Getting Started With Agents: Set Up Sales Order Agent - New 'Try it out' experience (2026)

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.

Features

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
• other “sales quote” at 2:19
• other “sales order confirmation” at 5:47

Quotes

• 0:00 “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 “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 “There is indeed some attachment, which we can see it. Other ones were filtered out as non-relevant”
• 2:19 “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 “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 “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 “nothing leaves Business Central without human review means my review”

Disclaimers in the video

• 0:26 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