Microsoft BC agents

In Dynamics 365 Business Central, Microsoft includes AI and agent functionalities – including Sales Order Agent – as standard. The Sales Order Agent is designed to process customer enquiries received by email requesting sales quotations and sales orders and to support the incoming customer enquiries process, up to and including the preparation and despatch of sales documentation. We can help you integrate the capabilities of Microsoft BC agents, make the best possible use of the Sales Order Agent in the unitop environment and get ready to use it securely and reliably.

The Sales Order Agent helps process enquiries regarding sales quotations and sales orders. The agent can receive customer orders by email, look for the relevant customer in Business Central, check item availability, prepare a sales quotation, ask any additional questions if any changes are needed and, once confirmed, convert a quotation into a sales order.

When doing that, the agent is not operating in isolation from the system. It is configured in Business Central, uses a designated mailbox for customer enquiries and involves users, whenever checking, authorisation or additional information is required.

Want to know what role the Sales Order Agent could play in your Business Central or unitop environment? 

We can help you integrate its capabilities, clarify the requirements and make preparations to ensure it is used securely.

The Sales Order Agent is an integrated AI agent in Business Central. It supports the processing of requests for quotations and sales orders from the moment a customer order is received by email up to the point when a quotation or sales order is created.

Yes, it can definitely be useful to unitop users, because unitop is based upon Microsoft Dynamics 365 Business Central. Whether it makes sense to use the agent and how will depend on your specific unitop environment, your sales processes, the permissions and how the data are structured.

The agent can help perform tasks that form part of the sales process and prepare or carry out certain steps. At the same time, Microsoft provides control points, at which users can check and authorise tasks or add any information that is missing.

Using the Sales Order Agent is subject to clearly defined limits. The agent is designed to handle sales quotations and sales orders. It works with specific types of sales lines that it supports. It doesn’t create any new items, contacts or customers and doesn’t file any documents.