We’re pleased to share that the previously announced Sales Order Agent for Microsoft Dynamics 365 Business Central is now available for customers in paid public preview.

The first prebuilt agent in Business Central represents an important milestone in the changing landscape of business operations. As Microsoft Copilot begins to replace app-centric user interfaces, agents will automate process flows allowing businesses to save time, minimize repetitive tasks, and do more with fewer resources.

Let’s dig into what Sales Order Agent does.

What is Sales Order Agent in Dynamics 365 Business Central?

The Sales Order Agent is an autonomous tool for addressing, clarifying, and fulfilling customer requests received via email.

Here’s what the Sales Order Agent does in very basic terms:

1. Customer request: A customer sends an email requesting a sales quote.
2. Agent action: The agent processes the email, reviews the request, and finds the customer and requested items.
3. Quote creation: It verifies item availability, creates the sales quote, and prepares an email response.
4. User review: The agent engages with an end user to approve the quote before sending it to the customer.
5. Customer confirmation: The customer reviews the quote and requests an order.
6. Order conversion: The agent converts the quote to an order and sends a confirmation email to the customer.

Want to see what this looks like in action? Watch this video:

Pre-AI, this would be a reasonably straightforward workflow, but adding each sales line individually can be a laborious and error-prone task, and the workflow could bread down as soon as there were any bumps in the road, for example: What if a customer’s message is vaguely-worded? What if customers don’t approve the quotes? What if the customer isn’t recognized in the system?

The good news is that with the power of Copilot, Sales Order Agent has been meticulously engineered to proactively address these issues. Read more about scenarios and limitations.

Passing the power to the user

Sales Order Agent is engineered to take away the manual processes of simple order-taking from the end user, allowing them to spend more time on more strategic elements of managing a growing business, offering a faster turnaround for customers, and quicker realization of value. But the end user ultimately has control over Sales Order Agent operations:

• Users are, by default, notified to approve any outbound correspondence from the agent for accuracy and to ensure that appropriate actions have been taken.
• Users can at any time see a full picture of the task’s context and history (“timeline” view), including the key steps displayed in the Copilot pane.  
• Users will see a detailed review of each entity the agent created (such as sales quotes or sales orders), review all changes and suggestions the agent makes for a specific task, and adjust appropriately.
• Users have the power to discard the steps performed by the agent, adjust the quote or order as needed, and ask the agent to proceed with the flow.

All these actions (and more) provide users with the ultimate oversight, and over time, will improve the Sales Order Agent’s accuracy and usability.

Learn more about how this works in practice.

The business value of autonomous sales orders

So, in a world where you’ve taken away the mundane tasks of cross-referencing customer discounts and terms, double and triple-checking inventory, and fumbling through procurement systems to generate purchase orders, there are naturally repercussions throughout your business.

Outside of the binary gains that have been mentioned already, let’s talk about what this next step in autonomous ERP processes can help enable:

• Scale your business without the traditional friction that accompanies growth: Traditionally, scaling up a business was a resource balancing act: How do we ensure that we’re able to meet the product, relationship, and personnel needs to increase operations? While the Sales Order Agent certainly doesn’t erase the full scope of challenges inherent with a growing business, it can help eliminate some of the friction by automating the systems that work within your current install base.
• Sales spends more time doing what sales does best: Rather than getting sidelined with lengthy order evaluations and wasting time on guaranteed revenue, sales reps can focus on building client relationships, generating net-new business, and evaluating ways to expand existing customer relationships with the knowledge that transactional interactions are managed automatically, with their oversight, when needed.
• Enjoy greater data accuracy across all systems of record: Business Central has always allowed finance, supply chain, and CRM systems to work in harmony with one another, and by further eliminating the prospect of human error, this is extended even further. This positive feedback loop will be further enhanced by prebuilt agents in the future, along with the custom agents that partners and end users build to help minimize clicks to complete and realize the goal of end-to-end ERP automation.

Sales Order Agent

Now available for customers in paid public preview

Learn more

Agents: The next frontier of AI

Our Dynamics 365 Business Central team is pleased and proud to bring this first agentic experience to market, but this is—of course—only the first. With our Payables agent launching later this year, along with the ability for partners and customers to design their own agentic workflows into Business Central, now is the time to begin this journey toward end-to-end business process automation.

If you’re a current Business Central customer, be sure to talk to your partner about how you can easily activate Sales Order Agent and accelerate your time to value in every inbound sales interaction today.

New to Business Central? See how partnering with Microsoft can accelerate your growth and unlock a new level of operational oversight and efficiency.

