Business Central Copilot Studio Custom Agent Setup

Business Central Copilot Studio Custom Agent Setup helps organizations design and configure custom AI agents that connect with Dynamics 365 Business Central data and business workflows.

This professional service supports agent use-case discovery, Business Central data access planning, Copilot Studio configuration, Power Automate workflow connection, role-based agent design, security review, testing, user readiness, and go-live support.

Microsoft now provides guidance for creating agents in Copilot Studio that connect to Business Central. These agents can use natural language interactions to present Business Central data such as customers, orders, invoices, and inventory, and can help automate business processes such as sales order creation, credit checks, payment posting, approvals, and workflow triggers.

This service is ideal for organizations that want to move beyond standard ERP navigation and give business users a conversational, AI-assisted way to work with Business Central. Custom agents can support teams by answering questions, finding records, triggering workflows, checking business data, and guiding users through common processes.

Customers receive a clear agent setup roadmap, use-case recommendations, configuration guidance, workflow planning, testing support, governance recommendations, and practical next steps to deploy Business Central custom agents successfully using Microsoft Copilot Studio and Power Platform.