Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Microsoft Dynamics 365 Business Central agents offer a practical way to introduce AI into structured workflows, but they are not a fit for every scenario. In this video, we explore where Business Central agents are most effective, including low-effort workflows that involve data analysis, staging, and human review before action is taken.
The video also takes an honest look at the current limitations of Business Central agents, including model selection, permissions, inconsistent behavior, developer dependency, and production deployment requirements. You will also learn when standard AL development or a hybrid approach using AL code and Azure AI may provide a more reliable, scalable solution for more complex business processes.
In this video you’ll learn:
Where Business Central agents work best, including structured workflows that require human review before execution
Common limitations to consider, such as permissions, inconsistent outputs, token usage, and developer dependency
When to use Business Central agents, AL code, or a hybrid AI and automation approach for better results
Related Videos
Create customer reminders using Outlook in Dynamics 365 Business Central
Learn how to streamline customer communication by creating and sending reminders directly from Outlook using the Business Central add-in. This video demonstrates how to access real-time customer insights, track overdue balances, and manage follow-ups without leaving your inbox. Improve efficiency and stay on top of receivables with a more connected workflow.
How to install and setup Outlook add-in for Dynamics 365 Business Central
Learn how to install and set up the Outlook add-in for Microsoft Dynamics 365 Business Central in this step-by-step overview from Rand Group. This video covers required Microsoft 365 admin permissions, centralized deployment, and how to enable Contact Insights and Document View. See how your team can access customer and vendor data and create documents directly from Outlook.
Top Copilot prompts for Dynamics 365 Business Central analysis views
Copilot is transforming how users analyze data in Dynamics 365 Business Central. In this video, we explore practical prompts for Analysis Views across customers, vendors, items, sales, and general ledger data, along with real-world limitations and optimization tips. Learn how to generate faster insights without relying on Excel.