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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Oct 1, 2024 |
- |
Business value
By adding Copilot to Business Central, you get a powerful new way to create sales documents. Copilot speeds up the process of creating sales documents and reduces the time you spend on repetitive tasks and lookups. It accepts different types of input, such as free text, files, or built-in prompts. Copilot understands the input and uses it to create sales lines. With Copilot's help, you boost operational efficiency and drive revenue growth by getting sales documents to 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 introduce Copilot that suggests and helps create sales lines on sales documents such as sales quotes, orders, and invoices based on structured input or natural language. This assistance reduces manual data entry and drives operational efficiency.
Versatile input methods: Copilot accepts various input methods, including free text, files, or prebuilt input prompt suggestions. This flexibility lets you interact with Business Central in ways that are convenient for you, which boosts efficiency.
Intelligent processing: With advanced AI capabilities, Copilot understands the input you provide and uses it to suggest sales lines. This intelligent processing removes the need for manual data entry, reduces the likelihood of errors, and saves time. Additionally, Copilot suggests sales lines based on how recently and frequently the customer on the sales document purchases from you.
New additions in update 24.2 for 2024 release wave 1:
- Environments localized to Canada.
- Access for people who use Business Central in a language other than English.
New additions in 2024 release wave 2.
We 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 work with blanket orders. The Find document by reference skill now includes sales blanket orders as source documents.
Also, Copilot now supports units of measure. It tries to use the unit of measure you specify in your prompt. If that unit isn't found, Copilot uses the sales unit of measure for the item.
Attachments are a complex feature that starts with CSV files. Copilot analyzes the structure of an attached file to identify field and row separators, date and decimal formats, columns, and headers. It suggests field mappings to fill in product and quantity fields.
Note
- You can use this feature as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
- This feature supports English only. While you can use it in other languages, it might not function as intended. Language quality might vary based on your interaction or system settings. This variation might affect accuracy and the user experience.
- AI-generated content might be incorrect.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.