For organisations managing high volumes of orders, manual sales processes can quickly become a bottleneck.
Microsoft Dynamics 365 Business Central can now address this challenge with the Sales Order Agent, an AI-powered capability designed to streamline order intake, reduce errors, and empower teams to focus on higher-value activities.
What Is The Sales Order Agent?
The Sales Order Agent is an intelligent automation tool within Business Central that simplifies the creation of sales orders. Instead of relying on manual entry, it can extract order information directly from emails and attachments—even when the data is unstructured. Once processed, the system generates accurate sales documents that can be reviewed and approved by users.
This is part of Microsoft’s wider strategy of embedding autonomous agents into Business Central, enhancing productivity across departments by automating routine but critical tasks.
Key Functionality Of The Sales Order Agent
Automated Order Intake
The agent reads incoming emails and file attachments (such as PDFs), interprets the data, and automatically creates draft sales orders. This reduces the need for repetitive data entry and shortens the order-to-cash cycle.
Handling Unstructured Data
Traditional automation struggles with poorly formatted inputs. The Sales Order Agent leverages natural language processing to make sense of inconsistent or unstructured data, increasing the accuracy of order creation.
Oversight and Control
While the agent automates much of the process, users maintain full oversight. Draft orders can be reviewed, edited, and approved before they are finalised, ensuring that organisations retain governance over critical transactionslearn.microsoft.com.
Seamless Integration with Business Central
The Sales Order Agent works natively within Business Central Online, connecting order processing with finance, inventory, and supply chain data. This means updates are instantly reflected across the system.
Low-Setup, High-Impact
With only a few configuration steps required, organisations can activate the agent quickly and start benefiting from automation without a complex implementation project.
What Are The Benefits Of Sales Order Agent For Organisations?
- Operational Efficiency: Automating sales order intake significantly reduces the manual workload on sales and customer service teams. Staff spend less time on routine data entry and more time on customer engagement and revenue-driving activities.
- Improved Accuracy: Manual data entry often introduces errors that create downstream issues in inventory, billing, and fulfilment. By interpreting data directly from source documents, the Sales Order Agent minimises human error and improves order accuracy.
- Faster Order Processing: Time saved on manual processes translates directly into faster turnaround. Organisations can acknowledge, process, and fulfil customer orders more quickly, improving customer satisfaction and building stronger relationships.
- Scalability: As businesses grow, sales volumes increase. The Sales Order Agent scales seamlessly, handling larger volumes of orders without the need to expand headcount proportionally. This makes it easier for organisations to grow while controlling costs.
- Empowered Workforce: By removing repetitive tasks, the agent allows employees to focus on strategic priorities—whether that’s nurturing customer relationships, upselling, or developing new opportunities.
- Future-Proof Capabilities: The Sales Order Agent is part of Microsoft’s ongoing investment in AI and automation within Business Central. As capabilities evolve in future release waves, organisations adopting these features early will be better positioned to benefit from advancements such as expanded agent functionality and deeper integrations.
What’s The Value?
The introduction of the Sales Order Agent reflects Microsoft’s commitment to making Business Central more intelligent and autonomous. Agents are not just “assistive” tools but autonomous process owners, handling complex business functions with oversight and governance in place.
For industries such as manufacturing, distribution, and wholesale—where processing high volumes of orders is the norm—this represents a clear opportunity to reduce costs, improve efficiency, and gain a competitive edge: delivering a faster response for increased sales and (ideally) more repeat business.
Sales Order Agent: Smarter, Faster Transactions
The Sales Order Agent in Business Central transforms sales order processing from a manual, error-prone task into a streamlined, automated workflow.
By reducing repetitive effort, increasing accuracy, and delivering faster turnaround, it helps organisations scale more effectively while focusing on growth and customer satisfaction.
For organisations looking to embrace AI-driven transformation, adopting intelligent agents such as the Sales Order Agent is a practical first step: one that delivers immediate operational improvements while laying the foundation for future innovation.
To discuss the Sales Order Agent and wider aspects of Business Central's sales capability, please get in touch:
