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AI Outlook Sales Agent

An AI agent living in Outlook that reads incoming sales orders, checks status, and answers product questions against live ERP data.

Role
End-to-end (requirements, development, deployment)
Built
August 2025
Stack
Model Context Protocol, Microsoft Dynamics 365, Azure, AI agents

The problem

Sales orders arrive as email. Somebody reads the message, opens Dynamics, looks up the customer, checks stock, finds the order status, and types a reply. It’s accurate work that requires a human only because the two systems don’t know about each other.

What I built

An AI-powered agent that operates inside Outlook. It processes incoming sales orders, checks order status, and returns detailed product and order information in the reply thread.

I took it from design requirements through end-to-end development and deployment. The agent is wired to a Model Context Protocol (MCP) server, which is what gives it real access to enterprise data rather than a static snapshot. It’s the same MCP work described in the Dynamics 365 MCP servers write-up.

Why the MCP layer mattered

An agent is only as good as what it can actually see. Building both the agent and the data layer meant I could shape the tools around the questions the agent needed to answer, instead of wrapping whatever API happened to already exist.