Sales Order Agent

Automate the end-to-end capture of sales orders from customer emails with an AI-powered agent that engages customers in multi-turn conversations, checks item availability, and delivers a professional sales quote for approval. Built for Dynamics 365 Business Central users, this agent reduces manual order entry, accelerates quote turnaround, and helps ensure accuracy from request to confirmed order.

Key Capabilities

• Email order capture — analyzes incoming customer emails to extract order details and locate the customer in Business Central.
• Multi-turn clarification — engages customers via email to resolve missing details or present available options.
• Real-time availability check — informs customers about item availability before finalizing the quote.
• Automated quote generation — creates a PDF quote with requested items, quantities, units of measure, prices, taxes, delivery dates, and external references.
• Quote-to-order conversion — converts the quote to a sales order upon customer confirmation.
• End-to-end workflow — handles the entire process from order intake to order creation, reducing manual intervention.

Integration & Compatibility

This agent is a Copilot Agent for Dynamics 365 Business Central, integrating natively with the Sales & CRM module. It works within the Microsoft ecosystem, leveraging AI to process emails and interact with Business Central data. Supported editions include Premium and Essential of Dynamics 365 Business Central, with availability in all countries. The agent is validated in Danish, English (including variants), French, German, Italian, Portuguese (Brazil), and Spanish, though it can be used in other languages with potential quality variations. As a cloud-based Copilot Agent, it is delivered as a SaaS solution.

Who It's For

Ideal for small and midsize businesses using Business Central that handle sales order processing via email, particularly in wholesale distribution, manufacturing, and professional services. Sales representatives, order management teams, and customer service roles benefit from reduced manual entry and faster quote cycles. It addresses pain points such as lost orders, delayed responses, and errors in order details, helping teams focus on higher-value activities.