The post Sales Order Agent in Microsoft Dynamics 365 Business Central: Now in public preview appeared first on Microsoft Dynamics 365 Blog.

In today’s rapidly evolving manufacturing landscape, staying ahead of the curve is not just an option—it’s a necessity. A new white paper titled “The Business Value of Microsoft Dynamics 365 for Manufacturers” analyzes how manufacturers are using Dynamics 365 to enhance their operations, drive innovation, and achieve significant cost savings. A treasure trove of insights and data, it’s an essential read showing how Dynamics 365 is revolutionizing operations and driving innovation for manufacturers.

“There are many benefits of Dynamics 365, but the largest for my organization has been using task automation and process automation to improve productivity, streamline workflows, and reduce manual errors. Another large benefit is that the software has become a single source of truth for data. Having centralized data has enabled my organization to have more actionable insights through dashboards and reports. The real-time data visibility has made it easier to steer and improve our customer interaction.” 

Dynamics 365 Customer

Why this analysis matters 

The white paper is a result of extensive research by IDC, which conducted in-depth interviews with seven organizations that have implemented Microsoft Dynamics 365 to evaluate the value that Dynamics 365 brings to the manufacturing sector. The study provides a clear picture of the financial, operational, and strategic benefits of adopting Dynamics 365. With the increasing complexity of manufacturing operations and the need for digital transformation, it’s crucial for organizations to understand how Dynamics 365 can help them meet the challenges they face.

The findings from the study aren’t just theoretical. They’re backed by real-world data and experiences of companies that have realized tangible benefits from using Dynamics 365. Here are some highlights from the white paper: 

1. Significant financial benefits: The research reveals that organizations that use Microsoft Dynamics 365 achieve an average annual benefit of $20.6 million each, which translates to $7.4 million per 1,000 active users. The return on investment is substantial, with a three-year ROI of 301%. 

2. Enhanced operational efficiency: Dynamics 365 lead to a 27% increase in manufacturing process automation, a 15% boost in production floor team productivity, and an 85% reduction in unplanned asset downtime. These improvements translate to quicker order and product delivery times, reduced scrap costs, and more productive supply chain and procurement teams. 

3. AI-powered business processes: One of the standout features of Dynamics 365 is its integration of AI and machine learning. The platform’s AI agents can autonomously coordinate complex workflows, turning insights into action. With this capability, organizations can anticipate and mitigate disruptions, driving business performance in today’s dynamic landscape. 

IDC’s key discoveries about Dynamics 365 

The white paper provides a comprehensive analysis of the key benefits and capabilities of Microsoft Dynamics 365. Here are some of the key points that IDC found: 

1. More efficient manufacturing: Dynamics 365 enhances team performance, minimizes downtime, and optimizes supply chains and product delivery operations. This leads to significant improvements, revolutionizing operations and driving innovation in overall manufacturing efficiency. 

2. Cost savings: Dynamics 365 improves scrap utilization, enhances quality management, and provides better project cost estimates, with substantial cost savings for organizations. 

3. Enhanced financial operations: Dynamics 365 reduces the time needed to close monthly accounting books and improves the performance of inventory finance and accounts payable teams, leading to more efficient financial operations and better financial management. 

Maximizing the value of this analysis  

The white paper isn’t just a collection of data points—it’s a roadmap for manufacturers looking to transform their operations. Here are some of the benefits for readers: 

1. Informed decision-making: The detailed analysis and real-world examples can help business leaders make informed decisions about investing in Microsoft Dynamics 365. Financial metrics such as the average annual benefits provide a clear picture of the potential returns on investment. 

2. Operational insights: The white paper offers valuable insights into how Dynamics 365 can streamline manufacturing processes, improve inventory management, enhance financial operations, and optimize supply chains. These insights can help organizations identify areas where they can achieve significant efficiency gains. 

3. Strategic planning: The white paper discusses the broader implications of digital transformation in the manufacturing sector. It emphasizes the importance of connecting multiple data models across the organization to ensure consistent synchronization of go-to-market, R&D, production, supply chain, and service initiatives. Such a holistic approach is crucial for achieving a true life-cycle approach to innovating, producing, and delivering products to customers. 

4. Future-proofing operations: The analysis demonstrates how manufacturers can position themselves for future success by adopting Microsoft Dynamics 365. The platform’s AI-powered capabilities and cloud-based infrastructure enable organizations to grow faster, deliver meaningful impact, and drive business performance. The white paper also discusses the importance of building economies of intelligence to collate, analyze, and consume business data, critical for manufacturers looking to the future. 

