01 / YOUR DAILY LIFE
Information must be moved
Item numbers, quantities, and customer references are listed in an email, while the quote must be created in BC. The employee spends time entering and verifying the same information.
Sales and Customer Service
When the inbox becomes
part of the order processing.
The customer sends an email. The information must be located, the items clarified, and the quote created in BC. We’ll help you explore how Sales Order Agent can streamline your sales process.
Sales Order Agent · Business Central
Sales Order Agent
01Customer Inquiry
02Information and Clarification
03Quote or Order
04Employee Approval
Conceptual illustration · can be adapted to your workflow
Does this look familiar to you?
Does the same order
pass through too many hands?
If your sales and customer service teams are switching back and forth between their inboxes and Business Central for each inquiry, it’s worth taking a closer look at the process itself. Where is work being duplicated, and which cases actually require an employee’s assessment?
02 / YOUR DAILY LIFE
The request is incomplete
The customer uses a different product name, or information is missing. This leads to confusion and makes it difficult to know which cases are ready for the next step.
03 / YOUR DAILY LIFE
Progress depends on the individual
One colleague knows what the customer meant, while another takes over. You need a clear workflow and clearly defined responsibilities for follow-up and responses.
What can Sales Order Agent help with?
The Sales Order Agent in Business Central supports the processing of customer inquiries received via email. It can clarify information and prepare quotes or orders. Outgoing messages are reviewed and approved by designated employees.
A Specific Workflow
An order starts with an email
Imagine a customer who writes: “We need the same items as last time, but in different quantities.” The key is to clarify what the agent can handle based on your data, and when an employee needs to step in.
This is what work might look like today
The employee reads the inquiry, identifies the customer, locates the item, and creates the document. Missing information results in multiple back-and-forth exchanges between email and BC.
We'll look into that with you
In a test, we examine which steps the agent can handle and when the employee needs to take over. We test both clearly defined inquiries and ambiguous examples.
Illustrative example · not a customer case study or a promise of a specific result.
The assignment must be coherent from start to finish
01
Receive
Identify the customer inquiries that are relevant to the order process.
02
Prepare
Examine how customers, goods, and information are identified.
03
Review
Have the employee review the document and approve outgoing messages.
04
Follow up
Agree on how to handle changes, missing information, and cases that are closed.
Needs Before the Solution
What needs to be in place in your sales process?
If you receive many repetitive email inquiries containing information that can be found in BC, it may be worth considering a trial. If each order requires extensive consultation, complex calculations, or data outside of BC, we should first explore a different scope or solution.
-
Customers and Products
We'll look at contact information, product identification, and the data your employees use today.
-
Exceptions and Agreements
Special prices, discounts, delivery requests, and exceptions must be included in the test criteria.
-
Ownership and Control
Who reviews drafts, approves responses, and steps in when the agent needs help?
We'll help you with that
A well-defined process.
A concrete next step.
A defined project scope may include mapping order flow, assessing the data foundation, and setting up and testing the system using representative inquiries. You’ll receive a recommendation and a clear division of labor between the agent and your staff. We’ll work with you to determine the specific details.
We start with a conversation. If the need is unclear, we’ll arrange for a scoped analysis or a paid workshop before selecting a solution. Price, responsibilities, deliverables, and relevant licensing and operating costs are specified in the proposal.
Here's how we can assess the impact
We’ll agree on success criteria and compare them with your current workflow. Relevant metrics might include:
- Time from receipt to reviewed draft
- Number of corrections and manual entries
- Quality of Documents and Customer Responses
The targets are selected based on the task. No savings have been calculated or promised.
Questions and Answers
Questions About the Sales Order Agent
Is a Sales Order Agent someone who finds new customers?
This page is about Microsoft's Sales Order Agent for customer inquiries, quotes, and sales orders in BC. Lead generation and outbound sales are other tasks and should be evaluated separately.
Does the agent send replies to customers directly?
Microsoft describes the approval process for outgoing messages for designated BC users. We clarify responsibilities and review procedures as part of the setup.
Can it handle our specific order types?
This needs to be tested using your data and workflows. We’ll review both typical cases and exceptions before recommending a more extensive process.
How do we get started?
We’ll discuss your inquiries and order flow. If further clarification is needed, we’ll arrange for an analysis or a paid workshop.
Technical content: Zealand Data · Product information verified on November 13, 2026. Source: Sales Order Agent at Microsoft ↗. Availability, languages, licenses, and your specific environment will be assessed before a delivery commitment is made.
Start with your assignment
Where do you run into bottlenecks with your
order processing?
Bring a specific inquiry or workflow to the meeting. You don't need to have a complete solution ready.
Talk to us about your
You don't need to know the answer in advance.