https://store-images.s-microsoft.com/image/apps.56999.b99249cf-fe2f-4cb9-9636-5fab18d5d8ab.1de0f4e0-2836-4881-b45c-3e4925a754cc.37e474a8-9ded-46e0-9f40-3bc741b2b389

Sales Order Agent

by Microsoft

Sales Order Agent helps Business Central users automate the process of capturing sales orders.

Sales Order Agent helps Business Central users automate the process of capturing sales orders. The agent uses AI to analyze customer requests received via email and locates the customer in Business Central. If important details are missing or more choices are available, the agent engages in multi-turn email conversations to clarify the request. It checks and informs the customer about the availability of the items they're looking for. The agent then follows up with a sales quote. The quote is formatted as a PDF and includes the requested items, quantities, units of measure, prices, taxes, requested delivery dates, provided external document reference, and other important details.

Features:

Sales Order Agent is intended to handle the end-to-end sales order capturing process. This process includes:

  • Taking the customer’s order by email.
  • Iterating on the details with the customer via email.
  • Checking the availability of the items.
  • Preparing the sales quote with the requested items.
  • Sending the quote to the customer for approval.
  • Converting the quote to a sales order upon receiving customer confirmation.

Supported Editions:

Premium and Essential edition of Dynamics 365 Business Central.


Supported Countries:

All


Supported Languages:

The agent is validated and supported in the following languages: Danish, English, English (Canada), English (New Zealand), English (Australia), English (United Kingdom), English (United States), French, French (Canada), German, Italian, Portuguese (Brazil), Spanish. While it can be used in other languages, it might not function as intended. Language quality might vary based on the user's interaction or system settings, which might impact accuracy and the user experience. Learn more about geographic and language availability at Copilot international availability.

At a glance

https://store-images.s-microsoft.com/image/apps.10976.b99249cf-fe2f-4cb9-9636-5fab18d5d8ab.1de0f4e0-2836-4881-b45c-3e4925a754cc.4a3b7184-2524-4fe4-88e0-ef266a56720c
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https://store-images.s-microsoft.com/image/apps.32726.b99249cf-fe2f-4cb9-9636-5fab18d5d8ab.1de0f4e0-2836-4881-b45c-3e4925a754cc.9d0cd5bf-6228-441a-ae32-924aead03818
https://store-images.s-microsoft.com/image/apps.4239.b99249cf-fe2f-4cb9-9636-5fab18d5d8ab.1de0f4e0-2836-4881-b45c-3e4925a754cc.99789f81-61c0-45ba-b55c-fa17fcca55fe
https://store-images.s-microsoft.com/image/apps.5365.b99249cf-fe2f-4cb9-9636-5fab18d5d8ab.1de0f4e0-2836-4881-b45c-3e4925a754cc.52f55196-b7a6-4d8d-9835-4218d9eb80d7
https://store-images.s-microsoft.com/image/apps.29484.b99249cf-fe2f-4cb9-9636-5fab18d5d8ab.1de0f4e0-2836-4881-b45c-3e4925a754cc.ab898835-49aa-4643-b844-f22ec6df27e4
https://store-images.s-microsoft.com/image/apps.64817.b99249cf-fe2f-4cb9-9636-5fab18d5d8ab.1de0f4e0-2836-4881-b45c-3e4925a754cc.bd6000b0-4f3f-4149-83d2-efc031fdcfa9