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Developing the Import Any Excel Copilot

Step 1 of 6

This guide introduces you to the Import Any Excel Copilot, designed to streamline the process of importing data from Excel into Dynamics 365 Business Central. This copilot leverages AI to assist in accurately mapping Excel columns to corresponding fields in Business Central tables.

Overview

The Import Any Excel Copilot is an AI-powered tool that simplifies the data import process by automating the field-mapping tasks. This copilot is especially useful in scenarios where Excel files have complex structures or non-standardized headers that do not directly match the database schema in Business Central.

In particular, you will import session details from an Excel file into Business Central. The copilot will guide you through the process of uploading the Excel file, analyzing its contents, and mapping the columns to the appropriate fields in Business Central.

What You Will Learn

In this "Import Any Excel Copilot" workshop, you will cover several key functionalities:

  • Attach Files to PromptDialog: Learn how to modify the PromptDialog to allow users to attach Excel files. This functionality is crucial for providing the copilot with the data it needs to analyze and process.

  • Dynamically Generate Prompts: Instead of static text inputs, you will implement a system where prompts are dynamically generated based on the contents of the uploaded Excel file. This involves analyzing the headers of the Excel file and suggesting potential mappings to Business Central fields.

  • Retry Logic: Implement a retry mechanism in the PromptDialog. This allows users to re-attempt the mapping process in case of errors or unsatisfactory mappings, enhancing the user experience by providing flexibility and robust error handling.