Sales Agent Improvements

Feature Description

The enhanced Sales Order Agent in Microsoft Dynamics 365 Business Central introduces powerful AI-driven capabilities to streamline and automate the sales order process. Leveraging Copilot technology, the agent now handles more complex and varied sales enquiries independently, reducing manual intervention and accelerating response times. It can process unstructured email requests, extract data from attachments, and generate accurate sales quotes with minimal user input. New features include support for multiple ship-to addresses, capable-to-promise responses, and automatic email processing for trusted customers. These enhancements empower sales and customer service teams to manage high volumes of enquiries with greater efficiency and precision, while maintaining control through natural language guidance and contextual user input.

🔷 Important

This feature functionality is only available in version 27.0 or later of Business Central. View which version you are on in the Extension Management view within Business Central.

Feature Screenshots

Business Uses

• Accelerate Sales Quote Generation - Sales teams can respond to customer enquiries faster by allowing the agent to automatically extract item details from emails and attachments, generate quotes, and apply correct shipping information reducing turnaround time and improving customer satisfaction.

• Reduce Operational Overhead in Order Processing - By automating repetitive tasks such as email parsing, customer identification, and quote creation, businesses can free up staff to focus on strategic activities, lowering operational costs and improving team productivity.

• Improve Accuracy and Responsiveness in Customer Communications - The agent’s ability to interpret natural language and handle ambiguous or incomplete requests ensures that quotes are accurate and tailored to customer needs. Capable-to-promise responses and multi-address support further enhance the reliability of communications, minimising follow-ups and delays.

System/User Requirements