Order intake from emails
Sales Order Agent · Dynamics 365 Business Central
Reads incoming order emails, recognizes customer, items and quantities and creates structured quotes and orders from them – for review and approval by your team.
Products alone no longer decide competition today. What matters is how quickly information flows through the company, from the first customer contact to after-sales service.
Where information doesn't flow seamlessly between sales, engineering, purchasing, production and service, delays, coordination effort and avoidable costs arise. agenic connects systems, data and people into end-to-end, intelligent business processes.
Whether machine and plant engineering, metalworking, electrical engineering or automotive suppliers – the specifics differ, the patterns repeat. We hear these points in almost every project.
Sales, engineering, purchasing, production and service work in different systems, supplemented by Excel lists and emails. Information is entered several times, handovers take time, and nobody has an end-to-end view of a customer order.
Utilization, material availability and production progress can often only be traced with a lot of manual effort. Planning decisions and delivery commitments are often based on experience rather than current data, while customers expect reliable dates and digital services.
From lot size 1 to high-variant series production: every customer change runs through quoting, engineering, purchasing and production. Without end-to-end processes, every change becomes a manual coordination marathon.
Supply shortages, fluctuating prices and non-transparent supplier performance lead to delivery delays or to excess inventory and high capital tie-up as an expensive safety buffer.
Pre-calculation and post-calculation drift apart. Post-calculations regularly show lower contribution margins than planned because actual effort, changes and rework do not fully flow into them.
Knowledge sits in people's heads and in individual files. When experienced employees leave, process knowledge is lost. Digitally supported processes help secure knowledge, relieve employees and onboard new colleagues faster.
Where production, machines and office IT grow together, the requirements for IT security, access protection and compliance increase. Connected production environments enlarge the attack surface and make security a prerequisite for digitalization.
The requirements differ depending on the type of manufacturing – the technological foundation remains comparable.
Almost every order is individually planned and produced. This places high demands on costing, resource planning and change management and is typical of machine and plant engineering.
Standardized products in high quantities with fixed bills of materials and routings. The focus is on production planning, supply chain management, on-time delivery and inventory optimization.
Customer-specific plants over long durations (engineer-to-order). Project controlling, capacity planning and the management of change orders and modifications are decisive.
Production based on formulas and batches, for example in chemicals, pharmaceuticals or food. Batch traceability, quality assurance and compliance are in the foreground.
In the free initial consultation, we look at your starting point and clarify which next steps make sense from a business and technical perspective.
End-to-end manufacturing isn't created by a single system. Especially in machine and plant engineering, sales, engineering, purchasing, production and service have to work on a shared information basis.
To achieve this, agenic combines Microsoft technologies, custom software development and integration expertise under one brand. This allows existing systems to be extended sensibly and connected into end-to-end processes. The result is solutions that grow with your company and develop existing investments further.
Microsoft already provides AI agents for Dynamics 365 today. They take over clearly defined tasks in purchasing, sales and finance. agenic integrates these agents into existing manufacturing processes and develops custom scenarios where the Microsoft standard isn't enough. This allows first AI applications to be used productively without completely rebuilding existing workflows.
An AI agent in Microsoft Dynamics 365 is a specialized application that prepares or independently carries out clearly defined tasks within a business process.
Put into practice: The following agents are real Microsoft functions. They automate clearly defined tasks. This makes them suitable for a controlled start.
Sales Order Agent · Dynamics 365 Business Central
Reads incoming order emails, recognizes customer, items and quantities and creates structured quotes and orders from them – for review and approval by your team.
Supplier Communication Agent · Dynamics 365 Supply Chain Management
Follows up on delivery dates, reads supplier replies and updates purchase orders automatically. Dates and inventory stay up to date without manual follow-up calls.
Payables Agent · Dynamics 365 Business Central
Reads incoming invoices, matches them with purchase orders and accounts and prepares them for approval – with a human in the loop for every posting.
Account Reconciliation Agent · Dynamics 365
Matches incoming payments and account movements, detects discrepancies and submits them for review – including variance analysis and exception handling.
Copilot Studio · Power Platform · Azure AI
Beyond the Microsoft standard agents, we build your own agents together with you – for example for inventory planning, quote support in project business or as a knowledge assistant for manufacturing and service. The same proven building blocks, applied to your workflows.
agenic integrates the AI agents into existing manufacturing processes and develops custom scenarios where the Microsoft standard isn't enough.
The starting point is your workflows, systems and goals. From these, it follows which building blocks need to work together – from ERP and CRM to custom software and integration to data platform and AI.
Microsoft Dynamics 365 Business Central as well as Dynamics 365 Finance and Supply Chain Management connect sales, purchasing, production, warehouse and finance on a shared data basis. This creates end-to-end workflows from costing and production planning to delivery.
From the first inquiry through quote and project to maintenance, spare parts and complaints, Dynamics 365 Sales and Customer Service connect all customer-related workflows. This creates transparency from sales to after-sales service.
Every manufacturing company has individual workflows. That's why we develop customer and supplier portals, service applications, mobile apps and specialist solutions where standard software isn't enough – embedded in the Microsoft platform.
CAD, PLM, MES, IoT platforms, machine data and existing specialist applications are connected with ERP, CRM and other systems. This way, information flows through the company without media breaks – as the basis for end-to-end workflows and the targeted use of AI.
Microsoft Fabric brings together data from production, purchasing, sales and service. Reporting, analytics and AI create up-to-date transparency over inventory, utilization, dates and production progress – from production planning to management.
Modern manufacturing connects office IT, production systems and machines. We protect identities, access and sensitive company data, as the basis for secure and stable operations.
The following examples show completed projects from different areas of the manufacturing industry.
Process manufacturing
Reference details at Inway Systems
Initial situation: An internationally active manufacturer with more than 4,000 products and a very high daily payment volume wanted to modernize its Microsoft Dynamics landscape and set up its finance processes to be cloud-ready in the long term.
Solution: Migration to Microsoft Dynamics 365 Finance and further development of automated finance processes with Inway's Bank Automation Suite.
Added value:
Series production
Reference details at Inway Systems
Initial situation: A manufacturing company worked internationally with different ERP solutions and wanted to standardize business processes in Germany, Austria, France and Hungary on a shared platform.
Solution: Implementation of Microsoft Dynamics 365 Business Central in four countries and standardization of core business processes in purchasing, sales, warehouse and financial accounting.
Added value:
The questions management and IT leaders in manufacturing companies ask us most often.
For many mid-sized machine and plant engineering companies, Microsoft Dynamics 365 Business Central is a good fit when manufacturing, purchasing, warehouse, finance and project business are to be covered in one integrated solution. For internationally complex structures, extensive production and supply chain requirements or numerous companies, Dynamics 365 Finance and Supply Chain Management come into consideration. The deciding factors are the type of manufacturing, process complexity, locations and growth plans.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
[TMP] Answer to follow – editorial team.
Every manufacturing company has different workflows, systems and priorities. In the free initial consultation, we look at your starting point and clarify which next steps make sense from a business and technical perspective.
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