Sales Inbox Agent for Dynamics 365 Business Central
Early access
Every customer request, from every channel, handled in Business Central.
New orders, quote requests, changes, cancellations and “where’s my order?” questions become checked drafts in Business Central. Returns and complaints go to a person with the history attached. People only handle the exceptions.
Early access: talk to usEmail first; WhatsApp, SMS, voicemail, web shop and EDI in early access.
- Email Live
- WhatsApp Early access
- SMS Early access
- Voicemail Early access
- Web shop Early access
- EDI Early access
Reads, sorts and checks
- Sales orderCustomer A, by emailReady to approve
- Sales quoteCustomer B, on WhatsAppReady to approve
- ReturnCustomer C, by voicemailPassed to a person
What it does
Less typing, fewer mistakes, faster replies
Every request in one inbox
New orders, quote requests, quote acceptances, changes, cancellations and status questions land in one Sales Inbox in Business Central. Email first; WhatsApp, SMS, voicemail, web shop and EDI in early access.
Checked before anything is created
Customer, prices, stock, credit and your own rules are checked first. Anything that fails a check waits for a person.
Answered on the same channel
Replies, shipped notices and invoices go back to the customer the way the request came in, linked to the documents in Business Central.
From inbox to draft order
An emailed purchase order becomes a checked draft sales order
The agent reads the email and the PDF attached to it, finds the customer and items in Business Central, runs the checks and lines up the draft for you.
Purchase order PO-7731
Hi, please find our order attached. Delivery to our main depot by Friday, please.
PDFPO-7731.pdf| Item | Quantity |
|---|---|
| Shelf bracket, steel | 40 |
| Wall plugs, pack | 12 |
| Screw set | 25 |
- Customer matched
- Prices from your price list
- Stock available
- Credit OK
See it work
Pick a channel and a request
Choose how the customer gets in touch and what they ask for. Here is what the Sales Inbox Agent does with it.
Message arrives
Email from Customer A
“Please send our usual order to the main site by Friday.”
Sales Inbox Agent reads it
Sorted as a new order. Customer and items matched in Business Central.
Checks
- Customer (checked)
- Prices (checked)
- Stock (checked)
- Credit (checked)
- Your rules (checked)
Result in Business Central
Draft sales order, ready to approve
Reply on the same channel
Order confirmation sent by email. Shipped notice and invoice follow the same way.
To start with, a person approves every order and every reply. Email first; WhatsApp, SMS, voicemail, web shop and EDI in early access.
Answered on the same channel
Replies, shipped notices and invoices go back the way the request came in
Customers hear back where they asked. Every reply is linked to the order in Business Central, and a person approves replies to start with.
Hi, where’s my order 4512?09:41
Hi Sam, order 4512 for Contoso Retail left our warehouse today. It is due with you on Thursday. Track it here: track.example/451209:42
Your order 4512 has shipped
Good news: your order 4512 left our warehouse today. Expected delivery: Thursday.
Track your deliveryInvoice for your order 4512
Thank you for your order. Your invoice is attached.
PDFInvoice-4512.pdfHow it works
The Sales Inbox Agent is an app for Microsoft Dynamics 365 Business Central online. It reads every request your customers send, sorts it, checks it against Business Central, and prepares the draft or the reply for you to approve.
Step 1
Connect your mailbox
Set it up on one page in Business Central
Step 2
It reads, sorts and checks
Matched to the customer, items and orders, then checked
Step 3
You approve
Or let it handle trusted customers once it has earned it
On your home page
See what needs you at a glance
Bee Solved tiles sit on your Business Central home page. Click a tile to open the list behind it.
Bee Solved
You stay in charge
Hands-off only when you say so
Approve everything to start
Nothing is saved or sent until a person approves it in Business Central.
A track record per customer
See how each customer’s requests have gone before you let it handle them on its own.
Undo
Changed your mind? Undo what the agent did from its record.
One To Approve list
Everything that needs a person is in one list, with the next step ready on each line.
Sales Inbox Agent has handled Northwind Supplies’ orders right first time 20 out of 20 times. Let it handle them on its own?
You can switch this off at any time.
Common questions
What kinds of request can it handle?
New orders, quote requests, quote acceptances, changes to orders, cancellations and “where’s my order?” questions. Returns and complaints go to a person, with the history attached.
Which channels does it read?
Email first, including orders sent as attachments; WhatsApp, SMS, voicemail, web shop and EDI in early access. Tell us what your customers use and we will confirm how it connects.
Does it need scripts or IT setup?
No. You set it up on one page in Business Central, with plain steps and a test button at each step.
What if our email isn’t on Microsoft 365?
Forward your orders mailbox to a Bee Solved forwarding address. The agent reads the messages from there in the same way.
Does a person still check everything?
Yes, to start with. A person approves every order and every reply. Later you can let it handle trusted customers on its own, and you can switch that off at any time.
Is it on Microsoft AppSource?
Not yet. It is in early access now. Talk to us to join.
Try it with your own customers’ requests
The Sales Inbox Agent is in early access. Tell us how your customers get in touch and we will help you set it up.
Early access: talk to us