Sales Order Agent Explained: Features, Setup, and Benefits

Microsoft has introduced the Sales Order Agent in Dynamics 365 Business Central as a paid public preview, marking the first prebuilt agent in the platform. This launch reflects a bigger change in business applications where Copilot and agents start taking on repetitive work, freeing teams for more strategic activities.

Sales teams often spend hours cross-checking emails, adding sales lines one by one, and managing back-and-forth with customers. These tasks matter, but they also slow down business growth. The Sales Order Agent makes order handling faster, more accurate, and less of a drain on sales resources.

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

The Sales Order Agent is an autonomous, artificial intelligence powered tool built to address, clarify, and fulfil customer requests that arrive through email. It connects directly with data inside Business Central, checks availability, creates quotes, and converts them into orders with oversight from sales staff.

1. The workflow is simple and structured:
2. Customer request: A customer emails asking for a sales quote.
3. Agent action: The agent processes the email, identifies the customer, and matches requested items.
4. Quote creation: It checks stock availability, creates a sales quote, and drafts a reply.
5. User review: A sales rep reviews the draft, approves, and sends it to the customer.
6. Customer confirmation: The customer reviews the quote and asks to place the order.
7. Order conversion: The agent converts the quote into a sales order and confirms back to the customer.

This process shows how the Sales Order Agent in Dynamics 365 Business Central reduces effort while still keeping people in control.

Key Features of the Sales Order Agent

The agent has been carefully engineered to manage real-world challenges, not just idealised workflows.

• Automated workflow: From request to order confirmation, most of the work is done automatically.
• Error handling: If the customer email is vague or incomplete, the agent flags it instead of stopping the process.
• User oversight by default: Sales reps approve all outbound messages before they reach customers.
• Timeline view: The Copilot pane provides a clear view of the agent’s actions and context.
• Editable outputs: Users can review every quote or order, adjust details, or even discard steps if needed.
• With these features, automation becomes reliable, but human oversight ensures accuracy and control.

How to Set Up the Sales Order Agent

The Sales Order Agent is currently available in paid public preview. Businesses can try it by enabling the feature in their Business Central environment and ensuring Copilot services are connected.

High-level steps for setup include:

• Enable the preview feature within Business Central.
• Connect Copilot services so that email requests can be read and processed.
• Configure mailbox and security permissions to allow safe communication.
• Test sample workflows to confirm sales reps can review, approve, and adjust outputs.

As this is a preview, Microsoft recommends monitoring scenarios carefully and ensuring staff are trained on how to review drafts and track agent activity.

Benefits of Using the Sales Order Agent

The value of this feature is both practical and strategic. It helps businesses process more orders, with fewer errors, and without adding unnecessary admin work.

Key benefits include:

• Faster turnaround for customers: Quotes and orders move through the system more quickly, creating better customer experiences.
• Sales focus on relationships: Reps spend less time on order entry and more time growing accounts and finding new business.
• Scalability with fewer resources: By automating repetitive steps, companies can handle higher order volumes without expanding headcount.
• Improved data accuracy: Automatic checks and entries reduce the risk of errors across finance, supply chain, and CRM systems.
• Foundation for future agents: This is Microsoft’s first prebuilt agent for Business Central, paving the way for more automation in the future.

Everyday Impact of the Sales Order Agent

Picture a sales rep handling thirty small customer orders daily. Before, each email required manual entry, multiple checks, and several back-and-forth messages. Errors were easy, and the process slowed everyone down.

With the Sales Order Agent, the same rep now receives draft quotes created automatically. Stock availability is already verified, and the system shows a clean summary for approval. The rep can review, make small adjustments, and send it out quickly. Hours that were once lost to admin are now used for customer engagement and business development.

Measuring the Impact of Sales Order Agent

Businesses can measure the success of this feature by looking at:

• Reduction in manual entry time for quotes and orders
• Faster response times between customer requests and confirmations
• Higher customer satisfaction with shorter turnaround cycles
• Better data consistency across integrated systems

These metrics demonstrate how the Sales Order Agent in Dynamics 365 Business Central adds measurable value.

Challenges and Considerations

As with any preview feature, there are boundaries. Complex scenarios may require manual handling. Staff training is also essential so that sales teams know how to review, approve, and manage outputs created by the agent. Oversight remains central to its design, ensuring that businesses maintain accuracy while scaling efficiency.

Final Word

The Sales Order Agent in Dynamics 365 Business Central represents a significant step in sales automation. By taking over routine order tasks, it saves time, cuts down on mistakes, and helps sales teams focus on what matters most — their customers. With user control built in, businesses can adopt this feature with confidence and experience the benefits of automation without losing accuracy.

How Can Dynamics Square Help?

Microsoft provides the tools, but the journey from feature to business value requires expert guidance. Dynamics Square UK helps companies implement and configure the Sales Order Agent, connect it with Copilot services, and adapt workflows for smooth adoption. The team’s practical knowledge of Dynamics 365 Business Central ensures businesses avoid setup issues and see results quickly.

With Dynamics Square as a Microsoft partner, organisations gain more than technology. They gain a guided rollout, reduced errors, and long-term support that ensures features like the Sales Order Agent deliver lasting value.