In the fast-paced business world, innovation is the key to staying ahead. We present our latest breakthrough – the Dynamic AI Sales Order Automator, a revolutionary solution designed to transform the way businesses handle sales orders within Dynamics 365 Finance and Operations (F&O). With the power of artificial intelligence, this solution introduces a seamless and intelligent approach to sales order processing. Our solution is designed to be ready-to-use out of the box, but it also offers flexibility and scalability to meet your unique business scenarios and requirements, without compromising its performance or functionality.

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Unleashing the Power of Automation

Automatic Draft Generation

Bid farewell to manual order entry. Our system excels at swiftly converting unstructured orders, received in free-text formats like emails, into draft sales orders within Dynamics 365 F&O. This not only accelerates order processing but also minimizes the risk of errors associated with manual data entry.

AI-Powered Predictions

Harness the potential of artificial intelligence to predict key order details with unmatched precision. From customer names and shipping dates to specific items and quantities, our advanced model ensures that your draft orders are generated swiftly and accurately.

Empowering Users with Control

Staging Overview

Gain a comprehensive view of all staging orders and their lines. Simultaneously, review the original order content from the customer for quick validation. This intuitive interface ensures that users have the context to make informed decisions during approval.

Color-Coded Accuracy

We believe in transparency. Every order and line is color-coded based on the model’s prediction accuracy – green for high accuracy, yellow for moderate, and red for areas that may need attention. This visual cue empowers users to make swift decisions with confidence.

User Validation and Customizable Thresholds

Our system doesn’t just rely on automation, it embraces user expertise. Users can validate and approve draft orders, correcting any inaccuracies directly on the staging form. Customize threshold values for prediction accuracy, tailoring the system to meet the unique needs of your business.

Tailored for Your Business

Flexible Item Identification

Define item identification preferences in the setup form to accommodate different customer requirements, whether external item identification numbers or barcode scanning.

String Matching Technology

In cases where the model encounters incomplete item names, our system employs advanced string-matching technology to recognize the closest existing item, leaving no room for ambiguity in your orders.

Comprehensive Validation and Monitoring

Validation Log

Access a detailed validation log presenting all messages related to the selected order, useful for addressing issues linked to missing data on the customer or item level, ensuring that every order is processed seamlessly.

Dashboard Workspace

Our system comes equipped with a dynamic dashboard workspace allowing you to monitor the number of draft, rejected, approved, and error orders at a glance. Track the model’s performance with charts illustrating the number of user-edited versus non-edited approved orders monthly.

Elevate Your Business Processes

Experience the future of sales order management with Dynamic AI Sales Order Automator for Dynamics 365 F&O. Transform your workflow, enhance accuracy, and propel your business forward with a solution designed for the demands of the modern business landscape.