A demo of our AI-powered sales Quote Agent for Microsoft Dynamics 365 Finance.
Quoting is one of the first real tests of a sales process. Get it right and you look sharp. Get it wrong — wrong price, wrong availability, wrong lead time — and you’ve already created doubt before closing the deal. The problem is that building an accurate quote in Dynamics 365 Finance can require a lot of legwork: You have to pull live inventory, check pricing, validate what’s actually available, and then translate all of that into something ready to send.
The AI Quote Agent removes that bottleneck.
The agent works across three stages:
Live data validation: Before a quote is ever drafted, the agent pulls current pricing and availability directly from Dynamics 365 Finance.
Quote generation: The agent produces a consistent, structured quote communication ready for the customer.
Handoff to invoicing: Once a quote is approved, the agent prepares it for invoicing with minimal manual intervention.
Sales teams lose time because they rely on systems that don’t move at their speed. Every manual lookup or email to check stock is friction that compounds across a team and a quarter.
The AI Quote Agent takes over this retrieval, validation, and structure so your team can focus on closing. If you want to see what this looks like in your system, let us know.
