Getting Started With Agents: Test Drive the Sales Order Agent (2025)
Test drive of the Business Central sales order agent: create a shared mailbox in the Microsoft 365 admin portal, link it in Outlook, activate the agent through the email account wizard, then send a test quote request email. The agent picks up the email and creates a review task. After you create a contact for the unknown sender, the agent creates a sales quote. Also covers the Email Accounts page.
- Introduction to Sales and Payables Agents
- Creating a Shared Mailbox in Microsoft 365
- Linking Shared Mailbox to Outlook
- Activating the Sales Order Agent in Business Central
- Sending Test Email to Agent
- Agent Processing and Quote Creation
- Managing Email Accounts and Testing with Colleagues
Overview
The video walks through setting up and trying the sales order agent in Business Central. It starts with creating a shared mailbox in Microsoft 365 and linking it to Outlook, then activating the agent in Business Central by selecting the email account.
The presenter sends a test email requesting a quote. The agent reads the email, finds the items and creates a sales quote. Because the sender is not yet a contact, the agent prompts the user to review the sender details and create one. The video ends with managing email accounts and testing with colleagues. The payables agent is mentioned but not demonstrated.
Key points
- The sales order agent and the payables agent are already available in many countries.
- Create a shared mailbox in the Microsoft 365 administration portal (Teams and Groups > Shared mailboxes > Add a shared mailbox). You can add colleagues as members so they can test too.
- Link the shared mailbox in Outlook through a short wizard so its emails show up next to your own.
- In Business Central, go through the email account creation wizard and choose the Microsoft 365 account type. A dedicated shared mailbox keeps the agent from being cluttered with irrelevant emails, but you can also use your own account.
- Once the mailbox account is selected, the agent activates automatically. You click update to confirm.
- To test, send an email from your own mailbox to the shared mailbox listing items, quantities and delivery dates. The agent picks it up and creates a task for you to review.
- Because the test email comes from you, you are probably not a contact yet. Review the sender details and confirm to create the contact, then confirm for the agent to create the sales quote.
Features
| Feature | Status | At |
|---|---|---|
| Sales Order Agent | status not stated, demoed | 0:05 |
| Email Account Integration | status not stated, demoed | 1:30 |
| Automatic Contact Creation from Email | status not stated, demoed | 2:25 |
| Payables Agent | status not stated | 0:05 |
| Email Accounts Management Page | status not stated, demoed | 3:07 |
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.
- page “email accounts page” at 3:07
Not found in BC28-30: page “email accounts page”.
Quotes
- 0:05 “The sales order agent and the payables agent already available in many countries.”
- 0:17 “In the Microsoft 365 administration portal, open the Teams and Groups menu, then select shared mailboxes.”
- 1:30 “While you can also use your own account if you prefer, a dedicated shared mailbox helps ensure the agent isn’t cluttered with irrelevant emails.”
- 1:45 “Once the account is selected, the agent activates automatically. You just need to click update to confirm.”
- 2:25 “Because the email is coming from you, you’re probably not set up as a contact in your own business central environment.”
- 2:38 “Adding any sender as a contact is quick and easy. Simply review the details and confirm to create the new contact.”
- 2:55 “The quote is created without you having to painstakingly search for and type in all that information.”