International timber group: quotes in minutes instead of weeks

A timber group with over 1,000 product variants used to create quotes based on construction plans. That took up to two weeks. We built an agent system that reads construction plans, detects sales signals and assembles a finished quote in minutes via the in-house CRM.

2 wks → 10 mintime to quote
1,000+product variants
Agent systemplans → quote
Dataverseclean data foundation

Situation

A timber group with over 1,000 product variants used to create quotes based on construction plans. That took up to two weeks. In that time, many customers had already gone to a competitor.

Before & after

BeforeQuotes made manually from plans, up to two weeks
AfterFinished quote in around ten minutes

Approach

We built an agent system that reads construction plans, detects sales signals and assembles a finished quote in minutes via the in-house CRM. Two weeks down to ten minutes. Along the way, a product-data assistant for the sales team emerged, because no one could quickly find the right specification in hundreds of data sheets.

What we took away

The real hurdle wasn't the AI. Microsoft's Copilot interpreted the product table as running text rather than structured data, which led to wrong results. Only once we moved the data into a Dataverse structure and connected it cleanly did it work.

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