What's New: Sales Order Agent Enhancements (2025 release wave 2)
Sales order agent enhancements in Business Central (2025 release wave 2), shown in a 21-minute demo. Covers attachment analysis (PDF and images), custom instructions, a custom email signature, autonomy levels by sender type, and shipment dates set with capable to promise. Also covers optional removal of the quote review, so the agent goes from email to sales order and stops only for the final outgoing message.
- Introduction to Sales Order Agent
- Email processing and attachment review
- Analyzing attachments and document categorization
- Item availability check and user intervention
- Custom instructions and sales order creation
- Sales order review and outgoing email
- Custom signature and agent configuration
- Autonomous agent settings for different sender types
- Capable to promise feature demonstration
- Quote review with capable to promise dates
- Agent autonomy settings and review configuration
- Autonomous sales order creation without intermediate reviews
- Summary of sales order agent capabilities
Overview
The video walks through new sales order agent capabilities in Business Central. It follows an email with attachments through the agent: the agent reviews each attachment, categorizes it as reviewed, valid format with no relevant content, or not supported, then checks item availability and asks the user for help when it is stuck. The user can answer with custom instructions, for example to substitute an unavailable item.
The second half covers agent settings. These include a custom signature for agent-generated emails, attachment analysis limits, review levels for registered senders, and review points for quotes, quote confirmations and sales orders. It also shows the agent using capable to promise to set shipping dates, and creating a sales order straight from an email without a quote or intermediate reviews.
Key points
- The agent reviews email attachments and categorizes them as reviewed, valid format with no relevant content, or not supported.
- Attachment analysis currently supports PDF and images; the default limit is 100 emails per day, and emails over the limit are processed the following day.
- Custom instructions let a user guide the agent when it is stuck, for example to substitute an unavailable item.
- A custom signature, edited in a rich text editor with links and images, is used on emails the agent generates. A character limit applies, but most signatures fit.
- For registered senders there are three levels: review all messages (default), review only the first message with automatic follow-ups, or fully automatic. Keeping review all is recommended for unregistered senders.
- The agent uses capable to promise to calculate and set the shipment date when items are not available on the requested date.
- Review can be required when the quote is created, when the quote confirmation is sent, and when the sales order is created. If quote review is unchecked, the agent handles requests from registered senders for available items without intermediate reviews: it creates the quote, converts it to an order, and asks only for confirmation of the outgoing message.
Features
| Feature | Status | At |
|---|---|---|
| Attachment analysis and document categorization | status not stated, demoed | 1:50 |
| Custom instructions for agent guidance | status not stated, demoed | 4:55 |
| Custom email signature | status not stated, demoed | 6:43 |
| Attachment analysis configuration | status not stated, demoed | 8:00 |
| Autonomous processing for registered senders | status not stated, demoed | 9:03 |
| Capable to promise integration | status not stated, demoed | 10:56 |
| Item availability checking with filters | status not stated, demoed | 3:22 |
| Autonomous sales order creation | status not stated, demoed | 17:06 |
| Agent review configuration options | status not stated, demoed | 16:27 |
| Natural language instructions | status not stated | 20:53 |
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.
Not found in BC28-30: page “item availability page”.
Quotes
- 1:50 “the agent has already reviewed each and every attachment to identify which of the document is relevant, which of the document is not relevant”
- 5:12 “This is again a new feature that we have added where you can basically specify a custom instruction to the agent”
- 6:43 “This again is a new feature that we have introduced which allow uh the end users to specify a custom signature”
- 8:15 “The formats that we currently support is the PDF and the images. And you can also set the limit how many emails that needs”
- 10:01 “You can either keep reviewing every single email message that comes from your registered senders. That’s the default safest option. You can also change”
- 10:56 “Another option which I wanted to show you here is the new capability that we added to the agent based on your feedback as”
- 14:36 “So that’s exactly the the capability of the agent which is using the capable to promise feature to calculate that shipment date”
- 16:42 “Here you have a bunch of options throughout the process of the creation of sales code and an order at what point you will”
- 17:06 “What we can do now is to uncheck this option of reviewing the sales code. What it will do is basically for any request”
- 18:30 “it created the sales code and converted the uh the code to the order and the only confirmation that is required from our side”
- 20:30 “You’ve seen how the sales order agent can now process email attachments of different kinds. It can use the very powerful feature of capable”
- 20:43 “It can create sales orders directly from the email request skipping the unnecessary uh steps of going through the quote if that is required”
Presenters (as heard): Kasim Mikram, Dimmitri, Kazim.