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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.

Open in ClaudeI7i25zBfyEQ.md
  1. 0:00 Introduction and setup of the sales order agent
  2. 1:08 Customer scenario - Ian's office furniture request
  3. 1:48 Agent email engagement and draft response
  4. 2:38 Reviewing and approving agent-generated email
  5. 3:35 Quote creation and delivery to customer
  6. 5:01 Benefits and business impact summary
video Microsoft Dynamics 365 Business Central (YouTube) · 2025-02-10Watch on YouTube

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.

Features

Every feature below: status not stated, demoed.

Feature At
Sales Order Agent 0:07
Agent email mapping to customer accounts 2:38
Agent-generated quote creation 4:12
Agent setup and configuration 0:17
Outlook email integration for agent 1:08
Agent approval workflow in Business Central 2:38

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

Quotes

  • 0:07 “Microsoft has just announced a series of new autonomous agents”
  • 0:17 “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 “no additional configuration needed that was quick”
  • 2:09 “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 “normally creating a quote would take several minutes for each individual customer times up by the number of requests”
  • 4:12 “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 “the sales order agent is a team agent helping reduce order processing time meaning customers get an improved experience and faster delivery”