Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Smart Sell AI Companion
Turn every sales order into a smarter revenue opportunity
Smart Sell AI Companion helps sales teams increase revenue potential directly within Microsoft Dynamics 365 Business Central by surfacing intelligent cross-sell, upsell, and reorder recommendations during the sales process.
Built for organizations that want to improve sales productivity, increase average order value, and make better use of customer and item data, the app delivers timely suggestions while users create Sales Quotes, Sales Orders, and Blanket Sales Orders.
Free 30 day trial
$20
per month/per tenant
Supported Editions
Dynamics 365 Business Central
Essentials & Premium
Supported Countries
USA & Canada
Complimentary sandbox
Onboarding assistance
Complimentary upgrades
Online training & support
About
Are your sales reps missing cross-sell opportunities during order entry?
Smart Sell AI Companion surfaces complementary product suggestions directly within Business Central sales documents. This helps sales teams identify relevant add-ons while they are already working on the quote or order.
Are reorder opportunities being lost because teams are relying on memory?
The app uses historical purchase patterns and reorder cycles to help identify when customers may be ready to buy again. Sales teams can follow up more proactively and reduce missed repeat sales opportunities.
Do your sales teams have enough visibility into customer buying patterns?
Smart Sell AI Companion analyzes Business Central data such as customer history, item affinity, segmentation, and profitability. This helps users make more informed recommendations without manually digging through reports or spreadsheets.
Features
Features
Smart Sell AI Companion gives sales teams real-time, AI-driven recommendations that help them identify additional revenue opportunities without leaving Business Central.
- Real-time cross-sell suggestions: Surface complementary product recommendations as users create Sales Quotes, Sales Orders, and Blanket Sales Orders. This helps sales reps suggest relevant add-ons while the customer conversation or order entry process is still active.
- Intelligent upsell recommendations: Identify upgrade opportunities or higher-value alternatives based on customer behavior, item relationships, and product profitability. Sales teams can use these insights to increase average order value while keeping recommendations relevant to the customer.
- Reorder and replenishment prompts: Help sales teams recognize when customers may be ready to reorder based on historical purchase patterns and reorder cycles. These prompts support proactive selling and help improve repeat sales opportunities.
- Customer and item data intelligence: Use Business Central data such as purchase history, item affinity, customer segmentation, and profitability to generate more targeted recommendations. This allows sales teams to move beyond guesswork and act on insights already available within the business.
- In-workflow Business Central experience: Deliver recommendations directly inside the sales document workflow so users do not need to open separate reporting tools or external systems. This supports faster adoption and helps sales teams act on opportunities without disrupting their daily process.
- Sales visibility for managers and business owners: Help sales leaders uncover patterns in cross-selling, upselling, and repeat purchase opportunities. These insights can support revenue planning, customer growth strategies, and stronger alignment between sales, operations, and finance.
Supported Languages
Supported Languages
- English (United States)
AI-powered sales growth by the numbers
%
revenue uplift from AI investments in marketing and sales
%
sales ROI uplift reported by companies investing in AI
%
potential sales productivity increase from generative AI adoption
Why purchase an app from Rand Group?
Built by Business Central specialists
Rand Group apps are developed with deep knowledge of Business Central processes, data structures, and real-world ERP workflows.
Designed for everyday business operations
Each app is built to solve practical operational challenges that businesses face in sales, finance, supply chain, and day-to-day process execution.
Easier adoption with ongoing support
Rand Group provides onboarding, documentation, training, and long-term support to help teams adopt apps with less disruption.
Connected to the Microsoft ecosystem
Rand Group understands how Business Central works alongside Microsoft 365, Power BI, Power Automate, and the broader Dynamics 365 platform.