Hi All,
In the latest release of Business Central, Microsoft introduced a powerful new AI-based feature called the Sales Order Agent. This functionality is designed for users to save time and reduce manual data entry by automatically creating sales orders from incoming emails.
This is part of Microsoft’s ongoing effort to make Copilot features in Business Central smarter and more useful for daily operations.
Let’s take a simple look at what it does, how it works, and why it matters.
Why use it:
- Saves Time - No more manually entering details from each customer email.
- Reduces Errors - Automated data extraction minimises typing and mapping mistakes.
- Improves Responsiveness - Faster order creation means quicker confirmations and happier customers.
- Enhances Productivity - Your sales team can focus on relationship-building instead of admin work.
Before you start, check these prerequisites:
-
You’re using Microsoft 365 (Exchange Online)
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You have admin access in both Business Central and Microsoft 365.
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Your users have valid Business Central and Exchange licenses.
2. Allow Business Central to Access Emails
Test it:
Send a test email to the configured mailbox.
Then go to Business Central → Sales Order Agent → Incoming Requests and check if the message appears there.
If you see it listed, the connection works successfully.
Business Central’s Sales Order Agent processes the email and creates a draft Sales Order suggestion.
When you confirm the suggestion, Business Central automatically creates a Sales Order.
Note: The emails should be sent with the right keywords so that AI can detect them. It requires a certain level of training and learning. Example: “Please send 5 pcs of item 1001”
Reach out to me if you have any questions or suggestions.
Check out other blogs, if you haven't already.
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