Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
How Business Central’s Sales Order Agent Transforms Your Sales Cycle
Posted on: December 4, 2025 | By: Page Wildridge | Microsoft Dynamics Business Central
Microsoft’s Sales Order Agent is one of their newest AI tools that ties directly into your sales processes. Instead of manually reading emails, checking item details, and building quotes, the agent interprets customer messages, gathers the right information directly from Business Central, and guides the process from inquiring to order. In this blog, we will cover three ways to simplify your daily sales operations.
Automating Initial Customer Intake
The Sales Order Agent can help you offload the initial intake of customer requests. It reads incoming emails, identifies the sender, and pulls the right account and history from Business Central, allowing you to pull information up on your customer without leaving Outlook. Overall, it helps sales reps avoid digging through their inboxes and ensures that every request is followed up promptly.
Generating Accurate Quotes Quicker
The Agent checks item availability once it understands the request and builds a sales quote accordingly. It automatically fills in quantities, pricing, delivery dates, and other necessary details. Then, users can make adjustments if needed, but most of the data gathering and formatting is done instantly, reducing the time spent on manual entry.
Managing Revisions and Email Follow Ups
When customers request changes, the agent keeps the process moving. It finds the correct quote, applies updates, and prepares the revised version for review. Additionally, it drafts email responses, summarizes inventory or changes when relevant, and only sends messages once a user approves them. After a customer confirms the final quote, the agent converts it to sales order, streamlining the entire conversation from the first email to the finished order.
Next Steps
Logan Consulting is committed to ensuring that our clients get the most out of their CRM. Contact us today to learn more about how to harness the power of Microsoft Dynamics CRM.
