In development
Microsoft Dynamics 365 sales order automation
Auto-create Dynamics 365 sales orders from inbound POs, with customer and item resolution. We are taking pilot customers now: we point the connector at your own Microsoft Dynamics 365 instance and prove an order end to end before a single live order flows.
Order intake
Live
Acme Distribution
Order attached, need it by May 30
Every field read & scored
Validated- PO number
- 447199%
- Customer
- Acme Distribution99%
- Delivery date
- 2026-05-3098%
- Ship-to
- Springfield DC98%
- Order total
- $8,240.0099%
Ready to post to Microsoft Dynamics 365
Pilot onboardingPilot
Microsoft Dynamics 365 connector proven on your own instance first
0
templates to maintain
A few days
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 (pilot customers only while the connector finishes certification), so the document arrives as a ready-to-fulfill order, not a task in someone's inbox.
How OrderPier posts into Microsoft Dynamics 365 (pilot)
- 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.
Where the Dynamics 365 connector stands today
We publish a status for every connector and we do not move it by hand. Microsoft Dynamics 365 order creation is built and merged, and it has not yet passed our certification suite against a real Microsoft Dynamics 365 sandbox. That is why the badge on this page reads In development rather than Live.
That badge is computed from nightly certification runs and signed by the machine that runs them. Nobody at OrderPier can type a status into this site, and a hand-edited one fails our build. It is the same standard we hold ourselves to on accuracy, where we publish the tier where our own model breaks.
What that means for you in practice: we take Dynamics 365 customers as pilots. We point the connector at your own instance during onboarding and prove an order end to end before it carries real volume, and you see the extraction quality on your own POs before any of it touches Microsoft Dynamics 365. Extraction, validation, the review queue and the audit trail are all working today and are not waiting on certification.
Dynamics 365 questions
- Does this require custom Microsoft Dynamics 365 development?
- No. Order creation goes through Microsoft Dynamics 365's standard REST API, nothing to install and no per-customer template work. You authorize OrderPier once during your pilot onboarding.
- 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.