Microsoft Dynamics 365 Finance & Supply Chain Management (F&O) is one of the most complex, most flexible enterprise resource planning systems for large Hungarian companies – whether it’s finance and accounting, manufacturing, warehousing, or logistics. But a system like this is only as fast as the data that goes into it.
A supplier confirmation, a packing list, a customer return request – every day, dozens of emails carry data that should go straight into Dynamics 365 F&O. Yet much of it still gets typed in by hand, one line at a time.
Grepton AI: from the data in emails and attachments (PDF, Word, Excel), it automatically creates or updates the related F&O documents – you decide which messages the system processes.
Let’s start where it all begins: the inbox. The AI only processes the messages you select.
As soon as a selected email arrives, Grepton AI recognizes its content and creates or updates the matching Dynamics 365 F&O document. Click an item in the diagram to see what each email type becomes.
Five concrete situations where the AI takes over the typing
Processing purchase order confirmations
The system processes the supplier confirmation arriving by email or as a PDF, Word or Excel file, then compares it with the purchase order in Dynamics 365 F&O. The user can review any changes in delivery date, quantity and price, and after approval the system automatically updates the order and its line items.
Creating an incoming shipment based on a packing list or invoice
In the absence of an advance shipping notice (ASN), the system creates the incoming shipment and its line items based on the supplier’s packing list or invoice. This means the user doesn’t have to manually select and assign each order line to the shipment.
Creating a return order from email
Based on the customer’s return request received by email, the system automatically creates the return order. This happens without a separate approval process, using the appropriate system permissions.
Querying and creating trade agreements
Based on an internal request or an email, the user can look up existing trade agreements, or create a new price or discount agreement in Dynamics 365 F&O if needed – all without having to log into the system separately.
Creating products and product variants without separate approval
Based on product data received by email, the system can automatically create a new product, released product, or product variant. The process doesn’t trigger a separate approval workflow: the action is enabled by the appropriate system permission.
In some cases the final step needs the user’s approval; in others, the system closes the process entirely on its own:
Less typing, more control
Whether it’s procurement, warehouse management or product data, Grepton AI isn’t a separate tool – it’s built into your everyday correspondence: it recognizes, processes, and links the data to the right document, right where you’re already working.
The enterprise ERP that's ready for the future
Whether it's a new Dynamics 365 F&O implementation or an international rollout, the Grepton team provides a solid foundation for success – from go-live to the daily operation of AI Agents.
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