Introducing the Sales Order Agent in Dynamics 365 Business Central
With the 2025 Release Wave 1, Microsoft Dynamics 365 Business Central debuts the Sales Order Agent—an AI-powered tool designed to streamline the sales process from inquiry to order. As the first intelligent agent of its kind in Business Central, this innovative feature automates time-consuming sales tasks, helping teams work more efficiently and respond to customer requests faster than ever.
Getting Started with the Sales Order Agent
The Sales Order Agent is quick to set up and simple to use. Administrators can configure the agent by linking it to a shared Microsoft 365 mailbox dedicated to customer communications. Once activated, the agent continuously scans incoming emails, distinguishing valid sales inquiries from irrelevant messages or spam using AI-driven filtering.
To enable the agent:
- Click the “SO” hexagon on the Business Central home screen.
- Select “Activate” and choose the features you’d like the agent to manage.
- Click the three-dot menu next to the mailbox field to link your Microsoft 365 account.
- Name the mailbox and click “Update”—the agent will begin working immediately.
- Add team members by selecting “Manage user access” to ensure everyone is equipped to benefit from the tool.
Key Benefits of the Sales Order Agent
Sales professionals often spend significant time parsing through emails, checking inventory, and manually entering customer information. The Sales Order Agent removes much of this burden by intelligently automating those tasks, freeing teams to focus on higher-value activities like customer engagement and deal strategy.
Smart, AI-Driven Assistance
Leveraging artificial intelligence, the Sales Order Agent offers context-sensitive suggestions as users interact with the ERP. For example, when the system receives an email from a contact not yet in the database, the agent recommends creating a new contact record and pre-fills all relevant information. With just one click, users can generate complete contact cards without manual data entry.
Upon receiving a customer email, the agent extracts key details such as requested products, specifications, quantities, and delivery requirements. It analyzes data across inventory availability, product attributes, translations, and extended texts to recommend the best item matches. Users simply review and confirm the AI-generated proposals, then use them to respond to customers professionally and promptly.
Quote Generation and Order Conversion
A standout feature of the Sales Order Agent is its ability to generate and update sales quotes automatically. Once a customer approves a quote, the agent converts it directly into a sales order. This accelerates the order-to-cash cycle and improving both efficiency and customer experience.
Additionally, the agent tracks its own performance by providing key performance indicators (KPIs), including time saved and tasks completed. These insights allow sales leaders to quantify productivity gains and redirect resources toward strategic initiatives like relationship-building and closing deals.
Customizable and Secure
Administrators maintain full control over the agent’s permissions and functionality through Business Central’s profile management tools. By tailoring permission sets and interaction scopes, businesses can ensure the Sales Order Agent fits their specific operational needs and adheres to compliance standards.
Next Steps
The Sales Order Agent marks a significant step forward in sales process automation within Dynamics 365 Business Central. With its AI-driven features, intuitive setup, and seamless integration with Microsoft 365, it empowers sales teams to work faster, smarter, and more strategically. By reducing manual workloads and accelerating quote-to-order workflows, the Agent helps businesses deliver a more responsive, streamlined customer experience.
As a proud partner of Microsoft, Logan Consulting is here to help you understand your needs and get the most out of your ERP. Contact us today to learn more and click here to learn more about Dynamics’ features.
