--- id: video/I7i25zBfyEQ type: video title: Sales Order Agent for Dynamics 365 Business Central (2025) summary: A 6-minute 2025 demo of the Sales Order Agent in Business Central. The agent picks up customer emails sent to a shared address, maps them to the customer account, drafts replies and creates sales quotes. Users approve each email and quote before it is sent to the customer. tier: official language: en tags: - sales order agent - autonomous agents - email integration - quote creation - approval workflow - customer engagement - order processing automation - outlook integration system: copilot review: state: reviewed by: opus at: "2026-10-07T23:02:03.860Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: a375220f9c1d7a4410431abdef4a1cd9235bd97129d017c5bd537b32db67099b evidence: - kind: video url: https://www.youtube.com/watch?v=I7i25zBfyEQ&t=7s title: Sales Order Agent for Dynamics 365 Business Central (2025) date: "2025-02-10T11:53:49.000Z" commit: null t: 7 quote: Microsoft has just announced a series of new autonomous agents - kind: video url: https://www.youtube.com/watch?v=I7i25zBfyEQ&t=17s title: Sales Order Agent for Dynamics 365 Business Central (2025) date: "2025-02-10T11:53:49.000Z" commit: null t: 17 quote: this is very simple I'm in business Central and if we go ahead and click on the sales order icon this is where I - kind: video url: https://www.youtube.com/watch?v=I7i25zBfyEQ&t=68s title: Sales Order Agent for Dynamics 365 Business Central (2025) date: "2025-02-10T11:53:49.000Z" commit: null t: 68 quote: no additional configuration needed that was quick - kind: video url: https://www.youtube.com/watch?v=I7i25zBfyEQ&t=129s title: Sales Order Agent for Dynamics 365 Business Central (2025) date: "2025-02-10T11:53:49.000Z" commit: null t: 129 quote: my team can work with the agent however they would like they can reserve a few times per day to check the agent and - kind: video url: https://www.youtube.com/watch?v=I7i25zBfyEQ&t=228s title: Sales Order Agent for Dynamics 365 Business Central (2025) date: "2025-02-10T11:53:49.000Z" commit: null t: 228 quote: normally creating a quote would take several minutes for each individual customer times up by the number of requests - kind: video url: https://www.youtube.com/watch?v=I7i25zBfyEQ&t=252s title: Sales Order Agent for Dynamics 365 Business Central (2025) date: "2025-02-10T11:53:49.000Z" commit: null t: 252 quote: I love this attention to detail it's picked up the products that he chose mapped them to the skew numbers and pulled in lots - kind: video url: https://www.youtube.com/watch?v=I7i25zBfyEQ&t=321s title: Sales Order Agent for Dynamics 365 Business Central (2025) date: "2025-02-10T11:53:49.000Z" commit: null t: 321 quote: the sales order agent is a team agent helping reduce order processing time meaning customers get an improved experience and faster delivery links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: I7i25zBfyEQ channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=I7i25zBfyEQ published_at: "2025-02-10T11:53:49.000Z" duration_s: 347 captions: full audience: - functional consultant - administrator - decision maker - end user chapters: - t: 0 title: Introduction and setup of the sales order agent - t: 68 title: Customer scenario - Ian's office furniture request - t: 108 title: Agent email engagement and draft response - t: 158 title: Reviewing and approving agent-generated email - t: 215 title: Quote creation and delivery to customer - t: 301 title: Benefits and business impact summary features: - name: Sales Order Agent status: unclear t: 7 verified: false status_source: video - name: Agent email mapping to customer accounts status: unclear t: 158 verified: false status_source: video - name: Agent-generated quote creation status: unclear t: 252 verified: false status_source: video - name: Agent setup and configuration status: unclear t: 17 verified: false status_source: video - name: Outlook email integration for agent status: unclear t: 68 verified: false status_source: video - name: Agent approval workflow in Business Central status: unclear t: 158 verified: false status_source: video objects_mentioned: - other sales order icon quotes: - t: 7 text: Microsoft has just announced a series of new autonomous agents check: exact - t: 17 text: this is very simple I'm in business Central and if we go ahead and click on the sales order icon this is where I check: exact - t: 68 text: no additional configuration needed that was quick check: snapped - t: 129 text: my team can work with the agent however they would like they can reserve a few times per day to check the agent and check: exact - t: 228 text: normally creating a quote would take several minutes for each individual customer times up by the number of requests check: exact - t: 252 text: I love this attention to detail it's picked up the products that he chose mapped them to the skew numbers and pulled in lots check: exact - t: 321 text: the sales order agent is a team agent helping reduce order processing time meaning customers get an improved experience and faster delivery check: exact --- # Sales Order Agent for Dynamics 365 Business Central (2025) > A 6-minute 2025 demo of the Sales Order Agent in Business Central. The agent picks up customer emails sent to a shared address, maps them to the customer account, drafts replies and creates sales quotes. Users approve each email and quote before it is sent to the customer. [Watch on YouTube](https://www.youtube.com/watch?v=I7i25zBfyEQ) · Microsoft Dynamics 365 Business Central (YouTube) · 2025-02-10 · 5:47 · tier official · reviewed (checked by Opus) ## Overview The video walks through setting up the Sales Order Agent in Business Central and follows one scenario: a customer, Ian, emails a request for office furniture. The agent matches the email to the customer account, drafts a response, and waits for a user to approve it. ## Key points - Setup shown: add a shared customer email address, manage which users have access for approval, and activate the agent. The video says no additional configuration is needed. - The customer side is shown in Outlook. The agent processes incoming customer requests for quotes and orders sent to the shared email address. - The agent mapped the incoming email to the correct customer account (Ian's) and created a draft reply. - Generated quotes include selected products mapped to SKUs, pricing, sales tax, delivery dates and the external purchase order number from the email. - The agent can ask the customer to clarify vague requirements and handles back-and-forth email. - A user must approve each email response and review and confirm each quote before it is sent to the customer. - Teams choose how often to review: check several requests at once on a schedule, or approve replies as they are generated. ## Chapters - [0:00](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=0s) Introduction and setup of the sales order agent - [1:08](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=68s) Customer scenario - Ian's office furniture request - [1:48](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=108s) Agent email engagement and draft response - [2:38](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=158s) Reviewing and approving agent-generated email - [3:35](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=215s) Quote creation and delivery to customer - [5:01](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=301s) Benefits and business impact summary ## Features Every feature below: status not stated, demoed. | Feature | At | |---|---| | Sales Order Agent | [0:07](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=7s) | | Agent email mapping to customer accounts | [2:38](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=158s) | | Agent-generated quote creation | [4:12](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=252s) | | Agent setup and configuration | [0:17](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=17s) | | Outlook email integration for agent | [1:08](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=68s) | | Agent approval workflow in Business Central | [2:38](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=158s) | ## 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 icon" at [0:17](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=17s) ## Quotes - [0:07](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=7s) "Microsoft has just announced a series of new autonomous agents" - [0:17](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=17s) "this is very simple I'm in business Central and if we go ahead and click on the sales order icon this is where I" - [1:08](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=68s) "no additional configuration needed that was quick" - [2:09](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=129s) "my team can work with the agent however they would like they can reserve a few times per day to check the agent and" - [3:48](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=228s) "normally creating a quote would take several minutes for each individual customer times up by the number of requests" - [4:12](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=252s) "I love this attention to detail it's picked up the products that he chose mapped them to the skew numbers and pulled in lots" - [5:21](https://www.youtube.com/watch?v=I7i25zBfyEQ&t=321s) "the sales order agent is a team agent helping reduce order processing time meaning customers get an improved experience and faster delivery"