Finance
Sales Order Entry Agent (Business Central)
Human-approved · Starter · High severity
Works with: Business Central, Outlook
The problem
Customers email orders as free text, PDFs, or spreadsheets. Someone re-keys them into Business Central — slow, error-prone, and a bottleneck at month-end or seasonal peaks.
What the agent does
- Microsoft's first-party Sales Order Agent — we configure rather than build:
- Monitors the orders mailbox for incoming purchase requests.
- Identifies the customer, matches requested items to the BC item catalog (including loose descriptions), checks availability.
- Drafts the sales order in BC.
- Human approval: order processor reviews and posts. Agent replies to the customer with confirmation once approved.
You need this if
- Order re-keying consumes hours daily
- Order errors (wrong item/qty) cause returns and credits
- Order volume spikes overwhelm the office
Who uses it
Order desk, finance, operations.
What goes in, what comes out
In: order emails, BC customer/item data, availability. Out: drafted sales orders, customer confirmations.
Why it pays
Order entry time drops from minutes to seconds of review per order. First-party agent = low build risk, fast time-to-value — a great BC-client opener.
Built to be trusted
- Never posts an order without human review (native behavior)
- Price/discount changes stay human-only
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.