Testing the Limits of the Sales Order Agent in Business Central
UG Expert Jason Chance returns to explore the boundaries of the Sales Order Agent in Dynamics 365 Business Central. In this hands-on demonstration, he tests the agent’s capabilities beyond basic scenarios, examining how it handles multilingual communications, complex order modifications, and document attachments.
Key Takeaways:
- Language handling works with caveats: The Sales Order Agent can process multilingual orders and respects customer language preferences, but may struggle with item translations, sometimes categorizing exact matches as “alternative items” rather than direct matches.
- Configuration controls the workflow: Review steps can be toggled in the setup—enabling quote review and order confirmation steps provides more control, while disabling them speeds up processing but may override explicit customer requests (like asking for a quote instead of an order).
- Document processing shows promise: The agent successfully processed PDF attachments containing item numbers, quantities, and units of measure, automatically updating sales quotes based on attached documents without manual data entry.
- Complex modifications hit limits: The agent reached its boundaries with certain order modifications, particularly when handling split units of measure (like “one bag and five units” of the same item), requiring manual intervention and the ability to stop automated processing and take over manually.
