Artificial Intelligence (AI) is changing the way organisations approach finance, operations, and customer service. Within Microsoft Dynamics 365 Business Central, AI agents are emerging as a powerful way to streamline processes, improve accuracy, and free up valuable time for strategic work.

But what exactly is an AI agent in Business Central? And more importantly, how can your business benefit from one?

As a Microsoft Solutions Partner with over two decades of experience, Creative Computing specialises in helping businesses harness Business Central to improve visibility, productivity, and efficiency. Today, we’ll explore the role of AI agents and how developing custom solutions can transform the way you work.

What is an AI Agent in Business Central?

In simple terms, an AI agent in Business Central is a digital employee designed to automate tasks and support decision-making. These agents are created using Microsoft Copilot Studio, where machine learning and natural language processing are used to build agents that can:

• Understand user requests in plain English.
• Retrieve and process financial or operational data.
• Generate documents, reports, or summaries.
• Initiate workflows and approvals.

Think of an AI agent as a “team member” that never takes a break, works 24/7, and ensures repetitive tasks are handled quickly and consistently.

How AI Agents Work Inside Business Central

AI agents are deeply integrated into Business Central, giving them access to the same data and workflows your teams already use. This means they can act on financial data, automate compliance tasks, or help with forecasting, all without requiring you to switch systems or manually input information.

Currently, Business Central includes just two pre-built AI agents, each designed for very specific use cases. While useful, they don’t cover the full range of challenges most organisations face. That’s why the real opportunity lies in developing custom AI agents tailored to your unique processes and goals.

How Can AI Agents Benefit Your Business?

AI agents can be applied across a wide variety of financial and operational tasks. Here are just a few examples of how they can deliver value:

• Invoice Processing: Automatically read invoices, validate them against purchase orders, and route them for approval. ‍
• Cash Flow Monitoring: Analyse real-time income and expenditure to forecast cash flow more accurately. ‍
• Compliance Checking: Flag unusual transactions or missing documentation before they create risks. ‍
• Month-End Close: Automate reconciliations and reporting to cut days off the closing process. ‍
• Customer Service Support: Provide instant responses to common customer queries using integrated financial and stock data.

By embedding AI into your workflows, you reduce bottlenecks, minimise human error, and empower your team to focus on strategy rather than administration.

Why Custom AI Agents Matter

Every organisation has its own set of challenges. A charity managing restricted funds has very different needs from a film company managing project-based budgets. That’s why a one-size-fits-all AI agent isn’t enough.

The real value comes from developing bespoke AI agents that address your specific pain points. By identifying where your processes slow down, whether it’s invoice approvals, compliance checks, or forecasting, we can design and build an agent that solves those exact problems.

How Creative Computing Can Help

At Creative Computing, we go beyond standard Business Central implementations. Our expertise lies in tailoring the system to match the way you work, and that includes building custom AI agents.

Here’s how we approach it:

1. Identify Pain Points: We work with you to uncover the processes that consume the most time or cause the most frustration. ‍
2. Define Use Cases: We determine whether an AI agent could automate or improve those processes. ‍
3. Build and Deploy: Using Microsoft Copilot Studio, we design and implement an AI agent specifically for your needs. ‍
4. Support and Evolve: As your business grows, we adapt and enhance your AI agents to keep delivering value.

The result? A tailored solution that helps you gain efficiency, reduce costs, and improve decision-making.

Final Thoughts

AI agents in Business Central are more than just a nice-to-have, they represent the next step in financial and operational transformation. While out-of-the-box options are limited, the opportunity to develop custom agents means you can create a solution that truly reflects your business needs.

By partnering with Creative Computing, you can build unique AI agents that streamline your processes, free up your team, and give you greater visibility into the data that drives your organisation forward.