--- id: video/2ujWYYecA2c type: video title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" summary: Sales Order Agent setup in Business Central using the new "Try it out" experience, which creates test tasks without connecting a real inbox. Also covers connecting a personal or shared Outlook inbox, review settings, and how the agent handles a customer email with attachments and a sales quote. tier: official language: en tags: - sales order agent - try it out - testing - inbox monitoring - agent configuration - customer inquiry - sales quote - email processing - attachment handling - human review system: copilot review: state: reviewed by: opus at: "2026-10-07T22:47:18.883Z" flags: [] generated: at: "2026-10-07T22:47:18.919Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 7b2e1297a0673a7dc9c2850b73c3918fd96c0d5d6994e2f70eed5610daee595b evidence: - kind: video url: https://www.youtube.com/watch?v=2ujWYYecA2c&t=0s title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" date: "2026-07-10T13:00:00.000Z" commit: null t: 0 quote: there is a sales order agent in the Business Central, which should help you to monitor sales orders or sales inquiries and process them - kind: video url: https://www.youtube.com/watch?v=2ujWYYecA2c&t=26s title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" date: "2026-07-10T13:00:00.000Z" commit: null t: 26 quote: You can see the tried out section, which allows you to create a task without even connecting to the inbox to the real inbox - kind: video url: https://www.youtube.com/watch?v=2ujWYYecA2c&t=107s title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" date: "2026-07-10T13:00:00.000Z" commit: null t: 107 quote: There is indeed some attachment, which we can see it. Other ones were filtered out as non-relevant - kind: video url: https://www.youtube.com/watch?v=2ujWYYecA2c&t=139s title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" date: "2026-07-10T13:00:00.000Z" commit: null t: 139 quote: Agent figured out the customer. Already we know it on the first from the first steps, but it also found all items, prices, and - kind: video url: https://www.youtube.com/watch?v=2ujWYYecA2c&t=194s title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" date: "2026-07-10T13:00:00.000Z" commit: null t: 194 quote: it is very good idea to use a dedicated folder. Not inbox, but you can create a dedicated folder where you can put preselected - kind: video url: https://www.youtube.com/watch?v=2ujWYYecA2c&t=282s title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" date: "2026-07-10T13:00:00.000Z" commit: null t: 282 quote: sales order agent already detected that there is a new email in this folder and start and start to process it immediately because we - kind: video url: https://www.youtube.com/watch?v=2ujWYYecA2c&t=333s title: "Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)" date: "2026-07-10T13:00:00.000Z" commit: null t: 333 quote: nothing leaves Business Central without human review means my review links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: 2ujWYYecA2c channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=2ujWYYecA2c published_at: "2026-07-10T13:00:00.000Z" duration_s: 376 captions: full audience: - functional consultant - administrator - end user chapters: - t: 0 title: Introduction to Sales Order Agent - t: 26 title: "Try It Out: Creating Test Tasks" - t: 70 title: Agent Processing and Review - t: 127 title: Agent Results and Configuration Decisions - t: 170 title: Connecting to Real Inboxes - t: 219 title: Agent Configuration Options - t: 257 title: Processing Real Customer Email - t: 333 title: Final Review and Send features: - name: Sales Order Agent status: unclear t: 0 verified: false status_source: video - name: Try It Out Experience status: unclear t: 26 verified: false status_source: video - name: Email Attachment Detection status: unclear t: 50 verified: false status_source: video - name: Customer Identification status: unclear t: 107 verified: false status_source: video - name: Sales Quote Generation status: unclear t: 107 verified: false status_source: video - name: Inbox Connection Configuration status: unclear t: 170 verified: false status_source: video - name: No Review Configuration Option status: unclear t: 219 verified: false status_source: video - name: Availability and Capable to Promise Options status: unclear t: 219 verified: false status_source: video - name: Sales Order Confirmation Generation status: unclear t: 318 verified: false status_source: video objects_mentioned: - other sales order agent - other sales quote - other sales order confirmation quotes: - t: 0 text: there is a sales order agent in the Business Central, which should help you to monitor sales orders or sales inquiries and process them check: exact - t: 26 text: You can see the tried out section, which allows you to create a task without even connecting to the inbox to the real inbox check: exact - t: 107 text: There is indeed some attachment, which we can see it. Other ones were filtered out as non-relevant check: exact - t: 139 text: Agent figured out the customer. Already we know it on the first from the first steps, but it also found all items, prices, and check: exact - t: 194 text: it is very good idea to use a dedicated folder. Not inbox, but you can create a dedicated folder where you can put preselected check: exact - t: 282 text: sales order agent already detected that there is a new email in this folder and start and start to process it immediately because we check: exact - t: 333 text: nothing leaves Business Central without human review means my review check: snapped --- # Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026) > Sales Order Agent setup in Business Central using the new "Try it out" experience, which creates test tasks without