--- id: video/XhO4oFmoh1M type: video title: "Introducing: Sales Order Agent (2025 release wave 1)" summary: "Sales Order Agent in Business Central (2025 release wave 1): activation with a Microsoft 365 shared mailbox, turning customer emails into availability replies and sales quotes, and converting quotes to orders, with a human reviewing each step. Also covers item search, relevance and safety filtering, KPIs, and admin control through permission sets and profiles." tier: official language: en tags: - sales order agent - ai agents - email automation - quote processing - item search - availability checking - sales quote generation - agent configuration - agent permissions - profile configuration - natural language - kpi metrics system: sales review: state: reviewed by: opus at: "2026-10-07T22:58:57.126Z" flags: [] generated: at: "2026-10-07T22:58:57.179Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: f8df1c348efd768bb1b724a004c28a10efd48dcf51d82d37694f60bb8c8e2a3b evidence: - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=66s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 66 quote: with the sales order agent approach we Chang in this space to 100% automate this entire process end to end and yet keep the - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=87s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 87 quote: instead of humans and sales operators clicking around the product and trying to address the request for the quote it is an agent which - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=189s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 189 quote: please use Microsoft 365 account uh for the sales or agent and it has to be a shared mailbox uh which you can figure - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=489s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 489 quote: the sales or agent only works with registered contacts and customers inside of business Central at least at this point of time - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=570s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 570 quote: it uses search uh to not only read through the data on the item table or card itself it also goes into to the - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=812s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 812 quote: the agent has already read this email and it did create a sales quote automatically and it updated that quote with uh details requested - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=843s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 843 quote: instead of creating this document manually the agent helped prepopulate and pre-create that quote - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=893s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 893 quote: iterating on the sales quote if Helen comes back and wants to change one or two lines - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=933s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 933 quote: conversing very naturally in natural language with Yen asking some questions hello uh do you have such and such items - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=994s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 994 quote: the agent tagged this inbound email with a warning text so it actually says that hey this incoming message appears not to be relevant - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1237s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 1237 quote: it is not analyzing pixels and dots on the screen it actually can connect to the actions controls uh data displayed on the UI - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1309s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 1309 quote: agents are designed based on the same Principle as the users - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1369s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 1369 quote: I need to disable this agent to be able to to modify these permissions - kind: video url: https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1475s title: "Introducing: Sales Order Agent (2025 release wave 1)" date: "2025-04-01T15:00:42.000Z" commit: null t: 1475 quote: using profiles you can design the interaction surface of the agent and expose or hide certain controls from from its view links: learn: [] objects: - object/page/37026 - object/page/4315 - object/page/9807 - object/page/41 - object/page/42 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: XhO4oFmoh1M channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=XhO4oFmoh1M published_at: "2025-04-01T15:00:42.000Z" duration_s: 1578 captions: full audience: - functional consultant - administrator - decision maker - developer chapters: - t: 0 title: Introduction to Sales Order Agent - t: 107 title: Accessing and Activating the Sales Order Agent - t: 168 title: Configuration Setup and Mailbox Configuration - t: 306 title: Agent Interface and Task Pane Navigation - t: 387 title: Processing Incoming Email Requests - t: 550 title: Item Search and Availability Checking - t: 652 title: Item Availability Page and Response Generation - t: 751 title: Sales Quote Creation and Processing Multiple Requests - t: 913 title: "Customer Perspective: Agent Conversation Flow" - t: 994 title: Safety and Relevance Filtering - t: 1115 title: Time Savings and KPI Dashboard - t: 1217 title: Agent Architecture and Technical Design - t: 1389 title: Permission Sets and Profile Configuration - t: 1534 title: Conclusion and Next Steps features: - name: Sales Order Agent status: unclear t: 6 verified: false status_source: video - name: Sales Order Agent Configuration status: unclear t: 148 verified: false status_source: video - name: Agent Task Pane status: unclear t: 326 verified: false status_source: video - name: Item Availability Page status: unclear t: 652 verified: false status_source: video - name: Item Search Across Multiple Tables status: unclear t: 550 verified: false status_source: video - name: Automatic Sales Quote Creation status: unclear t: 751 verified: false status_source: video - name: Agent KPIs Dashboard status: unclear