Microsoft Dynamics 365 Business Central’s 2025 wave 1 release plan features a host of new functionality investments that improve operational efficiencies and enhance decision-making. Designed for small and medium-sized businesses, Microsoft Dynamics 365 Business Central acts as a central hub, integrating various aspects of your operations into one system.
In this release, Microsoft is leaning into Copilot’s capabilities to orchestrate and automate business processes through autonomous AI agents. These intelligent agents handle tasks, respond to events, analyze data, and resolve issues with minimal human intervention.
In this article, we’re exploring new Business Central features and sharing how you can leverage these updates to streamline processes and improve your business.
With Copilot, businesses can automate workflows with the assistance of an AI-powered agent. The Sales Order Agent, Microsoft’s first plug-and-play solution, captures sales order information directly from email messages. Acting as a virtual order-taking assistant, it handles high-volume and repetitive tasks, allowing sales teams to focus on strategic priorities.
This feature drives business growth by optimizing margin controls and reducing reliance on human capital. It delivers real-time data analytics to operational planners, managers, financial analysts, and executive teams, empowering them with actionable insights to enhance forecasting and ensure timely supply and distribution.
An Admin M365 user must activate the Sales Order Agent; without this access the Sales Order Agent cannot be activated.
Dynamics 365 Business Central’s new Copilot Sales Order Agent streamlines order entry and enhances customer experience with minimal human intervention. It improves order capture, reduces inventory bottlenecks, and accelerates customer service. This automated tool empowers planning and financial analysts with actionable insights for informed decision-making.
The Sales Order Agent works automatically in the background, using Artificial Intelligence (AI) to do its tasks. It keeps users updated on important steps and asks for their help when needed, like reviewing messages or providing missing details.
The agent interacts with Business Central like a user would. It gets general instructions in natural language on how to handle sales orders. Using the user interface (UI) information like captions and tooltips, along with the data on Business Central pages, it figures out each step to complete the task. Starting from the Role Center, the agent navigates pages, performs actions, and enters data just like a user.
This method allows the agent to be flexible and adapt to different situations. It can find and use custom fields and actions, and it can also fix validation errors by reading error messages and adjusting the input.
Configuring this ‘agent’ is simple, user-friendly, and allows users to be grouped as a team to manage sales requests. The agent processes requests by verifying whether the customer is registered, checking item availability, creating a sales quote, and preparing an email response to the customer, which includes the sales quote as a PDF attachment.
Have questions about Copilot and Agents? Reach out.
