Sales teams often face the challenge of processing large volumes of inquiries quickly and accurately. Manual data entry from emails and attachments can slow down response times and lead to errors. The Sales Order Agent in Dynamics 365 Business Central automates the entire process, making sales operations faster, more innovative, and more efficient.
What Is the Sales Order Agent?
The Sales Order Agent is a Copilot-powered feature designed to handle complex sales inquiries. It automates the creation of sales quotes and orders by extracting information from unstructured data sources such as email attachments. Instead of manually entering details from PDFs or spreadsheets, the agent processes these documents and generates accurate quotes in seconds.
Key Features
- Processes email attachments, including PDFs and images
- Extracts quote details and creates sales orders automatically
- Supports multiple ship-to addresses for complex orders
- Provides capable-to-promise responses using built-in planning tools
- Integrates with Microsoft 365 for seamless document handling
How It Works
When a customer sends an email with a quote request, the Sales Order Agent scans the attachment, identifies key details such as product codes, quantities, and delivery addresses, and creates a draft sales order. The sales team can review and confirm the order before sending it back to the customer. This eliminates manual data entry and reduces the risk of errors.
Benefits for Businesses
- Faster Response Times: Customers receive quotes quickly, improving satisfaction and trust.
- Reduced Manual Work: Sales teams spend less time on data entry and more time on relationship building.
- Improved Accuracy: Automated extraction minimises errors that can occur during manual processing.
Why It Matters
In today’s competitive market, speed and accuracy are critical. The Sales Order Agent helps businesses deliver both, ensuring they stay ahead of customer expectations. For organisations handling hundreds of inquiries daily, this tool can save hours of work and significantly improve operational efficiency.
Getting Started
To enable the Sales Order Agent, ensure your Business Central environment is updated to the latest version. Microsoft provides detailed documentation and training resources to help teams adopt this feature quickly.
The Sales Order Agent is more than an automation tool. It is a strategic advantage that empowers sales teams to work smarter and deliver exceptional customer experiences. If your business relies on fast and accurate order processing, this agent is a must-have.