Published On: January 12, 2024Categories: Company News, Innovation, MS News, Technical

In the ever-evolving landscape of business operations, staying ahead means embracing innovation. Introducing our latest breakthrough – Dynamics 365 F&O Sales Order Automation with AI. This transformative solution is set to redefine how businesses handle sales orders, introducing a seamless and intelligent approach to order processing.

Unveiling the Power of Automation:

  • Automatic Draft Generation

Say goodbye to the days of manual order entry. Our system excels at converting unstructured orders, received in free-text formats like emails, into draft sales orders within Dynamics 365 F&O. This not only accelerates the order processing timeline but also reduces 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 not just generated swiftly, but with unparalleled accuracy.

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 necessary context to make informed decisions during the approval process.

  • 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

Not all customers are the same, and neither should your item identification methods be. Define item identification preferences in the setup form to accommodate different customer requirements, whether it’s 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. It ensures that the system recognizes 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. This feature is especially 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. 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 on a monthly basis. Gain insights into order sources with a visually intuitive pie chart.

Elevate Your Business Processes:

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