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APPLICATION SUPPORT

Business Central Agents – What You Need to Know

Posted on 17 Sep at 2:46 pm
Business Central, Artificial Intelligence, ERP Software, Microsoft
Microsoft Dynamics 365 Business Central Named Best Overall ERP System

With the release of Business Central 2025 Wave 2, Microsoft has officially introduced Agents within the system, marking a significant focus area for this update. This exciting enhancement demonstrates Microsoft’s continued investment in leveraging artificial intelligence to streamline business processes and improve operational efficiency.

Business Central Agent configuration screen

But what exactly are Agents?

Agents represent the next evolution of Business Central’s AI capabilities, building upon existing features such as Copilot chat, automated bank reconciliation, and item marketing text generation. Their primary function is to carry out repetitive and routine tasks in the background, allowing your employees to stay informed about important actions without being bogged down by manual work. This ultimately frees up valuable time for your team to concentrate on more complex and strategic aspects of their roles.

In this Wave 2 release, Business Central introduces two key Agent types: the Sales Agent (which was previously available in preview) and the new Purchasing Agent.

Sales Agent Features

The Sales Agent is designed to support and optimise sales operations by automating several key tasks, including:

  • Automatically monitoring incoming emails related to sales
  • Drafting responses to customers regarding orders and item availability
  • Generating sales documents without manual intervention
  • Implementing requested changes to sales documents automatically

These capabilities not only accelerate the sales process but also reduce the risk of human error. For comprehensive details on the Sales Agent, Microsoft provides documentation here:
https://learn.microsoft.com/en-au/dynamics365/business-central/sales-order-agent

Business Central sales order agent task view

Purchasing Agent Features

The Purchasing Agent similarly takes on routine procurement activities, helping to:

  • Create draft purchase documents quickly and efficiently
  • Process invoices through electronic documents such as PDFs
  • Read and retrieve attachments from emails relevant to purchasing

These features substantially reduce the manual workload for purchasing teams and enhance the accuracy and speed of procurement workflows. The capabilities of both Sales and Purchasing Agents are set to expand further in future releases, offering even more support for business automation.

Availability and Usage of Agents

Can you start using Agents immediately? The answer is both yes and no.

Agents are available for use now, but they do require some initial setup and configuration to tailor their use according to your specific business needs and processes. Furthermore, with the Wave 2 release, additional functionalities and localisation support will be gradually rolled out, allowing more organisations worldwide to benefit from these tools.

It’s important to note that, unlike other Business Central Copilot AI features that are included with your subscription, Agents come with an additional charge. Their licensing is based on a consumption model, billed per use, with two flexible payment options available:

  • Pre-paid in advance, allowing you to purchase a set amount of usage upfront
  • Pay-As-You-Go, charging only for what you consume beyond any pre-paid allocation

Significantly, both these models can be used simultaneously. So, if your pre-paid usage runs out, the system seamlessly switches to Pay-As-You-Go, ensuring uninterrupted access to Agent functionality. More detailed information on Copilot pricing and licensing can be found here:
Copilot Studio licensing – Microsoft Copilot Studio | Microsoft Learn

Is It Worth Implementing Agents Now?

While Agents are still in their early stages of deployment, there is no doubt they hold substantial promise in transforming how Business Central users manage their daily workflows. Whether you choose to adopt them now or wait until further enhancements are released, Agents undoubtedly belong as a key component within the broader Business Central ecosystem and business process automation landscape.

By offloading mundane and repetitive order processing tasks to Agents, businesses can minimise user errors and enhance overall productivity. This allows staff members to focus on higher-value activities that drive business growth and customer satisfaction, a clear win for any organisation looking to optimise their enterprise resource planning (ERP) system.

About Synergy Technology and Dynamics 365 Business Central

Synergy Technology is a leading provider of business solutions with deep expertise in implementing and supporting Microsoft Dynamics 365 Business Central. With a proven track record of delivering tailored ERP solutions, Synergy Technology helps organisations of all sizes unlock the full potential of Business Central’s powerful features.

Our team of experienced consultants supports clients throughout every stage of their digital transformation journey, from initial system design and configuration to ongoing support and optimisation. Synergy’s specialist knowledge in Dynamics 365 and our commitment to a personalised service mean businesses can confidently adopt innovative technologies such as Agents, Copilot AI, and more, fully leveraging these tools to simplify processes and improve operational outcomes.

Partnering with Synergy Technology ensures that your investment in Business Central stays future-proofed with smooth upgrades, user training, and proactive technical support aligned with your evolving business needs. Our comprehensive approach combines industry best practices with Microsoft’s cutting-edge technology stack, delivering solutions that accelerate growth and maximise efficiency in today’s competitive market.

Take the next step towards smarter customer management and business success , contact us now through our contact page or call us on 0345 456 0050 and see why so many UK SMEs trust Synergy Technology for their Business Central journey.

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About Synergy Technology

Synergy Technology specialises in the provision of Accounting, ERP and CRM solutions that are customised to your exacting processes. Our experience shows that with the correct solution architecture, ongoing support and training, your business will blossom.

We are a Certified Microsoft Solution Specialist and provide solutions for Microsoft Dynamics 365, Pegasus Opera, and SuperOffice CRM, as well as a number of other application providers that integrate and enhance these platforms. We specialise in business applications covering CRM, Sales, Service, Finance, Payroll, Distribution & Manufacturing. We help SMEs get the most out of their investment in business software and have over 250 customers across the UK and worldwide, with offices in Manchester, Preston, Leeds and Cambridge in the UK, and Melbourne in Australia.

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