focus on building relationships and delivering exceptional customer experiences. Work smarter, not harder with Copilot in Business Central.
Stay tuned for the next video in this series – Bank Reconciliation. If you need help with Copilot and Business Central, don’t hesitate to reach out to the TrinSoft team.
On-Demand Virtual Event: Transform Your Business Central Experience with Copilot AI