Use "SALESORDER AGENT" to add claims to BC

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Posted on by VC-05090540-0

Hi everyone,

I’m exploring ways to integrate email-based claims into Dynamics 365 Business Central (BC) and wanted to see if the community has any insights. Specifically, I’m curious whether it’s possible to capture claims or issues that we receive via email and automatically add them into BC using the Sales Order Agent feature.

For context:

We frequently receive claims from customers via email
I’m considering whether these claims can be associated with a sales order and tracked in BC.
The Sales Order Agent feature seems like it might offer a way to automate or link these claims, but I’m unsure if it supports this type of functionality directly.

Has anyone tried something similar? Are there recommended approaches, workarounds, or best practices to achieve this?

Thanks in advance for your guidance!

Categories:

Dynamics 365 Business Central

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