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Getting Started With Agents: Run Multiple Sales Order Agents in Parallel (2026 release wave 1)

Shows how to run several Sales Order Agents in parallel in Business Central (2026 release wave 1). It sets up a second agent that monitors the current user's inbox and has its own settings: a dedicated folder, review options, quotes or orders, and a custom signature. The demo also shows new options for emails from unknown senders: use a different existing contact or update an existing customer's email address.

Open in ClaudekwGEoxN46hk.md
  1. 0:00 Introduction: Single Agent Limitations
  2. 0:23 Activating Multiple Agents in Parallel
  3. 0:57 Agent Configuration and Customization
  4. 1:35 Activating the Second Agent
  5. 1:56 Processing Messages and Handling Unknown Contacts
  6. 2:53 Managing Multiple Agents in Parallel
video Microsoft Dynamics 365 Business Central (YouTube) · 2026-07-10Watch on YouTube

Overview

The video shows that, with this release, more than one Sales Order Agent can be active at the same time. This addresses the limit of a single agent, for example when there are several shared inboxes or other mailboxes to monitor.

It walks through activating a second agent, giving it a dedicated email folder, setting message review, quote or order behavior and a custom signature, and processing a message from an unknown contact. It ends by showing how to switch between agents and view the statistics of each one.

Key points

  • Several Sales Order Agents can run in parallel, for example one monitoring a shared inbox and another monitoring the current user’s inbox.
  • When activating another agent, a display name is proposed (Sales Order Agent 2) and can be changed.
  • Selecting a dedicated folder is recommended so the agent does not pick up every email that lands in your inbox.
  • Each agent can be customized: whether to review incoming messages, whether to send quotes or orders, whether to review created documents before the agent drafts a reply, and a custom signature.
  • Previously, emails from unknown senders led to creating a contact on the fly. Now you can also use a different existing contact (useful for portal, no-reply or shared-inbox emails) or update an existing customer’s email address.
  • The demo shows both agents running in parallel with different statistics, and you can navigate and switch between them.
  • More agents can be added for multiple shared inboxes or to monitor colleagues’ mail while they are on vacation.

Features

Every feature below: status not stated, demoed.

Feature At
Multiple Sales Order Agents in Parallel 0:23
Dedicated Folder Configuration for Agents 0:57
Agent Message Review Settings 1:11
Custom Agent Signature 1:35
Contact Matching Options for Unknown Senders 2:21
Agent Statistics and Navigation 3:05

Quotes

  • 0:23 “With this release, you can actually have several sales order agents running in parallel and you have access to both of them.”
  • 0:57 “reminder that is very good idea to select a dedicated folder uh to make sure that uh sales order the agent is not picking”
  • 2:21 “With this version, we have options. We can actually decide to use a different existing contact, maybe once, which can be useful if we”
  • 2:41 “Or if we know that customer got a new email address, but this customer already exist in Business Central, we can actually update the”
  • 3:16 “So now I can actually add even more sales order agents if I have multiple shared inbox or maybe I need to monitor something”