Live integration
Microsoft Dynamics 365 sales order automation
Auto-create Dynamics 365 sales orders from inbound POs, with customer and item resolution. Sales orders post directly into your ERP via the native API. Connect in the dashboard, pick your company, done.
Acme Distribution
Order attached, need it by May 30
Every field read & scored
ValidatedPosted to Microsoft Dynamics 365
SO-10238Live
Microsoft Dynamics 365 order creation today
0
templates to maintain
Self-serve
onboarding
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.
Dynamics 365 questions
- Does this require custom Microsoft Dynamics 365 development?
- No. The connector handles order creation through Microsoft Dynamics 365's standard REST API. You authorize OrderPier 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. CSR corrections in the reviewer feed a per-customer alias table so the same raw string auto-resolves next time.
- 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 to Microsoft Dynamics 365, nothing is ever guessed into Microsoft Dynamics 365.