In the fast-paced world of business, efficiency and accuracy in sales order creation play a crucial role in customer satisfaction and overall success. With the rise of advanced technologies, Microsoft Dynamics 365 Business Central has introduced Copilot, an intelligent virtual assistant, to enhance the user experience and streamline various processes.
Let’s explore how Copilot can be utilized to simplify and expedite the sales order creation process in Business Central.
Understanding Microsoft Copilot
Copilot is an AI-powered assistant embedded within Business Central that leverages machine learning to provide intelligent suggestions and automate routine tasks. It is designed to enhance productivity by assisting users in their daily activities, making it an invaluable tool for sales professionals.
Prerequisites:
- You must have your own Azure Open AI Key and the respective details.
- API Secret Key (IsolatedStorageWrapper.SetSecretKey(‘bcbcbcbcbcbc’);)
- Deployment (IsolatedStorageWrapper.SetDeployment(‘gpt-35-turbo-16k’);)
- Endpoint (IsolatedStorageWrapper.SetEndpoint(‘https://my-test-resource.openai.azure.com/’);)
- You also need to have your own Business Central sandbox environment for developing and testing -. An environment on version 23.3 or newer is highly suggested.
- Make sure you have both Visual Studio Code and the AL code extension
Key Benefits of Copilot in Sales Order Creation:
Smart Suggestions:
Copilot analyzes historical data, customer preferences, and order patterns to provide intelligent suggestions during sales order creation. This feature helps users make informed decisions, reducing the likelihood of errors and ensuring order accuracy.
Natural Language Interaction:
Copilot supports natural language queries and commands, making it easy for users to communicate their needs. By simply typing or speaking instructions, users can swiftly create and modify sales orders without navigating through complex menus.
Automated Data Entry:
With the ability to extract relevant information from documents and conversations, Copilot automates data entry tasks. This not only saves time but also minimizes the risk of data entry errors, contributing to data accuracy.
Contextual Guidance:
Copilot provides context-aware guidance throughout the sales order creation process. It understands the user’s context and offers relevant suggestions, ensuring a seamless and intuitive experience.
Step-by-Step Guide to Sales Order Creation using Copilot
Step 1: Invoke Copilot
Open Business Central and connect with Copilot using Deployment Model and activate Copilot by clicking on the Copilot icon.
Step 2: Initiate Sales Order Creation
Type or speak a command such as “Create a sales order for with customer John and item Desk” to start the sales order creation process.
Step 3: Customer and Product Information
Copilot prompts for customer details and product information. Utilize the smart suggestions to quickly fill in these fields.
Step 4: Quantity and Pricing
Enter the details such as order date, quantity, and pricing details to create the sales order based on the requirement. Copilot may suggest optimal quantities based on historical data.
Step 5: Review and Confirm
Copilot provides a summary of the sales order. Review the details and confirm the order with a simple command “Keep it”.
Step 6: Completion and Documentation
Copilot generates the sales order and assists in completing any necessary documentation. It may also provide insights into related tasks or actions.
Conclusion
Copilot in Business Central revolutionizes the sales order creation process by harnessing the power of AI and machine learning. By incorporating intelligent suggestions, natural language interaction, and automated data entry, Copilot empowers sales professionals to work more efficiently, ultimately contributing to improved customer satisfaction and business success.
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Aditya Sharma, Business Central Technical Consultant, OnActuate
Over the past five years, Aditya has excelled as a Business Central Technical Consultant, achieving the MB-800 Certification in Business Central and consistently delivering exceptional results for customers utilizing the platform. His experience encompasses a wide range of projects, including implementation, upgrades, and support services across diverse sectors such as trade and service, healthcare, retail, media, banking, and manufacturing. His contributions have extended globally, reflecting a proven track record of technical excellence and an ability to navigate complex challenges. |
The “OneByte” blog series are technical how-to articles by OnActuate’s expert consultants covering Microsoft Business Applications (Microsoft Dynamics, Power Platform) and related technologies. Have a topic you’d like to learn more about? Email us at info@onactuate.com!
