AI agents in Business Central 2025

Smart Agents That Learn With You

AI agents are not one-off tools. They improve over time, adapt to your workflows, and learn from each use. They operate securely within defined permissions and integrate seamlessly with Business Central processes.

Problems that AI agents solve:

• Time-consuming manual processing of email inquiries
• Copying data from PDF purchase invoices into the system
• Risk of errors and delays in manual billing
• Slow-responding sales team without automation

How it works in practice:

• Sales Order Agent reads the email, creates a sales quote or order, and prepares a response email
• If an email arrives from a customer regarding an already created offer or order, the Agent automates the editing of the existing document
• Payables Agent extracts data from the PDF of the received invoice and prepares it for review and posting
• Agents operate fully automated and respect permissions

What agents will bring you:

• Faster response to customer requests
• Easy and immediate processing of received invoices into the system
• Higher work productivity by saving users' time
• Lower error rate in entered data
• Automation that constantly learns with you and adapts to your behavior

Sales Order Agent as an assistant to the sales person

Using a sales order agent who works independently under your direction increases efficiency, delivers cost savings, and helps manage large workloads. The agent focuses users’ attention on critical tasks, increasing motivation and job satisfaction across the business function to which it is applied. Microsoft studies have shown that over the next five years, 41 percent of business leaders expect to redefine business processes with AI, orchestrating and managing AI agents while prioritizing ethical AI use.

The agent is configured to manage the entire process:

• Receiving item requests from customer emails to a shared corporate mailbox
• Identifying the customer from those registered in Business Central
• Establishing a sales quote with the requested items
• Verifying the availability of the items
• Receiving the sales quote to the customer for approval
• Receiving confirmation, converting the quote to a sales order, and sharing the order with the customer via email

Payables Agent as an Assistant Accountant

Every company has expenses. Some relate to the supply chain, and others to operating costs like rent, utilities, leasing, food, phone bills, and software subscriptions. These operating costs, known as overhead expenses, are the first focus of the Payables Agent. They are often received as email attachments or through other channels.

Sourcing files and attachments related to purchase of overhead expenses

In the first version, the Payables Agent can source purchase invoice attachments (PDF files) from a Microsoft 365 email account where vendors send their invoices. These invoice documents are imported into E-Documents in Business Central for further processing. After importing the documents, the agent moves the files to an archive folder.

Processing imported purchase attachment and files

Once files are imported, Azure Document Intelligence processes them using Optical Character Recognition (OCR) technology. The results are stored in Business Central in the E-Document. An updated PDF attachment viewer lets users validate the OCR processing by viewing the attachment in near-full screen.

Creating purchase invoices

When Azure Document Intelligence processes a purchase attachment, the Payables Agent creates a purchase invoice document, ready for further approval and posting. The agent uses various predictors and indicators for creating these invoices, like the company's available purchase history, accounting policies, or others specified when setting up the agent. The goal of the Payables Agent is to streamline the entire flow from identifying and importing purchase attachments, capturing relevant information to categorize the expense, registering the expense correctly in the general ledger, to creating purchase documents.

Are you interested in the possibility of automation in your company?

We would be happy to show you the new features in practice.
Contact us and we will discuss how artificial intelligence can work in your team.

You can see how to enable the Sales Order Agent feature in this short video.

You can find everything Sales Order Agent brings to you on the Microsoft website.

You can find out what Payables Agent is all about in this short video.