Supplier Communication Agents Setup

1. Introduction
2. Dynamics D365 FO: Setup
   1. Immersive Home

Introduction

This is a detailed, step by step guide on how to set up and use the Purchase order updates from vendors agent.

The key features of this agent:

• Reads supplier emails: The agent scans incoming emails from suppliers to detect the intent, such as PO confirmations, change requests, or rejections.

• Classify messages:
  • Confirmation: Supplier confirms the PO.
  • Change Request: Supplier proposes changes (e.g., quantity, delivery date).
  • Rejection: Supplier cannot fulfill the PO.
  • Other: Unclassified or unclear intent.

• Matches email content to POs: It identifies which POs are referenced and extracts relevant data.

• Propose updates: The system shows:
  • The original email.
  • Current PO data.
  • Suggested changes.

• User review and approval: You can review and apply changes directly from the interface, saving time and reducing manual entry.

HIGH LEVEL PROCESS

Dynamics D365 FO: Setup

Immersive Home

• Go to the user options form.
• Select immersive home as the default home page.
• Save and refresh your current session.