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Integration · Microsoft Dynamics 365 Finance & Supply Chain Management

AI quote and order automation for Dynamics 365 Finance & Supply Chain Management

ERP Agent reads the customer’s request from email, PDF or Excel, identifies the right released products in Dynamics 365 Supply Chain Management, prices every line with that customer’s trade agreements and creates a sales quotation or sales order in your legal entity once your rep has approved it. We set up the connection for your company during onboarding.

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What ERP Agent reads from Supply Chain Management

The connection uses the standard OData endpoint of the finance and operations apps (your environment URL followed by /data) and its public data entities, signed in with Microsoft Entra ID. ERP Agent works from your product data as it is today.

What ERP Agent reads from Supply Chain Management
Data in Supply Chain ManagementData entityWhat ERP Agent does with it
Released products and variantsReleased products V2 (ReleasedProductsV2), Released product variantsIdentifies the right product and variant for every request line from the customer’s own wording, and checks each item number exists in the legal entity before anything is written
Sales unitsThe sales unit on the released productPuts each line in a unit Supply Chain Management knows
CustomersCustomers V3 (CustomersV3)Finds the customer account behind the request, warns the rep when none matches and flags a delivery address that differs from the one on the account
Customer prices and discountsThe trade agreements set up in Supply Chain ManagementBrings in the price and discount your trade agreements give that customer, so the rep reviews the draft with real prices

Your product data, trade agreements and customer accounts stay exactly as they are: the agent reads them and never changes them.

What ERP Agent writes to Supply Chain Management

Two documents, both written only after a rep has approved the draft.

What ERP Agent writes to Supply Chain Management
DocumentData entityWhat is written
Sales quotationSales quotation headers V2, Sales quotation lines V2The customer account, the customer’s reference and every approved line with item number, quantity and unit. Lines keep the price the rep set in review; all others take price and discount from your trade agreements.
Sales orderSales order headers V2 (SalesOrderHeadersV2), Sales order lines V2 (SalesOrderLines)The same lines, plus the requested receipt date and the delivery address taken from the request

Both are ordinary documents your team opens and edits like any other. When a customer accepts a quotation, your team confirms it into a sales order as usual.

Why Dynamics 365 sales teams add an AI quote agent

Distributors on Dynamics 365 often run large catalogues across several legal entities, with customers who write in their own words. The work in a quotation is reading “HEA 200 S355 cut to 2.4m” or a customer’s own part number and knowing which released product that is, what this customer pays under its trade agreements and which lines need a second look. According to our case study, a sales rep spends on average 4–7 minutes per line when creating quotes and orders by hand; for a 30-line enquiry, that is two to three and a half hours.

ERP Agent does that groundwork. It is the first agentic AI layer for wholesale distribution ERP systems, and on Dynamics 365 it works on top of the system you already run: no replacement project, no new process for your customers. They get answers sooner, reps spend their time on judgement and selling, and new reps are productive sooner.

The same agent runs quote automation and order entry automation on any ERP; this page covers what it does inside Dynamics 365 Finance & Supply Chain Management.

How Dynamics 365 quote automation works

  1. A request reaches the agent

    Reps forward the customer’s email from Outlook to your company’s own agent mailbox, or paste it into the web app as it is and choose quote or sales order. PDF (scanned too), Excel, CSV, Word, images and forwarded emails all work. Your own systems can send requests through the REST API or the MCP server.

  2. It finds the customer and the products

    The customer is identified from the request and matched to a customer account. Abbreviations, dimensions, materials, part numbers and customer codes are mapped to your released products, and candidates that contradict a stated size, grade or rating class are pushed down. A request in one language finds products described in another, which matters when your legal entities sell in several countries. A line too vague to identify goes on your placeholder item with the customer’s wording kept, never a guess.

  3. Prices come from your trade agreements

    Each line carries the price and discount your trade agreements in Supply Chain Management give that customer. Standard fee rows, such as packing, are added following your rules; for steel and metals, cut-to-length lines can get a sawing service line.

  4. A rep reviews the draft

    Lines appear in the table as they are matched. The rep checks the marked ones, takes an alternative where needed, makes changes in quote chat and approves.

  5. It is created in Supply Chain Management

    Every item number is checked against the legal entity first, so a document never carries a number Supply Chain Management doesn’t know. A short countdown lets the rep cancel. The lines your team sends teach the agent: the next time a customer writes the same thing, it picks the same product.

Example: a steel enquiry becomes a Dynamics 365 sales quotation

A fabricator emails a list to a steel distributor running Dynamics 365 Supply Chain Management. The rep forwards it to the agent mailbox, which is set to create quotations.

Customer requestIllustrative example
“Please quote the below for the Sheffield job, delivery week 46.”
  1. 12 x HEA 200 S355 12m
  2. 8 x RHS 100x50x4 S355 6m
  3. 30 x flat 50x10 S235 6m
  4. 4 x HEA 200 cut to 2.4m
  5. 20 x our ref ST-7741
  6. 1 x base plates to drawing
Proposed lines · Illustrative example
Request lineProposed released productQtyMatchNote
HEA 200 S355 12mWide flange beam HEA 200, S355J2, 12 m1295S355 read as S355J2, the grade this customer buys.
RHS 100x50x4 S355 6mRectangular hollow section 100 × 50 × 4 mm, S355J2H, 6 m897Dimensions, wall thickness and length match.
flat 50x10 S235 6mFlat bar 50 × 10 mm, S235JR, 6 m3093Size, grade and length match.
HEA 200 cut to 2.4mHEA 200, S355J2, with a sawing service line4 × 2.4 m82Cut length differs from the stock length, so a sawing line is added.
our ref ST-7741Equal angle 60 × 60 × 6 mm, S355J2, 6 m2098The customer’s own code, learned from an earlier quotation.
base plates to drawingPlaceholder item, wording kept1–Needs the drawing; the rep decides.

