Automated selling – the Sales Order Agent in Business Central shows how it’s done
Emails from customers, requests for quotations, queries, orders – day-to-day business in sales can quickly become an orgy of clicks. Microsoft now has a new helper for this: the Sales Order Agent for Dynamics 365 Business Central is here – currently in the paid public preview. And it is changing the way companies handle orders.
What does this “agent” actually do?
Instead of going through each enquiry manually, the Sales Order Agent takes over this routine work: it reads emails, understands what the customer wants, checks stock levels, creates quotations – and converts them into orders if required.
The whole thing works like this:
- Customer writes an e-mail – e.g. with a request for a quote.
- The agent analyses the message, recognises the customer and article.
- An offer is prepared and availability is checked.
- Before anything goes out, a person checks everything again.
- The customer gives the go-ahead and the agent turns it into an order.
- Conclusion: Confirmation by e-mail, done.
Sounds simple? It is – and yet quite smart
Because in practice, the devil is often in the detail: unclear wording, missing data, misunderstandings. This is precisely where the agent comes into its own. Thanks to Copilot technology, it can recognise context, ask questions and suggest solutions. This not only saves time – it also makes processes more robust.
Control remains with the team
Important: Nobody has to give up control. The Sales Order Agent provides support – but it is the person who decides. All steps can be viewed, changed or even completely cancelled. Every action taken by the agent can be tracked, commented on and adjusted if necessary. It can therefore be used like a very attentive team member.
What are the concrete benefits?
A few examples:
- Fewer manual tasks: Sales teams no longer have to click through floods of emails.
- More time for the essentials: Customer care, consulting and strategy take centre stage again.
- Better data, fewer errors: automation ensures clean processes – without copy-paste mishaps.
- Scalability: Even with more requests, the effort remains within limits because the agent helps.
A look into the future
The Sales Order Agent is just the beginning. Further automated helpers – such as an agent for incoming invoices – are already being planned. And the best thing is that anyone who wants to can build their own agents in future to suit their business model.
Conclusion: Click less, create more
The Sales Order Agent brings automation to where it really helps: In everyday working life. Without detours. Without bells and whistles. For all those who use Business Central, now is a good time to take a closer look.
