Dynamics 365 Business Central: Copilot and agents - Run multiple Sales Order Agents per company with smarter item matching, relevance filtering, and streamlined setup

You can now configure and run multiple Sales Order Agent instances in a single company. Each instance operates independently with its own mailbox, folder settings, email signature, and processing rules.

Each agent instance tracks its own KPI metrics, such as emails received, quotes created, orders created, and time saved. The setup page is restructured to support per-instance configuration, and an upgrade path migrates existing single-instance setups to the new architecture. This change allows organizations to set up separate agents for different sales teams, product lines, or customer segments, each monitoring their own personal or shared mailbox.

Improved items search

When a customer requests items, the agent now uses a multi-layer matching strategy:

Exact identifier match: direct lookup by item number, vendor item number, GTIN, or cross-reference.

Semantic attribute matching: extracts attributes from the customer's message (color, material, size) and ranks candidates by relevance using AI.

Broader fuzzy search: falls back to a global item search when direct and attribute-based searches produce no results.

Message and attachment relevance

The agent now validates incoming messa…