Introducing: Sales Order Agent (2025 release wave 1)

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.

Features

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” at 10:52
• page 4315 “Agent Card” at 21:49
• page 9807 “User Card” at 21:49
• page 41 “Sales Quote” at 24:15
• page 42 “Sales Order” at 25:14
• page “Roll Center” at 23:55

Not found in BC28-30: page “Roll Center”.

Quotes

• 1:06 “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 “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 “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 “the sales or agent only works with registered contacts and customers inside of business Central at least at this point of time”
• 9:30 “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 “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 “instead of creating this document manually the agent helped prepopulate and pre-create that quote”
• 14:53 “iterating on the sales quote if Helen comes back and wants to change one or two lines”
• 15:33 “conversing very naturally in natural language with Yen asking some questions hello uh do you have such and such items”
• 16:34 “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 “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 “agents are designed based on the same Principle as the users”
• 22:49 “I need to disable this agent to be able to to modify these permissions”
• 24:35 “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 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.