Tailorator’s customer wanted to create customers in Business Central from any and all available data formats, such as unstructured emails, contact lists, pdf-files and webpages. We decided to utilize Azure OpenAI.
Revolutionizing Customer Data Entry with Azure OpenAI in Dynamics 365 Business Central
Managing customer data in an efficient and error-free way is critical for businesses. That’s why this solution by Tailorator, powered by Azure OpenAI, was developed to streamline customer creation directly within Dynamics 365 Business Central.
The Challenge
Manual entry of customer information can be tedious, error-prone, and time-consuming, especially when data comes in unstructured formats such as emails, PDFs, or plain text. Organizations need a smarter way to extract and process this data into their systems without wasting hours on reformatting.
How It Works
This solution allows users to simply copy and paste unstructured customer data (in any format) into a text input field. Tailorator’s process utilizes Azure OpenAI to processes this input, intelligently extracting all key details such as customer name, address, contact details and website. Within moments, it generates structured customer records ready to be saved in Dynamics 365 Business Central.
You can also utilize arbitrary extra processing information, such as “Generate all customers from the following data, using no. 801,802,803.. All customers containing “Inc” in their name should get salesperson ABC, but all with “Ltd” should have LTT.”
The example above demonstrates how customers like “3M Library Systems” and “A-G Canada Ltd.” were extracted and accurately added as new records, complete with their contact details, address, and other relevant information.
The Benefits
- Time Savings: What once took hours of manual data entry can now be completed in minutes.
- Flexibility: Input data can come from a variety of formats—no need for manual cleaning or structuring beforehand.
- Error Reduction: AI ensures consistent formatting and accuracy, eliminating human errors, while allowing for preview and review.
- Integration: Seamlessly works within Dynamics 365 Business Central, ensuring smooth workflows for users.
- Scalability: Handle large volumes of customer data without adding to administrative overhead.
Why It Matters
This innovative use of AI technology empowers businesses to focus on what truly matters—building and maintaining customer relationships—while automating the mundane tasks of data entry. It’s a step forward in making ERP systems more intelligent and user-friendly.
Ready to revolutionize how your business handles customer data? Contact us today to learn more to or get a customized solution for your needs!
