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Kurze Fakten
- Preis
- $799.00 USD
- dynamics_365_business_central-Versionen
- —
- Rüstzeit
- 45 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
AI Sales Order Agent
An autonomous AL extension that monitors a mailbox, identifies the customer and requested items, checks availability, and drafts quotes and sales orders inside Business Central. Built, installed as a per-tenant extension, and supported by ECOSIRE.
$799.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
Job Queue-scheduled mailbox polling of a designated shared mailbox via the Microsoft Graph API
LLM-based extraction of customer, requested items, quantities and units of measure from free-text email bodies and PDF attachments
Customer identification by sender email-to-contact matching, with configurable fallback to a manual review queue
Item resolution against the Item, Item Reference and Item Cross-Reference tables, including your customer-specific part numbers
Inventory and availability checks using Business Central availability data before a quote is drafted
Automatic Sales Quote creation and standard quote PDF rendering using your existing report layout
One-click conversion of an approved quote to a Sales Order through native BC document flow (pricing, discounts, dimensions, posting rules preserved)
Dedicated AI Agent Log table (table + page extension) capturing source email, confidence scores, decisions and resulting document numbers
Confidence-threshold routing: low-certainty messages held for human review instead of posting blind
Structured follow-up email handling tied to the originating Graph thread (clarifications and confirmations)
Scoped permission set so the agent runs least-privilege inside your tenant
Event subscriber hooks so your team can extend matching, pricing or approval logic without touching core BC
Über dieses Produkt
The AI Sales Order Agent turns your inbound order mailbox into structured sales documents inside Microsoft Dynamics 365 Business Central — without rekeying. It is a per-tenant AL extension that ECOSIRE builds, installs and supports on your Business Central environment. This is not an instant AppSource download: we scope it to your item catalog, customer matching rules and approval policy, then deploy it as a signed per-tenant extension you own.
Warum AI Sales Order Agent wählen
Job Queue-scheduled mailbox polling of a designated shared mailbox via the Microsoft Graph API
LLM-based extraction of customer, requested items, quantities and units of measure from free-text email bodies and PDF attachments
Customer identification by sender email-to-contact matching, with configurable fallback to a manual review queue
Item resolution against the Item, Item Reference and Item Cross-Reference tables, including your customer-specific part numbers
Inventory and availability checks using Business Central availability data before a quote is drafted
Automatic Sales Quote creation and standard quote PDF rendering using your existing report layout
How it works. A scheduled Job Queue entry polls a designated shared mailbox (via Microsoft Graph) for new order emails. Each message is passed to an LLM extraction step that identifies the sender's Customer record (email-to-contact match, with a configurable fallback to manual review), parses requested items against your Item and Item Reference tables, and resolves quantities and units of measure. The agent checks availability using Business Central's inventory and availability data, then creates a Sales Quote and renders the standard quote PDF via your report layout. A new AI Agent Log table (table + page extension) records every decision, the source email, confidence scores and the resulting document number for full auditability.
You stay in control. Low-confidence matches route to a review queue instead of posting blind. On approval, the quote converts to a Sales Order through standard BC document flow — so pricing, discounts, dimensions and posting rules all behave exactly as your finance team configured them. The agent can also manage structured follow-up email exchanges (clarifications, confirmations) tied back to the originating thread.
Everything runs inside your tenant under a scoped permission set. No data leaves your environment except the extraction call to the LLM endpoint you authorize. We deliver the source-controlled AL app, install it, and support it.
Was Sie bekommen
- Signed per-tenant AL extension (.app) installed on your Business Central production and sandbox environments
- Full AL source code in a Git repository you own (table/page extensions, event subscribers, Job Queue codeunit)
- Configured scoped permission set and Job Queue setup for the mailbox polling cadence
- Microsoft Graph app registration guidance and mailbox/LLM endpoint connection setup
- Configuration of customer-matching rules, item-resolution mapping and confidence thresholds to your catalog
- Admin/user runbook covering the review queue, the AI Agent Log and follow-up email workflow
- Handover session plus an agreed warranty/support window for fixes and BC version compatibility
Für wen das ist
Sales Operations Manager
Owns inbound order-taking and wants emailed orders turned into BC quotes and sales orders without staff rekeying, while keeping a human approval gate on anything uncertain.
Business Central Functional Consultant / Admin
Responsible for the tenant and needs a clean per-tenant extension with a scoped permission set, Job Queue setup and an audit log — not an opaque black box bolted onto production.
Customer Service / Order Desk Lead
Manages the order desk inbox and wants the agent to handle the repetitive parsing and follow-up clarification emails so the team focuses on exceptions and edge cases.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei des AI Sales Order Agent-Moduls von Ihrem Konto-Dashboard herunter.
Auf Odoo hochladen
Extrahieren Sie die ZIP-Datei in Ihren Odoo-Ordner für benutzerdefinierte Add-ons auf dem Server (oder laden Sie sie über „Apps“ > „Aus Datei installieren“ auf Odoo.sh/Runbot hoch).
Installieren Sie das Modul
Aktivieren Sie den Entwicklermodus, öffnen Sie „Apps“, klicken Sie auf „Apps-Liste aktualisieren“, suchen Sie nach „AI Sales Order Agent“ und klicken Sie auf „Installieren“.
Einstellungen konfigurieren
Öffnen Sie das neue Menü, fügen Sie Ihren ECOSIRE-Lizenzschlüssel ein, verbinden Sie alle externen Anmeldeinformationen (Shopify, Amazon, Stripe usw.) und speichern Sie.
Verifizieren und live gehen
Führen Sie den integrierten Verbindungstest aus, synchronisieren Sie Ihre ersten 10 Datensätze und planen Sie den wiederkehrenden Cron. Wenden Sie sich an den Support, wenn etwas fehlschlägt.
Wie AI Sales Order Agent im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Reads inbound order emails and a designated mailbox automatically | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | |
| AI extraction of customers and items from free-text and PDF attachments | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | |
| Drafts quotes and converts to sales orders via native BC document flow | Im Lieferumfang enthalten | Im Lieferumfang enthalten | Teilweise Unterstützung | |
| Tailored to your item catalog, customer-matching and approval rules | Im Lieferumfang enthalten | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | |
| Human review queue with configurable confidence thresholds | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | |
| Full audit log of every decision and source email | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | |
| Installed as a per-tenant extension you own, with source code | Im Lieferumfang enthalten | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | |
| Built, installed and supported for you (no in-house AL team needed) | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Teilweise Unterstützung |
Häufig gestellte Fragen zu AI Sales Order Agent
How long does delivery take, and how is it installed?
This is a build-to-order extension, not an instant AppSource download. After a short scoping call we typically deliver in 3-5 weeks depending on the complexity of your item catalog and customer-matching rules. We build the AL app, install it first on your sandbox as a signed per-tenant extension, validate against your real emails, then deploy to production.
How do ongoing support and updates work?
Every build includes an agreed warranty window for bug fixes. Because it is a per-tenant extension you own (with the AL source in your repository), we also offer ongoing support for Business Central version upgrades, new item/customer rules and extraction-prompt tuning. We track BC release-wave compatibility so the extension keeps installing cleanly through major updates.
Does my email and order data leave Business Central?
No data leaves your tenant except the text extraction call to the LLM endpoint you authorize. Mailbox access uses your own Microsoft Graph app registration, and all document creation happens inside Business Central under a scoped permission set. Every decision is recorded in the AI Agent Log table for audit.
Will the agent post orders automatically without anyone checking?
Only if you configure it that way. By default, low-confidence customer or item matches are held in a review queue, and the human-approved quote-to-order conversion uses standard BC document flow so your pricing, discount, dimension and posting rules all apply. You set the confidence thresholds.
Can it read part numbers and orders sent as PDF attachments?
Yes. The extraction step handles both free-text email bodies and PDF/spreadsheet attachments, and resolves items against your Item Reference and customer-specific cross-reference numbers. Unmatched lines are flagged for review rather than guessed.
Does this work with Business Central online (SaaS) or only on-premises?
It is built primarily for Business Central online (SaaS) as a per-tenant extension using Job Queue, the Graph API and the BC platform APIs. On-premises deployments are possible — we confirm feasibility and any platform constraints during scoping.
Verwandte Module
Angebot anfordern
AI Sales Order Agent
An autonomous AL extension that monitors a mailbox, identifies the customer and requested items, checks availability, and drafts quotes and sales orders inside Business Central. Built, installed as a per-tenant extension, and supported by ECOSIRE.
- Job Queue-scheduled mailbox polling of a designated shared mailbox via the Microsoft Graph API
- LLM-based extraction of customer, requested items, quantities and units of measure from free-text email bodies and PDF attachments
- Customer identification by sender email-to-contact matching, with configurable fallback to a manual review queue
- Item resolution against the Item, Item Reference and Item Cross-Reference tables, including your customer-specific part numbers