Sales Order Agent
Sales Order Agent helps Business Central users automate the process of capturing sales orders.
- Category
- AI Apps and Agents
- Registry category
- Marketing & Sales
- Vendor
- Microsoft
- Location
- REDMOND, WA
- Reviews
- Not rated (0 reviews on the listing)
- Listed on
- Microsoft Marketplace
- Pricing
- Not stated
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What the publisher says
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:
Show the rest of the publisher’s description (12 more lines)
- 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 imagesLinked repositories
Unknown
Unknown means this listing does not publish a repository. It is not a statement that the code is closed.
Publisher resources
- Help (opens in a new tab)
- Support (opens in a new tab)
- Microsoft Dynamics 365 Business Central Capabilities Guide (opens in a new tab)
- Get started with the Sales Order Agent for Dynamics 365 Business Central (opens in a new tab)
Sources
- Marketplace listingMicrosoft Marketplace (opens in a new tab)
- Legal linkPrivacy Policy (opens in a new tab)
- Legal linkLicense Terms (opens in a new tab)
- Company recordOutside company data, matched on microsoft.com
- Official registersearch.gleif.org (opens in a new tab)
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The SettleTop steps above are possible but not automated yet, so today they sit open and a perfect 10 is out of reach. Open information like firmographics and reach has fewer steps to climb, so it sits a little higher for the same visible evidence.
Information shown here reflects the best available information at the time of assessment and may be incomplete, outdated, or subject to change. It should be independently verified before being relied upon for any decision. SettleTop is not liable for any errors, omissions, or decisions made in reliance on this information.
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