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Agent passport

Sales Order Agent

Microsoft · Marketing & Sales

Dynamics 365 Business CentralNo attestation published

Certification per Microsoft Marketplace.

Sales orderSales quoteemail
Provenance reach3 of 12 layers traced

Evidence tier Source Confirmed · 8 captures on record

User ratingNot rated0 reviews on the listing
Runs onDynamics 365 Business CentralDynamics 365 app
ProvenanceUnknown33% of the provenance layers this product can disclose
Evidence riskHighSign in to see the basis for this band.

What the publisher says

As described on Microsoft Marketplace.

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:

Show the rest of the publisher’s description (13 more lines)

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.

Preview

5 images
Sales Order Agent preview 1Sales Order Agent preview 2Sales Order Agent preview 3Sales Order Agent preview 4Sales Order Agent preview 5

Agent build and provenance

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Sources

Marketplace listingmarketplace.microsoft.com ↗Source
Privacy PolicyPrivacy Policy ↗Source
License TermsLicense Terms ↗Source

Publisher resources

4 links
Helpgo.microsoft.com ↗Source
Supportwww.microsoft.com ↗Source
Microsoft Dynamics 365 Business Central Capabilities Guidecatalogartifact.azureedge.net ↗Source
Get started with the Sales Order Agent for Dynamics 365 Business Centralwww.youtube.com ↗Source
Pricing
Unknown
Not stated
Delivery
Dynamics 365 app
https://www.microsoft.com/dynamics365/contact-us
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