Copilot Agents for Dynamics 365 Business Central
Your AI-powered Assistants for Smarter, Faster Business Operations
Schedule a demoTransforming Business Central with a Unified AI Agent Ecosystem
Business operations are filled with repetitive yet critical processes—data entry, order management, approvals, and validations—that consume time and slow productivity.
LevelShift's Copilot Agents for Dynamics 365 Business Central bring intelligence and automation to these processes through specialized AI-powered agents.
Each agent is purpose-built to handle a specific function—whether it is processing orders, managing procurement, or maintaining master data—helping users interact with Business Central via simple natural-language commands.
Working natively within your Business Central environment, these agents enhance productivity, improve accuracy, and free teams to focus on strategic work instead of repetitive tasks.
Our Current Lineup of Copilot Agents:
Accelerate your order-to-cash process with an AI assistant that creates, updates, and posts sales orders using natural language.
Key Benefits:
- Accelerated order-to-cash cycle: Automate key steps—from quote creation to invoicing—to shorten processing time and improve cash flow.
- Error prevention and data accuracy: AI-driven validations ensure each order meets business rules before posting, reducing rework and discrepancies.
- Increased productivity: Teams spend less time on repetitive data entry and more time on customer engagement and strategy.
- Real-time insights: Retrieve, review, and analyze sales data instantly to support smarter, faster decisions.
- Seamless system integration: The agent securely connects to Business Central, ensuring consistency across finance, sales, and fulfillment workflows.
Simplify procurement workflows and improve compliance with an agent that automates purchase order creation, approval, and posting.
Key Benefits:
- Faster purchase cycles: Automate purchase order creation and approvals to accelerate procurement timelines.
- Improved accuracy: AI validations ensure all orders comply with budget limits, vendor terms, and item requirements.
- Smarter decision-making: Access real-time insights into spending patterns, vendor performance, and inventory needs.
- Enhanced collaboration: Enable procurement, finance, and operations teams to work from a unified, intelligent interface.
- Reduced administrative load: Free up your teams from routine tasks, allowing focus on vendor strategy and cost optimization.
Ensure accuracy and consistency across your vendor, customer, and item data with an AI agent that automates master data creation and validation.
Key Benefits:
- Centralized data accuracy: Automate validation and approval checks for master records to ensure accuracy across all entities.
- Reduced manual workload: Minimize repetitive data entry by enabling users to create and update records through natural language.
- Faster onboarding and updates: Quickly onboard new vendors, customers, and items without navigating complex data fields.
- Improved compliance: Built-in rules ensure adherence to internal policies and external regulatory standards.
- Interconnected master entities: Changes in one dataset (such as vendor address updates) are reflected across linked transactions, maintaining consistency.
Automate the drop-shipment workflow with an AI assistant that converts approved sales orders into purchase orders, enabling direct vendor fulfillment while maintaining full visibility in Dynamics 365 Business Central.
Key Benefits:
- Automated drop shipment processing: Convert approved sales orders into purchase orders through natural language, reducing manual coordination between sales and procurement.
- Faster fulfillment cycles: Trigger vendor procurement as soon as a sales order is confirmed, enabling quicker shipment from vendor to customer.
- Controlled order conversion: Built-in validations ensure only approved sales orders are converted and prevent duplicate purchase orders.
- Improved accuracy and traceability: Automatically map sales order data to purchase orders while preserving document references and audit visibility.
- Reduced operational overhead: Minimize manual drop shipment tasks so teams can focus on customer service and supplier coordination.
Accelerate financial record management with an AI assistant that creates and posts general journal entries in Microsoft Dynamics 365 Business Central through natural language and guided input forms.
Key Benefits:
- Faster journal entry creation: Enter accounting details through a simple form and automatically generate journal lines without navigating multiple pages.
- Reduced manual errors: Automated validations ensure correct batches, account types, and balancing accounts before entries are created.
- Batch-level posting automation: Post all journal lines in a selected batch in one action, reducing repetitive posting tasks.
- Improved financial control: Structured inputs and controlled workflows ensure entries follow accounting rules and batch structures.
- Increased productivity for the finance team: Reduce time spent on manual entry so accountants can focus on analysis and reconciliation.
Automate the purchase invoicing lifecycle with an AI assistant that creates, posts, and archives invoices, and notifies stakeholders in real time.
Key Benefits:
- Automated invoice processing: Create and post purchase invoices through guided inputs without navigating multiple Business Central screens.
- Integrated document management: Generate the invoice PDF automatically and store it in a designated OneDrive folder.
- Real-time team notifications: Send Microsoft Teams alerts confirming invoice posting with a direct link to the stored document.
- Improved financial record keeping: Archive posted invoices systematically to support compliance and audit readiness.
- Reduced administrative effort: Eliminate repetitive steps like invoice creation, PDF generation, storage, and stakeholder communication.
Streamline your quote-to-order process with an AI assistant that creates, manages, and converts sales quotes within Dynamics 365 Business Central.
Key Benefits:
- Automated quote creation: Generate sales quotes through natural language inputs, reducing manual data entry and accelerating the quoting process.
- Faster quote-to-order conversion: Convert approved sales quotes into sales orders in a single step, improving sales cycle efficiency.
- Simplified quote management: Easily view, retrieve, and update quote details, including items, quantities, and pricing.
- Improved accuracy and consistency: Built-in validations ensure quotes are complete and aligned with customer and item data.
- Enhanced sales productivity: Reduce administrative effort, allowing sales teams to focus on customer engagement and closing deals.
More Agents On the Way
LevelShift's Copilot Agent ecosystem will continue to evolve, with new agents already in development to enhance additional business functions. Each will work in harmony within the same Copilot and Business Central environment, ensuring a consistent, intelligent experience across your operations.
With this growing suite of AI-driven agents, your organization can progressively modernize one process at a time, building toward a truly connected, intelligent enterprise.
Completely Customizable for Your Business
Our Copilot Agents can be customized to match your business policies, approval hierarchies, and management processes.
As your business grows, our agents evolve to support new data domains, regions, and compliance requirements, ensuring your operations remain controlled yet adaptable.
Post-implementation Support
Our team operates on an on-demand basis, meaning you only pay for the hours and services you use—no subscription required.
We've supported clients worldwide across various industries, simplifying development, integration, maintenance, and administration through our flexible ODS model. Additionally, we provide advisory support to guide you through every phase of your Dynamics roadmap.
Flexibility to scale up or down as needed.
No concerns about resource planning or conflicts.
No usage level commitments.
Pay only for what you use.
The total cost of ownership is 50% lower compared to other options.
Why LevelShift
As a trusted Microsoft Certified Partner, we offer:
Deep expertise
Our team of experts understands the intricacies of Business Central, ensuring seamless integration and optimal performance.
Proven track record
With a history of successful implementations, we deliver tangible results that drive business growth.
Customization and flexibility
Our solutions are tailored to your specific needs and adapt to your unique processes.
Exceptional support
Our dedicated support team is always ready to assist you, ensuring smooth operations and maximizing ROI.
FAQs
Each agent focuses on a distinct process area:
- The Sales Order Agent automates order creation, modification, and posting.
- The Purchase Order Agent simplifies procurement workflows from request to approval.
- The Master Data Agent guarantees accurate, consistent, and current records for vendors, customers, and items.
Curious about how our Agents can amplify your Business Central experience?
Let’s explore the possibilities to together.
Schedule a Demo