Transform Your Sales Workflow with Sales Order Processing Agent — AI in Dynamics 365 Business Central

sabineknoll3
May 2
2 min read

The days of manually processing sales orders are officially numbered.

With Microsoft’s new Sales Order Agent in Dynamics 365 Business Central, businesses can now automate the end-to-end sales order process—from reading customer emails to sending the final order confirmation.

This isn’t just another productivity tool. It’s a smart AI-driven agent that works independently, handles heavy lifting, and frees up your team to focus on what matters most: delivering value.

🧩 The Business Case: Why Sales Order Agent?

Let’s face it—manually handling customer emails, creating quotes, checking inventory, and following up with confirmations takes time and effort. It slows down response time and adds to your team’s workload.

Sales Order Agent steps in to:

Monitor a shared email inbox for incoming order requests
Identify the customer in your Business Central database
Draft and validate a sales quote
Check product availability
Send the quote for customer approval
Convert approved quotes into sales orders
Email the confirmed order back to the customer

It’s like having an extra team member working around the clock—only faster, more consistent, and powered by AI.

🛠️ How It Works

Setting up the Sales Order Agent is simple. You choose the agent’s name, configure the shared email inbox, and define which steps you want it to handle.

Once active, the agent monitors the inbox using an internal email processor and starts taking action—autonomously.

✅ It only accesses the parts of Business Central it needs

✅ Every action is recorded under its profile for full traceability

✅ It notifies users when input or approval is needed

✅ You can always review, adjust, or stop any process it initiates

You stay in control. The agent just makes your life easier.

🔍 Full Visibility and Control

Sales Order Agent operates transparently. Every action it performs is logged and visible in the Copilot pane, complete with:

Notifications for actions that require human input
A timeline of all agent activity
The ability to review, edit, or override steps at any point
Control over messages, approvals, and final submissions

You’re never left wondering what happened—you’re always in the loop.

🔐 Built-In Security & Role Management

With predefined permissions and roles, the agent only accesses what it needs. Whether it's acting on behalf of a team or a department, you decide how it's deployed and who it supports.

🌎 Where and When?

📍 Available in: United States (initially) 🧪 Public Preview: March 2025 🚀 Full Release: June 2025

💬 Why It Matters

AI isn’t just a buzzword—it’s quickly becoming the backbone of modern business operations. Sales Order Agent is a real example of AI solving day-to-day problems, reducing workload, and giving teams more time to focus on what truly matters.

Whether you’re a fast-growing business or an enterprise ready to scale, this is your opportunity to unlock a smarter, faster way to manage sales.

✅ Ready to Automate Your Sales Process?

At Everware, we help businesses reimagine their ERP strategies with AI-driven capabilities in Microsoft Dynamics 365.

📩 Email: sales@everware.net

📞 Call: +436648923808

Let’s future-proof your operations—with automation that works while you sleep.

📚 Learn More from Microsoft

Want the technical breakdown and setup details straight from the source?

🔗 Youtube Video: https://youtu.be/I7i25zBfyEQ?si=5usp8nP5t5TgqkkC