Smart Agents
for Microsoft Dynamics 365 Business Central
A swarm of AI agents to operate your business at unimaginable speed.
Print reports. Export data. Create records. Post invoices. Orchestrate workflows — all from chat. Cloud and on-premises.
What you get on top of Microsoft
BC Copilot answers questions and drafts text — great, and it's included. Smart Agents does everything Copilot can't.
BC Copilot (included free)
- ✓ Ask questions about your data
- ✓ Context-aware page help
- ✓ Draft marketing text for items
- ✓ Bank reconciliation suggestions
- ✓ English-focused, fixed AI model
Smart Agents (pay per use)
- ✓ Print any BC report as PDF, Excel, or Word
- ✓ Export data as CSV — up to 500K rows
- ✓ Create, update, delete records from conversation
- ✓ Post invoices, release orders — invoke BC actions
- ✓ Server-side aggregation — SUM, AVG, COUNT without sending rows to AI
- ✓ Multi-agent orchestration — agents delegate to each other
- ✓ Email auto-reply with sender validation against BC
- ✓ On-premises support — the only AI solution for on-prem BC
- ✓ Developer API — invoke agents from AL code
- ✓ 90+ languages, 4 AI model tiers, knowledge bases
- ✓ Works in Teams & Email — not just the BC pane
See it in action
Three real tasks. Report printing, record creation, data export — all in one conversation.
Aged A/R report generated — 23 entries totalling €187,430 overdue >60 days.
2 credits used · Ready to download
Sales Order SO-1042 created and released:
| Customer | Contoso Ltd. |
| Item | 1000 — Bicycle · 50 × €29.90 |
| Delivery | Next Friday |
4 credits used · Order released
47 open sales orders exported (€312,850 total).
1 credit used · Ready to download
Available in Business Central, Teams, and Email
Up and running in 5 minutes
No IT project. No developer. No consultant.
Install from AppSource
Free. One click. No approval needed.
Run the Setup Wizard
Connect to the Smart Agents backend. 2 minutes.
Pick a Template
Choose from ready-made agents. Customize the instructions.
Start Chatting
In BC, Teams, or Email. Your agent is live.
Your agents, everywhere
Every agent works across all three channels — same capabilities, same data, no extra setup.
Business Central
A rich chat panel right where you work. Live progress indicators, formatted data tables, and file downloads — all inside BC.
Microsoft Teams
Publish any agent to Teams with one click. Chat from any device — phone, tablet, desktop. No BC login needed.
Agents monitor shared mailboxes, identify senders, look up data, and reply automatically. Response time: hours to under a minute.
Ready-made agent templates
Pick a template, adjust the instructions, start chatting. No code. No consultant. No IT project.
Business Central Agents
21 templates for every BC area
General Business Agents
10 templates for everyday work
Built-in tools
Each agent comes with a powerful toolkit — all controlled by per-tool permissions and autonomy levels.
Data Access
Search, filter, and retrieve records from any BC API page, OData endpoint, or web service.
Write Operations
Create, update, and delete records through conversation with configurable confirmation prompts.
Analytics
Compute totals, averages, counts across any numeric field with any filter. No report builder needed.
Workflow Actions
Post invoices, release purchase orders, send confirmations — invoke BC actions directly.
Data Export
Generate CSV files with any filters, up to 500,000 rows, downloadable right from the chat.
Report Printing
Print any BC report as PDF, Excel, or Word — delivered as a downloadable file in the chat.
Agent Delegation
Agents hand off tasks to each other, or delegate to Microsoft's BC Custom Agents.
Web Intelligence
Search the internet and read web pages for exchange rates, regulations, or competitive intel.
Knowledge Bases
Upload PDFs, Word, and Excel files per agent — company policies, SOPs, product catalogs.
Image Analysis
Attach photos or screenshots to your chat — the agent sees and interprets visual content.
Email Handling
Monitor shared mailboxes, identify senders against BC records, and auto-reply with looked-up data.
Schema Discovery
Auto-discovers any BC entity's fields and structure at runtime — works with custom tables and extensions.
More than an app — a platform you build on
Smart Agents isn't just a chatbot. It's an extensible agentic framework managed entirely from Business Central. BC developers can embed AI into any custom solution — without touching AI infrastructure.
How data flows — nothing leaves BC unless it has to
No HTTP overhead
Data never leaves BC
Zero BC data stored
Circuit breaker + retry
No training on your data
EU data residency
Contrast: Copilot Studio routes BC → HTTP Connector → Power Platform → Power Automate → Azure OpenAI — adding latency at every hop.
Full Developer API
Invoke any agent programmatically from your own AL code. Three lines to add AI to any page, codeunit, or workflow — no AI expertise required.
