Connected through the standard Business Central Email Accounts setup and processed on a schedule.
The sender is matched to a contact and their most recent dossier, attachments included.
The AI agent creates at most one task per email, assigned to the responsible person.
If the contact, dossier, category or responsible employee is unclear, no task is created at all.
Unmatched email waits in a queue where a colleague can select the contact or dossier by hand and retry.
Every email is uniquely identified, so the same message is never added to a dossier twice.
New email is picked up automatically on a schedule. No forwarding by hand and no unique email address per dossier.
The sender is matched to a contact card and to that contact's most recently created dossier. The email and all its attachments are added to the dossier history.
It reviews the email and creates one task for the right person when action is needed. If key information is missing, it does nothing rather than guess.
Included in your Dynamics Dossier licence. There is no separate subscription for this product yet.
View Dynamics DossierSomething not on this list? Mail info@q-team.nl and you get an answer within one business day.
| Runs on | Microsoft Dynamics 365 Business Central, as part of Dynamics Dossier |
| Mailbox | Microsoft 365 shared mailbox, connected via the standard Email Accounts setup |
| Credentials | No Client ID, Tenant ID or client secret required |
| AI agent | Published and configured in Microsoft Copilot Studio |
| Scheduling | Periodic run, for example every five minutes |
| Agent behaviour | Creates new tasks only; never changes or deletes existing tasks on its own |
| Languages | English and Dutch |
Install it yourself and read up in the docs, or let us walk you through it on your own environment.
Step by step setup, configuration and everything the app can do, per version.
Half an hour on your own Business Central environment, so you know whether it fits before you buy.
