Below is a growing list of agent ideas to build in Business Central.
Do you have other ideas? Share them in the comments below!
| Business Value | Agent Category | Custom Agent | Goal/Purpose |
| Faster and more accurate month-end close | Finance & Accounting | Month-End Close Assistant | 1. Tracks incomplete reconciliations 2. Detects missing postings 3. Flags unusual GL activity 4. Monitors close tasks and deadlines |
| Improved cash planning and reduced financial risk | Finance & Accounting | Cash Flow Forecasting Agent | 1. Reviews receivables and payables 2. Predicts cash shortages 3. Monitors seasonal trends 4. Suggests payment timing adjustments |
| Reduced manual AP processing time | Finance & Accounting | AP Invoice Triage Agent | 1. Reads incoming invoices 2. Matches invoices to POs and receipts 3. Flags mismatches or duplicates 4. Routes exceptions for approval |
| Better purchasing decisions and lower costs | Purchasing & Procurement | Procurement Recommendation Agent | 1. Suggests preferred vendors 2. Recommends cost-saving alternatives 3. Predicts inventory shortages 4. Detects unusual purchasing trends |
| Faster approvals and reduced workflow delays | Purchasing & Procurement | Approval Escalation Agent | 1. Monitors approval queues 2. Sends reminders to approvers 3. Escalates delayed approvals 4. Suggests alternate approvers |
| Reduced stockouts and excess inventory | Inventory & Warehouse | Inventory Optimization Agent | 1. Predicts stock shortages 2. Identifies dead inventory 3. Detects slow-moving items 4. Recommends reorder timing |
| Faster, more accessible warehouse operations | Inventory & Warehouse | Warehouse Picking Assistant | 1. Guides pickers step-by-step 2. Optimizes pick routes 3. Provides voice or haptic guidance 4. Improves picking accessibility |
| Increased revenue opportunities | Sales & Customer Service | Sales Opportunity Agent | 1. Reviews quotes and orders 2. Detects upsell opportunities 3. Identifies stalled customers 4. Predicts likelihood to close |
| Improved customer retention | Sales & Customer Service | Customer Risk Agent | 1. Monitors customer activity trends 2. Detects declining engagement 3. Flags payment concerns 4. Predicts churn risk |
| Faster executive decision-making | Executive & Leadership | Executive Insights Agent | 1. Explains business performance changes 2. Identifies operational risks 3. Detects anomalies and trends 4. Suggests follow-up insights |
| Improved operational efficiency | Executive & Leadership | Operational Bottleneck Agent | 1. Detects workflow delays 2. Identifies recurring bottlenecks 3. Highlights inefficient processes 4. Suggests operational improvements |
| More inclusive and compliant processes | Accessibility & Inclusion | Accessibility Compliance Agent | 1. Reviews generated documents 2. Detects accessibility issues 3. Validates alt text and structure 4. Suggests inclusive improvements |
| Reduced production disruptions | Manufacturing | Production Delay Prediction Agent | 1. Predicts manufacturing delays 2. Monitors material shortages 3. Tracks machine downtime 4. Suggests schedule adjustments |
| Improved product quality and reduced waste | Manufacturing | Quality Control Agent | 1. Detects defect trends 2. Identifies recurring quality issues 3. Tracks vendor-related defects 4. Highlights production inconsistencies |
Thanks for reading!
Shawn Dorward
Microsoft MVP, Business Applications
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