Microsoft Dynamics 365 Business Central is moving order entry toward automation with the AI agents introduced in its 2026 release wave 1, including a generally available Sales Order Agent. Insight Works is using the moment to remind warehouse and operations teams of a question that automation upstream does not resolve: when more orders arrive faster, which of today’s orders can you actually ship? The Order Fulfillment Worksheet, an Insight Works app for Business Central, was built to answer exactly that.
Microsoft’s 2026 release wave 1, with features rolling out from April 2026 through September 2026, advances what the company describes as agentic ERP, with AI agents that automate sales and purchase scenarios. As order entry becomes faster and more hands-off, the volume of orders reaching the warehouse can grow without a matching increase in staff. The decision of what to pick and ship still falls to a supervisor.
That decision is where time is lost today. When a supervisor faces a large backlog, standard Business Central slows down the review: it sorts only on one column at a time. It does not dynamically deduct availability across competing orders. The result is a manual, order-by-order check of what is in stock, often using a clipboard or spreadsheet to track backorders on the side.
Order Fulfillment Worksheet replaces that manual process. It calculates availability from the top down and allocates inventory only once across competing orders, so the same units are never promised to two orders at the same time. It supports multi-criteria sorting and filtering so that teams can work by shipment date, customer, order value, shipping agent, or other fields. It works with any warehouse configuration, including locations with no bins or warehouse documents, and it creates the warehouse shipments and picks for the orders a team chooses to fulfill. Backorders are handled automatically: when stock arrives, the worksheet recognizes it and flags the orders that can now ship.
The app can also run unattended via the Business Central job queue, generating picks on a set schedule for available-to-ship orders. In an environment where orders are entered automatically, this lets fulfillment keep pace with intake without requiring someone to watch the screen.
“Microsoft is making it faster to get orders into Business Central, and that is good for our customers. But a faster front door means more orders waiting at the warehouse, and the question of what can actually ship today does not answer itself,” said Brian Neufeld, Director of Marketing at Insight Works. “That is what the Order Fulfillment Worksheet takes off the supervisor’s plate. It calculates availability across every open order, allocates inventory once so the same stock is never promised twice, and tells the team what to pick and ship right now.”
The Order Fulfillment Worksheet is available on the Microsoft Dynamics 365 Business Central Microsoft Marketplace. To learn more, visit FulfillmentForDynamics.com or talk to your Business Central partner.
About Order Fulfillment Worksheet
Optimize your order fulfillment operations with the Order Fulfillment Worksheet. This dynamic tool provides real-time insight into what can be shipped today, automating warehouse shipments and pick creation. It prevents wasted time on orders held back by stock unavailability. Prioritize orders, manage backorders effectively, and gain comprehensive order details. It’s your compact solution for a streamlined, proactive order fulfillment process.
About Insight Works
Insight Works is a leading Independent Software Vendor (ISV) dedicated to creating apps exclusively for Microsoft Dynamics 365 Business Central. The company specializes in the manufacturing and distribution industries, providing innovative solutions that streamline operations and enhance productivity for businesses worldwide. With a vast reseller network comprising over 750 global Microsoft Partners, Insight Works ensures its apps are accessible and supported wherever businesses operate. Headquartered in Canada, Insight Works also maintains a regional office in the Netherlands, strengthening its global reach and commitment to localized support. Learn more at dmsiworks.com.