Why Microsoft Dynamics 365 teams still re-key orders
Microsoft Dynamics 365 is built to manage orders once they're in the system — but it can't read the PDF a customer just emailed. So a CSR opens the attachment, finds the customer and items in Microsoft Dynamics 365, and types the order in by hand, line by line.
OrderPier closes that gap. It reads the inbound purchase order, matches it to your Microsoft Dynamics 365 records, and creates the sales order directly — so the document arrives as a ready-to-fulfill order, not a task in someone's inbox.
How OrderPier posts into Microsoft Dynamics 365
- Capture the PO from a forwarded email or shared mailbox.
- Extract every field and line item with confidence scoring.
- Match customers, items, and price levels against your Microsoft Dynamics 365 data.
- Create the Microsoft Dynamics 365 sales order; route exceptions to a review queue.
- Log every step for a complete audit trail.
Built for Business Central and F&O shops
OrderPier is designed for Business Central and F&O shops who get a steady stream of emailed POs and don't want a six-month, six-figure integration project to automate them. Because extraction needs no per-customer templates, you can be posting touchless Microsoft Dynamics 365 orders the same day you connect.
Frequently asked questions
- Does this require custom Microsoft Dynamics 365 development?
- No. The connector handles order creation through Microsoft Dynamics 365's standard interfaces. You map your fields once during onboarding; there's no per-customer template work.
- Will it match customer part numbers to our Microsoft Dynamics 365 items?
- Yes. Line items are matched to your Microsoft Dynamics 365 item master, including customer-specific part numbers, with pricing and availability validated before the order is created.
- What if an order can't be matched cleanly?
- It routes to an exception queue with the flagged field and the source document side by side. A CSR resolves it in seconds and the order posts — nothing is ever guessed into Microsoft Dynamics 365.