Discover the benefits

MANUFACTURING BENEFITS 

• 15% more production floor team productivity 

• 85% less unplanned asset downtime 

• 40% quicker order/product delivery time 

• 10% reduction in scrap costs 

• $467,000 in annual scrap cost savings 

• 20% more productive supply chain and procurement teams 

• $2.8 million in revenue generated from improvements in the accuracy of project costs 

INVENTORY AND SALES BENEFITS 

• 20% more productive inventory management teams 

• $3.5 million in annual inventory related cost savings 

• 14% more productive sale and marketing teams 

FINANCE BENEFITS 

• 29% less time required to close end of the month books 

• 18% more productive invoice, finance and accounts payable teams 

Conclusion 

“The Business Value of Microsoft Dynamics 365 for Manufacturers” is an invaluable resource for business leaders looking to transform and future-proof their manufacturing operations and drive meaningful business performance. It not only highlights the significant benefits of adopting Dynamics 365 but also provides a clear roadmap for achieving these benefits. Discover for yourself how Dynamics 365 is revolutionizing operations and driving innovation for manufacturers.

“Dynamics 365 helps to automate a lot of processes to reduce transactional work for the business, especially for the sales and purchasing departments. We have really shifted the focus of these people to do more business with their suppliers and customers rather than spending time in transactional business.” 

Dynamics 365 Customer

Learn more 

Not yet a Dynamics 365 customer? Take a tour and start a free trial. 

Source 

¹IDC White Paper, sponsored by Microsoft, The Business Value of Microsoft Dynamics 365 for Manufacturers, doc #US53226425, March 2025 

The post Transforming manufacturing with Microsoft Dynamics 365: A comprehensive analysis  appeared first on Microsoft Dynamics 365 Blog.

We’re thrilled to introduce the public preview release of Scheduling Operations Agent, a feature for Dynamics 365 Field Service enabling dispatchers to improve technician schedules quickly and efficiently. Transform dispatching in Dynamics 365 Field Service today!

In field service organizations, scheduling is not just an operational task, it is a promise to customers about when their issues will be addressed. Traditionally, this complex process requires dispatchers to juggle numerous factors including technician skillsets, travel time, and promise windows. As conditions change throughout the day, such as traffic delays or appointment cancellations, dispatchers spend a lot of manual effort with time-consuming and intricate workflows to update schedules. 

The Scheduling Operations Agent allows dispatchers to quickly and easily optimize technician schedules within seconds, ensuring that your customers receive timely and efficient service. You can enable this agent to transform dispatching in your Dynamics 365 Field Service environment using the instructions here. 

Optimizing technician schedules with custom settings 

Wherever you are in the Dynamics 365 Field Service application, reviewing work orders or analyzing the schedule board, you can use Copilot to bring up the Scheduling Operations Agent. After specifying the technician for whom you want to optimize the schedule, you can select among the optimization goals: 

• Maximize utilization: suggest a schedule so that the technician completes more work orders, taking priority and promise windows into consideration while minimizing travel time. 

• Front-load high priority work: prioritize the inclusion of more high priority work orders, at the expense of more travel time.  

When optimizing the schedule, the agent considers existing bookings as well as additional unfulfilled requirements. You can influence the schedule generated by the agent by crafting requirement views according to business objectives. For example, if you are trying to compensate for cancelled bookings, you may want to select requirements which have promise windows which are soon to expire. 

You can optimize the schedule over a time range that can be up to 72 hours in duration. 

Also, you can further influence how the agent produces a suggested schedule by specifying whether or not it should: 

• Match the characteristics of the bookings and requirements with those of the technician. 

• Match the territory of the bookings and requirements with those of the technician. 

• Consider the time constraints of the bookings and requirements. 

• Consider the historic traffic information (e.g. rush hour patterns) when calculating travel time.  

Read our documentation to learn more about adjusting the behavior of the agent. 

Optimize with confidence

When there are dozens of jobs to be scheduled, dispatchers need to have confidence in the optimization result. With each autonomous scheduling recommendation, dispatchers can delve into the details to review and approve, combining the efficiency of AI with the crucial oversight of experienced eyes. This collaboration ensures that every schedule is optimized and locked in with confidence. 

When using the Scheduling Operations Agent, the dispatcher can compare the original schedule with the suggested schedule in a Gantt chart and compare the travel routes. 

Learn more 

The Scheduling Operations Agent is now available in preview to customers with Dynamics 365 Field Service. Its use requires Copilot Studio capacity packs. To learn more about enabling the agent and using it, read the documentation. 

The post Transform dispatching in Dynamics 365 Field Service with Scheduling Operations Agent  appeared first on Microsoft Dynamics 365 Blog.