Find high-discount quotes
Every hour, draft sales quotes modified in the last hour with a discount above zero are pulled from Dynamics 365 Business Central. Quotes with a discount above 15% are kept.
SalesApprovalsHuman in the Loop
Business Central Discount Approval by Email with AI Reply Reading
Email a sales manager every Dynamics 365 Business Central draft quote above a 15% discount, read the Gmail reply with AI, then notify the customer and note the decision on the quote
Apps used in this template
About this template
What This Workflow Does
High-discount quotes wait in inboxes, and someone has to read each manager reply, update the quote and tell the customer. Every hour, this template emails a sales manager the Dynamics 365 Business Central draft quotes above a 15% discount, and a second hourly flow reads the manager's Gmail reply with AI, emails each customer the decision and records it in the quote's customer notes.
Key benefits
- Policy applied every hour — Draft quotes above a 15% discount are flagged without manual review.
- One email to review — Quotes arrive in a table sorted by highest discount, with amounts and currency.
- Plain replies understood — Managers reply in normal words, such as approve the first two, and AI maps them to quote numbers.
- Customer told, record kept — Clear decisions trigger a customer email and a note on the Business Central quote.
Inside the flow
How the template works
One hourly flow finds Dynamics 365 Business Central draft quotes edited in the last hour with a discount above 15% and emails them to the sales manager through Gmail. A second hourly flow reads the manager's reply with AI, emails each customer the clear decisions and writes them to the quote's customer notes.
Email the approval request
Gmail sends the sales manager a table of quote number, customer, gross amount, discount, discount percent, net amount and currency, highest discount first.
Read the manager's reply
A second hourly flow finds unread Gmail replies from the manager on approval threads, gets the thread details and marks the message as read.
Extract each decision with AI
An AI step reads the latest reply and labels each quote approved, rejected or unclear. Ambiguous replies produce no decision.
Email the customer
For clear decisions with a valid email address, Gmail sends the customer an approval confirmation or a notice that the quote cannot proceed as is.
Record the decision
The matching Business Central quote is updated with the decision in its customer notes field.
Business Benefits
Keep discount approvals quick and on record without manual email handling
01
Consistent discount policy
Every draft quote above 15% goes to the manager, so no high discount slips through.
02
Quicker manager review
One sorted table shows all the figures needed to decide.
03
Less inbox work
Reply reading, quote lookup and customer emails run without staff action.
04
Prompt customer updates
Customers hear the decision within the next hourly run after the manager replies.
05
Decisions on record
Each outcome is saved in the quote's customer notes in Business Central.
01
Consistent discount policy
Every draft quote above 15% goes to the manager, so no high discount slips through.
02
Quicker manager review
One sorted table shows all the figures needed to decide.
03
Less inbox work
Reply reading, quote lookup and customer emails run without staff action.
04
Prompt customer updates
Customers hear the decision within the next hourly run after the manager replies.
05
Decisions on record
Each outcome is saved in the quote's customer notes in Business Central.
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Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does Business Central discount approval work?
One hourly flow emails the sales manager every draft quote above a 15% discount. A second hourly flow reads the reply with AI, emails the customer and notes the decision on the quote.
What discount triggers an approval request?
How does AI read the manager's reply?
Does the quote status change after approval?
What needs to be in place before it runs?
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Hans Engstrom
Operations Manager, Christiana Bikes
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Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
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Founder and CEO
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Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
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Sales Director, Trimwel
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Renegade Brewery
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MD, All Marine Spares
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CEO, Designer Boys
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Columb McCluskey
Sales Director, Trimwel
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Richard Grew
Renegade Brewery
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