As an accredited Microsoft Solutions Partner for Dynamics 365, Creative has spent over two decades helping organisations drive productivity and visibility across their financial and operational data. Today, we’re spotlighting a powerful new wave of AI-driven capabilities in Dynamics 365 Business Central, notably the Sales Order Agent and Payables Agent, alongside enhanced Copilot experiences, that are redefining everyday ERP work for UK businesses.

Why this matters for UK SMEs

Microsoft continues to advance Business Central with built‑in generative AI and intelligent agents that automate repetitive tasks, improve data accuracy, and speed decision-making, all within the secure Microsoft cloud. These updates arrive in the 2025 release waves and build on Copilot foundations introduced in 2024, with a focus on practical outcomes: fewer manual steps, faster month-end close, and better customer responsiveness.  

What’s new: AI Agents in Business Central

Sales Order Agent: From inbox to order. Automatically!

The Sales Order Agent reads customer emails, identifies the customer, drafts a quote, verifies stock, and once approved, converts it to a sales order. Recent enhancements add attachment processing, multi‑ship‑to support, capable‑to‑promise responses, and additional instruction handling, so humans can stay in the loop while automation does the heavy lifting.  

UK use case: If your sales team receives high volumes of emailed requests (especially peak-season spikes), the agent compresses cycle times and reduces keying errors. Finance and operations benefit from cleaner data and faster fulfilment.

Payables Agent: Smarter invoice matching & draft prioritisation

On the finance side, the Payables Agent accelerates PO-to-invoice matching and surfaces contextual drafts for review. Roadmap items include confidence-based prioritisation and broader regional availability, helping AP teams tackle high-volume invoice flows with less manual reconciliation.  

Copilot performance & chat upgrades

Business Central’s Copilot adds faster, more reliable chat, expanded language support, and improved summarisation for key records, so users can ask natural-language questions and see concise insights without diving into multiple pages. The direction is clear: AI that speeds routine work while preserving human oversight.  

Bank Reconciliation Assist: Close faster with AI

Month-end close is often slowed by unmatched transactions. Copilot’s Bank Reconciliation Assist inspects residual items and intelligently matches complex scenarios. For truly unmatched lines, it suggests the most likely transaction.

Practical benefits Creative sees with clients

H3: Time back to focus on growth

Automate email-to-order, payables matching, and reconciliation so teams spend less time keying data and more time improving the customer experience.

H3: Better data, better decisions

AI-assisted summaries, advanced search (“Tell Me”), and analysis assist bring insights to the surface in seconds, ideal for managers who need quick visibility, not more reports.  

H3: Built for security & compliance

These capabilities run in Microsoft’s enterprise cloud, with world‑class security, privacy, and compliance controls critical for UK organisations scaling with AI.  

How to get value fast (UK‑friendly steps)

1. Identify high-friction processes (e.g., emailed order intake, AP matching, bank rec) and map today’s manual steps. ‍
2. Enable Copilot & agents in Business Central (admin settings), starting with limited scope to validate ROI and governance. ‍
3. Define human-in-the-loop guardrails (who approves, when to auto‑process, and confidence thresholds).  ‍
4. Train users on natural-language prompts (“Create a quote from this email and confirm availability”).  ‍
5. Iterate with metrics (order cycle time, first‑pass match rate, reconciliation duration).  

AEO & SEO: Answer-ready content for UK searches

Featured snippet–style Q&A

• What is the Sales Order Agent in Dynamics 365 Business Central?
  It’s an AI agent that converts customer emails into quotes and orders, handling attachments, multi‑ship‑to destinations, and stock promises with human review as needed.  

• How does Copilot speed month-end close?
  Copilot’s Bank Reconciliation Assist matches complex payments and suggests G/L accounts for unmatched lines, reducing manual investigation.  

• Is Copilot secure for UK organisations?
  Yes, Business Central runs in Microsoft’s secure, compliant cloud with privacy controls suitable for UK businesses.

Let’s make AI work for your business.
Book a discovery session with Creative to blueprint your Sales Order Agent, Payables Agent, and Bank Reconciliation Assist rollout and start saving hours every week.  

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