Smart Agents for D365 Business Central

AI agents for Business Central that do the work — not just answer questions.

Smart Agents is an AI agent platform for Microsoft Dynamics 365 Business Central, built for finance, operations, and BC partners. Built-in support for OpenAI GPT, Anthropic Claude, Google Gemini, and Mistral — choose a different model per agent. A privacy-respecting alternative to Microsoft 365 Copilot, with a full SDK so partners can embed AI into their own apps. Your data stays in your tenant.

Ask in plain language and a Smart Agent handles the actual task — post an invoice, reconcile a bank, run an aged-AR report, draft a customer reply with live numbers. Every figure is pulled from your live BC data and traceable to the record it came from.

Try it on real BC data in 10 minutes

Free starter credits on install. No credit card. 1 credit = €0.01.

A simple query about your data in Business Central costs less than 1 credit. **

Billed through Microsoft AppSource or Prepaid Credits.

Cancel any time.

What teams use Smart Agents for

• Speed up cash collection — agent drafts overdue reminders with live aging, attached statement, and your tone.
• Close month-end faster — reconcile bank statements, flag exceptions, prepare journal entries for review.
• Free up the warehouse — run picks, receipts, and put-aways from a chat.
• Answer customers faster — agent reads inbound email, pulls live BC status, drafts the reply.
• Analyst on demand — ask "top 10 customers by overdue balance, by region" and get an interactive chart inside BC.

Choose the AI model per agent

Smart Agents is model-agnostic. Switch any time. Built-in support for:

• OpenAI GPT — latest GPT and o-series reasoning models, plus fast/low-cost tiers.
• Anthropic Claude — Opus, Sonnet, Haiku, including extended-thinking models.
• Google Gemini — Pro and Flash, long-context and multimodal.
• Mistral — Large, Small, and EU-hosted for stricter data residency.

New versions appear in Agent Studio as providers release them. No upgrade required. No vendor lock-in.

Agent Studio — your AI department, in-house

Build the exact agent your business needs, without code. Pick a template, attach BC tools, add policies as knowledge, set autonomy, choose the model, and write rules in plain language. Most agents ready the same day.

For BC partners and developers — a full SDK

Add AI to your own apps and verticals without rebuilding the plumbing — auth, model routing, grounding, audit, and billing are done.

• Call any agent from AL code — invoke from a codeunit, page action, or job, and use the response.
• Define agents as JSON — ship vertical-ready agents (tools, knowledge, autonomy, model, instructions) inside your app.
• Embed AI in existing apps — drop suggestions, summaries, classifications, validations into any AL workflow.
• Use the output anywhere — journals, documents, emails, reports, Power Automate, your own UI.

Build a vertical AI add-on in days. Partner programme and SDK docs on request.

How it works (4 steps)

1. Understands you — restates your request in plain language.
2. Plans — shows which BC pages, reports, or actions it will use.
3. Pulls real data — every figure comes from live BC records.
4. Does the work — only what the user is allowed to do.

Every step visible. Every action logged. Every number traceable.

One agent, four channels

Same agent, same data, same audit trail across Email automation, Microsoft Teams, Business Central, and Web.

Built for European compliance

• Agents can never do more than the user.
• Every action logged, like any BC activity.
• Data stays in your BC enviornment.
• EU hosting available. GDPR-aligned. DPA on request.

Why not just Microsoft 365 Copilot?

Copilot answers questions about BC. Smart Agents do the work — under your rules: which tools, which model, how much autonomy, which knowledge. Copilot is one assistant for everyone. Smart Agents are an assistant per role, configured by you, extensible by your partner, governed like any other BC user.

Get started