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Overview

The Sonata Purchase Agreement assistant is an AI-powered solution that transforms how organizations handle purchase agreements and contracts within Microsoft Dynamics 365 Finance & Operations. It eliminates manual contract review, data entry errors, and approval bottlenecks by intelligently extracting key terms from contracts and SOWs, validating data, and automatically creating compliant purchase agreements in D365.

Designed for procurement teams, finance departments, and vendor management offices, this assistant integrates seamlessly with Microsoft Teams and Dynamics 365 to deliver real-time notifications, adaptive card confirmations, and full audit trails. Organizations using D365 for procurement gain immediate access to automated contract intake, milestone tracking, and attachment management—all without requiring Power Automate.

Buyers receive a ready-to-deploy AI agent that connects to existing D365 environments, processes contracts in multiple formats (PDF, Word), and delivers measurable procurement efficiency gains from day one.

Challenges

  • Manual contract and SOW review causes significant delays in procurement timelines
  • High manual data entry leads to errors in D365 purchase agreements and downstream processing issues
  • Lack of standardization for purchase agreements results in inconsistent processes across teams
  • Incomplete or inconsistent agreement data creates compliance gaps and audit challenges
  • Multiple follow-ups between requestors and procurement teams waste valuable time
  • Difficult tracking of contract milestones, values, and deliverables limits visibility
  • Attachments not properly linked in D365 create document retrieval issues during audits
  • Fragmented approval processes with no clear audit trail expose organizations to compliance risks

Key capabilities

  • AI extraction of contract/SOW details (vendor, dates, values, items)
  • Automatic Purchase Agreement creation in D365
  • Adaptive card confirmation before creation
  • AI approval workflow (no Power Automate)
  • Auto-generation of item lines with procurement category mapping
  • Auto-upload original SOW/contract into D365 attachments
  • Milestone-based line and payment schedule creation
  • Real-time Teams notifications & tracking
  • Bulk contract import support
  • Full audit logging for compliance

How it works

  • Upload Contract or SOW: Automates submission of PDF or Word contract/SOW; connects to folder/extract location; parses for procurement intake; generates contract summary; identifies contract version for comparison.
  • Extraction from Contract or SOW: Identifies key fields (vendor data, dates, deliverables, clauses, renewal terms, etc.); checks completeness and validation; automates stakeholder communication; detects revised versions; performs clause-level version comparison; highlights changes between versions.
  • Contract Summarization & Version Comparison: Generates executive summary (scope, pricing, deliverables, SLAs, risks); clause-by-clause comparison; redlines and highlights additions, deletions, modifications; flags risk-related clause changes.
  • Validation and Enrichment: Triggers additional lookups for dimensions and categories; triggers and attaches the agreement; follows up on notifications to users.
  • Approvals & Notifications: Creates notifications; user follows the link back to view original SOW; auto-generates and auto-creates approval workflow.
  • Purchase Agreement Creation: Upon approval, creates agreement and its lines in D365 with the original SOW.

Business impact

  • 60–80% reduction in manual procurement effort
  • Faster purchasing and agreement turnaround time
  • Improved compliance & standardization
  • Higher data accuracy, fewer processing defects
  • Stronger vendor relationships via timely agreements
  • Reduced contract misinterpretation risks
  • Better visibility of contract commitments & milestones
  • Enhanced audit readiness with automated attachment linking
  • Cost savings from automation

Who benefits

  • Procurement Requestors / Buyers
  • Procurement Managers
  • AP / Finance Teams
  • Category / Sourcing Managers
  • Vendor Management Office
  • IT / System Admins

Sales enquiry

Write to us: partnerupdates@sonata-software.com

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