Microsoft Dynamics 365 Business Central automates business processes using AI agents such as the Sales Order Agent and the Payables Agent.
Microsoft Dynamics 365 Business Central AI agents support users by taking repetitive tasks off their hands. AI agents can independently perform specific business processes within predefined parameters.
Think of tasks such as processing invoices, creating sales orders, or other repetitive tasks. Employees remain involved through checks, exceptions, and approval steps.
Payables Agent
The Payables Agent is an AI agent in Microsoft Dynamics 365 Business Central that automates the processing of supplier invoices. The agent retrieves invoices from a linked mailbox, analyzes PDFs using AI, identifies suppliers, and creates draft purchase invoices that can then be reviewed, approved, and posted.
Sales Order Agent
The Sales Order Agent is an AI agent in Microsoft Dynamics 365 Business Central that automatically processes customer inquiries received via email. The agent recognizes customers and the items they’ve requested, checks availability, requests additional information if necessary, and can then create a sales quote or sales order in Business Central.
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.
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We build intelligent agents that integrate directly with core processes within the organization.
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Microsoft Dynamics 365 Business Central currently offers several AI agents that can independently support and automate specific business processes:
Sales Order Agent: processes sales inquiries received via email and can prepare sales quotes or sales orders based on them.
Payables Agent: supports the processing of supplier invoices, from extracting invoice data to suggesting supplier matches, purchase order matches, and accounting classifications.
Expense Agent (expected): processes uploaded receipts and generates expense reports based on them.
These AI agents are designed for various processes within Sales and Finance and take over repetitive tasks that are normally performed by employees. This allows organizations to automate more processes within Business Central, while employees remain involved in monitoring and evaluation
AI agents in Microsoft Dynamics 365 Business Central can independently perform parts of business processes, thereby supporting employees with time-consuming, repetitive tasks. Examples include processing customer requests and sales orders or processing supplier invoices.
For organizations, this means that AI agents can further automate processes, reduce manual work, and free up employees to focus on tasks where human knowledge, judgment, and personal contact are important. Because the agents work within Business Central, they are directly connected to the company data and processes in the ERP system.
In this way, Business Central’s AI Agents are transforming the system from simply an ERP system where employees work into a platform where people and AI increasingly collaborate on day-to-day business processes.
AI Agents in Microsoft Dynamics 365 Business Central automatically automate recurring business processes, freeing up employees’ time from manual and repetitive tasks. For example, agents can process sales inquiries, prepare sales orders, and process supplier invoices. Because AI Agents work directly within Business Central using available business data and processes, organizations can operate more efficiently, reduce the administrative workload, and free up employees to focus on tasks that require human knowledge and attention.
The main benefits of AI Agents in Business Central are: