SmartStock

SmartStock by Boyer & Associates streamlines access to real-time inventory data from Microsoft Dynamics 365 Business Central. This AI agent enables sales and operations teams to make faster, more informed decisions — without having to navigate the ERP system directly.

With SmartStock, users can quickly retrieve inventory insights while working in Microsoft 365 Copilot, Microsoft Teams, Microsoft Outlook and more.

Key Features Include:

• Real-Time Inventory Access: Instantly view item availability, unit cost, unit price, profit margin and reorder status.
• Location & Dimension Filtering: Filter inventory by warehouse location (e.g., East, Main, Outsourced Logistics) and Global Dimension 1 (e.g., department or project).
• Natural Language Support: Ask normal questions such as “Do we have item 1000 in stock?” or “What’s the price of item ATHENS Desk?”
• Enhanced Efficiency: Empowers sales reps and operations teams to respond quickly to customer inquiries and internal planning needs.
• Security Compliance: Adheres to existing Business Central security roles and permissions to ensure secure data access.

Initial Functionality Covers:

• Item Number and Description
• Quantity on Hand
• Unit Cost and Unit Price
• Profit Margin
• Reorder Point Status
• Location Filtering

What's Your Value?

• Faster Response Times: Empowers users to answer inventory questions instantly — no ERP login required.
• Reduced Training Time: Simplifies access to inventory data, minimizing the need for ERP training.
• Process Optimization: Helps teams make faster, data-driven decisions during sales and fulfillment.
• Secure and Scalable: Built on Business Central’s security model and ready to grow with your business.

Why Choose SmartStock? SmartStock is more than an inventory lookup tool — It’s a productivity booster for your entire team. By integrating seamlessly with your other Microsoft solutions, SmartStock delivers real-time inventory insights where your users already work. Whether you're in sales, operations, or customer service, SmartStock helps you move faster, respond smarter and serve better.

Ready to transform your inventory visibility? Choose SmartStock to bring real-time insights to your frontline.

Note: SmartStock is free for customers who bring their Microsoft 365 Copilot and Microsoft Dynamics 365 Business Central licenses to Boyer. Customers who keep their licenses elsewhere incur a $5,000 fee.