t: 306 verified: false status_source: video - name: Contact Registration During Processing status: unclear t: 468 verified: false status_source: video - name: Sales Order Agent Email Processing status: unclear t: 791 verified: false status_source: video - name: Sales Order Agent Natural Language Conversation status: unclear t: 913 verified: false status_source: video - name: Agent Email Safety and Relevance Filtering status: unclear t: 994 verified: false status_source: video - name: Agent Permission Sets status: unclear t: 1309 verified: false status_source: video - name: Agent Profile Configuration status: unclear t: 1389 verified: false status_source: video - name: Agent UI Access Model status: unclear t: 1217 verified: false status_source: video objects_mentioned: - page item availability - page Agent Card - page User Card - page Sales Quote - page Sales Order - page Roll Center quotes: - t: 66 text: with the sales order agent approach we Chang in this space to 100% automate this entire process end to end and yet keep the check: exact - t: 87 text: instead of humans and sales operators clicking around the product and trying to address the request for the quote it is an agent which check: exact - t: 189 text: please use Microsoft 365 account uh for the sales or agent and it has to be a shared mailbox uh which you can figure check: exact - t: 489 text: the sales or agent only works with registered contacts and customers inside of business Central at least at this point of time check: exact - t: 570 text: it uses search uh to not only read through the data on the item table or card itself it also goes into to the check: exact - t: 812 text: the agent has already read this email and it did create a sales quote automatically and it updated that quote with uh details requested check: exact - t: 843 text: instead of creating this document manually the agent helped prepopulate and pre-create that quote check: exact - t: 893 text: iterating on the sales quote if Helen comes back and wants to change one or two lines check: exact - t: 933 text: conversing very naturally in natural language with Yen asking some questions hello uh do you have such and such items check: exact - t: 994 text: the agent tagged this inbound email with a warning text so it actually says that hey this incoming message appears not to be relevant check: exact - t: 1237 text: it is not analyzing pixels and dots on the screen it actually can connect to the actions controls uh data displayed on the UI check: exact - t: 1309 text: agents are designed based on the same Principle as the users check: snapped - t: 1369 text: I need to disable this agent to be able to to modify these permissions check: exact - t: 1475 text: using profiles you can design the interaction surface of the agent and expose or hide certain controls from from its view check: exact --- # Introducing: Sales Order Agent (2025 release wave 1) > Sales Order Agent in Business Central (2025 release wave 1): activation with a Microsoft 365 shared mailbox, turning customer emails into availability replies and sales quotes, and converting quotes to orders, with a human reviewing each step. Also covers item search, relevance and safety filtering, KPIs, and admin control through permission sets and profiles. [Watch on YouTube](https://www.youtube.com/watch?v=XhO4oFmoh1M) · Microsoft Dynamics 365 Business Central (YouTube) · 2025-04-01 · 26:18 · tier official · reviewed (checked by Opus) ## Overview The video introduces the Sales Order Agent, an AI agent that monitors a mailbox, reads customer emails, searches items, checks availability and pre-creates sales quotes in Business Central. It walks through activation and mailbox configuration, the agent task pane, and a customer-side email conversation in natural language. It also covers filtering of irrelevant or harmful emails, the KPI dashboard, and the technical design. The agent works through the Business Central user interface, and administrators control it with permission sets and profiles. ## Key points - The agent only works with registered contacts and customers in Business Central. For an unknown sender, it notifies the user and lets them create and register the contact on the spot before continuing. - Activation needs a Microsoft 365 shared mailbox for the agent to monitor. Configuration options are currently minimal, and users must be added to the agent before they can review its tasks, reconfigure it or delegate tasks to it. - Item search goes beyond the item title and covers the item table, extended texts, translations, item attributes and item categories. - The agent uses the Item Availability page with filters for item, date, customer, location and quantity. It pre-creates a sales quote, and a human reviews and confirms the outgoing email before it goes to the customer. - If the customer asks for changes, the agent finds the existing quote and updates its lines. When the customer confirms, the quote is converted into a sales order. - Promotional emails get a relevance warning that the user can override. Harmful messages are blocked and will not be processed. - Microsoft provides the permission sets pre-built, and admins can make them stricter or looser. The agent must be disabled before its permissions can be changed. ## Chapters - [0:00](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=0s) Introduction to Sales Order Agent - [1:47](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=107s) Accessing and Activating the Sales Order Agent - [2:48](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=168s) Configuration Setup and Mailbox Configuration - [5:06](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=306s) Agent Interface and Task Pane Navigation - [6:27](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=387s) Processing Incoming Email Requests - [9:10](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=550s) Item Search and Availability Checking - [10:52](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=652s) Item Availability Page and Response Generation - [12:31](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=751s) Sales Quote Creation and Processing Multiple