Sales Order Agent - Working with a Personal or Shared Folder (2026)
Sales order agent in Business Central can be pointed at a specific Outlook folder instead of the inbox, which lets you test with a personal account and only selected emails. The 2-minute video shows folder setup, agent configuration, stopping pending tasks, and switching back to a shared mailbox.
- Setting up a test folder and email account
- Configuring the sales order agent
- Managing pending tasks and testing with emails
- Switching back to shared mailbox and folder support
Overview
The video shows a simple way to try the sales order agent without a complicated setup. You create a test folder in Outlook, configure the agent to monitor that folder, and move selected emails into it so the agent picks them up and converts them into quotes.
It also shows how to stop all pending tasks with one click, and notes that folder selection works for shared mailboxes as well as personal accounts, so you control which emails the agent processes.
Key points
- Create a separate folder for testing in Outlook first.
- On the Email Accounts page in Business Central, set up an account for yourself using the current user type.
- On the last page of the sales order agent configuration, select your own account and the folder you created. Do not point the agent to your inbox, so that only your selected emails are processed.
- Once activated, the agent monitors that folder. Copy any old or recent email into it to test. The agent picks up the email, and it can then be converted into a quote.
- If many unneeded pending tasks exist, all of them can be stopped with a single click.
- After testing, switch the email account back to the shared company mailbox. Folder selection is supported for shared mailboxes as well.
Features
| Feature | Status | At |
|---|---|---|
| Sales Order Agent folder selection | status not stated, demoed | 0:27 |
| Sales Order Agent email conversion | status not stated, demoed | 1:12 |
| Stop pending tasks in Sales Order Agent | status not stated, demoed | 1:12 |
| Sales Order Agent shared mailbox support | status not stated | 1:36 |
Quotes
- 0:00 “Did you know there’s an easy way to try the sales order agent on your own without complicated setup?”
- 0:15 “Then go to the email accounts page in Business Central and set up an account for yourself. Just pick the current user type.”
- 0:38 “Do not point the agent to your inbox. You only want your selected emails to be processed, not all of them”
- 1:12 “If you already have many pending tasks, which you don’t need, you can stop them all with a single click”
- 1:44 “Folder selection is supported for shared mailboxes as well. So you remain in control of which emails are processed by the agent”