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Small and medium business | Business Central, N...
Suggested Answer

Copilot Sales Agent cannot access Contacts/Sales Quotes from Item Availability page context—why?

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Posted on by 6

Hi everyone,

 

We’re encountering an issue with Copilot / Sales Agent in Business Central and wanted to see if anyone else has experienced something similar.

A user is attempting to generate a Sales Quote using Copilot (Sales Agent). The request includes selecting a customer and adding items. However, when the action runs, we receive an error indicating that the system cannot access the Contacts or Sales Quotes list page, and that the current page context (e.g., Item Availability) does not provide access to customer/contact records.

 

Details:

 

  • User has SUPER and D365 BUS FULL ACCESS permissions


  • Issue occurs when initiating the Copilot request from certain pages (e.g., Item Availability)


  • Error suggests lack of access to Contacts or Sales Quotes list page


  • Works when manually creating documents through standard page

 

Questions:

 
 
Any guidance or best practices would be appreciated.

  1. Is Copilot restricted by page context when executing actions (i.e., does it require being initiated from a page that exposes the required tables like Customers or Sales Quotes)?


  2. Are there additional setup steps required for Copilot / Sales Agent to access Contacts or Sales documents beyond standard permissions?


  3. Has anyone configured Copilot to consistently generate quotes/orders regardless of the starting page?

  4. Does anyone know what profile Co-Pilot uses to access the pages?

 

Thanks,

Will

I have the same question (0)
  • Suggested answer
    OussamaSabbouh Profile Picture
    18,599 Super User 2026 Season 1 on at
    Hello,
    Yes Sales Order Agent uses its own agent account/profile, not the current user’s SUPER, so the right place to check is the Agents page. Microsoft says the agent has a dedicated Business Central user with predefined permissions/role, and by default it gets SOA AGENT – EDIT, which is limited on purpose. So if it can’t reach Contacts or Sales Quotes, the issue is usually the agent account’s permissions/page access, and page context can matter too if you start from somewhere like Item Availability. In short: check the Sales Order Agent user on Agents, review/extend its permission set if needed, and don’t assume your interactive user permissions apply to the agent.
    Regards,
    Oussama Sabbouh
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    23,136 Super User 2026 Season 1 on at
  • Suggested answer
    Simon Kimani Profile Picture
    65 on at

    Hello,

     

    We encountered a similar scenario while implementing and testing Sales Order Agent.

     

    One thing we found is that Sales Order Agent runs under its own Agent User, not the logged-in Business Central user's account. Because of that, having the SUPER permission set assigned to the logged-in user doesn't necessarily mean the agent has the permissions it needs to complete the task.

     

    I'd recommend checking the following:

     

    -Verify that the required permission sets are assigned to the Sales Order Agent User.

    -Review the complete task error, as it often identifies the dependent table, page, or extension causing the failure.

    -If custom extensions participate in Sales Quote creation, make sure the Agent User also has the required permission sets for those extensions.

    -As a quick test, temporarily assign the SUPER permission set to the Agent User. If the process succeeds, you've confirmed that the issue is permission-related.

     

    We documented this implementation scenario, including permission troubleshooting and supporting screenshots, here:

     

    https://acumens.com/Blog/SalesOrderAgent/#Investigating-Sales-Order-Agent-Permissions-Errors

     

    I hope this helps.

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