Less Searching More Selling with Sales Order Agent (2025)
Sales order agent in Business Central: processes customer emails, identifies direct and similar item matches, checks availability, and prepares a ready-to-send reply in the agent pane. Explains which item data it searches (descriptions, GTN, item category, attributes, variants, identifiers, references, extended text, translations) using natural language understanding.
- The Problem: Deciphering Customer Emails
- Introducing the Sales Order Agent Solution
- Agent Capabilities: Processing and Results
- Search Parameters and Data Sources
- Item Attributes and Variants Search
- Item Identifiers and References
- Extended Text and Translations
- Natural Language Understanding and Benefits
Overview
A 3-minute demo from the Microsoft Dynamics 365 Business Central channel (published 2025-09-01). It starts with the problem of working out which items a customer means in an email, then shows the sales order agent reading the email and presenting a suggested result in the agent pane.
The video lists the data the agent uses to match requested items: description fields, GTN number, item category, item attributes, variants, identifiers, item references, extended text and translations. It closes on how natural language understanding lets the agent recognize items when customers use their own codes or other names.
Key points
- The sales order agent processes a customer email and presents a suggested result in the agent pane inside Business Central.
- It identifies both direct matches and other items with matching characteristics, checks their availability, and prepares a ready-to-send reply.
- Item search uses several parameters: description, additional description, GTN number, and item category code and description.
- Item attributes such as material, size, color, weight or dimensions are searched, which helps when customers give specific details.
- Item variants (for example stationary or mobile models, or size, color and style differences) are searched.
- Item identifiers (vendor numbers, barcodes, customer-specific codes) and item references (customer or vendor item numbers) are used for matching.
- Extended text and translations are included, so detailed descriptions and requests in different languages can be matched.
Features
| Feature | Status | At |
|---|---|---|
| Sales Order Agent | status not stated, demoed | 0:16 |
| Multi-parameter Item Search | status not stated | 0:51 |
| Item Attributes Search | status not stated | 1:05 |
| Item Variants Matching | status not stated | 1:21 |
| Item Identifiers and Alternative Codes Search | status not stated | 1:33 |
| Item References Matching | status not stated | 1:44 |
| Extended Text and Translations Search | status not stated | 1:56 |
| Natural Language Understanding for Item Recognition | status not stated | 2:08 |
Quotes
- 0:16 “That’s exactly the kind of challenge the sales order agent was built to handle.”
- 0:26 “Inside Business Central, the sales order agent carefully processes the email and presents a suggested result directly in the agent pane.”
- 0:26 “The agent had no issues identifying both direct matches and other items with matching characteristics, checked their availability,”
- 0:51 “The agent uses multiple search parameters across many sources to deliver the best results such as the description, additional description, GTN number, and the”
- 1:05 “In its search, it considers item attributes like material, size, color, weight, or dimensions, which are especially helpful when customers get specific in their”
- 1:21 “It also searches among item variants, different versions of the same item in Business Central, for example, stationary or mobile models, or variations in”
- 2:08 “With its advanced search capabilities powered by natural language understanding, the agent can easily recognize and find the requested items where customers use their”