- ✓SendMessage / SendMessageInSession — single or multi-turn conversations
- ✓GetToolCalls / ApproveAll / RejectAll — programmatic human-in-the-loop
- ✓JSON output mode — agents return structured data with a schema you define
- ✓Access = Public — call from any extension, no dependency required
Extensible Enums
Data Source Types, Publish Channels, Billing Modes — extend from your own AL extension.
Tool Configuration
Expose any API Page, Web Service, or Report as an agent tool — from the UI, zero code.
JSON Output Agents
Define a schema, get structured data back. AI-as-a-microservice inside BC.
3-Layer Instructions
System (immutable) → Company-wide → Per-agent. Auto-injects tool descriptions and autonomy rules.
AI solutions for Business Central
Different tools for different jobs. Here's where each solution shines.
| Capability | Copilot Chat | Smart Agents | BC Custom Agents | Copilot Studio |
|---|---|---|---|---|
| Real-time conversational chat | Basic | ✓ | Background | ✓ |
| Data search — any BC entity | Limited | ✓ | ✓ | Via connectors |
| Create, edit & delete records | — | ✓ | ✓ | ✓ |
| Data aggregation & analytics | Basic | ✓ | — | Custom flow |
| Data export (CSV download) | — | ✓ | — | Custom flow |
| Report generation (PDF/Excel/Word) | — | ✓ | PDF only | Custom flow |
| Action invocation (post, release) | — | ✓ | ✓ | ✓ |
| Web search & page reading | — | ✓ | — | ✓ |
| Knowledge base (upload docs) | — | ✓ | — | ✓ |
| Email handling (read + auto-reply) | — | ✓ | ✓ | Custom flow |
| Schema auto-discovery | — | ✓ | — | — |
| Sub-agent delegation | — | ✓ | — | Custom |
| Languages supported | English | 90+ | English | 40+ |
| AI model selection | Fixed | 4 tiers | Fixed | 2 models |
| No-code agent creation | — | ✓ | Designer | ✓ |
| On-premises support | — | ✓ | — | — |
| Setup time | Built-in | 5 minutes | 30 min–Weeks | Hours–Days |
| What you need | Nothing — built into BC | AppSource extension install | BC 26.0+, Agent Designer, AL development for custom tasks | Copilot Studio license, Power Platform, connectors |
| Cost per interaction | Included | €0.01 | MS credits | ~$0.07 |
🤝 Better together: Smart Agents orchestrates Microsoft's AI stack
Smart Agents can delegate tasks to BC Custom Agents and coordinate results — combining real-time chat with background automation in a single conversation.
User asks Smart Agent in chat → delegates to Payables BC Agent → BC Agent processes PDFs with OCR → Smart Agent reports results back in chat.
Smart Agent reads the email, dispatches to Sales Order BC Agent → BC Agent creates quote with PDF → Smart Agent confirms "Quote #1042 sent."
Smart Agent uses bc_search and bc_aggregate on the Agent Task table — instant analytics about BC Agent workload and completion rates.
Smart Agent handles the chat — user configures thresholds. When reorder triggers, it tasks a Custom BC Agent to create the Purchase Order automatically.
✓ = native support · "—" = not available or requires custom development
Real-world impact
Here's how teams use Smart Agents to save hours every day.
Collections follow-up in seconds
"Show me all overdue invoices for Contoso over 60 days." The agent queries Customer Ledger Entries, calculates the balance, and prints the Aged A/R report as PDF — ready to attach to a follow-up email.
Sales rep creates orders from the road
"Create a sales order for Adatum — 200× Item 1928 at list price, deliver next Tuesday." The agent creates the Sales Header and Lines, validates the customer's credit limit, and releases the order. All from a Teams chat on the rep's phone.
Procurement checks vendor delivery status
"Which purchase orders from Fabrikam are overdue?" The agent filters Purchase Headers by Buy-from Vendor and Expected Receipt Date, shows the list with amounts, and exports the result as CSV for the weekly vendor review meeting.
Stock check without leaving the floor
"What's the available stock for Item 1000 across all locations?" The warehouse manager asks from Teams on his phone. The agent reads Item Ledger Entries, groups by Location Code, and shows available quantity per warehouse — no BC login, no desktop needed.
Month-end close gets faster
"Total revenue vs. budget for February, broken down by department." The agent aggregates G/L Entries by G/L Account and Global Dimension 1, compares against G/L Budget Entries, and returns the variance. Then prints the Trial Balance report for the controller.
Order status emails handled automatically
A customer emails "Where's my order #SO-1038?" The agent identifies the sender against the Contact table, looks up the Sales Shipment, finds the tracking number, and replies with the delivery status — all without human intervention.
