Business Central sales order agent

AI Agents

Just as the PC did before, artificial intelligence (AI) is set to transform the way we work and become an indispensable part of the workplace. AI has the potential to reduce errors and stress, while adding automation, thereby increasing productivity and creativity.

What are AI agents?

AI-based agents are intelligent programs designed to perceive processes and contexts, process information, and act autonomously to achieve specific goals on behalf of a user or another system.

Why agents?

Businesses that embrace and use AI agents can increase efficiency, achieve cost savings, and improve employee and customer satisfaction. Microsoft’s own research indicates that nearly half of business leaders expect to redefine their business processes with AI within the next five years. This means that proactive adoption of AI will be critical to success in the future of work.

Agents in Business Central

With Business Central 26, which will be released with Dynamics 365 2025 release wave 1 in April, Microsoft is expanding the AI ​​capabilities in Business Central by adding business process automation with AI agents. 

The AI-powered agents in Business Central work autonomously, handling tasks, responding to incidents, and overcoming errors with minimal user intervention. They can act on behalf of a company, department or team and only involve users when necessary.

The Sales Order Agent in Business Central

With Business Central 26, Microsoft is introducing the Sales Order Agent, which will be the first of many AI-based agents in Business Central.

The Sales Order Agent is an AI-powered solution for automatically capturing and creating sales orders from emails in Business Central.

The Sales Order Agent can handle the entire sales order process in Business Central:

• Receives item requests from customer emails in a shared company email box
• Identifies the customer from the records in Business Central
• Create a sales quote that includes the desired items
• Confirm whether the item in question is available in your warehouse
• Send the sales quote to your customer for approval
• Receive order confirmation, convert the quote to a sales order, and share the order with your customer via email.

The agent works independently with predefined permissions and can be configured completely according to the unique needs of each company.

Simple configuration of your agent

The sales order agent has a simple and clear configuration, where you have the option to define the agent's name, the channel for receiving sales quotes and orders (shared company email) and choose the specific steps you want to include or exclude in the process of accepting orders from your customers.

Sales Order Agent Setup Configuration Page in Business Central

Full Transparency and Control

Users maintain full transparency and control via the Copilot pane, where all actions can be reviewed, adjusted, or approved.

Sales Order Agent Task Timeline View in Business Central

Sales order agent actions, such as navigating Business Central, creating and modifying records, and calling actions, are fully visible in the Copilot pane.

Each agent's user ID appears in the same places and in the same way as other users, including in list views, overviews, posted documents, and notifications.