--- id: video/MKuOgMWXJ_8 type: video title: "What's New: Sales Validation Sample Agent for Business Central" summary: "Sales Validation sample agent in Business Central: a sample agent shipped out of the box that checks open sales orders against release criteria and releases them for shipment. The video demos setup, profile, permissions, instructions, task tracking, message review and credit usage. More samples are announced." tier: official language: en tags: - sales validation agent - agent setup - permissions - sample agent - sales order - order release - task tracking - credit usage system: copilot review: state: reviewed by: opus at: "2026-10-07T22:51:08.493Z" flags: [] generated: at: "2026-10-07T22:51:08.526Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 7168afbe6dec145b7eb2acd3322738912f39f9a09764688d471f928a84a7467a evidence: - kind: video url: https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=37s title: "More Sample Agents Coming: announced" date: "2026-02-27T15:12:56.000Z" commit: null t: 37 quote: We are planning to build more and they will appear in this list here - kind: video url: https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=6s title: "What's New: Sales Validation Sample Agent for Business Central" date: "2026-02-27T15:12:56.000Z" commit: null t: 6 quote: a sample agent that we have shipped out of the box that you can use to see how to build an agent within the - kind: video url: https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=37s title: "What's New: Sales Validation Sample Agent for Business Central" date: "2026-02-27T15:12:56.000Z" commit: null t: 37 quote: We are planning to build more and they will appear in this list here - kind: video url: https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=77s title: "What's New: Sales Validation Sample Agent for Business Central" date: "2026-02-27T15:12:56.000Z" commit: null t: 77 quote: we have also lowered the permissions to only the task that it is supposed to do. So it has a reduced permission set - kind: video url: https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=107s title: "What's New: Sales Validation Sample Agent for Business Central" date: "2026-02-27T15:12:56.000Z" commit: null t: 107 quote: the sales validation agent is checking for the open orders and seeing if it is able to release them to be shipped - kind: video url: https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=143s title: "What's New: Sales Validation Sample Agent for Business Central" date: "2026-02-27T15:12:56.000Z" commit: null t: 143 quote: the agent is being started by saying run process and shipment date - kind: video url: https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=248s title: "What's New: Sales Validation Sample Agent for Business Central" date: "2026-02-27T15:12:56.000Z" commit: null t: 248 quote: you can see how many credits we have spent doing these checks on all of the opening sales orders links: learn: [] objects: - object/page/48 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: MKuOgMWXJ_8 channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=MKuOgMWXJ_8 published_at: "2026-02-27T15:12:56.000Z" duration_s: 267 captions: full audience: - functional consultant - administrator - developer - decision maker chapters: - t: 0 title: Introduction and accessing the sales validation agent - t: 37 title: Agent setup, profile, permissions and instructions - t: 97 title: Preparing data and running the agent - t: 143 title: Invoking the agent and tracking the task - t: 181 title: Agent execution, order processing and results review - t: 248 title: Cost tracking and conclusion features: - name: Sales Validation Agent status: unclear t: 6 verified: false status_source: video - name: Agent Configuration Card status: unclear t: 51 verified: false status_source: video - name: Agent Dedicated Profile status: unclear t: 64 verified: false status_source: video - name: Reduced Permission Sets status: unclear t: 77 verified: false status_source: video - name: Agent Instructions status: unclear t: 97 verified: false status_source: video - name: Task Tracking UI status: unclear t: 181 verified: false status_source: video - name: Outgoing Message Review status: unclear t: 225 verified: false status_source: video - name: Agent Credit Usage Tracking status: unclear t: 248 verified: false status_source: video - name: More Sample Agents Coming status: announced t: 37 verified: true status_source: video objects_mentioned: - page Sales Orders quotes: - t: 6 text: a sample agent that we have shipped out of the box that you can use to see how to build an agent within the check: exact - t: 37 text: We are planning to build more and they will appear in this list here check: exact - t: 77 text: we have also lowered the permissions to only the task that it is supposed to do. So it has a reduced permission set check: exact - t: 107 text: the sales validation agent is checking for the open orders and seeing if it is able to release them to be shipped check: exact - t: 143 text: the agent is being started by saying run process and shipment date check: exact - t: 248 text: you can see how many credits we have spent doing these checks on all of the opening sales orders check: exact --- # What's New: Sales Validation Sample Agent for Business Central > Sales Validation