TL;DR

The new Sales Order Agent with Copilot in Dynamics 365 Business Central 2025 Release Wave 1 automates the process from a customer’s request to a completed sales order. It monitors a mailbox, interprets customer emails, generates quotes, handles revisions, and creates sales orders—all while allowing for easy setup and configuration.

Introduction

I want to show you the new Sales Order Agent with Copilot in the 2025 Release Wave 1 of Dynamics 365 Business Central.

We’re going to:

1. Look at the sales order agent configuration and setup.

2. Walk through a process from a customer request to a sales order.

3. Review some key system setups that make using this feature easier.

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Basic Workflow

This is the basic workflow that comes with the Sales Order Agent. You can make some configuration changes, but here’s the default setup:

• A customer sends a request for information.

• The company reviews it and processes it through the Sales Order Agent.

• The agent sends a quote or follow-up email to the customer.

• The customer reviews, confirms, and replies with what they’d like to do.

• The process ends with a sales order and a confirmation sent to the customer.

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Example: Customer Request to Sales Order

Step 1: Receiving the Request

This customer wants current pricing for several items listed in their email. This email is sent to a mailbox that the Sales Order Agent monitors.

When you log into Business Central with the Sales Order Agent activated, you’ll see an icon in the top menu. Clicking it shows the current status of the agent, the tasks it’s working on, and new tasks as they arrive.

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Step 2: Setup Overview

In the setup, we’ve:

• Activated the agent.

• Specified the monitored mailbox.

There’s another page for adjusting the configuration, including the workflow to be used. For this demo, I’m using the default workflow.

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Step 3: Reviewing the Incoming Email

A notification appears for the customer email. Opening it, we see the incoming mail from a customer already set up in Business Central, with the email address linked to that customer record.

If the request looks valid, we confirm it. The Sales Order Agent uses Copilot to determine the next steps.

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Step 4: Copilot’s First Response

The agent reviews the request and generates a draft email response. In this case, it identified most of the requested items but flagged two that were unavailable in the system. This behavior can be configured in setup.

I’m happy with the draft, so I confirm and send it. The agent emails the customer with the requested information.

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Step 5: Customer Revision

The customer receives the agent’s email, which has no preset reply buttons—they can respond freely.

In this example, the customer replies with changes:

• Removes one item.

• Adds quantities for the remaining items.

• Specifies a delivery date.

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Step 6: Generating a Sales Quote

The agent monitors the mailbox, picks up the customer’s reply, and presents it for review. After confirming, Copilot processes the email and creates a sales quote.

The quote includes:

• Items requested.

• Quantities.

• Pricing from the current system.

• Delivery date.

The email is sent to the customer with the quote attached as a PDF.

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Step 7: Turning the Quote into an Order

The customer replies, asking to turn the quote into a sales order. The agent detects this, and after confirmation, creates the sales order.

The order appears in Business Central, ready for warehouse processing.

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Key Setup Tips

Shared Mailbox

I used a shared mailbox to collect customer requests. This is configured in the Exchange admin panel and linked to Business Central.

Azure Environment

I set up an Azure environment to run the Sales Order Copilot Agent. This requires billing setup in Copilot Studio, and you must link the Azure environment to your Business Central environment via the Power Platform admin center.

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Conclusion

We looked at:

• The Sales Order Agent and its setup.

• A complete workflow from customer request to completed sales order.

• Key system configurations for smooth operation.

The Sales Order Agent with Copilot in Dynamics 365 Business Central streamlines customer interactions and reduces manual order processing time.