Use Copilot to Create Commission Rates

If you do not have a tenant for Microsoft Dynamics 365 Business Central, you can sign up for a free trial.

Once you have completed the sign up and your tenant is up and running, you can add the NAV-X Commission Management app from the AppSource Marketplace. If you have questions about the installation process of an app through Microsoft AppSource, you can find more information on installing apps on the Microsoft Docs site.

NAV-X Commission Management includes a Copilot integration that allows you to describe a commission rate structure in natural language and have Copilot generate a draft commission rate for your review.

Note

The Copilot feature for commission rates is currently in preview. Always review the proposed rates before saving them.

Using Copilot to Draft a Commission Rate

  1. Open the Commission Rates page for a salesperson, salesperson group, or customer. You can access this from the salesperson card, customer card, or by choosing the Tell me what you want to do icon and entering Commission Rates.
  2. Choose the Draft with Copilot action.
  3. In the prompt dialog that opens, describe the commission rate you want to create. For example:
    • Create a 5% commission rate for all customers
    • Create a commission rate for salesperson JOE where they get 3% on items in category HARDWARE
    • Create a tiered rate where the salesperson gets 2% on the first $50,000 and 4% on sales above $50,000
  4. Choose Generate to have Copilot propose the rate.
  5. Review the proposed rate in the Proposed Rates panel. All fields are editable — you can adjust any values before accepting.
  6. Choose Keep it to save the proposed rates to the Commission Rates page, or Discard to cancel.

Tips for Writing Effective Prompts

The prompt dialog includes a Prompt Guide with example prompts to help you get started:

  • Create Commission Rate for Salesperson — generates a basic rate scoped to a specific salesperson

For best results, include the following details in your prompt:

  • The commission percentage or fixed amount
  • The salesperson, customer, or item scope (if applicable)
  • Any date ranges for when the rate should be valid
  • Whether the rate is tiered and what the tier thresholds are
Tip

Copilot works best with clear, specific language. If the initial proposal is not quite right, you can edit any field in the Proposed Rates panel before keeping the rate, or discard and try a more specific prompt.

See Also