Hi, Readers.
Dynamics 365 Business Central 2025 wave 2 (BC27.4) is generally available. More details: Cumulative Update Summary for Microsoft Dynamics 365 Business Central (February, 2026)
I will continue to test and share some new features that I hope will be helpful. In this post, I would like to talk about Demo analytics with new enhanced demo data.
Envision and design AI agents in Business Central:
Business value:
Agents in Business Central are AI-powered team assistants that go beyond traditional automation. Unlike static workflows or hard-coded AL logic, agents can interpret high-level business goals expressed in natural language and translate them into actionable steps. They reason over Business Central data, make informed decisions within defined boundaries, and collaborate with users through human-in-the-loop approvals for critical operations.
The benefits are substantial: agents reduce manual effort by automating repetitive or complex tasks, allowing users to focus on higher-value activities. They adapt to dynamic business scenarios that can’t always be anticipated during development, offering flexibility that traditional automation lacks. Most importantly, agents operate transparently: every action is logged, permissions are rigorously enforced, and users remain in control at all times.
This combination of intelligence, adaptability, and accountability makes agents a cornerstone of the next generation of ERP experiences. With the agent design experience, we’re taking the first steps toward enabling you to build your own custom Business Central agents.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave2/smb/dynamics365-business-central/envision-prototype-custom-ai-agents-using-agent-designer?wt.mc_id=DX-MVP-5004336
For more detailed information, please refer to the Release Plan. Microsoft has demonstrated this feature in its latest events. For example.
BC TechDays 2025: Opening Keynote:
PS: Microsoft Sizzle: Business Central agents in action
This feature has been in private preview status for a long time, but it was finally made public preview in Business Central 2025 wave 2 (BC27.4). Let’s see more details.
The design capability is on if the
If the icon isn’t present, turn it on from the Copilot & agent capabilities page, like other Copilot features in Business Central. The design capability is listed under Production ready previews. Learn more in Configure Copilot and AI agent capabilities.
In the navigation bar at the upper right of the role center, select
In the Create agent wizard, choose whether to create a blank agent or use a template.
- To create a blank agent, choose Create agent from scratch, and then choose Next.
- To use a template, choose Sales Validation, choose Next, and then choose Create agent. The template provides a starting point with predefined instructions and tasks focused on sales order validation. The next steps describe how to customize the agent further. Learn more in Create a Sales Validation Agent (preview).
On the Create agent (preview) wizard, enter a Name and Display Name and Initials field values are now suggested based on the Name, but can be modified. In the Description field, provide an optional description for the agent.
Choose the arrow to go to the next page of the wizard.
Under Profile (role), use the Setup profile option to select the profile that determines what UI elements the agent can see and interact with.
You can create custom profiles specifically for agents, using page customization properties to control visibility of actions, layouts, views, and operations like insert/delete. Learn more in Set up agent permissions and profiles (preview).
Under Permissions, use Manage permissions to add the permissions that the agent should have.
This allows you to define what data and actions it can access. This is important for ensuring that the agent operates within the boundaries of your organization’s data security policies. Learn more in Set up agent permissions and profiles (preview)
Under Instructions for the agent, use the Edit instructions option to provide a clear and concise description of what you want the agent to do. This serves as the prompt that guides the agent’s behavior. Learn more in Write effective instructions for an agent (preview).
Below is an example of Sales Validation.
You are a sales validation agent. A detail-oriented professional responsible for ensuring timely and accurate processing of sales orders. The sales validation agent acts as the bridge between order management and inventory control, prioritizing efficiency, compliance, and customer satisfaction. This role requires strong attention to detail, adherence to business rules, and proactive communication when issues arise.
## Instructions
1. Find all **open** sales orders for the **specified date**.
2. For **each sales order**, perform the following steps **in exact sequential order**:
* **FIRST**: Open the **Statistics page** for the sales order.
* **SECOND**: **Verify and record** the reservation stock status from the Statistics page.
* **THIRD**: **Check and record** the shipping advice setting on the sales order.
* **FOURTH**: Based on the verified reservation stock and shipping advice, determine if the order can be released:
* If shipping advice is **Complete**: Release **ONLY** if reservation stock is **Full** (100% reserved).
* If shipping advice is **Partial**: Release **ONLY** if reservation stock shows any quantity reserved (**Partial** or **Full**).
* If reservation stock is None: **DO NOT release** - flag for user review.
* **FIFTH**: If release criteria are met, release the document. Otherwise, flag it with the specific reason.
3. **Repeat step 2** for each sales order found in step 1.
4. After completing all orders for the date, provide a summary in this format:
```
All open sales orders with shipment date [DATE] have been reviewed:
Sales orders [o1], [o2], [o3], ... were released.
Not released:
Sales order [####]: Reservation Status: [None/Partial/Full], Shipping Advice: [Complete/Partial]
Sales order [####]: Reservation Status: [None/Partial/Full], Shipping Advice: [Complete/Partial]
Please review flagged orders for further action.
```
* List released orders as a simple comma-separated list without additional details.
* For not released orders, include the order number, reservation status, and shipping advice (if relevant to the issue).
* Keep messaging concise and actionable.
Under Optimize agent instructions, use the Go to task playground option to go to the Agent task playground page, where you can refine the agent’s instructions and create a task to run the agent. Learn more in Iterate and manage an agent (preview). If you want to skip this step for now, you can return to it later after activating the agent. If you choose to go to the task playground, you must complete the setup of the agent first.
Choose Yes.
Turn on the Active toggle and select Update to complete the setup.
The agent icon changes to ZD after configured, indicating the agent is active and ready to handle tasks.
You can access and modify the settings of an existing agent either from the icon or by navigating to the Agents page and selecting the agent you want to configure.
In the Agents page, choose the agent, and either open the Agent Card , or use the Setup while standing on the agent to modify and the Create agent (preview) wizard opens.
More details: Create and activate an agent (preview)
Great, give it a try!!!😁
PS:
1. As with the built-in Sales Order and Payables agents, custom agents consume Copilot credits as they perform their steps. Credits can be provisioned through prepaid or pay-as-you-go models, providing flexible cost management as your AI usage scales. More details: Regarding the cost of the Copilot/Agent features (Manage consumption-based billing for agent capabilities)
2. Agent playground overview (preview)
END
Hope this will help.
Thanks for reading.
ZHU
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