Drive efficiency
Native chat inside Business Central, Teams, web, and email. Ask in natural language; Smart Agents drafts the document, posts the journal, or runs the report — and shows a one-click approval before any write.
Native to BC
AL extension on AppSource
Reads + writes through OData v4 and your AL codeunits
AI Model Per Agent
Select from latest models
OpenAI, Anthropic, and more - per agent
In your tenant
Audit every action
BC permission sets + Entra ID + full conversation log
Published on AppSourceMultiagent · Tool-scopedFull audit trail
What is Smart Agents?
AI built for the way Business Central works.
Smart Agents brings role-based AI teammates into Microsoft Dynamics 365 Business Central. Drive efficiency in everyday work, scale AI impact across departments, and innovate confidently — on a platform you can govern.
Scale AI impact
Multiagent orchestration lets a supervisor agent delegate to 30 role-based agents across finance, sales, purchasing, warehouse, service, and master data — so AI value compounds across departments, not just one team.
Innovate confidently
AI model per agent - select from the latest models from OpenAI, Anthropic, and more. Build new agents with the AL Integration SDK in a few lines of code. Every tool call is logged, replayable, and bound by BC permission sets.
What makes Smart Agents unique
AI teammates that understand Business Central.
Three things that set Smart Agents apart from a generic copilot: a deeper integration with your ERP, models you control, and governance your IT team can sign off on.
A new human advantage for BC teams
Native chat inside Business Central, Teams, web, and email. 30 role-based agents draft documents, post journals, and propose next-best actions you can approve in one click.
Performance that scales with your BC tenant
A pure AL extension that reads and writes through standard OData v4 plus custom AL codeunits. AI model per agent - select from the latest models from OpenAI, Anthropic, and more to balance capability and cost.
Agility without compromise
Honors BC permission sets and Entra ID — agents only see what the user can see. Per-tool CRUD permissions with confirmation pages on writes, and a full audit trail of every action.
Module value
Where Smart Agents creates value in Business Central.
Explore the six BC module groups covered by our shipping templates. Each module includes focused agents that work with your existing processes, permissions, and data model.
Sales & AR
Move from quote to cash with fewer handoffs. Smart Agents helps sales and receivables teams draft, validate, and follow through inside BC.
- Prepare sales quotes and invoices from natural-language requests.
- Automate AR collections follow-ups while escalating exceptions.
- Give every rep a customer 360 with live BC context.
Agents in this module
Sales Invoice AgentSales Quote AgentSales Return AgentAR Collections AgentCustomer 360 Agent
Key features
Everything you need to put AI to work inside BC.
A platform layer that maps cleanly to Microsoft Dynamics 365 Business Central. Reason over your data, orchestrate cross-module workflows, and govern every action with the controls IT already uses.
Reason & act
Four Channels, One Agent
Your AI assistant follows your team everywhere — inside Business Central, in Microsoft Teams, through a web chat widget, and via a shared email inbox. Same agent, same context, whichever channel is closest.
Orchestrate
Sub-Agent Delegation
Lead agents hand off tasks to specialist agents behind the scenes and combine results into a single answer. Ask about a customer and the agent pulls financials, open orders, and payment history in one turn.
Orchestrate
32 Ready-to-Use Templates
Start in minutes, not weeks. Smart Agents ships with 32 pre-built templates covering invoicing, customer lookups, financial reporting, purchase orders, stock checks, payments, and more — all ready to activate on install.
Reason & act
Per-Agent Performance Tier
Choose from four model tiers — Fast, Smart, Expert, or Premium — and assign the right one to each agent. Quick lookups use the Fast tier; complex analysis uses Expert. You control the cost-to-capability trade-off.
Govern & deploy
Transparent Usage Metering
Every action is priced in credits before it runs. You see the cost upfront, and idle agents cost nothing. A dashboard in Business Central tracks usage by agent, user, and task.
Govern & deploy
Native Business Central Integration
Agents read and write Business Central data through the same path a human user would — posting routines, approval workflows, and audit logs all fire normally. No shortcuts, no backdoors.
Reason & act
Knowledge Base + Web Search
Upload PDFs, Word files, and spreadsheets to give your agents company-specific knowledge. Duplicate detection prevents the same document from being embedded twice.
Reason & act
Email Channel
Connect a shared mailbox and let agents handle inbound email automatically. Each message routes to the right agent based on rules you define, with a full log of every interaction.
Govern & deploy
Complete Audit Trail
Every chat, action, credit charge, and result is logged with user, timestamp, and outcome. Admins get a searchable history in Business Central — no separate analytics tool needed.
Orchestrate
Permissions and Scoping
Agents inherit your existing Business Central security. A salesperson agent sees only the customers and items that user has access to — including record-level filters and permission sets.
Govern & deploy
Fully Managed AI Service
The AI backend runs as a managed cloud service — you deploy the BC extension and connect. Automatic retries, session management, and infrastructure scaling are handled for you.
Govern & deploy
Cloud and On-Premises
Same extension works on Business Central cloud and on-premises. Agent definitions, templates, and audit paths are identical regardless of deployment model.
Adoption path
Four steps from install to agentified workflow.
A pragmatic adoption arc — install, build, scope, run — that lets your BC team graduate from supervised pilots to autonomous workflows on a tenant they already trust.
- 1
Install from AppSource
Get 500 starter credits, no credit card required, and connect Smart Agents to your tenant.
- 2
Create your agent
Start from a role-based template, bind native OData v4 endpoints, and map custom AL codeunits using our AL SDK.