connecting a real inbox. Also covers connecting a personal or shared Outlook inbox, review settings, and how the agent handles a customer email with attachments and a sales quote. [Watch on YouTube](https://www.youtube.com/watch?v=2ujWYYecA2c) · Microsoft Dynamics 365 Business Central (YouTube) · 2026-07-10 · 6:16 · tier official · reviewed (checked by Opus) ## Overview The video walks through getting started with the Sales Order Agent, which monitors sales orders and sales inquiries and helps process them from customer emails. It starts with the "Try it out" section, where you create a test task from a predefined template or by typing text, with no real inbox connected. The agent processes the task, identifies the customer, filters attachments, and prepares a sales quote with items and prices for human review. The second half covers connecting a real Outlook inbox, either personal or shared, and the configuration options. It then shows the agent picking up a real customer email placed in a dedicated folder and preparing a reply for review before sending. ## Key points - "Try it out" lets you create a test task without connecting to a real inbox. You enter the customer or pick an existing contact, then type text manually or use a predefined template, with or without attachments. - The agent identifies the customer from the email and finds items and prices. - Non-relevant attachments, such as terms and conditions or privacy policies, are filtered out automatically. - The agent prepares a sales quote and attaches it to a draft reply. It can be configured to skip the quote part and send orders directly, and in the real-inbox example it prepared a sales order confirmation. - You can connect a personal or shared inbox. While still experimenting, use a dedicated folder with preselected real customer emails instead of the main inbox. - A configuration option turns off review of incoming messages from known customers. Availability handling, including capable to promise, can also be configured. - Nothing leaves Business Central without human review of the outgoing email. In Try it out, the email cannot be sent because no inbox is connected. ## Chapters - [0:00](https://www.youtube.com/watch?v=2ujWYYecA2c&t=0s) Introduction to Sales Order Agent - [0:26](https://www.youtube.com/watch?v=2ujWYYecA2c&t=26s) Try It Out: Creating Test Tasks - [1:10](https://www.youtube.com/watch?v=2ujWYYecA2c&t=70s) Agent Processing and Review - [2:07](https://www.youtube.com/watch?v=2ujWYYecA2c&t=127s) Agent Results and Configuration Decisions - [2:50](https://www.youtube.com/watch?v=2ujWYYecA2c&t=170s) Connecting to Real Inboxes - [3:39](https://www.youtube.com/watch?v=2ujWYYecA2c&t=219s) Agent Configuration Options - [4:17](https://www.youtube.com/watch?v=2ujWYYecA2c&t=257s) Processing Real Customer Email - [5:33](https://www.youtube.com/watch?v=2ujWYYecA2c&t=333s) Final Review and Send ## Features | Feature | Status | At | |---|---|---| | Sales Order Agent | status not stated, demoed | [0:00](https://www.youtube.com/watch?v=2ujWYYecA2c&t=0s) | | Try It Out Experience | status not stated, demoed | [0:26](https://www.youtube.com/watch?v=2ujWYYecA2c&t=26s) | | Email Attachment Detection | status not stated, demoed | [0:50](https://www.youtube.com/watch?v=2ujWYYecA2c&t=50s) | | Customer Identification | status not stated, demoed | [1:47](https://www.youtube.com/watch?v=2ujWYYecA2c&t=107s) | | Sales Quote Generation | status not stated, demoed | [1:47](https://www.youtube.com/watch?v=2ujWYYecA2c&t=107s) | | Inbox Connection Configuration | status not stated, demoed | [2:50](https://www.youtube.com/watch?v=2ujWYYecA2c&t=170s) | | No Review Configuration Option | status not stated, demoed | [3:39](https://www.youtube.com/watch?v=2ujWYYecA2c&t=219s) | | Availability and Capable to Promise Options | status not stated | [3:39](https://www.youtube.com/watch?v=2ujWYYecA2c&t=219s) | | Sales Order Confirmation Generation | status not stated, demoed | [5:18](https://www.youtube.com/watch?v=2ujWYYecA2c&t=318s) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - other "sales order agent" at [0:00](https://www.youtube.com/watch?v=2ujWYYecA2c&t=0s) - other "sales quote" at [2:19](https://www.youtube.com/watch?v=2ujWYYecA2c&t=139s) - other "sales order confirmation" at [5:47](https://www.youtube.com/watch?v=2ujWYYecA2c&t=347s) ## Quotes - [0:00](https://www.youtube.com/watch?v=2ujWYYecA2c&t=0s) "there is a sales order agent in the Business Central, which should help you to monitor sales orders or sales inquiries and process them" - [0:26](https://www.youtube.com/watch?v=2ujWYYecA2c&t=26s) "You can see the tried out section, which allows you to create a task without even connecting to the inbox to the real inbox" - [1:47](https://www.youtube.com/watch?v=2ujWYYecA2c&t=107s) "There is indeed some attachment, which we can see it. Other ones were filtered out as non-relevant" - [2:19](https://www.youtube.com/watch?v=2ujWYYecA2c&t=139s) "Agent figured out the customer. Already we know it on the first from the first steps, but it also found all items, prices, and" - [3:14](https://www.youtube.com/watch?v=2ujWYYecA2c&t=194s) "it is very good idea to use a dedicated folder. Not inbox, but you can create a dedicated folder where you can put preselected" - [4:42](https://www.youtube.com/watch?v=2ujWYYecA2c&t=282s) "sales order agent already detected that there is a new email in this folder and start and start to process it immediately because we" - [5:33](https://www.youtube.com/watch?v=2ujWYYecA2c&t=333s) "nothing leaves Business Central without human review means my review" ## Disclaimers in the video - [0:26](https://www.youtube.com/watch?v=2ujWYYecA2c&t=26s) preview: You can see the tried out section, which allows you to create a task without even connecting to the inbox to the real inbox