Requests - [15:13](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=913s) Customer Perspective: Agent Conversation Flow - [16:34](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=994s) Safety and Relevance Filtering - [18:35](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1115s) Time Savings and KPI Dashboard - [20:17](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1217s) Agent Architecture and Technical Design - [23:09](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1389s) Permission Sets and Profile Configuration - [25:34](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1534s) Conclusion and Next Steps ## Features | Feature | Status | At | |---|---|---| | Sales Order Agent | status not stated, demoed | [0:06](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=6s) | | Sales Order Agent Configuration | status not stated, demoed | [2:28](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=148s) | | Agent Task Pane | status not stated, demoed | [5:26](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=326s) | | Item Availability Page | status not stated, demoed | [10:52](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=652s) | | Item Search Across Multiple Tables | status not stated, demoed | [9:10](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=550s) | | Automatic Sales Quote Creation | status not stated, demoed | [12:31](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=751s) | | Agent KPIs Dashboard | status not stated, demoed | [5:06](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=306s) | | Contact Registration During Processing | status not stated, demoed | [7:48](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=468s) | | Sales Order Agent Email Processing | status not stated, demoed | [13:11](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=791s) | | Sales Order Agent Natural Language Conversation | status not stated, demoed | [15:13](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=913s) | | Agent Email Safety and Relevance Filtering | status not stated, demoed | [16:34](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=994s) | | Agent Permission Sets | status not stated, demoed | [21:49](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1309s) | | Agent Profile Configuration | status not stated, demoed | [23:09](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1389s) | | Agent UI Access Model | status not stated | [20:17](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1217s) | ## 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 37026 "Item Availability"](../objects/page/37026.md) at [10:52](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=652s) - [page 4315 "Agent Card"](../objects/page/4315.md) at [21:49](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1309s) - [page 9807 "User Card"](../objects/page/9807.md) at [21:49](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1309s) - [page 41 "Sales Quote"](../objects/page/41.md) at [24:15](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1455s) - [page 42 "Sales Order"](../objects/page/42.md) at [25:14](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1514s) - page "Roll Center" at [23:55](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1435s) Not found in BC28-30: page "Roll Center". ## Quotes - [1:06](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=66s) "with the sales order agent approach we Chang in this space to 100% automate this entire process end to end and yet keep the" - [1:27](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=87s) "instead of humans and sales operators clicking around the product and trying to address the request for the quote it is an agent which" - [3:09](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=189s) "please use Microsoft 365 account uh for the sales or agent and it has to be a shared mailbox uh which you can figure" - [8:09](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=489s) "the sales or agent only works with registered contacts and customers inside of business Central at least at this point of time" - [9:30](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=570s) "it uses search uh to not only read through the data on the item table or card itself it also goes into to the" - [13:32](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=812s) "the agent has already read this email and it did create a sales quote automatically and it updated that quote with uh details requested" - [14:03](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=843s) "instead of creating this document manually the agent helped prepopulate and pre-create that quote" - [14:53](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=893s) "iterating on the sales quote if Helen comes back and wants to change one or two lines" - [15:33](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=933s) "conversing very naturally in natural language with Yen asking some questions hello uh do you have such and such items" - [16:34](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=994s) "the agent tagged this inbound email with a warning text so it actually says that hey this incoming message appears not to be relevant" - [20:37](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1237s) "it is not analyzing pixels and dots on the screen it actually can connect to the actions controls uh data displayed on the UI" - [21:49](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1309s) "agents are designed based on the same Principle as the users" - [22:49](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1369s) "I need to disable this agent to be able to to modify these permissions" - [24:35](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=1475s) "using profiles you can design the interaction surface of the agent and expose or hide certain controls from from its view" ## Disclaimers in the video - [8:09](https://www.youtube.com/watch?v=XhO4oFmoh1M&t=489s) subject-to-change: the sales or agent only works with registered contacts and customers inside of business Central at least at this point of time who knows what the future will Presenters (as heard): Yen, Helen.