Fin & SCM Sales Order Agent

Empower your sales team to create sales orders in Dynamics 365 Finance & Supply Chain Management without leaving Microsoft Teams. This AI-powered conversational agent combines guided order entry with real-time validation and self-serve analytics, reducing manual effort and accelerating order-to-cash cycles for enterprise sales organizations.

Key Capabilities

• Conversational order creation — Walk through a step-by-step chat in Teams to select customers, products, warehouses, and delivery details, with all data validated against D365 F&SCM master data in real time.
• Real-time validation & error handling — Catch invalid customers, items, warehouses, and addresses before an order is committed, eliminating common ordering errors.
• Q&A over sales data — Generate on-demand sales order reports for any date range directly in Teams, with role-aware results and automated CSV delivery via email—no Power BI or ERP navigation required.
• Automated acknowledgement emails — Trigger success and failure notifications for every order, routed to the sales responsible, line manager, and customer service team via the Microsoft Teams org structure.
• Full audit trail & governance — Tag every AI-generated order with a “Created by AI” flag, attributed to the requesting user as Sales Responsible, for complete transparency and auditability.
• Dual environment support — Run parallel Production and Test/training agents so teams can onboard, run UAT, and experiment safely without touching live data.

Integration & Compatibility

Built on Microsoft Copilot Studio and Power Automate, the agent integrates natively with Dynamics 365 Finance and Supply Chain Management, leveraging Dataverse and Microsoft Fabric for data and analytics. It works seamlessly within Microsoft Teams, providing a unified experience for sales teams. The solution supports both production and test environments, enabling safe onboarding and experimentation. As a SaaS offering deployed on the Microsoft Cloud, it ensures scalability and security for multi-region, multi-entity deployments. Supported editions are not specified.

Who It's For

Ideal for enterprise sales organizations using Dynamics 365 F&SCM, particularly in manufacturing, distribution, and logistics industries. Sales reps, sales managers, and customer service teams benefit from reduced order entry time, fewer errors, and instant visibility into order status. The agent is especially valuable for companies with large, distributed sales forces seeking to streamline order-to-cash processes and improve data accuracy without extensive ERP training.