![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/Automate-Order-Processing-Connect-Dynamics-365-CRM-Business-Central-with-Co-pilot-Sales-Order-Agent.png\")
<\/p>\n<\/p>\n
Imagine you run a business that gets dozens or hundreds of order requests via email every day from new clients or repeat customers. Normally, each request follows a long manual sequence – first reading the email, then validating customer details, checking item availability in inventory, preparing a quote, sending it to the customer, waiting for confirmation, and finally creating the sales order.<\/p>\n
This step-by-step process is time-consuming, prone to errors, and consumes a significant amount of your team\u2019s time.<\/p>\n
That\u2019s where the Sales Order Agent in Dynamics 365 Business Central comes in. This AI-powered helper reads incoming customer emails, extracts order details automatically, checks inventory, drafts quotes or orders and much of it happens without manual data entry.<\/p>\n
Imagine you run a small-to-medium distribution business. A customer sends an order request to your shared sales email:<\/p>\n
\u201cPlease supply 50 units of Product A and 30 units of Product B – delivery within 15 days. PO #12345.\u201d<\/p>\n
Before configuring the Sales Order Agent, ensure that Copilot and Agent capabilities are enabled in Business Central.<\/p>\n
\u201cThese features are available starting from the 2025 Release Wave 2.\u201d Activating the Sales Order Agent allows Copilot to start reading incoming sales emails and assist with quotes and orders.<\/li>\n<\/ul>\n Enables the agent to process incoming sales inquiries.<\/p>\n Define which users can view and interact with the Sales Order Agent.<\/p>\n Choose the mailbox the agent will monitor.<\/p>\n Set a default language for all AI-generated responses.<\/p>\n Choose which actions the agent should perform automatically and where human review is required.<\/p>\n Controls how the agent responds to incoming inquiries, including:<\/p>\n Defines whether the agent:<\/p>\n Specify a shared Microsoft 365 mailbox that the agent will monitor for incoming sales inquiries.<\/p>\n Agent Activity You retain full visibility and control over all agent actions.<\/p>\n Note<\/u><\/em>:<\/p>\n Verify that the configured mailbox is a valid Microsoft 365 (Exchange Online) mailbox, is accessible within the same tenant, has Full Access permissions assigned, and is properly connected in Business Central so the Sales Order Agent can read and send emails without access issues.<\/em><\/p>\n After reviewing the Mail:<\/strong><\/p>\n The customer replies with all necessary information needed to finalize the quote, such as item confirmation, quantities, delivery preferences, or additional requirements.<\/strong><\/p>\n The Sales Order Agent prepares the quote, which is then reviewed by the salesperson to ensure pricing, availability, and terms are accurate.<\/p>\n Quote Visibility in Dynamics 365 CRM (Sales)<\/em><\/strong><\/p>\n At the same time, the quote is synchronized to Dynamics 365 CRM, ensuring sales teams have real-time visibility without switching systems.<\/p>\n When Dynamics 365 CRM (Sales)<\/strong> is integrated with Business Central<\/strong>, all sales documents created by the Sales Order Agent in Business Central are automatically synchronized and visible in CRM. Learn more about setting this up in Microsoft\u2019s official documentation: Integrating Business Central with Dynamics 365 Sales. <\/strong>https:\/\/learn.microsoft.com\/en-us\/dynamics365\/business-central\/admin-prepare-dynamics-365-for-sales-for-integration<\/a><\/p>\n As soon as the Sales Quote is created in Business Central, it becomes available to CRM users in near real time through standard integration mappings.\u00a0<\/strong><\/p>\n Once this integration is configured, any quote created by the Sales Order Agent in Business Central will be mirrored into CRM, giving sales teams near-real-time visibility without needing to switch applications<\/p>\n After approval, the Sales Order Agent sends the finalized sales quote as a PDF to the customer via email.<\/p>\n After Quote Confirmation<\/strong> The Sales Order Agent in Dynamics 365 Business Central is an AI-powered Copilot feature that automatically processes customer order requests received via email. It reads incoming emails, identifies customers, extracts order details, checks inventory availability, creates sales quotes, and converts approved quotes into sales orders with minimal manual intervention.<\/p>\n The Sales Order Agent monitors a shared mailbox, analyzes incoming customer emails, extracts product and quantity information, validates customer records, checks inventory, and drafts sales quotes. Once the customer approves the quote, the agent automatically converts it into a confirmed sales order in Business Central.<\/p>\n Yes, the Sales Order Agent supports shared Microsoft 365 (Exchange Online) mailboxes. The mailbox must be in the same tenant, properly connected to Business Central, and have Full Access permissions assigned for the agent to read and send emails.