What's New: How To Create Agents in Business Central
Creating a custom agent in Business Central with the no-code wizard, shown through a sales return agent that reads customer emails and attachments and creates credit memos. Covers profile and permissions, instructions, task monitoring, copilot credits and instruction versioning.
- Introduction and Agent Creation Overview
- Accessing the Agent Creation Wizard
- Configuring Agent Profile and Permissions
- Setting Agent Instructions and Initial Setup
- Creating and Preparing a Task for the Agent
- Monitoring Agent Task Execution
- Reviewing Agent Results and Credit Memo Creation
- Refining Instructions and Repeating Tasks
- Monitoring Credits and Instruction History
- Conclusion
Overview
The video, published 2026-02-27, shows how to define a first agent in a Business Central sandbox without code. The agent creation wizard asks for a name, a profile, permissions and instructions. The demo builds a sales return agent that handles customer returns and creates credit memos.
The demo then creates a task with attachments (PDF and image), follows the agent in the task log, and reviews the result on the credit memo page. It also covers the agent asking for human help, updating instructions and repeating the task, checking copilot credits consumed, and viewing saved instruction versions.
Key points
- The agent creation wizard needs a name, a profile, permissions and instructions; no code is written. The demo is in a sandbox, and the wizard opens from the A+ icon.
- A dedicated profile limited to the agent’s tasks is recommended; a full profile and the super permission set are fine for prototyping, but the permission set should be limited before releasing the agent.
- Agent permissions never exceed those of the user giving it tasks, even if the agent has a super permission set.
- Agents can read PDF attachments and extract text from images to understand a customer request.
- The task log shows each step the agent takes, with a description and the reason; View details shows the data the agent had available. Fields the agent filled are marked with eye icons and a justification.
- An agent can request human assistance, and the user answers through a review pane so the agent can continue.
- Instruction edits are saved as versions in the instruction history and can be selected and downloaded as a backup; a task can be repeated with the same input data and attachments. Copilot credits used appear at the bottom of the task screen.
Features
| Feature | Status | At |
|---|---|---|
| Agent Creation Wizard | status not stated, demoed | 0:23 |
| Agent Task Execution with File Attachments | status not stated, demoed | 2:17 |
| Task Log and Execution Tracking | status not stated, demoed | 3:13 |
| Agent Action Justification and Audit Trail | generally available (roadmap Review content generated by agents directly on pages), demoed | 4:37 |
| Task Repeat and Iterative Improvement | status not stated, demoed | 5:23 |
| Agent Request for Human Assistance | status not stated, demoed | 6:09 |
| Copilot Credits Consumption Tracking | status not stated, demoed | 6:43 |
| Instruction Versioning and History | status not stated, demoed | 6:55 |
| Sales Return Agent Creation | status not stated, demoed | 0:35 |
| Agent Permission Inheritance from User | status not stated | 1:27 |
A status with a roadmap link comes from the Microsoft 365 roadmap feature this part of the video covers (matched by Haiku; links Opus dropped are not used); other statuses need a status word in the video itself.
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- page “credit memo” at 4:37
Not found in BC28-30: page “credit memo”.
Quotes
- 0:05 “how you can define your first agent in Business Central in sandboxes without using any code”
- 1:27 “even though the agent has a super permission set, it is not going to have more permissions than the user giving it tasks”
- 1:27 “We recommend that you limit the permission set when you’re ready to release your agent.”
- 2:50 “Agents are able to read the PDF files and extract text from the images which you will see in the demo”
- 3:47 “You can see the description of the task that the agent did. Also, you can see the reason why it did it. So, this”
- 4:48 “you can see with the little eye icons and justification why this one was done. An indication that this field was actually filled by”
- 6:43 “you also have a quick insight to how many copilot credits you have consumed. The information is shown at the bottom and you can”
- 7:10 “we have saved the two versions that I have edited. The first version is without checking for the credit memo and the second one”
Presenters (as heard): Nicolola Kukria.