BC Sales Order Agent Implementation

Qezaro helps Dynamics Partners implement the BC Sales Order Agent with the right rules, exceptions, and operational readiness.


Partner with Qezaro

Built for partner-led customer delivery

We focus on the realities of customer environments: complex pricing, credit limits, partial shipments, and edge cases that can derail automation.

  • Order intake flows + exception handling
  • Pricing/discount rules and approvals
  • Customer master data and item setup validation
  • Operational monitoring + support handover

What we deliver with your team

A predictable rollout that fits into your standard BC implementation.

1 Readiness

Process + data readiness

Assess sales processes, customer/item data, and document templates to avoid go-live surprises.

  • Order entry variants and channels
  • Data gaps that break automation
  • Governance and KPIs
2 Build

Rules, policies, and integrations

Configure the agent, enforce policies, and integrate with adjacent systems where required.

  • Credit, pricing, and margin controls
  • Approvals and exception routing
  • Integration test plan
3 Adopt

UAT, training, and hypercare

Drive adoption with scenario-based testing and enablement for both users and partner consultants.

  • UAT scripts + acceptance criteria
  • Training materials and recordings (optional)
  • Hypercare + handover runbook
We can collaborate with your ISV add-ons (WMS, eCommerce, EDI) and document the end-to-end flow.

Partner enablement included

Your consultants should be able to support the solution after go-live. We include knowledge transfer sessions, troubleshooting guides, and operational checklists.

  • Implementation documentation + configuration summary
  • Support playbook: common issues and fixes
  • Handover workshop with Q&A

Discuss a customer opportunity

Let's discuss Qezaro joining your implementation force for the Sales Order Agent.

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