<\/p>\n Sales Order Agent is configurable. Businesses can choose full automation or require human review before quotes are sent or orders are created. This ensures accuracy while maintaining control over pricing, availability, and customer communication.<\/p>\n If the Sales Order Agent cannot find the sender in Business Central, it allows the user to create a new contact or customer record. Once created, the agent continues processing the request without interrupting the workflow.<\/p>\n Sales Order Agent transforms how businesses handle order processing converting a traditionally manual, time-consuming workflow into a fast, AI-driven automation. By reading customer emails, identifying customers, checking inventory, drafting quotes, and converting orders all with minimal human effort it speeds up the sales cycle, reduces errors and boosts productivity. And yet, it keeps your team in control, with full transparency and oversight.<\/p>\n If your business handles email-based orders regularly especially at scale integrating Sales Order Agent into Dynamics 365 Business Central can deliver significant efficiency gains and help you manage growth smoothly.<\/p>\n","protected":false},"excerpt":{"rendered":" Imagine you run a business that gets dozens or hundreds of order requests via email every day from new clients or repeat customers. Normally, each request follows a long manual sequence – first reading the email, then validating customer details, checking item availability in inventory, preparing a quote, sending it to the customer, waiting for\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2746,16,2361],"tags":[3282],"class_list":["post-43181","post","type-post","status-publish","format-standard","hentry","category-copilot","category-dynamics-365","category-technical","tag-sales-order-agent"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/43181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=43181"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/43181\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=43181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=43181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=43181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n<\/em><\/p>\n![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/1CopilotSales.jpg\")
<\/p>\n\n
Activate Sales Order Agent
\n<\/strong><\/h3>\nKey Options<\/u>:
\n<\/strong><\/h3>\n\n
Activate Sales Order Agent<\/strong>:<\/h3>\n<\/li>\n<\/ul>\n
\n
Manage User Access:<\/strong><\/h3>\n<\/li>\n<\/ul>\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/2CopilotSales.jpg\")
<\/p>\n\n
Monitor Incoming Information<\/strong><\/h3>\n<\/li>\n<\/ul>\n
\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/3CopilotSales.jpg\")
<\/p>\n\n
Default language for responses<\/strong><\/h3>\n<\/li>\n<\/ul>\n
\n
Defining Agent Automation and Review Steps<\/strong><\/h3>\n<\/li>\n<\/ol>\n
\n
Respond to Inquiries
\n<\/strong><\/h3>\n<\/li>\n<\/ul>\n\n
Create Sales Documents
\n<\/strong><\/h3>\n<\/li>\n<\/ul>\n\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/4CopilotSales.jpg\")
<\/p>\n\n
Configure the Mailbox<\/strong><\/h3>\n<\/li>\n<\/ol>\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/5CopilotSales.jpg\")
<\/p>\n\n
Activate the Agent<\/strong><\/h3>\n<\/li>\n<\/ol>\n
\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/6CopilotSales.jpg\")
<\/p>\n\n
Monitor & Review<\/strong><\/h3>\n
\n<\/strong><\/li>\n<\/ol>\n\n
\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/7CopilotSales.jpg\")
<\/p>\n\n
\n<\/strong><\/li>\n<\/ol>\n\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/8CopilotSales.jpg\")
<\/p>\n\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/9CopilotSales.jpg\")
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\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/10CopilotSales.jpg\")
<\/p>\n\n
\n<\/strong><\/li>\n<\/ol>\n![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/11CopilotSales.jpg\")
<\/strong><\/p>\n\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/12CopilotSales.jpg\")
<\/p>\n![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/14.jpg\")
<\/p>\n![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/15.jpg\")
<\/p>\n\n
![\"Sales](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/13CopilotSales.jpg\")
<\/p>\n
\nOnce the customer approves the quote, the Sales Order Agent automatically converts it into a sales order and sends an order confirmation to the customer, completing the end-to-end sales process.<\/p>\nFAQs<\/strong><\/h2>\n
1. What is the Sales Order Agent in Dynamics 365 Business Central?<\/strong><\/h3>\n
2. How does the Sales Order Agent create sales orders from emails?<\/strong><\/h3>\n
3. Can Sales Order Agent work with shared mailboxes in Microsoft 365?<\/strong><\/h3>\n
4. Does Sales Order Agent require human approval before sending quotes or orders?<\/strong><\/h3>\n
5. What happens if the email sender is not an existing customer?<\/strong><\/h3>\n
Wrapping Up<\/strong><\/h3>\n