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NavTech AI Sales Agent

NavTech AI Sales Agent

AI in ERP - The Smarter Way to Work

Dynamics 365 Business Central offers AI-based tools designed to perform tasks and work with data in the ERP system. Since AI is becoming an integral part of the way we work, combining the power of a modern ERP system with the endless possibilities by artificial intelligence, we do much more - for less time, without compromising on quality.

Copilot

Copilot is Microsoft’s conversational assistant which functions as your work partner. You use natural language to chat with Copilot and request the information or action you need. Copilot then interacts with your data and gives you the insights you need, helps you analyze data, come up with creative ideas, etc.

AI Agents

AI Agents are similar to autonomous co-workers. They work on behalf of the user, performing actions with minimal human intervention. AI Agents follow logic, rules and models in their core, enabling them to make decisions, execute task and adapt to changing contexts with speed and precision.

Introducing NavTech AI Agent for Business Central ERP

Automate the Sales process with NavTech AI Agent

NavTech AI Agent acts as your Sales Assistant - handling the sales process means more time for your other tasks, fewer mistakes, less manual work and better customer experience.

Creating a Sales Order

The AI Agent generates sales order - adding a product/service, price, discount, etc

Sending the invoices

After completing the steps in the Sales process, the Agent will also send the invoice to the newly created customer via email.

Creating a complete customer record

Enter a few details (for example company name and contact person) and the AI Agent gets the missing information directly from the Commercial Register.

Issuing invoices

After handling the Sales Order, the Agent will also automatically generate an invoice.

Creating a complete customer record

Enter a few details (for example company name and contact person) and the AI Agent gets the missing information directly from the Commercial Register.

Creating a Sales Order

The AI Agent generates sales order - adding a product/service, price, discount, etc

Issuing invoices

After handling the Sales Order, the Agent will also automatically generate an invoice.

Sending the invoices

After completing the steps in the Sales process, the Agent will also send the invoice to the newly created customer via email.

AI in ERP - The Smarter Way to Work

The AI Agent not only handles the sales process but also keeps track of your tasks to help you stay focused and organized - acting like your own personal assistant.

Listing your agenda

Calendar appointments,
meeting, events

Creating new calendar
appointments

Sending personalized
invitations

Including a custom
message in the email body

Key Benefits

Faster Order
Processing

Faster Order Processing

Error
Reduction

Error Reduction

Automated
Invoicing

Automated Invoicing

Smart Task
Management

Smart Task Management

Incorporating AI into your ERP system sets the standard for modern work. With the NavTech AI Agent in Business Central, you streamline key tasks to boost productivity, save time, and deliver faster results across your entire enterprise.

Contact us for a demo
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