Illustrative example with sample products, codes and scores. In a real draft each line also carries the customer’s price from the trade agreements in Supply Chain Management.

What the rep sees before anything reaches Dynamics 365

  • A match score from 0 to 100. Lines under 80 are marked, so review starts where judgement is needed. How the match score works.
  • Reasoning. Open a line to see why the agent chose that product.
  • Alternatives. Runner-up products are kept for every line; take one instead with a click.
  • Quote chat. Add or remove rows or change quantities and prices, then approve or reject each proposed edit line by line.
  • Your team stays in control. The rep approves the draft before it is created in Supply Chain Management, and nothing reaches a customer without approval.
ERP Agent quote review interface with sample data
Sample data: request lines beside proposed products and match scores. Open full size

Security and control

  • GDPR-compliant, zero data retention. ERP Agent is GDPR-compliant, and models run with zero data retention. More on security and data handling.
  • Access agreed first. Before setup, we agree which data the agent needs and which systems it can access.
  • A dedicated service account. The connection signs in as its own Microsoft Entra application with service-to-service authentication. On the Microsoft Entra applications page in finance and operations, it is mapped to a dedicated service account whose security roles cover only the work agreed.
  • A person approves. Nothing is written to Supply Chain Management until a rep approves the draft, and nothing reaches a customer without your team.
  • Reads, never rewrites. Products, trade agreements and customer accounts are read; the agent creates quotations and orders and changes nothing else.

Onboarding: what we need from you

We set up the Dynamics 365 connection for your company during onboarding. Your reps don’t wait for it: they start with a catalogue file the same week.

  1. A catalogue export

    An export of your released products, for example from the Data management workspace to Excel or CSV. Reps forward real requests from the first week, reviewing every draft in the web app. See starting from a catalogue file.

  2. An app registration

    Your admin registers an application for ERP Agent in Microsoft Entra ID and adds it on the Microsoft Entra applications page, mapped to a service account with the security roles we agree. We send the exact list.

  3. Your environment and legal entities

    Which environment and legal entities the agent works in. Start in a sandbox environment if you prefer.

  4. Your rules and history

    Which placeholder item takes lines too vague to identify, which fee rows the agent adds, and past quotations or Outlook email history, so the agent learns how your customers write.

  5. Live in Dynamics 365

    Once the connection is live, customer prices come from your trade agreements and approved quotations and orders are created in Supply Chain Management directly.

ERP Agent in numbers

4–7 min
per line to create quotes and orders by hand, according to our case study
95%
average automation across our customers
3–8 min
for the agent to prepare a typical request
About 30 min
for a request of several hundred lines

Dynamics 365 today, any ERP across the group

ERP Agent integrates with Dynamics 365, Business Central, SAP, NetSuite, Sage and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week. Subsidiaries on Business Central or SAP S/4HANA use the same agent and the same review screen. See all integrations.

ERP Agent is live with steel, HVAC and fastener distributors. What it checks on each line follows your trade: grades, dimensions and lengths for steel stockholders, DIN and ISO codes for fastener distributors, duct sizes and fire ratings for HVAC wholesalers.

Frequently asked questions

Does ERP Agent work with Dynamics 365 Finance & Supply Chain Management?

Yes. ERP Agent reads released products, customers and prices through the standard OData data entities and creates sales quotations and sales orders after a rep approves. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week.

Does it create sales quotations or sales orders?

Both. In the web app the rep chooses quote or sales order for each request; emails forwarded to the agent mailbox become the document type your company has chosen. For customer purchase orders arriving by email, see purchase order to sales order automation.

Does ERP Agent replace Copilot in Dynamics 365?

No, it adds a dedicated quote and order agent alongside it. Copilot is Microsoft’s AI assistant across the finance and operations apps. ERP Agent is built for wholesale requests: it identifies the right products from customers’ shorthand in requests of several hundred lines, scores every line from 0 to 100 with its reasoning and alternatives, matches across languages and learns from the lines your team sends.

What does ERP Agent need access to?

Read access to released products and variants, customers and trade agreement prices, and permission to create sales quotations and sales orders in the agreed legal entities. Access runs through a Microsoft Entra application mapped to a dedicated service account with only those security roles, and we agree the scope with you before setup.

Which versions does it work with?

Dynamics 365 Finance and Dynamics 365 Supply Chain Management, the apps formerly known as Dynamics 365 for Finance and Operations, through their OData endpoint and data entities. On Dynamics AX 2012, we look at the services your installation publishes and agree the route during onboarding.

Where do the prices on a quotation come from?

From your trade agreements in Supply Chain Management, discounts included. The rep can review and edit any price before sending, and a line keeps the price the rep set.

How do we get started?

Book a call and bring a few real requests. You start with a catalogue file the same week, and we set up the Dynamics 365 connection during onboarding. Pricing is a setup fee plus a monthly subscription, with an itemised quote before you start. See pricing.

Let’s look at your quote workflow

Bring a request from your inbox

Book a 30-minute call with a few real requests; we’ll show how the agent handles them with your products and what connecting your Dynamics 365 environment involves.

  • Your requests and product catalogue
  • Your pricing and review process
  • A clear scope for the next step
Lauri Pelkonen

Lauri Pelkonen

Founder & CEO

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