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Try the Business Central Sales Order Agent for Free with Microsoft AI Credits

Ever wonder how AI could really help you day-to-day in Business Central? Here’s your chance to find out at no extra cost. Every Business Central customer gets free AI credits each month to experiment in a sandbox environment. If you're curious, there's nothing stopping you from testing it out! You can safely test the new Sales Order Agent right now with your own data, see how it fits your workflow, and get a real sense of what’s possible.

What’s the Sales Order Agent?

The Sales Order Agent is an intelligent assistant built right into Business Central that helps you process sales orders faster, smarter, and with fewer manual steps. Forget endless data entry or searching for info, the agent is designed to streamline your workflow and make your day just a little bit easier!

Watch this quick 3-minute video from Microsoft to see what the Sales Order Agent is all about.

Why Play in the Sandbox?

Testing in a sandbox environment means you get all the fun of trying out new features without any risk to your live data. It’s the best way to experiment, learn, and see real results, without worrying about making mistakes. The preview is “production ready,” but sandbox testing lets you get comfortable first.

Free AI Credits!

Here’s the best part: every Business Central customer gets a free monthly quota of AI credits to test out the agent. That means you can start experimenting and see how Agentic AI works for you without spending a dime. No strings attached, no hidden fees, just pure hands-on AI experience.

Fall Update adds New Features

The Sales Order Agent just got some new features that make it better than ever.

• Attachment Processing
• Support for multiple ship-to-addresses
• Capable-to-promise responses
• Automatic email processing
• Resume with user input
• Skip quote, direct to Sales Order
• Custom email signatures

Get Started with Sales Order Agent Quickly

If you’d like to get started on your own, it’s extremely easy to do so. There are only a few steps:

• Choose a sandbox to test in
• Create or choose an existing Shared Mailbox to use for testing
• Finally – Use the following steps to activate the Sales Order Agent in the sandbox environment

Steps to Activate the Sales Order Agent

1.

In the Sandbox, navigate to the ‘Extension Management’ window, find the ‘Sales Order Agent’ extension and open it, toggle on the ‘Allow HttpClient Requests’ button.

2.

Click the following button at the top of your Business Central environment, and then select ‘Activate’.

3.

Switch the toggle to ‘Active’

4.

Add the Email Account (shared mailbox) you want the agent to monitor for incoming customer requests.

5.

Click the Update button

6.

Send some emails to the shared mailbox pretending to be a customer asking for a quote. Experiment and see how the agent responds.

For more detailed setup information, see the following Sales Order Agent Setup Instructions on Microsoft Learn.

If you run out of AI credits and want to continue testing, add some more AI credits

Your Feedback Shapes the Future

By joining in now, you’re not just testing a cool new tool, you’re helping shape how Business Central uses AI to solve real business problems. Microsoft is looking for feedback from clients and we can provide you with a survey to share your thoughts directly with them.

Questions? Let’s Talk!

Don’t let your free AI credits go to waste! Set up your sandbox, give the Sales Order Agent a try, and see what you discover. And if you’d like help getting started or want to talk through best practices, the Stoneridge team is ready to guide you through every step.

Our Verified Expert

Chris Bulson

Chris Bulson specializes in designing, supporting, and optimizing Microsoft Dynamics 365 Business Central environments. With deep expertise in troubleshooting and technical architecture, he helps teams solve complex challenges and ensure their systems perform reliably and efficiently.

Chris’s career spans more than a decade in advanced support and solution design, including roles at Microsoft supporting both Business Central and Dynamics GP. His background also includes work with Microsoft Office applications and Project Server, giving him a broad foundation across the Microsoft ecosystem. Known for his analytical approach and steady problem-solving, Chris brings clarity and depth to every technical engagement.

Read More from Chris Bulson

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