Sales Order Agent in Dynamics 365 Finance & Operations | FastTrack Dynamics 365 Bites

 

Our latest FastTrack Dynamics 365 Bite introduces the Sales Order Agent—an autonomous Copilot Studio solution that reads email attachments, extracts order data with AI Builder GPT prompts, validates customers and products, and creates sales orders in Dynamics 365 Finance & Operations, with human‑in‑the‑loop handling for exceptions. 

Solution Architect Corina Balan walks you through the solution architecture, shows automatic vs. manual‑review processing flows, and ends with installation/configuration guidance and live demos.