Agents in Business Central

Automate orders and invoices with reliable, governed, ERP-native AI

What are Agents in Business Central

They are AI components autonomous yet governed that execute end-to-end operational processes within Business Centerl, how capture orders from email o convert supplier invoices into accounting drafts ready for approval. They are natively activated and configured in the ERP and operate under permissions and profiles defined by IT.

In addition to pre-built agents, Microsoft enables the connection of external agents to the ERP through Model Context Protocol (MCP), a standard that facilitates secure integrations with platforms like Azure OpenAI or Copilot Studio.

Sales order agent

Monitor a mailbox, understand customer requests, check availability, generate PDF quotes, and convert them to orders upon confirmation, keeping the user in control at every step. It is activated from Copilot & agent capabilities and configured in minutes by assigning authorized users and the mailbox to be monitored.

Accounts Payable Specialist

Reads PDF invoices received by email, extracts data with Azure Document Intelligence, identifies the vendor, proposes accounting classification, and creates draft invoices for review. Available in selected country versions, with activation and permissions from the Admin Center.

Why now

The agents have gone from “promise” to native capabilities in Business Central: Sales Order Agent y Payables Agent they are documented in detail by Microsoft, including configuration, flow, language limitations, and availability.

Additionally, the MCP server official facilitates a standard and governed pathway to expand system-to-system automation.

Benefits

What Copilot for Dynamics 365 Customer Service can do for you

Response time and throughput

Less manual tracking; the agent manages the email‑to‑draft‑to‑approval cycle.

Quality and consistency

Homogeneous application of accounting and pricing rules, with human review and audit trail.

Security and control

Permissions, profiles, and drafts; there are no irreversible actions without approval.

Native deployment

In-product activation, without fragile integrations; option to extend with MCP when needed.

Frequently Asked Questions about Agents in Business Central

What is the difference between Copilot and Agents?

Copilot is interactive user assistance; agents execute autonomous processes under permissions and with human review. In Business Central, this is embodied in agents such as the Sales Order Agent and Payables Agent documented by Microsoft.

Can they send purchase orders or process unapproved invoices?

No. Agents create drafts and require review/confirmation before publishing or sending communications, depending on configuration.

What are the requirements to activate them?

Have a Microsoft 365 mailbox (user or shared) to monitor emails; delegate Read and manage / Send as permissions to the users who will activate/configure them; enable the capability in Copilot & agent capabilities.

Can it be expanded with other agents or your own AI?

Yes. Microsoft documents the connection of AI agents to the ERP via MCP, an open standard for context and tools.