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Sales Order Agent
Five screens per question
Inventory, production, purchasing, transfers and delivery each live in a different module.
AI Order Intelligence for Microsoft Dynamics 365
Know the real fulfillment status of every sales order.
An autonomous AI agent that reads live Dynamics 365 data and returns clear, actionable sales order fulfillment insight in seconds.
The challenge
Sales order status is harder than it should be.
One customer question means a manual investigation across several ERP modules.
10 to 20 minutes per answer
The time it takes in Dynamics 365 Finance & Operations, while the customer waits.
Risk seen too late
Shortages and delays surface only when someone thinks to check.
Higher operational workload
Sales and service teams chase other teams for status updates by hand.
Live demo
See the Sales Order Agent in action.
Watch it answer an order status question from live ERP data.
- 01
Ask about any sales order in natural language.
- 02
Trace every fulfillment dependency from live ERP data.
- 03
Spot fulfillment risks before commitments slip.
Four capabilities. One agent.
It reads the order, follows every dependency behind it, and explains the result in business language.
Natural language queries
Ask in plain language, get a customer-ready answer.
Name the order or describe the situation. No table names, no entity knowledge, and no ERP training.
Fulfillment signals it reads
- Sales order lines
- Inventory reservation status
- Production orders
- Purchase orders
- Transfer orders
- Delivery commitments
How it works
From question to answer in four steps.
A governed workflow from live ERP data to an automated response.
- 01
Ask
Ask about a sales order in plain language.
- 02
Trace
The agent reads the order and every dependency behind it.
- 03
Detect
Shortages, delays and shipment risks are flagged.
- 04
Deliver
A clear answer arrives by email, chat, or Copilot.
Sales Order Agent at a glance
Who it serves
- Sales representatives
- Customer service
- Supply chain planners
- Production planners
- Procurement
- Operations leadership
Business impact
- Faster customer response times
- Improved supply chain visibility
- Reduced manual ERP navigation
- Early detection of fulfillment risks
Built on
- Dynamics 365 Finance & Operations
- Copilot Studio
- Model Context Protocol
Frequently asked questions
Quick answers on scope, fit and how we work. Anything else, ask us directly.
Talk to a specialistA short call to walk through your situation and the right next step.
No. It reads the records it needs from Dynamics 365 Finance & Operations when a question is asked, and answers from that live read.
No. Questions are asked in plain language and the answer comes back as a business explanation.
Yes. It can monitor fulfillment conditions and alert the right people when a shortage, production delay, vendor delay, or late transfer puts a commitment at risk.
It runs on Copilot Studio against your existing Dynamics 365 Finance & Operations environment, connected through the Model Context Protocol so every ERP query follows a governed path.