AI agents for Microsoft Dynamics 365 Business Central — Cloud & On-Premises
Smart Agents adds ready-made AI assistants to Business Central — they draft invoices and quotes, prepare journals, chase receivables, and answer questions from live ERP data. Writes wait for your approval.
Free app · 500 starter credits + 500 free monthly · Pay only for AI usage · No per-seat fees
An example Smart Agents conversation. A user asks the AR Collections Agent: “Which customers are overdue, and draft the reminder emails.” The agent reads customer ledger entries, finds 12 overdue invoices, and drafts 12 reminder emails, then replies: “12 drafts ready. 3 accounts look like escalations — want to review those first?” Sending the reminders waits for a person to approve, and the approved action is recorded in the audit trail.
Built by a Microsoft Cloud Solution Provider with 20+ years across Microsoft Dynamics NAV and Business Central
From ask to done
Four everyday moments in Business Central — before and after Smart Agents.
Today
Friday afternoon disappears into the aged-receivables list — look up each overdue invoice, write each reminder, log each follow-up.
With Smart Agents
Ask the collections agent for overdue customers. It reads the ledger, drafts every reminder with live invoice detail, and flags accounts that need escalation. You review and send.
A stack of drafts to approve — instead of an afternoon of lookups.
Today
A customer emails a request; someone re-types it into BC — find items, check prices, build the quote, send the PDF.
With Smart Agents
The Sales Quote Builder drafts the quote from the request — items, prices, and customer terms from your live data — and converts it to an order once accepted.
Quotes go out while the customer is still at their desk.
Today
Close week means journal batches, dimension checks, and exporting the same reports to Excel for every stakeholder.
With Smart Agents
The G/L Journal Manager prepares journal batches with accounts and dimensions for your approval, while the Financial Reporter answers “P&L by cost center” straight from live data — no exports.
You approve postings and read answers — instead of building them.
Today
Reordering means checking stock, past prices, and open POs across half a dozen screens before anyone types the order.
With Smart Agents
The Purchase Order Manager drafts the purchase order with supplier-aware context — items, quantities, and terms from your live data. You approve before anything is created.
Replenishment becomes an approval, not a research project.
Why Smart Agents
Business Central 2026 ships two first-party agents — proof that agentic ERP is the future. Smart Agents covers the rest of your processes, on your terms.
| Dimension | Smart Agents | Business Central built-in agents |
|---|---|---|
| Agents included | A full library of prebuilt role agents across sales, purchasing, finance, inventory, service, CRM and master data | Sales Order Agent and Payables Agent (Expense Agent in preview) |
| Your own agents | Create by configuration in BC — instructions, tools, data sources, autonomy — no code. Embed in your own AL actions via the Developer API if you want. | — |
| Deployment | BC online and on-premises (with Microsoft Entra ID sign-in) | Business Central online (SaaS) only |
| AI model | Your choice per agent — a curated tier (Fast, Smart, Expert, Premium) or a specific model from the catalog | Chosen by Microsoft |
| Control | Four autonomy levels, approval-gated writes, per-agent authorized users, full tool-call audit log | Microsoft-managed |
| Cost | Free install · pay only for AI usage · no per-seat fees | Consumption via Copilot Credits |
Microsoft agent capabilities as of Business Central 2026 release wave 1 — see Microsoft's documentation for current status. Smart Agents complements Microsoft Copilot; you can run both.
What is Smart Agents?
01
Ask in plain language and get answers grounded in live Business Central data, inside user-scoped sessions. Also reachable on the web, in Teams, and by email when you want it there.
02
Not one generic copilot: an invoicing agent, a collections agent, a journal agent, a replenishment agent… each with the right tools, its own model tier, and approval gates on writes. Agents can delegate to each other and return one coordinated answer.
03
Start from a template or from scratch: set instructions, pick tools and data sources (any BC API page, web service or report), choose autonomy — then publish it to your team's channels. Partners can embed agents behind their own BC actions with the AL Developer API.
Module value
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.
Quotes, invoices, and reminders arrive as drafts to approve.
Move from quote to cash with fewer handoffs. Smart Agents helps sales and receivables teams draft, validate, and follow through inside BC.
Meet the team
Every dot is an agent — click one to see what it does.
Adoption path
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.
Get 500 starter credits, no credit card required, and connect Smart Agents to your tenant.
Start from a role-based template, bind native OData v4 endpoints, and map custom AL codeunits using our AL SDK.
Configure strict Azure AD / Entra ID permission checks, map user delegations, and set human-in-the-loop approvals for sensitive posting routines.
Operate the agent fleet inside Business Central, Microsoft Teams, web chat, and email — same tenant context, full audit trail.
A short walkthrough of using Smart Agents inside Business Central.
Governance & trust
Four autonomy levels, from step-by-step to autonomous. Write actions wait in "Awaiting Confirmation" until a person approves.
Entra ID sign-in, SA ADMIN / USER / READ permission sets, and per-agent authorized-user lists keep sessions inside configured boundaries.
Tools execute inside BC; only tool results — never raw tables or credentials — reach the AI backend. Never used to train models.
Function, entity, arguments, result, and timing logged with parent-child linkage — replayable for finance, IT, and compliance.
Conversation and tool-call payloads redacted after 30 days, hard-deleted at 365. Right-to-erasure endpoint included.
Business Central on-premises works too — users sign in with Microsoft Entra ID. AI agents where cloud-only offerings don't reach.
Pricing
Smart Agents is free to install from AppSource — no per-seat or per-environment fees, and free credits are included every month. Credits are consumed only when agents actually work for you.
Free to install
Pay per token, per tier
Stripe prepaid or AppSource 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.
Free to install — get free credits every month, no credit card required.
Smart Agents is sold to businesses (B2B); all amounts exclude VAT. AI-generated outputs may be inaccurate; review before acting on results in production data. See our Terms and Privacy Policy.
Contact Us
Smart Agents is now available on Microsoft AppSource. Send us a message for product questions, rollout planning, or demo support.
Contact Smart Agents Team
FAQ
Everything you need to know about Smart Agents, from setup to security. Can't find what you're looking for? Reach out directly.
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Ready when you are
Free to install, 500 starter credits included. Start with one workflow — collections, quotes, or journals — and let the audit trail win over your skeptics.