- 3
Scope tools, autonomy & approvals
Configure strict Azure AD / Entra ID permission checks, map user delegations, and set human-in-the-loop approvals for sensitive posting routines.
- 4
Run agents anywhere
Operate the agent fleet inside Business Central, Microsoft Teams, web chat, and email — same tenant context, full audit trail.
Watch Smart Agents in Action
A short walkthrough of using Smart Agents inside Business Central.
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What Customers Say
Built With Real BC Operators in Mind
Pilots and rollouts across distribution, manufacturing, and partner ecosystems.
“Every tenant used to mean rebuilding the same customer-statement and dunning flow from scratch. Starting from the Customer 360 template, scoping tools per client, and leaning on the tool call log audit trail dropped our rollout from a two-week sprint to about two days across our twelve active CSP tenants.”
BF
BC Functional Consultant
Practice Lead · 12-Tenant Microsoft CSP Partner
“User-scoped sessions were the unlock. The agent literally cannot post a G/L journal entry the signed-in user couldn't post themselves, and every tool call lands in the audit log with parameters and credit cost. That was the line our finance team needed before letting an agent anywhere near posting groups.”
EM
ERP Manager
180-User On-Premises Distribution Pilot
“Half the inbox is "where's my order?" and "resend my statement." The email agent pulls the right customer record, drafts the reply against live BC data via the Graph channel, and waits on my approval before sending. Confirmation turnaround dropped roughly 80% and I stopped copy-pasting PDFs all morning.”
CS
Customer Service Lead
40-Seat Wholesale Operations Pilot
“I extended the Vendor 360 template with two custom tool configs against our purchasing page extensions and shipped it to production in an afternoon. Tool scoping kept the agent inside the vendor and PO tables I whitelisted, and the credit metering let me size the Gold-tier budget per user before rollout.”
BD
BC Developer
Mid-Market Manufacturing Pilot
Pricing
Pay Only for What the Agent Actually Does
Smart Agents is free to install. You pay only for credits when agents execute actions, with three billing options: Partner Billed, Prepaid (Stripe), or Azure Metered Billing.
Partner BilledPrepaidAzure Metered
Invoice through your CSP partner
Billing is consolidated with your partner relationship and procurement flow.
Organization credit wallet (Stripe)
Prepay credits for your tenant and top up on demand via Stripe payment.
Azure Marketplace SaaS subscription
Usage is metered and billed through your Azure invoice.
Start With 500 Free Credits
Free to install
- Every Business Central tenant receives 500 starter credits on registration — no credit card required.
- Enough to install from AppSource, run the setup wizard, activate a few template agents, and process real work end-to-end.
- Credits only burn when an agent completes an action — browsing, configuring agents, and reviewing logs cost nothing.
- Includes the full template library: 32 pre-built agents covering invoicing, reporting, customer lookups, and more.
- Dashboard in Business Central shows your remaining balance, recent usage, and per-agent cost breakdown.
Usage Scales With the Model
Pay per token, per tier
- Pick the model tier that fits the task — credit cost scales with the tier chosen on each agent.
- Fast — optimised for speed, best for quick lookups, customer-balance queries, and short summaries.
- Smart — the recommended default, handles invoicing, payment journals, reporting, and everyday BC workflows.
- Expert — for multi-step reasoning such as bank reconciliation, dimension audits, and complex financial analysis.
- Premium — maximum capability for the most demanding tasks requiring deep cross-ledger investigation.
- A small minimum charge per action means idle agents cost nothing — you only pay when work gets done.
- Every credit reservation and confirmation is logged so finance teams can trace cost back to the user, agent, and task.
Top Up Credits Your Way
Stripe prepaid or AppSource metered
- Stripe prepaid top-ups — buy credit packs on demand, no subscription, no monthly minimum.
- Microsoft AppSource metered billing — usage rolls into your existing Microsoft agreement for SaaS deployments.
- Same credit system across Cloud and On-Premises — one pricing model, no separate price list.
- Admin dashboard in Business Central shows balance, usage trends, and cost per agent at a glance.
- No hidden fees — credits are the only unit of cost, and the price per credit is fixed at purchase.
Free to install — get free credits every month, no credit card required.
All prices exclude VAT. Smart Agents is sold to businesses (B2B). AI-generated outputs may be inaccurate; review before acting on results in production data. See our Terms and Privacy Policy for the data-processing addendum.
What does credit usage look like in practice?
Indicative credit ranges per agent run. Actual usage depends on the selected model, tool calls invoked, and tokens consumed.
| Workflow | Typical credit range |
|---|---|
Sales invoice posting (single line) Read order → validate → post invoice | 1-2 credits |
Customer email confirmation (with attachment) Generate body → attach PDF → send via Email channel | 2-4 credits |
Aged-receivables report (10 customers) Query BC → summarise → return formatted table | 3-5 credits |
Multi-step quote-to-order review Triage → validate inventory → create order draft | 6-10 credits |
Ranges reflect current production averages and may change as models and workflows evolve.
Contact Us
Let's Build Something
Together.
Smart Agents is now available on Microsoft AppSource. Send us a message for product questions, rollout planning, or demo support.
Live now on Microsoft AppSource
Typical response time: within one business day
Contact Smart Agents Team
FAQ
Frequently asked
questions.
Everything you need to know about Smart Agents, from setup to security. Can't find what you're looking for? Reach out directly.
Still have questions?
We're happy to help.
Ready to agentify your BC tenant?
Agentic AI for Business Central. Live on AppSource.
Free to install. 500 starter credits included. Start from a template, scope tools and autonomy, and ship your first agentic workflow in days — not quarters.
Multiagent delegation
Tool-scoped autonomy
Full audit trail
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