01 / SALES
Sales Order Agent
From a customer inquiry (
) to a sales order
Get help handling email inquiries and preparing quotes and orders in BC. Employees review and approve outgoing messages.
Do you spend time on orders, invoices, or searching for information in Business Central? We’ll help you explore your options and make AI work for you in your day-to-day operations.
From the initial idea to practical application.
Tackle the tasks that are repetitive, require many manual steps, or cause delays. We’ll help you assess which options are right for your business.
01 / SALES
Get help handling email inquiries and preparing quotes and orders in BC. Employees review and approve outgoing messages.
02 / ECONOMY
Explore the options for reviewing invoices and credit memos and preparing draft documents for review. The agent does not post the supporting documents.
03 / EMPLOYEES
Grant compatible agents access to selected BC data and features. We define the tasks, connections, and access rights for the relevant employees.
We’ll assess whether your customer inquiries and order process are suitable for the agent. Together, we’ll clarify the setup, data requirements, and employees’ roles, and test the solution using relevant examples from your day-to-day operations.
You'll receive assistance with a workflow for reviewing, approving, and handling exceptions.
We’ll clarify the document workflow, set up the agent, and test it with the employees who will be using it. We’ll examine how it fits into your accounting, controls, and approvals.
AI in Business Central refers to the use of artificial intelligence to support tasks involving the company’s data and workflows. This can include standard agents for sales orders and vendor documents, or external agents that interact with BC through an MCP connection.
Zealand Data helps clarify needs, evaluate options, and implement the chosen solution. Accessibility, language, licenses, and your specific business continuity (BC) environment are all factored into the evaluation.
A salesperson might need to find order information. An accounting staff member needs an overview of specific entries. The task determines what their agent should be able to help with.
An MCP (Model Context Protocol) server is a connection that makes selected data and functions available to compatible AI tools. In Business Central Online, employee agents can use this access in their work. We provide guidance, setup, and testing for each role.
Access depends on the configuration and the user's permissions. We also clarify which actions the employee must review or approve.
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You don't need to have chosen a technology or described a complete solution. We start by understanding what you want to achieve.
You tell us about the task, the challenge, and your ambitions. Together, we’ll figure out the next relevant step.
A targeted analysis or a paid workshop can provide the necessary basis for decision-making. We’ll agree on the scope and expected outcomes.
We will evaluate the possible solutions and agree on the setup, testing, and responsibilities if we move forward.
We help employees with the workflow and explain how to follow up and handle exceptions.
Automation must be tailored to the way the company operates. We combine in-depth knowledge of Business Central with expertise in AI and training.
You’ll gain a partner who analyzes the task, challenges proposed solutions, and helps translate the chosen approach into practical application.
Where do you encounter repetitive tasks, delays, or many manual steps when using Business Central? Let’s have an initial conversation about the possibilities.