Sales Order Agent in Dynamics 365 Finance & Operations | FastTrack Dynamics 365 Bites
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Our latest #FastTrack #Dynamics365Bite introduces the Sales Order Agent—an autonomous #CopilotStudio 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.