What an AI agent can do in Business Central

Copilot, Microsoft’s agent tools, or a custom agent?

Microsoft builds Copilot into Business Central to help people as they work in it, and offers its own ways to build agents, from Copilot Studio to developer kits for agents that work across Microsoft 365. They are good foundations, and for a simple, self-contained task they may be all you need. We will tell you if that is the case.

Where a custom agent earns its place is in the work that crosses systems and carries your rules: an enquiry that needs Business Central, an order history and twenty carrier portals before it can be answered, or a document that has to be checked against how your business actually works. We design that agent around your process, use Microsoft’s tools where they fit, and engineer the parts they do not cover: validation, exception handling, audit trails and ongoing support. You get Microsoft’s platform and an agent that knows your business.

In production: enquiries across Business Central and 20+ portals

For one of the UK’s largest salt manufacturers, answering a customer enquiry meant checking stock, pricing, account history and more than twenty delivery portals, one login at a time. An agent now gathers all of it and drafts the reply. Response times fell from eight minutes to ten seconds, and every reply is approved by a person before it goes. Read the case study.

How we connect AI to Business Central safely

Beyond Business Central

Agents work just as well with other ERPs, accounting packages and portals that offer a controlled way in. In construction, we build AI that reads procurement paperwork, drawings and specifications inside the APSIS platform, and an eight-module operating system for a contractor that owns its software outright. Read will AI work with our existing ERP for the detail.

If your team spends the day re-keying between Business Central and everything around it, that is usually where an agent pays first. See AI for distribution and manufacturing.

How a project runs

Start with the process your team re-keys most. We tell you honestly whether an agent pays there and give you a costed roadmap before anything is built. The build runs in stages you can see working, goes live alongside your team, and we run and support it afterwards. See how long implementation takes.

Questions we are asked

What can a custom AI agent do in Business Central?

It takes on work that arrives from outside Business Central: answering customer enquiries, matching supplier documents, turning emailed requests into records. Every field is validated, and anything it is unsure of is held for a person to review.

How is this different from Copilot in Business Central?

Copilot assists people as they work inside Business Central. A custom agent runs a whole process on your rules and volumes, such as answering customer enquiries from Business Central and every delivery portal. They work well together.

Do we need to change or upgrade Business Central?

No. The agent works with Business Central as it is, through its standard interfaces. Nothing is ripped out.

How do you stop the AI writing wrong data?

Every field is validated before it is written, uncertain cases go to a review queue, and every action is logged and traceable to its source.

Does it work with our other systems and portals?

Yes. Our customer service agent reads from Business Central and more than twenty delivery portals in one step.

Who owns and runs the agent after launch?

It is built in your environment and on your accounts, so it is yours. We run and support it after go-live, and document how it works.

Is our ERP data secure?

Yes. Data stays in your environment under UK GDPR, the agent has only the access its job needs, and everything it does is logged.

Next

Start with one process.

Tell us where your team loses the most time. We will tell you honestly whether AI pays there, what it takes to build, and what we have already delivered for businesses like yours.