As your business grows, so does your product catalog. Overtime, navigating through large lists and manually creating sales orders can take up a lot of your sales team’s valuable time. Enter Microsoft CoPilot AI, integrated int Dynamics 365 Business Central—an AI-driven tool that revolutionizes how you create sales orders, invoices, and quotes. CoPilot simplifies these tasks, allowing your team to focus on building strong relationships with customers and improving overall customer experience.
Effortless Sales Orders from Customer Emails
Imagine receiving an email from a customer listing the products they’d like to purchase. Instead of manually searching for each item in your product catalog and inputting the data, CoPilot lets you copy the details from the email and paste them directly into Dynamics 365 Business Central. The AI quickly identifies the products mentioned in the email, checking the item details, variants, and attributes to suggest matching products from your catalog. This saves a huge amount of time and reduces manual effort, especially for large or complex orders.
Leveraging Previous Orders for Quick Recording
Many orders are repeat purchases, where customers reorder products they’ve bought in the past. CoPilot makes this process even smoother. You can reference a previous order, and CoPilot will automatically find and suggest the same items, ensuring quick reordering without the need to manually input product information again. This feature is particularly helpful for businesses with recurring customers who frequently place similar orders.
Smart Product Suggestions Based on Simple Descriptions
Sometimes, customers might not provide detailed product information or exact codes. CoPilot handles this by using AI to suggest products based on simple descriptions. You can enter a few words describing the goods or services the customer is asking for, and CoPilot will suggest relevant items from your catalog. This makes the process quicker and easier, especially when customers give vague descriptions or ask for product recommendations.
Streamlined Order-Taking Process
Once CoPilot suggests the right products, finalizing the order is a breeze. You simply select the suggested items, review the order, and it’s ready to be processed. CoPilot eliminates the need for back-and-forth searches, making the entire process smooth, efficient, and user-friendly.
Freeing Time for What Matters
By improving the way orders are created, CoPilot frees up valuable time for your sales team. Instead of spending hours on repetitive manual tasks, they can focus on more important activities like building relationships with customers and delivering exceptional experiences. This means more satisfied customers and better use of your team’s expertise.
Work Smarter, Not Harder
Microsoft CoPilot in Dynamics 365 Business Central helps you work smarter by automating the order-entry process, making it faster and more efficient. With its ability to identify products from emails, reference previous orders, and offer smart suggestions based on simple descriptions, CoPilot ensures that your sales process is streamlined, allowing your team to focus on the bigger picture.
In short, CoPilot simplifies sales order creation, improves accuracy, and saves your team time, letting them concentrate on delivering top-notch service and strengthening customer relationships.
