[PATTERN]: AI Retail OrderCare Agent

Contact details

suneetha.akula@transparity.com

Organization type

Partner / ISV / Independant consultant

End-to-end business process

Case to resolution

Which business process area is this article related to?

Customer Service

Which business process is this article related to?

Manage and work on cases

Which pattern or practice is this request related to?

Manage Cases

Enter any additional comments or information you want us to know.

OrderCare Mangament is implemented in Dynamics 365 Customer Service to provide end to end visibility of the order placed and also to update delivery slots based on the requests. Once the order is placed, user will have lots of questions to find the where the order is, i.e., track the order. Once the Order arrived, if items are missing, where the missing items are, i.e., track the missing items. User also has questions on the latest price, similar items, any discounts, promotions, warranties. There is a need for an interactive system and this needs to be in real time.
OrderCare agent is built to help end user answering all the above questions by connecting to Business Central, Dynamics 365 and Dataverse in natural language.
DeliverySlot agent is designed to automate the process of updating delivery slots and providing the best next available slot for a customer. in both Business Central and Dataverse.
This solution is created for a retail organization, but this can be used for other industries as well. This solution interacts with Business Central and retrieves required results as AI responses in natural language.

ai-retail-ordercare-agent-fom-dynamics365-copilot.docx
ai-retail-ordercare-agent-from-dynamics365-copilot.pptx

Specify the date you expect the article to be completed and ready for review.

04/19/2026

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