Smart Agents for D365 Business Central

Smart Agents for D365 Business Central is an AI agent platform that goes beyond answering questions—it executes tasks like posting invoices, reconciling banks, and running reports, all grounded in your live Business Central data. Designed for SMBs and partners, it delivers a premium chat experience with unlimited AI assistants that can use any table, report, or API as tools, accelerating finance, warehouse, and customer service workflows.

Key Capabilities

• Action-oriented AI agents — handle end-to-end tasks such as posting invoices, reconciling bank statements, and drafting customer replies with live numbers, with every figure traceable to its source record.
• Model-agnostic AI selection — choose from OpenAI GPT, Anthropic Claude, Google Gemini, and Mistral per agent, with new models appearing automatically and no vendor lock-in.
• No-code Agent Studio — build custom agents using templates, attach BC tools, add policies as knowledge, set autonomy, and define rules in plain language—most agents ready the same day.
• Full SDK for partners — embed AI into your own apps and verticals with pre-built authentication, model routing, grounding, audit, and billing; call agents from AL code and define them as JSON.
• Compliance-first design — agents operate within user permissions, every action is logged, data stays in your BC environment, and EU hosting with GDPR alignment is available.

Integration & Compatibility

Smart Agents integrates natively with Dynamics 365 Business Central, working across finance, warehouse, and reporting modules. It leverages any BC table, report, or API as a tool, and outputs can be used in journals, documents, emails, reports, Power Automate, or custom UIs. The solution is delivered as a SaaS add-on through Microsoft AppSource, with billing via AppSource or prepaid credits. Supported editions are not specified, but it is designed for the SMB ERP market.

Who It's For

Ideal for SMBs using Business Central that need to accelerate cash collection, close month-end faster, streamline warehouse operations, and respond to customers quicker. It suits finance teams, warehouse managers, and customer service roles, as well as BC partners and developers building vertical AI add-ons. Organizations seeking a compliant, flexible AI platform without vendor lock-in will find it valuable.