Create a Custom Agent in Dynamics 365 Business Central

Agents:

In Microsoft Dynamics 365 Business Central, an agent is an AI-powered digital assistant designed to automate complex, multi-step business processes using natural language instructions.

Type of Agents in BC:

1. Built-in Microsoft Agents:

> Sales Order Agent

> Payables Agent

2. Custom Agents (Preview)

3. Power Platform / Copilot Studio

> They are built outside BC

What Custom Agent Can:

1) Data Operations

> Read Customers, Sales Orders, Vendors

> Filter records

2) Transactions

> Create Sales Order

> Approve Documents

3) Automation

> Run when a task is created

> Response to business events

> Execute multi-step workflows

Create Custom Agent:

Prerequisites:

Configure Copilot and agent capabilities. Click the Gear Icon and click Assisted Setup

Click Set up Copilot & agent capabilities

Agent Creation:

Step 1 : Click the Agent Icon in the Home Page.

Step2: Click Create Button.

Step3 : Click Create Agent From Scratch

Step4: Enter the Agent Name, Description, etc.

Step5 : Once entered, click > button to go to the next screen

Step 6: Configure agents by setting the instructions and the agent user permissions, Profile.

> Setup profile : It will show all the available roles and you can select any role from that.

> Click Manage Permissions and give all the permissions needed for that agent instructions.

> Edit Instructions will show the Rich text box in which we need to provide the instructions that the agent has to do.

For Example:

Prepare a report in Pdf for all the sales order with more than 20000.

Instructions:

Report — All sales open sales orders with more than 20k. To Do this :

• Get all open Sales Orders
• Filter By Balance Amount > 20000
• Prepare a Pdf

Step 7: Click the Home and Click Run Task

• This will lead to a Create Task Screen

• Enter the Title for the task and press OK.

Once the task is created. It will process step by step execution.

• Once all steps are completed, It will ask to review the results. Once you reviewed, the task set as Completed.
• You can download the pdf in the attachment section.

• Agents can run only when

> Task is created

> User triggers it

> A workflow/ extension creates a task

Limitations:

• From current BC 28.1 behaviour:

> Agents depend heavily on UI visibility

> They cannot access hidden fields

> Permissions often block execution

> Task-based execution is async (not instant)