How Copilot and AI Agents Are Transforming Sales Order Processing in Business Central

Explore how the latest Business Central release wave empowers sales teams with smarter automation, faster order handling, and improved customer experiences.

Audience:
Sales managers, customer service leads, and Business Central users seeking to streamline order processing

Category:
Operations

Introduction: Why Smarter Sales Order Processing Matters

For small and mid-sized businesses, sales order processing is a critical workflow that directly impacts customer satisfaction, cash flow, and operational efficiency. Manual data entry, repetitive email handling, and order errors can slow down fulfillment and frustrate both staff and customers. With the 2025 release wave 2 of Microsoft Dynamics 365 Business Central, new Copilot and AI agent features are designed to automate and simplify these tasks, freeing teams to focus on building relationships and growing revenue.

Copilot-Powered Sales Order Agent: What’s New

• Natural language order creation: Sales teams can now use Copilot to draft and finalize sales orders using simple prompts, leveraging real-time product availability and customer data for accuracy.
• Attachment processing: The agent reads and extracts information from attached files (like PDFs or images) to create quotes, even from unstructured requests.
• Support for multiple ship-to addresses: Automatically detects and applies the correct delivery location, reducing manual corrections and fulfillment errors.
• Capable-to-promise responses: Includes items not immediately available but deliverable soon, using Business Central’s planning tools.
• Automatic email processing for trusted customers: Enables hands-off order handling for recurring clients, improving responsiveness.
• Resume with user input: Users can step in and guide the agent mid-process, ensuring flexibility and oversight.

Practical Example: Small Distributor Streamlines Order Fulfillment

Imagine a small distributor receiving daily quote requests via email, often with attached spreadsheets or PDFs. Previously, staff manually entered details, checked inventory, and responded to each request. With the new Sales Order Agent, Copilot reads attachments, drafts quotes, and even suggests alternative products if stock is low. The team can review, adjust, or approve orders in seconds, dramatically reducing turnaround time and errors.

Copilot Usability and Performance Enhancements

• Faster, clearer insights: Copilot now summarizes customer records, orders, and transactions in just a few sentences, helping users quickly grasp key information.
• Expanded language support: The chat pane supports 20 additional languages and can be resized for a more flexible workspace.
• Advanced search: The Tell Me feature uses AI to locate pages and reports based on intent, not just keywords, saving time navigating menus.
  
  Tips for Getting Started

1. Review your current sales order workflow and identify repetitive tasks that could be automated.
2. Enable and configure Copilot and Sales Order Agent features in your Business Central environment (check with your Microsoft partner for guidance).
3. Train your team on using natural language prompts and reviewing Copilot-generated orders.
4. Monitor results and adjust settings to balance automation with human oversight.
   
   Next Steps: Try It in Your Sandbox
   To experience these enhancements, set up a test environment or sandbox in Business Central and walk through a typical sales order scenario. Experiment with Copilot prompts, attachment processing, and advanced search. For tailored advice, consult your Microsoft partner or review the latest release documentation.