Sales orders created straight in Dynamics 365
ManualOut reads the order, matches every line to your Dynamics product list, applies that customer's price list, and creates the sales order against the right company and warehouse.
Dynamics 365 sales order automation
Dynamics 365 Finance & Operations is Microsoft's enterprise ERP, and in distribution it usually means several legal entities, released products shared across them, and trade agreements that decide what each customer pays. It is powerful and unforgiving about the details — the wrong legal entity or an unreleased product, and the order will not post.
That detail work is exactly what ManualOut does before anything reaches Dynamics: it reads the incoming order, resolves the customer to the right legal entity, matches each line to your released products, and applies the trade agreement that customer is on, so the order that lands is one Dynamics will accept.
What syncs with Microsoft Dynamics 365
The detail, rather than a logo and a promise.
- Sales orders created against the correct legal company
- Products and pack sizes matched to your Dynamics records
- Each customer's own price list and discounts applied
- Warehouse and site assigned automatically
- The Dynamics order number sent back to ManualOut
Worth knowing
- If you run several companies in Dynamics, one inbox can feed all of them.
- If Dynamics rejects an order, you see the error and the reason — it is never dropped quietly.
How an order reaches Microsoft Dynamics 365
The same five steps, whichever system sits at the end.
- 01
The order arrives
However your customer chose to send it: email, WhatsApp, a PDF, a spreadsheet, a voice note after service. They do not have to change anything.
- 02
The AI reads it
ManualOut's AI pulls out the products, quantities and pack sizes, and matches each line to your product list. Anything it cannot match, it flags.
- 03
Your rules are checked
Price list, minimum order value, delivery charge, cutoff time, company and warehouse. Checked on every order, so it does not depend on who is on the desk.
- 04
The sales order is created
The order goes into your ERP and the ERP's order number comes back. If the ERP rejects it, you get the error and can fix and retry.
- 05
Your team handles what is left
Clean orders go through on their own. Only real decisions reach a person: a shortage, a line that would not match, an order below the minimum.
- ERP order no.
- SO-4471203
- Synced by
- Automatic
- Synced at
- 14 May 2026, 10:17 PM
- Confidence
- 94%
- Order received
- AI parsing completed
- Validation completed
- Inventory checked
- Synced to ERP
- Order confirmed
FAQ
Microsoft Dynamics 365, answered
Does ManualOut work with Microsoft Dynamics 365?
Yes. ManualOut reads the orders your customers send — email, WhatsApp, PDFs, spreadsheets — and creates the sales order in Dynamics 365 Finance & Operations against the right legal entity, released products and trade agreement, so it posts cleanly.
How does Dynamics 365 sales order automation work?
ManualOut captures the incoming order, resolves the customer to the correct legal entity, matches each line to your released products and units, applies that customer's trade agreement pricing, sets the warehouse and site, and creates the sales order. Anything it cannot match confidently is held for review.
Can it handle multiple Dynamics 365 legal entities?
Yes. One order inbox can feed several companies — ManualOut routes each order to the correct legal entity as part of processing, so you do not need a separate setup per company.
What happens if Dynamics 365 rejects an order?
You see the error and the reason it failed, rather than the order disappearing. ManualOut records what the ERP returned so the order desk can correct and resubmit.
See an order go into Microsoft Dynamics 365
We will run one of your own orders all the way through — including what happens when it fails.