Capture more sales with enhanced Sales Order Agent

Business value

Enhancements to the Sales Order Agent enable it to handle more complex and varied sales inquiries on its own. You spend less time on manual tasks and respond faster. Sales and customer service teams can process more requests with improved accuracy, even when the input is unstructured or incomplete. Guide the agent with natural language inputs, which minimizes workflow disruptions and keeps tasks moving.

Feature details

This release wave adds several enhancements to the Sales Order Agent to improve its ability to process sales inquiries more efficiently and independently. These enhancements benefit users in sales, customer service, and order processing roles who handle high volumes of incoming sales-related emails. These improvements streamline data entry, increase the accuracy of quote creation, and reduce the need for user intervention in repetitive tasks.

• Attachment processing: The agent processes email attachments, such as PDFs or images, that contain quote requests. It extracts relevant information from these files and generates a sales quote based on the content. With this capability, users can handle inquiries submitted in less structured formats.
• Support for multiple ship-to addresses: When a customer has multiple registered ship-to addresses, the agent detects and applies the correct address if the email request specifies it. This feature improves quote accuracy and reduces the need for follow-up clarification.
• Capable-to-promise responses: When the agent responds to item availability requests, it can include items that the company can promise within a reasonable timeframe, such as a later date. This response type uses the built-in planning tools, and you turn it on with a new configuration setting.
• Automatic email processing: The agent can automatically start processing emails from registered customers without waiting for manual confirmation. This feature boosts efficiency in scenarios that involve trusted, recurring customers. A new configuration setting turns on this feature.
• Resume with user input: When users manually modify a quote or assist the agent during a processing issue, they can provide natural language instructions in the Agent pane. This input helps the agent understand the context and details of the manual changes. The agent resumes the task without restarting and incorporates the user’s guidance into the ongoing process.

This release wave expands the availability of the Sales Order Agent to more countries. More organizations can use its capabilities. The rollout includes localization support, accuracy testing, and better handling of requests and emails in the local language. These improvements ensure reliable, context-aware performance.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.