Dynamics 365 AI Agent: Order Automation - 4-Wk Assessment

Vivicta is offering a 4-Wk assessment on the implementation of an Order Automation Agent - a sophisticated AI solution designed to streamline sales operations and act as an intelligent intermediary for modern field teams.

By transforming complex order fulfillment into an instant, automated process, this solution enables organizations to reduce manual errors and significantly lower licensing costs by removing the technical barriers for remote teams.

Intelligent Sales Orchestration

Functioning as a digital proxy for sales, the AI agent allows reps to initiate Dynamics 365 orders directly from their existing environment. This system bridge provides direct access for field teams without requiring direct Dynamics 365 licenses, ensuring all stakeholders stay informed through automatic notifications regarding status updates.

Core Pillars of the Solution

Automated Logic & Fulfillment: The agent automatically applies Dynamics 365 business rules and customer/product validations to ensure order accuracy before direct creation in the system, effectively removing manual back-office bottlenecks.

• Intelligent Intake: The system features versatile data extraction, automatically interpreting item numbers, quantities, and pricing from various formats including PDFs, image attachments, and raw text sent via email.
• Streamlined Execution: The solution facilitates the direct creation of Sales Orders in Microsoft Dynamics 365 Sales, allowing remote sales teams to fulfill complex orders instantly.
• Exception Management: To maintain high data integrity, the agent proactively identifies and flags data discrepancies for immediate human review.

Upon completion of the assessment, a tailored implementation proposal will be developed based on your organization’s scope, complexity, and strategic priorities.

Free Pricing subject to funding from Microsoft.