Everything below comes from our Discovery Workshops — surfaced as ideas or already built into agents — plus Microsoft’s out-of-the-box Business Central agents, available as products. This isn’t everything that surfaces in a workshop; we review and refresh this list from time to time.
Periodically updates vendor prices from new — often unstructured — price lists, reading them and mapping them onto Business Central items and prices. Heading for a customer pilot.
Team members log time in each client’s own system, and every client exports differently — columns, date formats, project codes, names. The agent reads whatever shape the export takes, maps it to the right BC resource, job and task, flags anything it can’t match confidently, and prepares the BC timesheet lines for review and approval.
Catch duplicates across renamed suppliers or re-suffixed invoice numbers by matching amount, supplier, date and lines — a retrospective scan plus a recurring check.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Before a sales order is released, checks payment and shipping terms, dates, reservations, customer balance and unusual discounts — and surfaces anything that looks off for review.
On finished production orders, compares expected versus actual material consumption, output and cost, and explains the main drivers behind any variance. Requires the BC Manufacturing module — read-only analysis.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Reads inbound return requests arriving by email, matches each to the original sales order or invoice, checks it against the return policy, and drafts a credit memo ready for approval.
Captures incoming purchase and vendor invoices, matches them, and prepares them for posting with human review.
When stock runs short, proposes how to allocate limited or incoming stock across open sales orders by customer priority, and drafts the customer updates. Uses standard availability and reservations.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Reviews open balances, pending payments and bank reconciliations, then presents findings and suggested next actions to support the month-end close.
Item-card notes that print only on the pick list, so the warehouse never forgets the insert.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Reviews open jobs, unbilled WIP and time entries, and reads each project’s written billing terms — milestones, retention, what’s billable — to flag projects ready to invoice or at margin risk. Drafts the project sales invoice for review. Works on top of the standard BC Projects module.
Customer-facing product and pricing answers on your website, pulled live from Business Central — as an embedded interactive calculator.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Parses carrier emails or stored tracking numbers to keep purchase-order delivery dates current — built for many carrier formats, unstructured emails, and exception-heavy workflows.
Simple figures — revenue, stock — emailed daily or weekly to the right people, no BI tooling required.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Ingests monthly supplier statements arriving as varied PDFs, matches each against the vendor ledger, and sorts them cockpit-style: balanced goes green; mismatches get a proposed explanation.
Converts customer order requests — email text and attachments in a monitored mailbox — into Business Central sales quotes and orders, with item lookup and drafting for human review.
Proposes sales-price updates from item cost and margin rules across large catalogues, presents the changes for review, and applies them on approval.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Learns the organisation’s approval patterns and rates each item low-to-high risk — routine items clear fast, risky ones get escalated early.
Reporting cuts like revenue split by country — custom reports, with an optional AI analysis layer on top.
Surfaced as an agent candidate — better solved with standard automation or configuration.
For e-commerce orders flowing into Business Central — via the Shopify connector, for example — catches the exceptions: out-of-stock lines, address, pricing or discount mismatches, payment gaps — and drafts a resolution before fulfilment. The standard connector handles the happy path; the agent handles the judgement-heavy exceptions.
Tracks outstanding purchase-order confirmations, drafts and sends the follow-up emails, and flags the ones that need a human — so chasing confirmations no longer eats hours each week.
Surfaced as an agent candidate — better solved with standard automation or configuration.
A chatbot agent for ad-hoc “why did this move?” questions — drills into GL, customer and vendor ledger entries live in Business Central. Useful straight away, read-only.
Scheduled posting and emailing of released invoices, once or several times a day.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Analyses a customer’s recent purchases and payments and suggests payment-term or credit-limit changes.
Processes employee expenses — reads receipts, creates and categorises expense entries for approval and posting.
A trusted replenishment report first, then reorder suggestions, then one-click purchase-order creation.
Surfaced as an agent candidate — better solved with standard automation or configuration.
Reads Business Central and outstanding-amounts reporting, then drafts the right reminder per customer — adapting tone and timing to payment history — with the overdue invoices attached, ready for approval.
Auto-create and consolidate purchase orders per vendor for non-stock items on orders shipping soon.
Surfaced as an agent candidate — better solved with standard automation or configuration.
When a component, cost or routing changes, analyses the affected BOMs, finished-good costs and open production orders, and summarises the impact before anyone commits to the change.
Run their journey on the homepage, or talk to us about what an agent could look like for them.