Project manager tracks job profitability
"Show me hours vs. budget for Job J00045, and flag any tasks over 110%." The agent reads Job Task Lines and Job Ledger Entries, calculates usage vs. budget percentages, and highlights overruns — giving the PM an instant health check mid-project.
Production planner checks component availability
"Can we start Production Order P-00312 tomorrow? Check component stock." The agent reads Prod. Order Components, cross-references Item availability by Location, and identifies which materials are short — so the planner knows before the line starts.
CEO gets a morning briefing in Teams
"Daily summary: yesterday's revenue, open orders, cash position, and overdue receivables." The agent aggregates across G/L Entries, Sales Headers, Bank Account Ledger Entries, and Customer Ledger Entries — delivering a one-message KPI snapshot before the first meeting.
On-prem customers get the same capabilities
Every scenario above works identically on on-premises BC. No Azure subscription, no Power Platform license. The AL extension makes outbound HTTPS calls only — your data stays on your server. Smart Agents is the only AI solution available for on-prem BC.
Employees submit time entries from Teams
"Log 6 hours to Job J00045, Task 200, for today." The agent creates the Time Sheet Line, validates the Job/Task combination, and confirms. Employees who never open BC can now track time without training or a BC license seat for the time sheet page.
Auditor pulls data without IT involvement
"Export all G/L Entries for accounts 4000–4999 from January to March as CSV." The external auditor (with read-only BC permissions) gets the download in seconds. No IT ticket, no custom report — the agent respects their BC permission set and only returns data they're authorized to see.
Enterprise-grade security
Nothing happens without explicit permission. Every action is logged. Your data stays in BC.
4 Autonomy Levels
From "confirm everything" to full autopilot. You decide how much freedom each agent gets.
Per-Tool Permissions
Every tool can be individually enabled or blocked per agent. Per-operation CRUD control.
Full Audit Trail
Every tool call logged with function, entity, parameters, and duration. All changes attributed to the actual user.
User Identity
Every operation runs under the user's own BC identity and permissions. No service accounts.
IT governance checklist
Simple, transparent pricing
No subscriptions. No per-user fees. Pay only for what you use.
What will it cost your company?
Most tasks use 1–4 credits. One credit costs €0.01.
Estimates based on Silver tier (×1 credit). Higher tiers use proportionally more credits per task.
Choose your AI tier per agent
Silver
Fast & affordable. Simple lookups, data queries, everyday tasks.
Gold
The sweet spot. Complex tasks, record creation, daily use.
Platinum
Deep reasoning. Multi-step analysis, finance & compliance.
Frontier
Most capable. Exec-facing output, email auto-reply, complex workflows.
| Task | Credits | Cost |
|---|---|---|
| Simple data lookup | 1 | €0.01 |
| Sales order creation | ~4 | €0.04 |
| Complex financial analysis | ~10 | €0.10 |
| 10 people, 50 tasks/day | ~400 | ~€4/day |
| Credit Pack | Credits | Price | Discount |
|---|---|---|---|
| Starter (free) | 500 | €0 | — |
| Standard | 10,000 | €85 | 15% |
| Professional ★ | 50,000 | €400 | 20% |
| Enterprise | 200,000 | €1,500 | 25% |
Same budget. 8× more interactions.
Microsoft: $200 → ~2,500 interactions. Smart Agents: €200 → ~20,000 interactions at Silver tier.
“For on-prem Business Central customers, the AI conversation has been completely theoretical until now. We made it practical. Same capabilities, same experience, regardless of where their ERP runs.”
Grow your practice with Smart Agents
95% of BC sales happen through partners. We built Smart Agents to sell through you, not around you.
Revenue share
Earn a share of every credit pack your customers purchase. Recurring revenue, not a one-time referral fee.
Partner dashboard
Manage all your customer tenants, allocate credits, configure agents, and monitor usage from one admin panel.
Zero-effort onboarding
Install from AppSource, run the setup wizard, done. No developer, no deployment, no ongoing maintenance for you.
GTM support
Co-branded materials, demo environments, and sales playbooks to help you position Smart Agents.
Works with your stack
Runs alongside your AL extensions and customizations. No conflicts, no object range overlaps.
ISV: embed AI in your product
Use the Developer API to invoke agents from your AL code. Ship AI as a feature of your vertical solution — no AI team required.
partners@qualiatechnik.de
Frequently asked questions
Technical details for consultants, partners, and IT decision-makers.
Which Business Central versions are supported?
Is it AppSource certified?
What permissions does the extension need?
How does it work on-premises?
Does it modify base application objects?
Where does my data go?
What happens if I run out of credits?
Can I try it before purchasing credits?
Get started in 5 minutes
Install from AppSource, pick a template, and start chatting. No IT project. No developer required.