“Let your inbox work smarter, so your team can work on what truly matters.”
Sales order processing often lives in inboxes—buried in emails, attachments, and manual copy-paste routines. For businesses using Microsoft Dynamics 365 Business Central, there’s a smarter way forward. Automating sales orders with Copilot bridges the gap between email and ERP, allowing businesses to capture, process, and confirm incoming orders without lifting a finger. This isn’t a future concept—it’s already transforming how companies operate in 2025.
With email-to-ERP automation powered by Copilot, sales teams no longer need to spend time entering order details or interpreting spreadsheets. Instead, Copilot reads incoming emails, extracts relevant order data, and pushes it directly into your ERP system. It learns from behavior, adapts to workflows, and integrates naturally with the Microsoft tools you already use—Outlook, Teams, and Dynamics 365. This seamless flow not only reduces manual errors but also empowers teams to focus on fulfilling orders faster.
By automating the sales order journey from inbox to ERP, companies gain more than just speed. They unlock a more connected system that scales with demand, supports customer service goals, and provides real-time visibility into sales activity. As businesses look to optimize every step of the order-to-cash cycle, Copilot offers a clear path to smarter operations—right from the inbox.
Key Benefits of Sales Order Automation:
- Faster Order Processing: Emails convert to sales orders in real-time, reducing processing delays.
- Accurate Data Entry: Copilot intelligently captures line items, pricing, and customer info without human error.
- More Time for High-Value Tasks: Teams shift focus from data entry to customer care, fulfillment, and growth strategy.
How Does Copilot Bring Automation to Your Inbox?
Microsoft’s Copilot harnesses AI to read emails, extract order data, and interact directly with your ERP system. It’s built to integrate with Dynamics 365 Business Central, enabling smart decision-making inside your daily tools like Outlook, Teams, and Excel.
What Copilot Does for You:
- Reads Order Emails Like a Human: It scans the inbox, identifies orders, and understands natural language—just like your team would.
- Turns Emails into Sales Orders: Extracts customer names, SKUs, quantities, and pricing, then initiates a new sales order in Business Central.
- Learns from Feedback: Every time you correct a Copilot-generated draft, it improves its accuracy next time.
Why Should Sales Order Automation Be Part of Every ERP Implementation?
When ERP is deployed, automating sales orders should not be an afterthought—it’s foundational. Especially in industries like distribution, manufacturing, and eCommerce, speed and accuracy define success.
Automating Sales Orders with ERP Creates Value:
- Improves Order-to-Cash Cycle: Automated workflows reduce delays between order receipt and fulfillment.
- Reduces Manual Errors: No more typing mistakes, misread emails, or overlooked attachments.
- Enhances Customer Experience: Orders are acknowledged and processed faster, building trust and loyalty.
How Do You Set Up Email-to-ERP Sales Automation with Streamline, Inc.?
At Streamline, Inc., we help businesses across the U.S. unlock the true power of their ERP. Our team works closely with your operations and sales team to design, build, and launch automation workflows tailored to your order flow.
Implementation Steps:
- Discovery & Order Flow Mapping: We understand how orders come in, what data is captured, and where it flows.
- System Configuration & Integration: We connect Outlook, Teams, and Dynamics 365 using Power Automate, APIs, and Copilot extensions.
- Testing & Training: We walk through real examples, fine-tune the AI, and equip your team to monitor and refine.
- Launch & Ongoing Optimization: Post-go-live, we stay engaged to adjust as your needs grow or change.
What Makes Microsoft Copilot + Dynamics 365 Business Central So Future-Ready?
This pairing blends cloud ERP with next-gen intelligence. With Microsoft investing heavily in AI and workflow automation, the capabilities only get stronger year over year.
Reasons This Tech Stack Leads the Future:
- Native Microsoft Ecosystem Integration: Connects with Outlook, Excel, Power BI, Teams, and SharePoint instantly.
- Continuous Updates: Microsoft Copilot grows smarter, and Business Central updates twice a year to improve performance.
- Custom Workflow Automations: From inbox to invoice, everything is tailored to your business flow.
How Do You Know It’s Time to Automate Your Sales Orders?
If your team spends more time entering orders than fulfilling them, it’s time. If inboxes are full of unread purchase requests, it’s time. If you’re scaling and want to avoid hiring just to keep up with email—automation is your answer.
Signs You’re Ready:
- Orders are often delayed or miskeyed
- Team uses Excel or Outlook rules to manually sort orders
- You’re growing and need scalable workflows
- You already use Microsoft Outlook and Dynamics 365
What Can You Expect After Launching Sales Order Automation?
Productivity climbs. Errors drop. Customers get answers faster. Your operations team reclaims hours. The result? A leaner, smarter, more responsive business.
After Launch, You Will:
- Process more orders with fewer steps
- Reduce time from order received to order confirmed
- Handle spikes in demand without hiring more staff
- Maintain consistent service even as order volume grows
Ready to Go From Inbox to ERP with Streamline?
Automating sales orders with Copilot in 2025 is more than a tech upgrade—it’s a strategic shift. Turning email requests into instant ERP entries frees your team from routine work and unlocks faster, more reliable order fulfillment. It creates space for smarter decisions, stronger customer relationships, and scalable growth.
With Microsoft Dynamics 365 Business Central and the intelligence of Copilot, Streamline, Inc. helps businesses move past bottlenecks and into a more efficient, automated future. Whether you’re just starting your ERP journey or fine-tuning your digital workflows, automation makes every step smoother.