This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.
The 3rd of the new functionality in the Copilot and AI section is use Sales Order Agent to automate sales order-taking.
We’re at a crucial juncture for AI in the workplace. Just as we now look back at the pre-PC era with astonishment, we’ll soon wonder how work was ever done without AI. Workers, overwhelmed by digital debt and workplace stress, are turning to AI for relief. Leaders can harness this momentum for tangible returns on investment. Copilot in Business Central is already enhancing users’ creativity and productivity by using AI in key application scenarios and providing guidance along the way. AI will gradually transform every aspect of work, achieving real business impact, and companies that proactively embrace this challenge will excel.
Using Sales Order Agent, which works independently under your direction, drives efficiencies and cost savings, and helps manage heavy workloads. The agent focuses users’ attention on critical tasks, increasing motivation and job satisfaction across the business function to which it is applied. Microsoft studies have shown that over the next five years, 41 percent of business leaders expect to redefine business processes with AI, orchestrating and managing AI agents while prioritizing ethical AI use.
Enabled for: Users by admins, makers, or analysts
Public Preview: Feb 2025
General Availability: Jun 2025
Feature Details
Copilot in Business Central is already enhancing users’ creativity and productivity with AI in key application scenarios, providing guidance and assistance in working with the product and finding the right data.
With this release, Microsoft are expanding the use of AI to enable customers to orchestrate and automate business processes using AI agents. Agents can work autonomously, perform assigned tasks, respond to different events and inputs, reason over the state of data, and overcome errors based on user input and the context of the Business Central user experience. Agents require minimal to no intervention from users, while bringing them in if circumstances require their attention. Agents can act on behalf of a company, department, or team, not just a user.
To enable this capability in Business Central, Microsoft are introducing their first out-of-the-box agent, Sales Order Agent, to automate the process of capturing sales orders from email messages.
The agent is configured to manage the full process:
- Receive item requests from customer emails in a shared company mailbox.
- Identify the customer from those registered in Business Central.
- Draft the sales quote with the requested items.
- Verify item availability.
- Forward the sales quote to the customer for approval.
- Receive confirmation, convert the quote into a sales order, and share the order with the customer via email.
