Smart Order Processing – Directly into ERP
The AI Connector automates the capture and processing of customer orders, invoices, and incoming payments in Microsoft Dynamics 365 Finance & Operations. Using a powerful AI agent, it extracts structured data from PDFs, various file formats, or even plain text, validates the information, and routes it directly into D365.
Key Features:
Automatic import of customer orders (e.g., PDF email attachments, Office files, plain text)
Natural language support such as: “Create an order for company Muster with item XY”
AI-powered extraction of customer, item, pricing, and delivery data
Seamless integration via a D365 connector with full validation and tenant assignment
Reconciliation cockpit for review and final approval
Use Cases:
Processing customer orders from PDFs or text instructions
Importing order confirmations, invoices, and payment records
Tenant-specific routing through email mapping or alternative controls like storage path monitoring
Future Outlook:
The connector is under active development with the goal of processing all manual inputs – whether from paper, files, or spoken instructions – automatically, validated, and seamlessly within the ERP system.
📄 Download PDF: Pricing AI Connector for D365