Accelerate revenue with AI-powered sales order automation for Microsoft Dynamics
Keep customer orders moving from inbox to sales invoice without manual effort.
Modern sales operations need a unified, intelligent process that keeps every order, document, and customer communication connected from the moment a request arrives. Datahaven streamlines the entire order-to-cash lifecycle by combining AI-powered capture with deep context, dynamic routing, and fully embedded visibility in Dynamics. Each stage works together to eliminate manual entry, accelerate order processing, and give Sales, Operations, and Finance a clear, accurate view of every customer transaction.
Six Stages of the Datahaven Sales Automation Solution
1. CAPTURE
Centralizes incoming customer orders and related documents, auto-names them, links them to the correct quote,* and routes them instantly into the right sales workflow queues
2. EXTRACT
AI reads order details, captures header and line data, identifies quantities and item references, flags low-confidence fields, and prepares clean information for sales review
3. VERIFY
Sales reviews extracted order data with full document context, checks pricing and item accuracy, confirms customer and quote matches, and resolves any missing information
* When a customer order does not originate from a sales quote, Datahaven creates a new sales order record automatically in Dynamics.
4. RESOLVE
Routes exceptions to sales reps, operations, or inventory teams, resolves pricing discrepancies, backorder issues, or configuration mismatches before order creation
5. APPROVE
Approvers see orders with coding and full context in one view, confirm accuracy, validate terms, and return them to Sales for a quick final review
6. FINALIZE
Sales completes final checks, confirms quantities and pricing, and quickly generates or updates the sales order in Dynamics so fulfillment can begin immediately
By eliminating unnecessary manual touchpoints, the Datahaven Sales Automation solution ensures faster order processing, fewer errors, and consistent on-time delivery so revenue flows freely without friction and customers get exactly what they ordered.
Sales Automation by Industry
Each industry benefits from Datahaven Sales Order Automation, which adapts to specific compliance and workflow needs, ensuring faster order cycles, fewer errors, and stronger customer satisfaction.
MANUFACTURING & INDUSTRIAL
Automate sales order creation in Dynamics to reduce manual entry, accelerate order flow, and keep production supplied. Capture customer orders automatically and ensure every specification and communication stays linked to the right transaction.
DISTRIBUTION & LOGISTICS
Automate order intake in Dynamics to eliminate manual processing, reduce errors, and keep shipments moving. Capture from email or portals, validate them instantly, and route them for fulfillment with every supporting document connected.
TRADE & OTHER SERVICES
Convert customer requests into sales orders automatically in Dynamics. Improve accuracy, speed billing readiness, and keep every client engagement aligned by linking all contracts, communications, and approvals to the correct order.
Automate complex sales orders in Dynamics to handle long lead times, multi-line configurations, and serialized items with precision. Capture inbound orders, validate them against master data, and preserve every supporting document for full traceability.
Automate order processing in Dynamics to keep equipment, materials, and field supplies moving without delay. Capture and validate inbound orders instantly and keep all site documentation organized for complete operational visibility.
Automate sales and service order intake in Dynamics to support grant-funded programs and donor-supported operations. Convert inbound requests into accurate orders and maintain visibility into every document tied to each funded initiative.
Cut order processing times with intelligent, AI-driven sales order automation in Microsoft Dynamics
Transform your quote-to-cash process with automated order capture and validation
The Datahaven Sales Automation solution transforms the order-to-cash process by connecting every incoming order to the data that defines it. Orders are automatically captured from email, customer portals, or other sources and validated against existing quotes, contracts, and master data in Microsoft Dynamics. Once verified, each order is routed through a configurable, document-centric workflow for review, approval, and fulfillment without data re-entry or switching between systems.
Gain full visibility from quote to invoice with embedded document intelligence
Key Features & Benefits of Datahaven Sales Order Automation for Microsoft Dynamics
UNIVERSAL CAPTURE
Capture customer orders from any channel, including email, and automatically link them to the correct quote, customer, or contract record in Dynamics.
AUTO-VALIDATION
Automatically validate every order against pricing, terms, inventory, and customer data to prevent discrepancies and avoid costly rework.
VIRTUAL FOLDERS
Organize orders, specs, confirmations, and email correspondence into intelligent, transaction-specific folders that dynamically update as data changes.
BETTER ACCURACY
Eliminate manual data entry errors with AI-driven validation that keeps every order complete and consistent from capture through fulfillment.
AUDIT-READY
Automate invoice processing in Dynamics to cut errors, control freight costs, protect margins, and keep every shipment moving without delays.
SEAMLESS WORKFLOWS
Automate project payables in Dynamics to speed approvals, protect margins, and keep every client project on schedule and financially accurate.
CUSTOMER TESTIMONIAL
We are now able to access every document, file, and form generated in the course of business and instantly answer questions from our customers. We are no longer buried in paper.
TAKE THE NEXT STEP IN YOUR SALES AUTOMATION JOURNEY
Schedule your personalized demo to explore how Datahaven brings clarity and automation to your entire sales cycle inside Microsoft Dynamics. Whether creating quotes, managing orders, or tracking customer interactions, Datahaven delivers real-time document visibility, automated filing, and consistent access for every salesperson, so they can respond faster, win more deals, and serve customers with confidence.