📢 AI Just Leveled Up Sales in Business Central — Meet the New Sales Order Agent

At Square International Technology Consulting, we’re always keeping an eye on the latest updates from Microsoft to help our clients stay ahead. And this one? It’s a game-changer.

Microsoft just rolled out the Sales Order Agent for Dynamics 365 Business Central, now available in paid public preview — and we couldn’t be more excited about what this means for your business.

🤖 What Is Sales Order Agent — And Why Should You Care?

Imagine this:

• A customer emails your team requesting a quote.

• Instead of someone manually processing the request, the Sales Order Agent (powered by Microsoft Copilot) handles it.

• It identifies the customer, reviews the items, checks availability, prepares the quote, and drafts a reply — all before you even step in.

• You review and approve the quote, then the customer confirms, and the agent converts it into a sales order.

That’s not just automation — that’s intelligent, context-aware, AI-powered sales processing.

🧠 What Makes It Different?

We’ve all seen automated workflows before. But this goes way beyond that.

The agent is designed to handle real-world complexities:

• Vague customer emails? It understands intent.

• Unrecognized contacts? It flags for review.

• Need for human oversight? It’s built-in by default.

You (or your team) stay in control at every step:

• Approve outgoing emails

• Review the full task timeline

• Edit quotes/orders before they’re finalized

• Oversee every action the agent takes

In short — AI does the heavy lifting, but you make the final call.

🚀 The Business Value? Huge.

After exploring this release, here’s what we believe businesses stand to gain:

✅ Scale with less friction – Automation reduces the resource strain of growth
✅ Let sales teams sell – Free up time to build relationships instead of chasing quotes
✅ Boost data accuracy – Reduce human error in order processing and customer records
✅ Quicker turnaround for customers – Deliver faster responses with fewer delays

This is one of the clearest steps yet toward end-to-end ERP automation — and it’s only the beginning.

🔮 What’s Next?

This Sales Order Agent is the first prebuilt agent in Dynamics 365 Business Central, but Microsoft isn’t stopping here. A Payables Agent is coming later this year, and eventually, partners and customers will be able to create their own custom AI agents tailored to their unique business flows.

We’re already thinking about the possibilities for our clients.

🛠️ How to Get Started

If you’re a Business Central customer, now’s the time to explore what Sales Order Agent can do for you.

We’re here to help you:

• Understand the setup

• Customize the experience to your business

• Train your team to get the most from it

📩 Reach out to us at Square International to learn more or request a walkthrough.

Let’s bring AI to your sales team — and turn repetitive tasks into powerful results.

— Square International Technology Consulting
Your Microsoft Solutions Partner for ERP success in the UAE and beyond