Business Central development continues to return big benefits for users
Microsoft’s introduction of pre-built AI agents in Dynamics 365 Business Central marks a significant shift in enterprise automation, aiming to streamline operations and reduce manual errors. These agents, such as the Sales Order Agent, are designed to handle specific tasks autonomously, allowing businesses to scale efficiently without the traditional challenges associated with growth.
Let’s look at the Business Central Sales Order Agent – A quick win for your business!
This article focusses on the Sales Order Agent and Qi believes that this will save its customers time and money, every day, freeing up staff time for more strategic tasks, reducing manual data entry errors whilst keeping the human ‘sense-check’ and controls in place.
Read on or contact Qi for more information.
What Is the Business Central Sales Order Agent?
The Sales Order Agent is an AI-powered tool that automates the process of capturing sales orders from customer emails. Once a customer sends a request, the agent identifies the customer and requested items.
- Verifies item availability.
- Generates a sales quote in PDF format.
- Sends the quote to the customer for approval.
- Upon confirmation, converts the quote into a sales order and sends a confirmation email to the customer.
This process is designed to be fully autonomous, with user oversight at key points to ensure accuracy and appropriateness.
Contact Qi to find out more detail on how the AI agent interacts with your users.
Business Benefits for Business Central users
- Efficiency Gains: Automates repetitive tasks, allowing sales teams to focus on relationship-building and strategic activities.
- Scalability: Supports business growth by handling increased order volumes without the need for proportional increases in staff.
- Data Accuracy: Reduces human errors by ensuring consistent data entry and processing.
- Cost Savings: Potentially lowers operational costs by streamlining processes and reducing the need for manual intervention.
Contact Qi for as demonstration
User Control and Transparency built in to Business Central AI Agents
Despite its autonomy, the Sales Order Agent operates with user oversight:
- Approval Mechanisms: Users are notified to approve outbound communications before they are sent to customers.
- Transparency: All actions taken by the agent are visible in the Copilot pane, allowing users to review and adjust as necessary.
- Permissions: The agent operates within predefined permissions and roles, ensuring it only has access to the necessary parts of the system.
Availability and Cost for Business Central AI Agents
The Sales Order Agent has been in test mode for over 18 months and is now operational and ready to use!
Qi recently attended a Microsoft event and has seen it working first hand and now confidently recommends it for Business Central users who wish to take advantage of the fact that it is available free of charge for early adopters! There will be charges introduced in the months with an entry level cost of approximately £11.50 a month. But as ever – Qi will advise of the most cost-effective licencing route for you based on how many sales orders on average you need to automatically capture in a month.
Contact Qi to find out more on licencing options.
Looking Ahead to the development of AI and Business Central
The Sales Order Agent is the first of many AI agents Microsoft plans to introduce into Business Central. Future agents will automate various business processes, such as supplier communications and sales qualification, further enhancing operational efficiency and scalability and offering businesses in the UK the opportunity to become more efficient thus saving time and money, in addition to supporting growth in the best way possible.
Qi is holding a customer seminar/webinar in July 2025. Contact Qi for more information.
Grow Productivity and Reduce Errors with Business Central AI
For businesses looking to reduce manual workload and improve operational efficiency, the Sales Order Agent offers an obvious solution. Its ability to automate routine tasks while maintaining user oversight can lead to significant time and cost savings.
See the example Workflow below and then contact Qi to find out about set up and start saving time and improving data quality now.
THIS WORKFLOW INCLUDES 8 STEPS and is defined as 1 RUN
