Intelligent Order Intake and Processing Agent
Sonata Software Ltd. · Marketing & Sales
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
An intelligent AI assistant that automates the end-to-end sales order process by capturing customer purchase orders from email (body and attachments), an internal chat widget where agents can key in order details while speaking with customers over a call (Teams -based, if applicable), and voice (planned). It then uses AI to extract order details, validate the data, route it for approval, and create the sales order in Dynamics 365 Finance & Operations.
It is used by customer service and sales operations teams to eliminate manual data entry from emails and attachments, reduce rework caused by errors or missing information, and improve turnaround times. Buyers get immediate centralized capture of all order channels and automated order creation workflows with visibility and audit readiness.
Show the rest of the publisher’s description (48 more lines)
Challenges
- Manual data entry from emails, attachments, or calls
- Different units and formats
- Ambiguous or incomplete order details
- Rework due to errors or missing info
Key capabilities
- Customer Interaction
- Sales Order AI Agent
- Natural Language Order Capture
- Workflow Automation
- Email Parsing & Data Extraction
- Data Management & Storage
- Sales Order Staging & Validation
- Sales Order Creation
- Backup & Archival
- Monitoring & Insights
- Security & Secrets Management
- Admin Dashboard & Governance
- Integration Orchestration
- Backup of Communication DataHow it works
- Receive Customer Order: Customer sends PO via email, an internal chat widget, or voice; AI agent captures the message and initiates order creation workflow (Outlook, Teams, Agent flows).
- Order Data Extraction: AI reads email/attachment and extracts fields like Customer ID, Product, Quantity, Price, Delivery Date; maps into Dataverse and flags unrecognized data (AI Builder, Power Automate, Dataverse).
- Order Validation: Validates extracted data against records (customer/item master, pricing, credit limits) and detects duplicates using PO number logic (Dataverse, Dynamics 365 F&O).
- AI Summary & Approval: Generates an AI order summary for CSR/Sales Manager approval via Teams (Adaptive Card); logs approval trail in Dataverse (Teams Bot, Power Automate, Dataverse).
- Sales Order Creation in Dynamics 365 F&O: Automatically creates the order in Dynamics 365 F&O and updates related records; applies business rules (pricing, taxes, delivery schedule) (Dynamics 365 F&O, Power Automate, Dataverse).
- Confirmation & Backup: Sends confirmation email; archives order JSON and email backups; logs process status; uses Key Vault for secure credentials (Outlook, Azure Blob Storage, Application Insight, Azure Key Vault).Business impact
- Reduced Order Processing Time
- Improved Order Accuracy
- Enhanced Customer Experience
- Seamless Omnichannel Order Intake
- Real-time Order Visibility
- Increased CSR Productivity
- Reduced Operational Costs
- Improved Data Governance
- Faster Decision Making
- Scalable & Future-Ready Architecture
- Better Exception Handling
- Enhanced Security & ComplianceWho benefits
- Customer Service Representative
- Copilot Admin
- Sales Operations Manager
- IT / Power Platform Administrator
- AI / Process Automation Specialist
- Finance / Order Validation Team
- Customer / External Partner (Indirect)
- Compliance & Audit Team
Sales enquiry:
Write to us: partnerupdates@sonata-software.com
Preview
5 images
Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment · as of 2026-08-29
Sources
Publisher resources
5 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.