AI in Microsoft Dynamics 365 Business Central supports employees and automates business processes using Copilot and AI agents.
Organizations use AI within Business Central for analytics, document processing, order processing, reporting, and other day-to-day tasks. This enables teams to work more efficiently, make decisions faster, and get more value out of their ERP system.
Within Microsoft Dynamics 365 Business Central, Copilot, Chat, and AI agents each play a distinct role. Although they all use AI, they differ in the extent to which they support users or perform tasks independently. Copilot supports employees in their day-to-day work.
Copilot For example, it helps with analyzing data, generating content, answering questions, and performing tasks within Business Central. The user always remains in control and decides which actions to take.
Chat with Copilot It allows users to ask questions in natural language about data, processes, and features within Business Central. For example, users can look up information, find records, or get an explanation of a process without first having to search through menus or manuals.
AI agents go a step further. While Copilot primarily provides support, AI agents can independently carry out specific business processes within predefined parameters. Examples include processing invoices, creating sales orders, processing (PDF) requests or other repetitive tasks. Employees remain involved through checks, exceptions, and approval steps.
Find out which processes you can already automate with Agents in Business Central.
The Payables Agent reads, recognizes, and processes your invoices.
The Sales Order Agent automatically processes incoming sales inquiries and orders.
The Expense Agent processes receipts, records expenses, and prepares expense reports.
Build your own workflows or have your Agent perform specific tasks.
Organizations often pursue multiple initiatives in parallel, each with its own level of maturity and pace: a Copilot rollout on the shop floor, experiments with AI agents within departments, and custom development for specific business processes.
A successful AI approach starts with a strong foundation.
We build intelligent agents that integrate directly with core processes within the organization.
We create advanced, customized AI solutions and develop innovative applications that go beyond standard use cases.
AI in Business Central helps organizations speed up processes, analyze data more effectively, and reduce repetitive tasks. To achieve this, Microsoft integrates Copilot features and AI agents directly into the ERP system, enabling users to work faster without relying on external AI tools.
AI in Business Central supports employees in their daily tasks, such as analysis, reporting, order processing, financial processes, and finding information. In addition, AI agents can partially or fully automate certain processes, reducing manual work and giving employees more time for tasks with higher added value.
Copilot supports users in their work by answering questions, performing analyses, making suggestions, and summarizing information. AI agents go a step further: they can independently carry out tasks and processes within predefined limits, while an employee monitors the process and provides approval when necessary.
Microsoft is introducing several AI agents for Business Central, including the Sales Order Agent, Payables Agent, and Expense Agent. These agents help organizations automate processes such as sales orders, incoming invoices, and expense reports.
Yes. The Sales Order Agent can analyze incoming orders and prepare or create sales orders. This reduces the need for manual data entry and allows orders to be processed more quickly. Employees retain control over the process.
Yes. The Payables Agent supports the processing of supplier invoices by recognizing data, linking invoices to suppliers, and preparing posting proposals. This helps finance teams work faster and more efficiently.
Many organizations use AI in Business Central to reduce manual work, speed up processes, minimize errors, and increase employee productivity. Automating routine tasks frees up time for analysis, customer interaction, and strategic work.