Sales Order Agent in Dynamics 365 Business Central: AI-Powered Sales Order Automation

Imagine running a distribution or manufacturing business where customer orders arrive constantly via email. Your sales team spends hours reading emails, checking inventory in spreadsheets, validating delivery dates, and manually creating quotes and sales orders in your ERP system. The result? Delays, data entry errors, rising operational costs, and frustrated customers.

The Sales Order Agent in Microsoft Dynamics 365 Business Central transforms this process entirely.

This AI-powered capability automates sales order intake from customer emails, handling everything from product identification and inventory checks to quote generation and order creation. By removing repetitive manual work, the Sales Order Agent enables faster order processing, higher accuracy, and a significantly better customer experience.

What Is the Sales Order Agent in Dynamics 365 Business Central?

The Sales Order Agent is an AI-driven automation feature within Microsoft Dynamics 365 Business Central designed to assist sales teams with creating, managing, and processing sales quotes and orders.

Using intelligent automation and Copilot capabilities, the agent can:

• Read and understand customer emails
• Identify customers and products
• Validate inventory availability
• Suggest accurate pricing and delivery dates
• Generate quotes and convert them into sales orders

By autonomously handling routine sales administration, the Sales Order Agent allows your team to focus on relationship-building, negotiation, and revenue growth, rather than manual order entry.

How the Sales Order Agent Automates the Sales Process

The Sales Order Agent follows an intelligent, end-to-end workflow that supports the entire quote-to-order lifecycle in Business Central.

1. Email Monitoring (24/7)

The agent continuously monitors a designated shared Microsoft 365 mailbox for incoming customer emails requesting quotes or placing orders—working around the clock without interruption.

2. Customer Identification

When an email arrives, the agent matches the sender’s email address with existing Business Central customer and contact records, ensuring all documents are created for the correct customer.

3. Intelligent Product Search

The agent analyses the email content and identifies the correct items in your Business Central item master, even when customers use vague, informal, or non-standard product descriptions.

4. Inventory & Capable-to-Promise (CTP) Validation

The agent checks real-time inventory availability and applies Capable-to-Promise (CTP) logic to calculate accurate delivery dates when items are not immediately in stock.

5. Quote Creation & Clarification

A complete sales quote is generated, including:

• Items and quantities
• Pricing and discounts
• Taxes
• Delivery dates

If information is missing or unclear, the Sales Order Agent can engage in multi-turn email conversations with the customer to request clarification or propose alternatives.

6. Quote Approval & Sales Order Conversion

Once the quote is approved by the customer and reviewed internally, the agent converts it into a sales order and prepares a confirmation email for final approval and dispatch.

Benefits of Using the Sales Order Agent in Business Central

Implementing AI-driven sales order automation delivers measurable operational and financial benefits.

1. Saves Time on Repetitive Tasks: Manual email reading, product searches, and quote creation are eliminated, reducing order processing time from hours to minutes.

2. Reduces Costly Data Entry Errors: By pulling data directly from Business Central and validating inventory in real time, the agent minimises errors in product codes, quantities, pricing, and delivery commitments.

3. Improves Customer Experience: Faster responses, accurate quotes, and consistent communication improve customer satisfaction, trust, and retention.

4. Scales with Business Growth: The Sales Order Agent handles increasing order volumes without additional headcount, making it ideal for wholesale, distribution, and manufacturing businesses.

Smart, Secure, and Human-First AI

Microsoft designed the Sales Order Agent to enhance productivity while keeping people firmly in control.

1. Secure by Design: The agent operates as its own user within Business Central, with restricted, role-based permissions. Administrators control exactly what data and actions the agent can access, ensuring compliance with security and governance policies.

2. Full Human Oversight: Every outbound quote and customer email requires human review and approval before being sent. All actions performed by the agent are logged in the Copilot task timeline, providing a complete audit trail for compliance and internal review.

The result is AI that supports your team, handling the process, while your people manage customer relationships and decisions.

How to Get Started with the Sales Order Agent in D365 Business Central

The Sales Order Agent is available in Dynamics 365 Business Central across all countries, subject to configuration prerequisites.

To get started, you’ll need to:

• Set up a Microsoft 365 mailbox for sales enquiries
• Link the mailbox to Business Central
• Assign appropriate user permissions
• Configure preferences such as inventory checks and approval workflows

Once activated, the agent runs background tasks every 20 seconds, continuously monitoring emails and processing incoming sales requests.

Why Work with Buy Business Central?

As a Business Central specialist, Buy Business Central, Powered by Cetas, helps organisations configure and activate AI capabilities like the Sales Order Agent in a secure, practical, and business-aligned way.

From initial setup to optimisation, we ensure the Sales Order Agent fits seamlessly into your existing sales processes, delivering real productivity gains, not just new features.

Conclusion: AI-Driven Sales Order Automation That Delivers Real Results

The Sales Order Agent in Dynamics 365 Business Central is a powerful example of how AI is becoming practical and impactful inside modern Cloud ERP systems.

By automating email-based order intake, generating accurate quotes, validating inventory with CTP, and streamlining order creation, the Sales Order Agent enables sales teams to operate with greater speed, accuracy, and confidence.

Ready to automate sales order processing in Dynamics 365 Business Central?

Contact Buy Business Central, your trusted Business Central partner, to learn how to configure and activate the Sales Order Agent and transform customer emails into complete, accurate sales orders in minutes.