How-to
How to automate order entry in Microsoft Dynamics 365 from emailed POs
Customers email you purchase orders as PDFs and plain text, and someone re-types each one into Microsoft Dynamics 365 by hand. Here is how to automate that order entry end to end with OrderPier, so a forwarded email becomes a validated Microsoft Dynamics 365 sales order.
5 steps
start to first order
Any format
PDF, scan, or email
Self-serve
no IT project
Native
into Microsoft Dynamics 365
What you will set up
Forward a customer's PO email to OrderPier, it reads and validates the order against your Microsoft Dynamics 365 data, you review anything uncertain, and the sales order is created, with no per-customer templates to build.
Step 1: Get your OrderPier order inbox
When you sign up, OrderPier gives your workspace a dedicated inbound email address. This is where customer purchase orders go to become Microsoft Dynamics 365 orders.
Step 2: Forward or auto-forward the PO emails
- Forward a single customer order to your OrderPier address to try it.
- Or set an auto-forward rule on your shared orders mailbox so every PO flows in automatically.
- Attachments, scans, and plain-text order emails all work. No special format is required.
Step 3: OrderPier reads and matches the order
OrderPier extracts every field and line item, then matches them to your Microsoft Dynamics 365 customers, items, and pricing, scoring each field for confidence. A layout it has never seen works on the first order.
Step 4: Review anything flagged, or auto-post
Confident orders can post automatically. Anything uncertain waits in a review queue with the flagged field next to the source document, so a CSR resolves it in seconds. Nothing is ever guessed into Microsoft Dynamics 365.
Step 5: The sales order lands in Microsoft Dynamics 365
Once approved, OrderPier creates the sales order directly in Microsoft Dynamics 365 through its API, matched to the right customer, items, and pricing. Your team fulfills from Microsoft Dynamics 365 as usual, with a full audit trail from the original email to the posted order.
Setup questions
- How do I automate order entry in Microsoft Dynamics 365?
- Point OrderPier at the mailbox where customer POs arrive. It reads each emailed order, matches it to your Microsoft Dynamics 365 customers, items, and pricing, and creates the sales order in Microsoft Dynamics 365 after a quick review of anything uncertain. There are no per-customer templates, so it automates order entry from the very first PO, including formats it has never seen before.
- How do I forward a PO email as an order in Microsoft Dynamics 365?
- Forward the customer's purchase order email to your OrderPier inbound address. OrderPier reads the PO, matches it to your Microsoft Dynamics 365 data, and creates the sales order in Microsoft Dynamics 365 after you approve it. To do this at scale, set an auto-forward rule on your shared orders mailbox so every PO flows in automatically, with a review step for anything uncertain.
- Can I turn PDF attachments into Microsoft Dynamics 365 sales orders?
- Yes. PDF attachments are the most common case. OrderPier reads digital PDFs, scans, and images, extracts the order, and turns it into a validated Microsoft Dynamics 365 order. There are no templates to set up per customer or per layout.
- Do I need EDI to automate orders into Microsoft Dynamics 365?
- No. This flow is for the customers who email POs, which is exactly the volume EDI never covers cost-effectively. Keep EDI for the partners that have it, and let OrderPier automate the emailed long tail into Microsoft Dynamics 365.