sample agent in Business Central: a sample agent shipped out of the box that checks open sales orders against release criteria and releases them for shipment. The video demos setup, profile, permissions, instructions, task tracking, message review and credit usage. More samples are announced. [Watch on YouTube](https://www.youtube.com/watch?v=MKuOgMWXJ_8) · Microsoft Dynamics 365 Business Central (YouTube) · 2026-02-27 · 4:27 · tier official · reviewed (checked by Opus) ## Overview The video shows the Sales Validation sample agent, which is included out of the box and is meant to show how to build an agent in Business Central. The agent looks at open sales orders and decides whether they can be released to be shipped. The demo covers opening the agent setup, reviewing its dedicated profile, reduced permission set and instructions, and preparing data before running it. It then starts the agent with a task, follows the task steps in the tracking UI, reviews the outgoing summary message, and checks how many credits the run used. Microsoft says it plans to build more sample agents that will appear in the same list. ## Key points - The Sales Validation agent is a sample shipped out of the box; it is the only sample currently in the setup wizard, and more are planned. - It checks open sales orders and determines whether they can be released for shipment, then summarizes the actions taken. - The agent has a dedicated limited UI profile and a reduced permission set limited to its tasks. - Instructions can be edited to tweak behavior and should follow the documented format; for this agent the task is 'run process' plus a shipment date. - Prepare the sales order data before running the agent. - The task tracking UI shows the steps as the agent runs, and the outgoing message can be reviewed. It lists which orders were released and which did not meet criteria. - Credit usage for a run is shown, so the cost of checking all open sales orders can be monitored. ## Chapters - [0:00](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=0s) Introduction and accessing the sales validation agent - [0:37](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=37s) Agent setup, profile, permissions and instructions - [1:37](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=97s) Preparing data and running the agent - [2:23](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=143s) Invoking the agent and tracking the task - [3:01](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=181s) Agent execution, order processing and results review - [4:08](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=248s) Cost tracking and conclusion ## Features | Feature | Status | At | Evidence | |---|---|---|---| | Sales Validation Agent | status not stated, demoed | [0:06](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=6s) | | | Agent Configuration Card | status not stated, demoed | [0:51](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=51s) | | | Agent Dedicated Profile | status not stated, demoed | [1:04](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=64s) | | | Reduced Permission Sets | status not stated, demoed | [1:17](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=77s) | | | Agent Instructions | status not stated, demoed | [1:37](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=97s) | | | Task Tracking UI | status not stated, demoed | [3:01](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=181s) | | | Outgoing Message Review | status not stated, demoed | [3:45](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=225s) | | | Agent Credit Usage Tracking | status not stated, demoed | [4:08](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=248s) | | | More Sample Agents Coming | announced | [0:37](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=37s) | "We are planning to build more and they will appear in this list here" ([0:37](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=37s)) | ## 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 48 "Sales Orders"](../objects/page/48.md) at [3:14](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=194s) ## Quotes - [0:06](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=6s) "a sample agent that we have shipped out of the box that you can use to see how to build an agent within the" - [0:37](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=37s) "We are planning to build more and they will appear in this list here" - [1:17](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=77s) "we have also lowered the permissions to only the task that it is supposed to do. So it has a reduced permission set" - [1:47](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=107s) "the sales validation agent is checking for the open orders and seeing if it is able to release them to be shipped" - [2:23](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=143s) "the agent is being started by saying run process and shipment date" - [4:08](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=248s) "you can see how many credits we have spent doing these checks on all of the opening sales orders" ## Disclaimers in the video - [0:37](https://www.youtube.com/watch?v=MKuOgMWXJ_8&t=37s) coming-later: We are planning to build more and they will appear in this list here Presenters (as heard): Nicola.