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Dynamics 365 CommunityForums Small and medium business | Business Central, N... Order Automation

Small and medium business | Business Central, N...

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Order Automation

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Posted on by JL-19091715-0

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Hello everyone!

We looking to automate the creation of sales orders from purchase orders that our customers send us. We have tried Lucy as well as Conexiom. The sales order agent that Microsoft is releasing in 2025 looks promising and, according to Copilot, can read orders from a PDF which is what we would want. I have researched other companies that specialize in order automation.

What does everyone use for this?

TIA

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Dynamics 365 Business Central

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YUN ZHU 99,055 Super User 2026 Season 1 on at

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I think you can try Power Automate

Dynamics 365 Business Central: How to create Sales Order from Purchase Order with Power Automate – Copy Document from PO to SO

https://yzhums.com/53993/

How to import data to Business Central by uploading a file with Power Automate (No customization)

https://yzhums.com/47869/

Or the function of copilot.

Business Central 2024 wave 2 (BC25): Suggest sales lines from CSV (comma-separated values) file (Create sales lines easily with Copilot)

https://yzhums.com/56783/

Hope this can give you some hints.

Thanks.

ZHU

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