Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Discover the power of Microsoft’s out-of-the-box AI Sales Order Agent for Dynamics 365 Business Central. Experience complete automation of your sales order capture process, from customer email identification to final order conversion. This intelligent tool monitors designated email inboxes, clarifies missing details with customers, checks item availability, and generates professional sales quotes and orders – all while maintaining essential human oversight for quality control.
Whether your goal is to reduce manual data entry, improve response times, or streamline your sales processes, this AI-powered automation can help transform your business operations.
Subscribe to the WebSan/Rand Group YouTube channel for weekly new Business Central videos.
In this video you’ll learn:
Complete setup and configuration of the Sales Order Agent
Real-time email processing and automated customer identification
End-to-end demonstration from customer inquiry to sales order creation
Human-in-the-loop workflows for discount approvals and quality control
Related Videos
Dynamics 365 Business Central manufacturing series part VII: Standard vs actual costs
This video explains the difference between standard and actual costing in Dynamics 365 Business Central and why it matters to your bottom line. Learn how Business Central connects costing data to your financials, empowering better decision-making and cost control in manufacturing operations.
Empowering Process Manufacturing with ERP
Managing tariffs and landed costs can be complex, but Dynamics 365 Business Central makes it easier. This video shows how to automate calculations, allocate freight costs accurately, gain full visibility into import expenses, and streamline operations to improve decision-making and stay competitive in global trade.
Outlook Contact Insights in Dynamics 365 Business Central
This video explores how Outlook integration with Dynamics 365 Business Central puts customer and vendor insights at your fingertips. From viewing balances and open orders to drilling into payables and invoices, you’ll see how users can provide faster, more accurate service without leaving their inbox. By connecting email and ERP data, Business Central helps teams save time, improve accuracy, and strengthen relationships.