How Do AI Agents Enhance Sales Orders in Business Central? [2025]

January 17th, 2025 Intech Systems AI, Business Central

Introduction

Artificial Intelligence is transforming the way businesses operate, and with the introduction of AI Agents in Microsoft Dynamics 365 Business Central, tasks that once required manual intervention can now be automated. These AI Agents can autonomously execute assigned tasks, respond to various events and inputs, and adapt based on the data they receive, often without requiring any user input. When necessary, they will engage the user for assistance, ensuring that the process runs smoothly and according to business needs. In this context, Business Central’s new Sales Order Agent promises to significantly simplify the sales order process by automating the creation of orders directly from customer emails.

What are AI Agents?

2025 is the year of AI agents. The AI agents’ market is projected to grow from USD 5.1 billion in 2024 to USD 47.1 billion by 2030 with a CAGR of 44.8% between 2024 and 2030. AI agents will soon be integrated into your everyday tools and technologies to maximize their capabilities. You may have already used virtual assistants like Siri, Alexa, and Google Assistant, but what exactly are AI agents? Let’s take a look-

A software or system that can independently carry out activities on behalf of a user or another system by planning its workflow and making use of the resources at its disposal is known as an AI agent. Beyond natural language processing, AI agents may perform a wide range of tasks, such as making decisions, solving problems, interacting with the outside world, and carrying out activities.

According to a recent survey on business trends, nearly 9 out of 10 businesses hope to use AI to automate their processes, but until recently, AI has been a commodity that few SMBs could afford. However, with the introduction of AI agents in Dynamics 365 Business Central, all businesses, regardless of their size, will be able to use these intuitive AI tools to get more done with less.

Introducing AI Agents in Dynamics 365 Business Central

Microsoft has recently introduced their first innovative agent, the Sales Order Agent. This out-of-the-box agent can automates the entire process of extracting sales quotes and orders from customer communications.

The Sales Order Agent in Business Central will carry out the following steps automatically:

Receive Sales Requests: The agent will monitor a shared company mailbox for incoming customer emails that contain item requests.

Identify the Customer: It will identify the customer from the list of registered accounts in Business Central.

Draft Sales Quote: The agent will draft a sales quote based on the items requested in the email.

Here manual intervention for quote modification and approval may come if we want. That we can configure.

Verify Item Availability: The agent will verify stock availability and adjust the quote accordingly.

Send for Approval: The drafted quote will be forwarded to the customer for approval.

Sales Order Conversion: Once the customer confirms the quote, the agent will convert it into a sales order and send the confirmation to the customer.

Here again if we need control of releasing sales order and approval then we can configure to have manual intervention.

The agent will have a simple configuration experience, where you can define the agent’s name, the channel for receiving requests for sales quotes and orders (shared company email), and select the steps you want to include or exclude in the process of taking orders from the customers

(Image: Configure Sales Order Agent).

The agent’s actions are visible in the Copilot pane of Business Central, where users can review any steps taken, such as navigating pages, creating records, and making modifications. The agent’s actions will be identified by its unique user ID, just like any other user in Business Central.

(Image: Dynamic 365 Business Central)

Users can review, adjust, or even discard the agent’s actions (e.g., modifying a quote or sales order) before proceeding with the task. You can also approve or reject the changes suggested by the agent.

Sounds exciting, right?

This innovative feature will be available in Public Preview for the US region starting February 2025 and will become generally available in June 2025. Sales Order Agents in Dynamics 365 Business Central promise to revolutionize the sales order process by reducing manual effort and increasing operational efficiency.

Get Ready to Embrace the Future

As AI continues to shape the future of business operations, the Sales Order Agent in Business Central represents a significant leap forward in automation. By allowing AI to handle the manual aspects of sales order processing, businesses can focus on more strategic activities while improving response times and customer satisfaction.

Ready to see the Sales Order Agent in action? Stay tuned for the public preview release in February 2025 and get ready to automate your sales order processes like never before!

About Intech Systems:

Intech Systems is a three-cloud Microsoft-certified partner that boasts deep expertise in providing digital transformation solutions for organizations by leveraging the Microsoft 365, Dynamics 365, and Azure solution stack. Intech is recognized as a top-tier Microsoft implementation partner globally and specializes in transformative technology solutions such as ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), Business Process Automation, Business Intelligence, Cloud Infrastructure, Data Management, Productivity & Collaboration and Generative AI (Gen-AI) solutions. As a trusted Microsoft Solutions Partner, we are capable of doing complex technology implementations catered to an organization’s specific needs & also rapid solution implementation such as our Microsoft Dynamics 365 Business Central implementation packages. We pair our implementations with end-to-end customer support, offshore development & 3rd party integrations. With offices in India, USA (United States of America), and Singapore, we work with clients across globe to empower businesses with cutting-edge technology solutions. Our latest services aim at delivering business ready AI solutions to the customer, like our  Microsoft Copilot Consulting Services & Solutions for small, medium & large enterprises. Intech’s expertise lies in building software solutions for Manufacturing, Professional Services & Healthcare.  Our Dealer Management System, Sales and Service CRM for Manufacturing, Field Force Automation for Pharmaceuticals and Manufacturing Central are some of our leading industry solutions. Intech’s vision is to catalyze digital futures for operation-centric industries globally, we are at the forefront of innovation, helping organizations drive growth and innovation like never before. Contact Us to learn more.